Free templates and guides for running performance.

First-Time Manager Setup Guide

Size your manager gap, check promotion candidates, and set up first-time managers after a seed round.

First 90 Days: Assessing Performance Management

A 90-day guide for new people and HR leaders: ten areas to assess, who to talk to, what data to pull, warning signs, and a scorecard.

First OKR Cycle Checklist

A five-phase checklist for rolling out your first OKR cycle and connecting results to performance reviews.

Performance Review Calendar

Choose your cadence and start month, then get dated steps, checklists and emails for HR, managers and employees.

HR Metrics Calculator

Put dollar values on attrition, vacant roles, revenue per employee, time to productivity and manager effectiveness, then copy a one-page summary for your CEO and CFO.