TemplatesTemplates

Why reinvent the wheel when others have done it already?

Over the last 20 years we have worked with hundreds of Small and Medium sized businesses and thousands of Directors and Managers to develop practical and pragmatic HR systems and processes that work. They work because they are relatively easy to implement and have the benefit of being tried and tested in hundreds of businesses until they produce profitable results . . . consistently. Feel free to download them and tweak them to meet your own needs. If you have a particularly good generic template that you would like to share with others in the Inspired Working community please sent it to us at admin@inspiredworking.com and we will anonymise it and credit you as the source.

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Planning

  • The Annual Master Planner Spreadsheet (*)
    • Planning is a critical part of any business and we have developed this handy spreadsheet for you. It has a Yearly Overview by Month, a Monthly Overview by Week and fully dated 2017 Year Planner. It also has a dated Gantt Chart for Jan – December 2017 and a very practical 2017 Holiday Calculator. It is yours for free and we’ll even update it for the following year in October. So you can come back and get a new copy every year!

General HR

  • Induction Plan
    • This is a vital document to prepare in advance of someone starting, so you can ensure they get off to a good start and are clear about what is expected in the first 3 months of their probation period. This can be used in conjunction with the Induction Checklist in the Checklists section.
  • Learning and Development Plan
    • This Template helps you think through all the critical elements of any training you want to implement, so you can more easily evaluate it and get a clear return on investment.
  • Training Record Matrix Template (*)
    • When completed and kept up to date this Spreadsheet can provide a useful overview of the key skills you need in your department and how competent / trained each team member is.
    • See also the ‘Management Training Checklist’ in the Checklists Section

A Balanced Scorecard template:

  • The Balanced Scorecard Template (*)
    • This document can be used by Directors and Managers to clarify priorities and key measures of success (Key Performance Indicators).
    • This template is designed to help you develop a ‘Master To-Do list’ for implementing the business strategy that can be reviewed at management meetings. It can be used at many levels; for the Business as a whole or adapted for a specific sub-division, unit, department or even team.
    • If you would like additional support with developing a Balanced Scorecard please email us at info@InspiredWorking.com to arrange a call so we can explore your specific needs.

Outcome Based Job Description templates:

  • The Management Job Description Template (for roles that involve managing and appraising others)
  • The Non-Management Job Description Template (for roles that do not manage other people – although they may have ‘Manager’ in their Job Title)
    • These Job Description Templates have a clear format with all the generic responsibilities that you want all Managers and Staff to be accountable for. This means that you only need to add the job-specific responsibilities and outcomes for each role. For a detailed explanation go to chapter 5 of the FACT Based Appraisals programme.
    • These templates help you develop Job Descriptions that ensure your people are accountable for delivering results – not just doing tasks.
    • This means they can be used as very effective checklists when doing an appraisal because they will help you remain very objective and factual. When you write them, as suggested, there will be evidence of responsibilities being fulfilled or not.

Some Job Description Examples

  • Managing Director
  • General (Ops) Manager
  • Office Manager
  • Personal Assistant (to Directors)

FACT Based Appraisal forms:

  • 1 page version
    • This is for junior / manual roles and it can also be used as a preparation sheet for the 2 page version.
  • 2 page version
    • This is for supervisors and managers or specialist technical roles.
    • These forms both follow the FACT Format and have a few simple prompt questions. For details about the format see chapter 9 of the FACT Based Appraisals Programme.
    • These templates will help you record all the key information from the appraisal conversation so it can be filed and reviewed in between meetings to ensure progress is being made.
  • Upward Appraisal
    • This is an interesting document to use when you have a more established Appraisal process, for example you have conducted at least 4 consistent appraisal rounds in a row.
    • It provides apraisees the opportunity to give some feedback on the process and the way they are being managed.
    • It should not be used with highly defensive or immature managers or when there is a low trust, high blame culture.

Management

  • Skills Identification Template (*)
    • This template can be used to list the key skills you have and identify any gaps you may need prioritised
  • Recruitment – Shortlisting Grid Template (*)
    • This simple table can be used to list the key criteria you are looking for and weigh them as required to enable an objective shortlisting process.
  • Development Decision Grid
    • This is a simple grid that can be used to make development decisions about members of your team depending on the level of Attitude and Capability they have.
    • For a detailed explanation see Advanced Motivation Skills Programme
  • The Proficiency Scale
    • This is a Model of Learning that can be used to effectively diagnose the level of proficiency that a specific individual has in a specific skillset.
    • For a detailed explanation see Advanced Motivation Skills Programme
  • The Motivation Matrix
    • This is the model that shows how to identify the motivational drivers of your people and diagnose the most appropriate management style to use with them to help them to the next level of performance.
    • For a detailed explanation see Advanced Motivation Skills Programme

A ‘Values’ Exercise to explore what is most important:

  • Values Exercise (Indv & Team) (*)
    • This is an exercise that can be used by Directors and Managers to explore and discuss what is most important in a specific context like ‘Teamwork’ or ‘What we stand for as a business’.  Full instructions are included in the download.