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Everything a new manager needs for the moments that matter, in one beautifully organized, fillable PDF. Plan your first 90 days, run better 1:1s, give clear feedback, understand your team, and lead meetings people actually want to attend.
What’s inside: 26 fillable forms in five sections
Planning & Goal-Setting (4 forms): 30-60-90 Day Leadership Plan, Weekly Reflection Journal, Quarterly SMART Goals, Weekly Planning
1:1s & Coaching (4 forms): 1:1 Structured Agenda, Weekly 1:1 Meeting Log, GROW Coaching Planner, Coaching Log
Feedback & Conversations (5 forms): SBI Feedback Worksheet, Difficult Conversations Prep Sheet, Listening Audit, 90-Day Wins & Lessons Record, Leadership Competency Self-Assessment
Team Intelligence & Development (7 forms): Team Member Profile Card, Engagement Temperature Check, Strengths Mapping, Development Plan Tracker, and more
Meetings & Facilitation (6 forms): Meeting Prep Worksheet, Agenda Template, Team Operating Agreement, Meeting Audit, and more
Bonus: Using Approved AI Tools — A New Manager’s Guide. What to check first, what never goes into an AI tool, and five ready-to-copy prompts paired with the forms.
Download, fill in, or print. Type directly into every form and save your work in the free Adobe Acrobat Reader, or print the pages and write by hand. Clickable bookmarks take you straight to any form.
How you’ll receive it: a download link right after purchase.
License: for one person’s use. Equipping a team of managers? Contact me about team licenses.
Everything a new manager needs for the moments that matter, in one beautifully organized, fillable PDF. Plan your first 90 days, run better 1:1s, give clear feedback, understand your team, and lead meetings people actually want to attend.
What’s inside: 26 fillable forms in five sections
Planning & Goal-Setting (4 forms): 30-60-90 Day Leadership Plan, Weekly Reflection Journal, Quarterly SMART Goals, Weekly Planning
1:1s & Coaching (4 forms): 1:1 Structured Agenda, Weekly 1:1 Meeting Log, GROW Coaching Planner, Coaching Log
Feedback & Conversations (5 forms): SBI Feedback Worksheet, Difficult Conversations Prep Sheet, Listening Audit, 90-Day Wins & Lessons Record, Leadership Competency Self-Assessment
Team Intelligence & Development (7 forms): Team Member Profile Card, Engagement Temperature Check, Strengths Mapping, Development Plan Tracker, and more
Meetings & Facilitation (6 forms): Meeting Prep Worksheet, Agenda Template, Team Operating Agreement, Meeting Audit, and more
Bonus: Using Approved AI Tools — A New Manager’s Guide. What to check first, what never goes into an AI tool, and five ready-to-copy prompts paired with the forms.
Download, fill in, or print. Type directly into every form and save your work in the free Adobe Acrobat Reader, or print the pages and write by hand. Clickable bookmarks take you straight to any form.
How you’ll receive it: a download link right after purchase.
License: for one person’s use. Equipping a team of managers? Contact me about team licenses.