Playbook
Premium templates · 22 total

Templates that ship as working systems

Every template is interactive — expand sections, copy clean Markdown, and the {{placeholders}} are highlighted so you know exactly what to edit.

Showing 22 of 22
Category
Format
Hiring · Scorecard

Structured Interview Scorecard

A role-specific rubric signed off before the JD goes live. Forces evidence over vibes — the single biggest predictor of hiring quality (Schmidt & Hunter, 1998).

4 sections · Placeholders highlighted

Structured interviews predict job performance roughly 2× better than unstructured ones. The scorecard is the contract between hiring manager, recruiter, and interviewers — written before you post the role, not after the loop.

Hiring · Doc

Hiring Debrief Agenda (30 min)

Independent scores before discussion, evidence-mapped, decision in the room. Kills the 'culture fit' veto and the 'we'll think about it' delay.

3 sections · Placeholders highlighted

Decisions delayed past 48 hours lose ~30% of offer accepts to competing processes (LinkedIn Talent Solutions, 2023). The debrief exists to make the call fast and defensibly.

Hiring · Email

Candidate Rejection Email Pack

Three variants — early funnel, post-interview, finalist. Respectful, specific where legal, fast. Highest-leverage employer-brand move you'll make.

3 sections · Placeholders highlighted

72% of rejected candidates who got a personalized note would reapply or refer (LinkedIn Global Talent Trends). Generic 'pursue other candidates' templates burn brand goodwill at scale.

Hiring · Doc

Offer Letter & Verbal Offer Script

The verbal offer is where 80% of accepts are won. The written letter is the legal artifact. Both, with negotiation defaults.

3 sections · Placeholders highlighted

Most companies lose finalists in the 72-hour gap between verbal yes and written offer. Run the verbal as a deliberate close, then send paper the same day.

Hiring · Doc

Reference Check Script

Six questions that surface actual performance and risk. Most checks are useless because they're done by the candidate's friends.

1 sections · Placeholders highlighted

Don't ask whether they were good. Ask the manager what context they'd thrive in, and what they'd put on the development plan. Then ask for one back-channel reference the candidate didn't name.

Management · Doc

1:1 Meeting Doc (running)

A weekly running doc both sides edit. Replaces status with real conversation. The single highest-leverage manager habit (Gallup, Grove).

3 sections · Placeholders highlighted

Andy Grove called the 1:1 the highest-leverage activity a manager has — 'an hour of well-prepared 1:1 can enhance the quality of your subordinate's work for two weeks.' But only if it isn't a status meeting.

Management · Doc

30-60-90 Day Plan (outcome-based)

A new-hire ramp plan written as outcomes, not tasks. Co-authored in week one. Predicts retention better than any onboarding survey (Watkins).

3 sections · Placeholders highlighted

Michael Watkins' research: new hires who hit a 'first win' in the first 90 days are 3× more likely to be successful at 12 months. The plan exists to define what that win looks like — together.

Management · Doc

Skip-Level Meeting Template

Quarterly 30-min skip-level with each report's reports. Surfaces things their manager will never tell you.

2 sections · Placeholders highlighted

Skip-levels are the cheapest leadership-development tool a company has. Run them quarterly, structured, and never use them to bypass the manager.

Management · Doc

Career Ladder (with example IC ladder)

Levels, behaviors, scope of impact — shared in a doc, not whispered in calibration. Reduces promotion politics by ~50% (per Pave & Lattice benchmarks).

2 sections · Placeholders highlighted

Every dimension is observable behavior, not adjectives. 'Strong communicator' is a slogan; 'writes the doc that aligns ≥3 teams' is a behavior.

Management · Doc

Meeting Template (with DACI)

Agenda, decision log, action items, named decider. Use for any meeting >15 min. Cuts meeting count ~20% because no one calls a meeting they can't structure.

3 sections · Placeholders highlighted
Leadership · Doc

Manager Handbook Outline

What every new manager needs in writing on day one. The unwritten rules are the most expensive ones — write them down.

2 sections · Placeholders highlighted

GitLab's manager handbook is 80 pages and public. Yours doesn't have to be — but the gap between 'what we expect' and 'what people figure out' is where most management failures live.

Leadership · Framework

SBI-I Feedback Script

Situation–Behavior–Impact–Intent. Delivered within 24 hours, in private. The model that doesn't require you to be Kim Scott to use it.

2 sections · Placeholders highlighted

The Center for Creative Leadership's SBI model (and Sheila Heen's addition of Intent) is the lowest-overhead feedback structure that actually changes behavior. Practiced weekly, it shifts the whole feedback culture in a quarter.

SBI-I
  1. 1
    Situation
    Specific time and place. 'In Monday's standup' beats 'lately.'
  2. 2
    Behavior
    What they actually did or said — verb-level, observable. Not 'you were dismissive' but 'you interrupted Priya twice in the first 5 minutes.'
  3. 3
    Impact
    The effect on you, the team, the work. 'Priya stopped contributing for the rest of the call.'
  4. 4
    Intent
    Ask, don't assume: 'What were you trying to do?' Often the gap between intent and impact is the whole conversation.
Leadership · Doc

Values & Rituals One-Pager

Values without behaviors are slogans. Pair each value with: what it means, what it doesn't, one ritual that proves it, one decision it changes.

1 sections · Placeholders highlighted

Patty McCord (ex-Netflix CHRO): 'Your culture is what people do when no one's watching, which is determined by what gets rewarded when people are watching.' Values are downstream of rituals, not the other way around.

HR · Doc

Performance Review (Self + Manager + Peer)

Triangulated review with calibration prompts. Replaces 'recency bias × manager mood' with a structured artifact you can defend in any room.

3 sections · Placeholders highlighted

Deloitte (2015) and Adobe (2012) both found traditional annual reviews consumed ~2M hours of manager time per 60k employees with measurable productivity loss. The fix isn't 'no reviews' — it's continuous feedback plus a structured review you actually use.

HR · Doc

Performance Improvement Plan (PIP)

A real plan to help someone succeed, with a clear bar and a clear date — or a clean, dignified exit. Not a paper trail; an honest contract.

2 sections · Placeholders highlighted

A PIP that's a surprise is a failure of the feedback system — fix that too. A PIP done well is a serious, time-boxed attempt to close a gap, with clarity on what success and failure both look like.

HR · Checklist

Onboarding Checklist (RACI'd)

Pre-boarding through day 90 with HR, IT, manager, buddy roles assigned. The single biggest 90-day retention lever.

3 sections · Placeholders highlighted

Companies with structured onboarding see 82% higher new-hire retention and 70% higher productivity (BambooHR, Glassdoor benchmarks). The cost of getting it wrong is 1.5–2× the salary of the role.

HR · Doc

Exit Interview Guide

Six honest questions, aggregated quarterly to find systemic issues. Plus a 'stay interview' variant for the people you don't want to lose.

2 sections · Placeholders highlighted

Exit interviews tell you what's broken too late. Run them anyway — but pair with stay interviews quarterly for top performers. Aggregate themes monthly; an N of one is a story, an N of three is a system.

HR · Doc

Compensation Bands (with formula + geo strategy)

Levels × locations × base/equity/bonus. The minimum infrastructure to stop one-off negotiations and to defend pay equity audits.

3 sections · Placeholders highlighted

Pave, Radford, and Levels.fyi data show ~25% pay dispersion within the same level/location at companies without bands. With bands and a published philosophy, that gap closes to <10% — and stops growing with tenure.

Startup · Doc

HR Policy Starter Pack (by-25 employees)

The 6 policies every startup needs by 25 people. Lightweight, defensible, human. Pair each with the question it's actually answering.

0 sections · Placeholders highlighted

Policy isn't bureaucracy — it's the answer to 'how do we handle this?' written down once so you don't re-decide every time. The risk isn't having policies; it's having them but not following them.

PolicyQuestion it answersMust include
Code of conductHow do we treat each other and external parties?Behaviors expected, examples of violations, reporting channel, no-retaliation clause
Anti-harassment & DEIBWhat's the line, and what happens when it's crossed?Definitions (with examples), reporting paths (manager + alt), investigation process, possible outcomes, training cadence
Leave policyWhen can people not be at work?PTO (accrual or unlimited), sick, parental (incl. non-birthing), bereavement, jury duty, sabbatical (if any), local statutory minimums
Remote / location policyWhere can people work, and when do they have to be where?Default (remote/hybrid/in-office), expected in-office days, time-zone overlap, expense policy for home setup, traveling-while-working rules
Compensation philosophyHow do we decide what to pay?Target percentile, band structure, refresh cadence, promotion comp logic, transparency level
Privacy / data policyHow do we handle employee and customer data?What we collect, retention windows, access controls, employee monitoring (be explicit), incident response, GDPR/CCPA stance
Local counsel review

Employment law is jurisdictional. Have these reviewed by counsel in every country you employ in before publishing. The cost is <$10k; the cost of one misclassified contractor or wrongful-termination claim is 10-100×.

Read-and-acknowledge

Every employee signs (digitally) that they've read each policy at hire + every material update. This is your audit trail.

HR · Doc

Remote / Hybrid Work Agreement

The conversation most companies didn't have in 2020 and are paying for now. Make expectations explicit per role, per team, per person.

2 sections · Placeholders highlighted

Hybrid 'figure it out' is the worst of both worlds — the cost of office + the friction of remote. Write the agreement down per team; let teams differ, but make every team explicit.

Startup · Doc

Founder's People Operating System (0–50 employees)

The minimum people infrastructure for each headcount stage. What to install now, what to install at the next inflection, what to wait on.

1 sections · Placeholders highlighted

First Round, YC, and Latitud teach the same lesson: install the people system one stage before you need it. Crisis-installing HR at 40 people costs you the next 40 hires.

StageInstall nowDon't yet
0–10Hiring scorecards · simple offer template · written values · founder 1:1s weeklyHRIS · formal review · career ladder · HRBP
10–25Onboarding checklist · compensation bands v1 · code of conduct · payroll provider · PTO policyPerformance review cycle · L&D program · DEIB lead
25–50Career ladder · light review cadence (quarterly check-ins) · first HR/People Ops hire · manager trainingFormal calibration · HRBP per function · separate L&D budget
50–100Bi-annual reviews · calibration · HRBP coverage · learning budget · DEIB measurementVP People · separate TA / HRBP / L&D / Comp orgs
100+VP People · org design reviews quarterly · talent planning · successionMost things — you should now have specialists deciding
HR · Doc

People Analytics Dashboard Spec

The 12 metrics every CEO and HR lead should see monthly. Leading indicators, not vanity metrics.

1 sections · Placeholders highlighted

Most people dashboards report headcount and attrition — both lagging. The point of analytics is to move attention upstream: who's likely to leave, where the hiring funnel is leaking, where managers need help.