Resources & Tips

A range of downloadable tools to help you manage and engage your people

Business Objectives Model

Business Objectives Model

Before you can commence the journey of establishing your business objectives and strategy, you need to understand your perspective on what your ideal business looks like.
This tool assists small business owners to identify what they want to get from their business. You are in business to achieve outcomes for your personal life, so this will assist you to be clear on what these are.

Conflict Resolution

Conflict Resolution

When conflict occurs in your life or your workplace, are you equipped to handle it?

One of the key capabilities of a leader is the ability to effectively manage conflict.

Conflict occurs naturally in and around the workplace. However, if it is not handled well, it can escalate into hostile situations that can have a negative effect on your organisation.

In this resource, you will find a guide to:
- Why conflict occurs
- The importance of having the right attitude
- The 5 keys to effectively managing conflict
- Resolution potential, questions, and checklist
- Suggested ground rules for when managing conflict.

COVID Vaccination Record

COVID Vaccination Record

All organisations, whether operating under a health mandate or not, need to take all reasonably practicable steps to keep their workers and visitors safe under the relevant WHS/OHS legislation; and having an understanding of their workers' current vaccination status will assist.
Understanding what records you are legally able to collect and retain, in accordance with the Privacy Act is an important consideration.
To assist you in gaining consent and retaining only the information you need, you can access our template form.
For more information about Vaccination records and the Privacy Act, refer to the OAIC: https://www.oaic.gov.au/privacy/guidance-and-advice/coronavirus-covid-19-vaccinations-understanding-your-privacy-obligations-to-your-staff

Objective Setting

Objective Setting

Your guide to writing clear, measurable goals that take away the guesswork and subjectivity of assessing performance.

Onboarding Survey

Onboarding Survey

The first 90 days of a new employee's engagement with your business is critical. It will determine their level of productivity, engagement, and likelihood of staying around. A new employee's impression of your organisation starts from before they even apply for a role and their view develops over the course of the recruitment, selection and onboarding process into their first 90 days of employment.

Letter of Expectations

Letter of Expectations

A letter of expectations is most often used for senior employees, leaders, or knowledge workers who have been engaged to deliver outcomes, most often on a salary.

A letter of expectations is generally not considered a disciplinary letter, however, “draws a line in the sand” when an employee’s conduct, performance or actions have not aligned with the expectation of their manager or leader.

It is a way to clearly set out exactly what is expected of them in future and put them on notice that disciplinary action up to and including termination of employment is a likely outcome if they do not make the required adjustments to meet the expectations.

Departing Employee Checklist

Departing Employee Checklist

Your employee tells you they are leaving... and how they exit should be a positive experience that leaves them feeling appreciated and valued, as well as protecting the business from the risk of a loss of intellectual property, assets or reputational damage. To assist business owners and leaders to facilitate the departure process; access the Departing Employee Checklist.

Record of Meeting

Record of Meeting

When meeting with an employee, it is important to be prepared, have a productive, kind, clear and open conversation. But most importantly you need to record the discussion points and agreed actions arising from the meeting. This can be done using a record of meeting form.

Life Balancing Tool

Life Balancing Tool

Sometimes our dissatisfaction with our work/life balance arises because we are not focusing on what is most important to us. For example, if we weight our family as 60% of the 100% of our life, but only give our family 10% of our focus, time and effort; we are going to feel out of balance.

Feedback 5

Feedback 5

Do you regularly give and receive feedback to your team? If not, is it because you are worried they will get upset if you give them negative feedback, or because you don't know what to say or ask? The Feedback 5 tool will help you manage a regular feedback habit with your team.