Talent & Performance

End-to-end guidance for hiring, onboarding, performance cycles, career paths, and succession planning.


Toolbox

Recruiting & Onboarding Pack for Collaborative Teams

A practical pack of templates and checklists focused on hiring for collaboration and getting new hires quickly productive within team rhythms: role profile template, competency-based interview guide with scoring rubric, collaboration-focused scorecards, a 30/60/90 onboarding sequence, a buddy checklist, and measurable ramp metrics.

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Playbook

Performance Calibration Playbook & Meeting Agenda

A practical, fair, and development-focused playbook for preparation, running, and following up on performance calibration meetings. Includes pre-work templates, a timeboxed agenda with clear roles, an evidence-based calibration rubric (performance and potential), bias-reduction guidance, a development-plan template, and a follow-up tracking sheet.

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Guide

Performance Review Guide & Conversation Flow

A practical, development-focused guide to prepare for and run performance conversations that combine concrete evidence, appreciative coaching, fair calibration, measurable development plans, and reliable follow-up.

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script

Performance Conversation Script — Development-Focused Review

A practical, manager-friendly script with concrete phrasing, examples (situation–behavior–impact), a ready-to-use development-plan template, prep checklist, and follow-up cadence to make growth conversations fair, clear, and actionable.

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Template

Collaborative Recruiting Scorecard & Interview Guide

A ready-to-use, role-focused scorecard that prioritizes collaboration, communication, problem-solving, and culture fit — with observable indicators, behavioral interview questions, a scoring rubric, calibration guidance, and a repeatable small-team trial assignment template.

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template

Career Pathing Grid — Competency, Outcomes, and Development Activities

A practical, ready-to-use career-pathing grid to map role levels to expected outcomes, required competencies, observable behaviors, suggested development activities, and examples of evidence. Includes a worked starter example for an IC product role and guidance for using the grid in career conversations and promotion decisions.

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Template

Career Pathing Competency Matrix Template

A practical, leveled competency matrix that connects skills to role levels (IC1 to L4 or equivalent), concrete behavior anchors, and suggested development activities. Includes step-by-step guidance for managers and teams to co-create development plans and calibration notes to promote fairness and consistent expectations.

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Workbook

Succession & Talent Pipeline Workbook

A practical, role-focused interactive workbook that helps teams identify critical roles, score role criticality, map successor candidates, create concrete development plans, track cross-training tasks, and capture quarterly readiness reviews. Designed so you can submit one role at a time and build a searchable pipeline over time.

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Template

Succession & Talent Pipeline Candidate Matrix (Interactive Template)

Interactive template to map critical roles to incumbents, primary successors, readiness level, development actions, retention risk, and backups. Includes suggested review cadence and curated discussion prompts for talent reviews.

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