Team Leadership & Management - Templates & Policies

Executive Presentation Template

A board-ready template for presenting your workforce recommendations and supporting data.

IT Team Charter Template

A Team Charter captures the agreement of team behaviors and ways of working together

Improve IT Team Effectiveness Facilitation Guide

A guide with instructions on how to facilitate different activities to determine how the team can increase their effectiveness.

Exchanges – Communications Guide Poster Template

A template to record communication protocols for the team.

Action Plan Template

The Action Plan template captures next steps for the team on what they are committing to build a more effective team.

Exchanges – Team Communications Flow

The Team Communications Flow tool will highlight the interactions of the team as a whole as well as the individual members.

Atmosphere – SCARF Worksheet

The SCARF worksheet supports a team discussion on what may be interfering with their sense of safety in the team.

IT Team Effectiveness Survey

The IT Team Effectiveness survey is a tool that, when completed by each team member, will indicate strengths and areas for focus.

IT Knowledge Transfer Plan Template

The IT Knowledge Transfer Plan Template is used to determine the most effective knowledge transfer tactics to be used for each knowledge source.

IT Knowledge Transfer Roadmap Presentation Template

Use this template as a starting point to build your proposed IT Knowledge Transfer Roadmap presentation to management, to obtain formal sign-off and initiate the next...
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