USEFUL MATERIALS
Practical HR tools you can use in your work.
Checklists, templates, guides, questionnaires and management tools for HR specialists, managers and business owners. Choose the material you need, leave your contact details and get access to the download.
9-box matrix and employee development plan
A workbook for evaluating employees by performance and potential, visualizing the 9-box matrix, preparing individual development plans, calibrating disputed assessments and selecting specific management actions.
Role expectations contract
An Excel tool for aligning expectations for key roles: role outcome, areas of responsibility, boundaries, interactions, autonomy and success criteria. Helps identify role gaps, overlaps and misaligned expectations, as well as define the next management steps.
Feedback and 1:1 meetings for managers
A workbook for preparing feedback, conducting 1:1 meetings, recording agreements and monitoring follow-up actions. Includes a conversation planner, phrase builder, feedback log, question bank, quality checklist and summary dashboard on management risks.
Generation Z: playbook for recruiters and managers
A short practical guide on how to attract, assess, onboard and retain young employees. Inside: rules for a fast recruitment funnel, vacancy structure, examples of mini-cases, offer builder, 30-60-90 onboarding and a checklist for managers.
Assessment of management potential and appointment risk
A workbook for assessing a candidate for a more complex management role. Helps describe the role profile, collect factual observations, assess the candidate against 8 criteria, check the risk of a management ceiling, prepare a development plan and formulate the final HR recommendation for the business.
Basic 9-box matrix template
An Excel template for evaluating employees by two parameters: performance and potential. Includes guiding questions, a customizable assessment scale and an automatic 9-box matrix that helps visualize employee distribution and make more balanced decisions on development, retention and career opportunities.
Organizational clarity: roles, responsibility and boundaries
An Excel tool for diagnosing organizational “fog”: unclear roles, overlaps in responsibility, absence of an owner for the result and unspoken expectations. Includes a role register, responsibility matrix, role clarity index, expectations contract, symptom checklist, questions for the CEO and an action plan.
HR metrics and dashboard for HR
A comprehensive Excel tool for launching an HR metrics system in a company. Includes a catalog of key indicators by HR area, data input templates, automatic calculations, dashboard, data quality control, implementation plan and management action log.
PIP: employee performance improvement plan
A template for preparing a performance improvement plan when an employee does not meet role expectations. Helps document problem areas, improvement goals, expected actions, available resources, checkpoints, deadlines and agreements between the employee and manager.
Psychological contract between employee and company
An Excel tool for diagnosing and managing unwritten expectations between the employee, manager and company. Helps identify expectation gaps, define the type of psychological contract, assess the risk of trust breakdown, prepare a management conversation, record an action plan and track dynamics through a dashboard.
Resilience Toolkit for teams
A practical tool for HR and managers: how to notice early signals of overload, conduct short team check-ins, assess workload, clarify priorities and agree on recovery after difficult periods.
Situational leadership for managers
A workbook for managers that helps determine an employee’s readiness level for a specific task, choose the appropriate management style, identify the risk of mismatch between the manager’s style and the employee’s needs, create an action plan and track progress.
Culture diagnostics through Spiral Dynamics
An Excel tool for managers and HR: organizational culture diagnostics, automatic profile, department map, cultural risks, readiness for change, bank of management interventions and cultural transformation plan.
Assessment of leadership potential and management ceiling
A practical workbook for HR and managers that helps assess candidates for management roles through interviews, cases, role plays, observation, 360° and reference checks. Inside: 8 assessment criteria, question bank, management cases, red flags, observation forms and the logic of the final decision.
Competency library for assessment and development
A practical competency library for HR and managers: helps describe management and behavioral competencies, identify signs of deficit, norm and overuse, select development recommendations and connect competencies with different levels of career and management growth.
Individual employee development plan
A ready-to-use IDP template for HR and managers: helps record development priorities, goals, specific actions, deadlines, workplace learning, special assignments, feedback, self-learning and completion notes.
Map of managerial traps
A practical diagnostic material for owners, CEOs and management teams. Helps identify decision-making traps, blurred areas of responsibility, excessive approvals, micromanagement, KPI distortions and governance risks that slow down the business and reduce management quality.
Decision rights matrix
A practical tool for CEOs, HR and management teams: helps define who makes the final decision, who prepares the proposal, who needs to be consulted and informed, and what limits and timelines apply. Suitable for reducing unnecessary approvals, escalations, blurred responsibility and organizational friction.
Management decision charter
A template for structuring important management decisions: helps record the essence of the decision, level, type, owner, participant roles, success criteria, financial effect, cost of delay, risks, communication and conditions for checking the result.
Employee meeting planner
A short template for preparing a management conversation with an employee: helps define the meeting goal in advance, describe problematic behavior, its consequences, expected changes, agreements, review date and required support.
Assessment Center simulation
A practical simulation for assessing candidates’ management potential for a more complex leadership role. Inside: business case, role description, candidate profiles, management assignment, 8 assessment criteria, behavioral indicators and the logic for preparing an HR recommendation for the business.
Conversation script with an employee “on the edge”
A practical tool for HR and managers: how to conduct a difficult conversation with an employee carefully and professionally, notice work-related overload signals, discuss workload, clarify causes, agree on support, record actions and schedule follow-up.
Checklist of real accountability in a team
A diagnostic tool for CEOs, HR and management teams: helps check whether decision rights, responsibility, KPI, authority and consequences are aligned. Inside: blocks on decision rights, decision speed, escalations, organizational friction, financial discipline and maturity of the accountability system.
Department overload checklist
An Excel tool for HR and managers that helps diagnose team overload across 6 areas: workload and priorities, resources, role clarity, management and communication, changes and signals of team state. Includes automatic risk summary, interpretation of results and an action plan template.
Some materials are available only in Russian.