Tools & Templates Library

Reusable templates, checklists, rubrics, and decision aids for everyday leadership and collaboration work.


Template

Coaching Session Plan & Checklist (manager-as-coach)

A reusable 30–45 minute coaching session agenda with clear prompts, time allocations, sample questions, a practical scoring rubric for autonomy/skill/motivation, a short follow-up template, and quick adaptation notes for shorter or longer meetings.

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Decision Record Template (DRI, context, outcome)

A concise, fillable decision record to capture context, options considered, decision rationale, owner (DRI), implementation plan, success metrics, review cadence, and related artifacts. Use to reduce re-litigation, speed implementation, and preserve institutional learning. Includes examples and guidance for product, hiring, and budget decisions.

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Decision Record Template — Capture Context, Options, and Rationale

A practical, lightweight decision record to make choices transparent, preserve rationale, assign clear ownership, track implementation, and avoid repeat debates. Includes a ready-to-use fillable template, a short example, guidance for when and where to store records, and tips for keeping records concise.

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Interview Scorecard & Candidate Fit Matrix

A role-aligned, structured interview scorecard and fit matrix that captures objective ratings, evidence, and team-fit notes. Includes behavioral question prompts, a short bias-mitigation checklist, and a reproducible recommendation workflow. Designed to save interview records, support debriefs, and feed recruiting analytics.

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DACI Decision Rubric & Example Use Cases

Practical DACI template with clear role definitions, a worked example, a quick rubric to choose among DACI, RACI, consent, and delegated decisions, a one‑page meeting cheat sheet, and a recommended decision‑record pattern you can copy into your team space.

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Hiring Scorecard & Interview Guide Template

A practical, role-adjustable scorecard and interview guide that maps competencies to behavioral prompts, defines a clear scoring rubric, provides sample weighting guidance, includes a team-fit checklist, and an offer decision worksheet to help hiring teams make consistent, less-biased choices.

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Decision Record Template (ADR-style)

A practical, lightweight Architecture Decision Record (ADR)-style template for teams to capture context, alternatives, rationale, trade-offs, owners, monitoring plans, and review dates. Designed to reduce repeated debates, improve institutional memory, and make decisions easier to review and learn from.

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Decision Record Template (Simple ADR)

A lightweight, interactive Architecture/Action Decision Record to capture decisions, options, rationale, owners, and review plans so teams avoid rehashing, make decisions findable, and learn from outcomes.

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Collaborative Hiring Interview Scorecard

A practical, structured scorecard template focused on role competencies, collaboration skills, and culture fit with clear behavioral anchors, scoring rubric, red-flag checks, and a recommended consensus workflow to support evidence-based hiring.

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Decision & Priority Matrix — Trade-off Framework

A ready-to-use decision matrix that helps teams score options against weighted criteria, visualize trade-offs, capture rationale, and create a reproducible decision log.

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Decision & Priority Scoring Template

Interactive template to score and compare initiatives using up to six weighted criteria. Collects criteria names and weights, initiative names and scores, and preserves submissions for review. Includes guidance, a worked example, and tie-breaker prompts.

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Collaborative Hiring Scorecard & Interview Guide

A ready-to-use structured scorecard, behavioral anchors, interviewer role assignments, question bank, scoring rubric, and post-interview consensus process to standardize collaborative hiring, reduce bias, and improve team fit.

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