All Tools
Every worksheet, checklist, framework, and template across all PrimeGenesis books. Search and filter to find exactly what you need.
153 tools
Onboarding Purpose Worksheet
WorksheetDefine the core purpose and goals of your onboarding effort.
Culture Evolution Roadmap
TemplateA roadmap for planning and tracking the evolution of your organization's culture over time.
1 BRAVE Imperative
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Culture Assessment
WorksheetAssess your organization's current culture across key dimensions.
Track Record Assessment
WorksheetAssess the new hire track record and relevant experience.
1.1 6Cs Situation Analysis Guidelines
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 1.2 Exit Planning
WorksheetOnboarding Message Worksheet
WorksheetCraft the key messages to communicate during onboarding.
1.2 SWOT Form
TemplateA template to help accelerate team results, from Point of Inflection.
High-Performing Team Assessment
WorksheetEvaluate how your team measures up against high-performing team benchmarks.
Tool 3.1 Situation Analysis Checklist
Checklist1.3 Profit Pools
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Tool 3.2 SWOT
Worksheet6 C's Situation Assessment
FrameworkAnalyze your situation across Customers, Collaborators, Capabilities, Competitors, Conditions, and Company.
Onboarding Timeline
FrameworkMap out the onboarding timeline from offer to full contribution.
SWOT Analysis
FrameworkMap strengths, weaknesses, opportunities, and threats for your new role.
Onboarding Brief
WorksheetSummarize the essential onboarding information in a single brief.
Tool 3.3 Business Planning
Worksheet1.4 Where Play Choices
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
1a Crossroads Acceleration Blueprint
FrameworkA framework to help accelerate team results, from Point of Inflection.
Employer Brand Worksheet
WorksheetAlign the onboarding experience with your employer brand.
Risk Assessment
WorksheetIdentify and evaluate the key risks facing you in your new role.
Tool 3.4 Management Dashboards
Worksheet2.1 Mission
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Risk Calculator
TemplateScore and prioritize risks by likelihood and impact.
Tool 4.1 BRAVE Innovation
WorksheetCandidate Sourcing Plan
WorksheetPlan how to source and attract the right candidates.
Tool 7.1 Purchase / Sales Funnel Management
WorksheetApplicant Tracking Worksheet
WorksheetTrack applicants through each stage of the hiring process.
2.2 Vision
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
100-Day Action Plan
WorksheetThe core template for building your first 100-day action plan.
Interview Guide A
TemplateStructured interview guide for the first round of interviews.
100-Day Action Plan (Example)
WorksheetA completed example illustrating how to fill out the 100-day action plan.
Tool 7.1b Revenue Funnel Management
Worksheet2.3 Values-Guiding Principles
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Tool 7.2 Marketing Planning
Worksheet100-Day Plan — Interim Assignment
WorksheetTailored 100-day plan for leaders in an interim assignment.
Interview Guide B
TemplateStructured interview guide for the second round of interviews.
3.1 Strategic Business Planning
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 7.3 Creative Brief
TemplateCandidate Comparison Matrix
TemplateCompare candidates side by side against key criteria.
3.2 Business Plan Elements
TemplateA template to help accelerate team results, from Point of Inflection.
100-Day Plan — Promoted From Within
WorksheetTailored 100-day plan for leaders promoted from within the organization.
Reference Check Worksheet
WorksheetGuide and record structured reference checks.
100-Day Plan — Already in the Job
WorksheetTailored 100-day plan for leaders already established in the role.
3.2b Business Plan Elements For Due Diligence
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 7.4 Strategic Selling
WorksheetClosing the Candidate Worksheet
WorksheetPlan how to close and secure your top candidate.
3.2c Business Cases
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
100-Day Plan — Long Fuzzy Front End
WorksheetExtended 100-day plan for roles with a long fuzzy front end before day one.
Tool 9.1 Team Charter
Template3.2M Marketing Plan
TemplateA template to help accelerate team results, from Point of Inflection.
100-Day Onboarding Plan
FrameworkBuild a comprehensive 100-day plan for the new hire.
Tool 9.2 Milestone Management
Worksheet100-Day Plan — Well Into the Job
WorksheetTailored 100-day plan for leaders who are well into their role.
3.3 Culture Assessment Sheet
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Tool 11.1 culture
WorksheetUltra-Simple New Leader Checklist
ChecklistA streamlined, at-a-glance checklist of new leader essentials.
New Hire Announcement Template
TemplateAnnounce the new hire to the organization effectively.
Onboarding Setup Checklist
ChecklistEnsure workspace, systems, and logistics are ready on day one.
100-Day Plans for Interviews
WorksheetUse a draft 100-day plan to stand out during the interview process.
Tool 11.2 Negotiating
Worksheet3.3 Culture Depiction
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Context Assessment
WorksheetAssess the broader context surrounding your new role.
3.3 Culture Sheet
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Tool 11.3 Due Diligence Checklist
ChecklistCustomer Introduction Plan
WorksheetPlan how and when to introduce the new hire to key customers.
Context / Culture Map
FrameworkMap the interplay between organizational context and culture.
Tool 19.1 Team / People Assessment
Worksheet4.1 Communication & Presentation Planning
TemplateA template to help accelerate team results, from Point of Inflection.
Pseudo-New-Hire Plan
WorksheetUse a pseudo-new-hire approach to stress-test onboarding.
Tool 20.1 Future Organizational Capability Planning
WorksheetCommunication Planning
WorksheetPlan your stakeholder communications for the first 100 days.
Assimilation Plan
WorksheetHelp the new hire assimilate into the team and culture.
4.2 Writing Guidelines
TemplateA template to help accelerate team results, from Point of Inflection.
Acceleration Plan
WorksheetAccelerate the new hire toward full productivity.
Tool 20.2 Talent Management
WorksheetOnboarding Conversation Framework
FrameworkA framework for structuring key onboarding conversations.
4.3 Ways Of Working And Meeting Management
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Follow-Up Worksheet
WorksheetSchedule and structure ongoing onboarding follow-ups.
Personal Setup & Relocation Checklist
ChecklistChecklist for personal logistics and relocation ahead of day one.
4.4 Press Interviews
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Tool 20.3 Recruiting Brief
Template4.5 Future Capability Planning (Word)
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 23.1 Alignment Workshop
TemplateOnboarding Conversation Guide
TemplateGuide for structured onboarding conversations with the new hire.
Office Setup Checklist
ChecklistChecklist for getting your office and tools ready before day one.
Announcement Cascade
ChecklistPlan how news of your appointment is cascaded across stakeholders.
4.5 Future Capability Planning (PDF)
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 23.2 Change Management
Worksheet4.6 Recruiting Brief
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 24.1 Communication and Presentation Planning
WorksheetDay One Plan
ChecklistPlan the details of a successful first day.
Tool 25.1 Announcement Cascade
TemplateGet to Know the New Leader
WorksheetA tool to help teams get to know their incoming leader.
4.7 Interview Guide
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Peer Alignment Session
FrameworkFramework for running an alignment session with your peers.
4.8 Interview Debrief Form
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 25.2 Press Interviews
Worksheet4.9 Offer Closing Process
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Culture Evolution Roadmap (Detailed)
TemplateA detailed roadmap for driving culture change in your organization.
Tool 26.1 Management Cadence
WorksheetTool 26.2 Management Dashboard
WorksheetImperative Workshop
FrameworkRun a workshop to define your team's burning imperative.
4.10 Announcement Cascade
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
4.11 Accommodation Checklist
ChecklistA checklist to help accelerate team results, from Point of Inflection.
Tool 27.1 Leader's Timeline
TemplateStrategic Planning
WorksheetGuide your team through the strategic planning process.
4.12 Assimilation Checklist
ChecklistA checklist to help accelerate team results, from Point of Inflection.
Business Plan Elements
WorksheetThe essential building blocks of a strong business plan.
Tool 27.1b Leader's Timeline - post close
TemplateTool 27.1e Leader's Timeline Example
TemplateManagement Dashboards
TemplateA dashboard template for tracking key management metrics.
4.12b Facilitating A New Leader Assimilation Session
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
4.13 Acceleration Checklist
ChecklistA checklist to help accelerate team results, from Point of Inflection.
Management Tracking
TemplateA tracking spreadsheet for ongoing management priorities.
Milestone Management
WorksheetSet, assign, and track milestones across your team.
4.14 Career Planning With Instructions
TemplateA template to help accelerate team results, from Point of Inflection.
4.14b Performance Management Cycle
TemplateA template to help accelerate team results, from Point of Inflection.
Problem Solving
WorksheetA structured approach to solving problems as a team.
Team Charter
TemplateDefine your team's purpose, roles, and ways of working.
4.15 Development Plan
TemplateA template to help accelerate team results, from Point of Inflection.
4.15p Personal Development Plan
TemplateA template to help accelerate team results, from Point of Inflection.
Role Sort
FrameworkSort and evaluate your team members against role requirements.
4.16 SMART Goals
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Recruiting Brief
TemplateA brief to align stakeholders before recruiting for a role.
Future Capability Planning
WorksheetPlan the capabilities your team will need in the future.
4.17 DRAFT Mission Brief
TemplateA template to help accelerate team results, from Point of Inflection.
4.18 People Management Tools
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Quarterly Reviews
WorksheetA framework for running effective quarterly business reviews.
Internal Communications
WorksheetPlan and structure your internal communications.
4.18 Team Charter
TemplateA template to help accelerate team results, from Point of Inflection.
4.19 Creative Brief
TemplateA template to help accelerate team results, from Point of Inflection.
Program Management
WorksheetTools for managing programs and initiatives.
Coaching and Support
WorksheetA guide to coaching and supporting your team members.
4.19 Managing Behavior
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
The Board Two-Step
FrameworkNavigate the two-step dynamic of working with a board.
4.19b Creative Brief
TemplateA template to help accelerate team results, from Point of Inflection.
4.20b Performance Assessment
TemplateA template to help accelerate team results, from Point of Inflection.
Working With Your Board
WorksheetGuidance for building an effective relationship with your board.
4.21 Project Management Office
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Serving on a Board
WorksheetGuidance for leaders serving as board members.
100-Hour Crisis Management
WorksheetA plan for managing the critical first 100 hours of a crisis.
4.22 Leadership Pipeline (expanded)
FrameworkA framework to help accelerate team results, from Point of Inflection.
5.2 Negotiating
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Supervisor's Onboarding Checklist
ChecklistChecklist for a supervisor supporting a new leader's onboarding.
5.3 Purchase-Sales Funnel
FrameworkA framework to help accelerate team results, from Point of Inflection.
Partner / Peer's Onboarding Checklist
ChecklistChecklist for peers supporting a new leader's onboarding.
Direct Report's Onboarding Checklist
ChecklistChecklist for direct reports supporting a new leader's onboarding.
5.4 Strategic Selling
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
5.6 Senior Management Trip Planning
TemplateA template to help accelerate team results, from Point of Inflection.
Supporter's Onboarding Checklist
ChecklistChecklist for supporters helping a new leader onboard.
