All Tools
Every worksheet, checklist, framework, and template across all PrimeGenesis books. Search and filter to find exactly what you need.
153 tools
Culture Evolution Roadmap
TemplateA roadmap for planning and tracking the evolution of your organization's culture over time.
Onboarding Purpose Worksheet
WorksheetDefine the core purpose and goals of your onboarding effort.
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.
Tool 1.2 Exit Planning
WorksheetTrack 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 3.1 Situation Analysis Checklist
ChecklistOnboarding 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.
6 C's Situation Assessment
FrameworkAnalyze your situation across Customers, Collaborators, Capabilities, Competitors, Conditions, and Company.
1.3 Profit Pools
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Onboarding Timeline
FrameworkMap out the onboarding timeline from offer to full contribution.
Tool 3.2 SWOT
WorksheetOnboarding Brief
WorksheetSummarize the essential onboarding information in a single brief.
1.4 Where Play Choices
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
SWOT Analysis
FrameworkMap strengths, weaknesses, opportunities, and threats for your new role.
Tool 3.3 Business Planning
WorksheetRisk Assessment
WorksheetIdentify and evaluate the key risks facing you in your new role.
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.
Tool 3.4 Management Dashboards
Worksheet2.1 Mission
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Tool 4.1 BRAVE Innovation
WorksheetRisk Calculator
TemplateScore and prioritize risks by likelihood and impact.
Candidate Sourcing Plan
WorksheetPlan how to source and attract the right candidates.
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.
Applicant Tracking Worksheet
WorksheetTrack applicants through each stage of the hiring process.
Tool 7.1 Purchase / Sales Funnel Management
WorksheetTool 7.1b Revenue Funnel Management
Worksheet100-Day Action Plan (Example)
WorksheetA completed example illustrating how to fill out the 100-day action plan.
2.3 Values-Guiding Principles
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Interview Guide A
TemplateStructured interview guide for the first round of interviews.
100-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.
Tool 7.2 Marketing Planning
Worksheet3.1 Strategic Business Planning
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 7.3 Creative Brief
Template3.2 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.
Candidate Comparison Matrix
TemplateCompare candidates side by side against key criteria.
Reference Check Worksheet
WorksheetGuide and record structured reference checks.
Tool 7.4 Strategic Selling
Worksheet3.2b Business Plan Elements For Due Diligence
TemplateA template to help accelerate team results, from Point of Inflection.
100-Day Plan — Already in the Job
WorksheetTailored 100-day plan for leaders already established in the role.
Closing the Candidate Worksheet
WorksheetPlan how to close and secure your top candidate.
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
Template3.2c Business Cases
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
100-Day Plan — Well Into the Job
WorksheetTailored 100-day plan for leaders who are well into their role.
3.2M Marketing Plan
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 9.2 Milestone Management
Worksheet100-Day Onboarding Plan
FrameworkBuild a comprehensive 100-day plan for the new hire.
Ultra-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.
Tool 11.1 culture
Worksheet3.3 Culture Assessment Sheet
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
3.3 Culture Depiction
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
100-Day Plans for Interviews
WorksheetUse a draft 100-day plan to stand out during the interview process.
Onboarding Setup Checklist
ChecklistEnsure workspace, systems, and logistics are ready on day one.
Tool 11.2 Negotiating
WorksheetCustomer Introduction Plan
WorksheetPlan how and when to introduce the new hire to key customers.
Context Assessment
WorksheetAssess the broader context surrounding your new role.
Tool 11.3 Due Diligence Checklist
Checklist3.3 Culture Sheet
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Context / Culture Map
FrameworkMap the interplay between organizational context and culture.
4.1 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 19.1 Team / People Assessment
WorksheetTool 20.1 Future Organizational Capability Planning
Worksheet4.2 Writing Guidelines
TemplateA template to help accelerate team results, from Point of Inflection.
Communication Planning
WorksheetPlan your stakeholder communications for the first 100 days.
Assimilation Plan
WorksheetHelp the new hire assimilate into the team and culture.
Onboarding Conversation Framework
FrameworkA framework for structuring key onboarding conversations.
Tool 20.2 Talent Management
Worksheet4.3 Ways Of Working And Meeting Management
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Acceleration Plan
WorksheetAccelerate the new hire toward full productivity.
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
TemplateFollow-Up Worksheet
WorksheetSchedule and structure ongoing onboarding follow-ups.
Tool 23.1 Alignment Workshop
TemplateOnboarding Conversation Guide
TemplateGuide for structured onboarding conversations with the new hire.
4.5 Future Capability Planning (Word)
TemplateA template to help accelerate team results, from Point of Inflection.
Office Setup Checklist
ChecklistChecklist for getting your office and tools ready before day one.
4.5 Future Capability Planning (PDF)
TemplateA template to help accelerate team results, from Point of Inflection.
Tool 23.2 Change Management
WorksheetAnnouncement Cascade
ChecklistPlan how news of your appointment is cascaded across stakeholders.
4.6 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.
Get to Know the New Leader
WorksheetA tool to help teams get to know their incoming leader.
Tool 25.1 Announcement Cascade
Template4.7 Interview Guide
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
4.8 Interview Debrief Form
TemplateA template to help accelerate team results, from Point of Inflection.
Peer Alignment Session
FrameworkFramework for running an alignment session with your peers.
Tool 25.2 Press Interviews
WorksheetTool 26.1 Management Cadence
WorksheetCulture Evolution Roadmap (Detailed)
TemplateA detailed roadmap for driving culture change in your organization.
4.9 Offer Closing Process
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Imperative 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.
Tool 26.2 Management Dashboard
Worksheet4.11 Accommodation Checklist
ChecklistA checklist to help accelerate team results, from Point of Inflection.
Strategic Planning
WorksheetGuide your team through the strategic planning process.
Tool 27.1 Leader's Timeline
TemplateBusiness Plan Elements
WorksheetThe essential building blocks of a strong business plan.
4.12 Assimilation Checklist
ChecklistA checklist to help accelerate team results, from Point of Inflection.
Tool 27.1b Leader's Timeline - post close
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.
Tool 27.1e Leader's Timeline Example
TemplateManagement Tracking
TemplateA tracking spreadsheet for ongoing management priorities.
4.13 Acceleration Checklist
ChecklistA checklist to help accelerate team results, from Point of Inflection.
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.
4.15 Development Plan
TemplateA template to help accelerate team results, from Point of Inflection.
Team Charter
TemplateDefine your team's purpose, roles, and ways of working.
Role Sort
FrameworkSort and evaluate your team members against role requirements.
4.15p Personal Development Plan
TemplateA template to help accelerate team results, from Point of Inflection.
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.
Quarterly Reviews
WorksheetA framework for running effective quarterly business reviews.
4.18 People Management Tools
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
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.
4.19 Managing Behavior
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Coaching and Support
WorksheetA guide to coaching and supporting your team members.
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.
Supervisor's Onboarding Checklist
ChecklistChecklist for a supervisor supporting a new leader's onboarding.
5.2 Negotiating
WorksheetA worksheet to help accelerate team results, from Point of Inflection.
Partner / Peer's Onboarding Checklist
ChecklistChecklist for peers supporting a new leader's onboarding.
5.3 Purchase-Sales Funnel
FrameworkA framework to help accelerate team results, from Point of Inflection.
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.
