Tools

These tools are part of a growing library of practical resources for managers, designed to help you do your best work. We focus on tools that are practical, adaptable, and proven to help in real organizations.

You’ll find resources here for hiring, giving feedback, setting goals, and other moments that matter in management. We’ll continue adding and updating tools over time, including links to recommended outside resources both below and within several of the tools themselves, so you’ll always have access to what works best.

Tools for managers and teams

    • Defining must-haves in hiring

    • Sample hiring process overview for candidates

    • Share Your Insider’s Guide: Talk through how you operate and how you’ll work together

    • Writing 30/60/90-day goals

    • Talking Points: Why Goals

    • Drafting goals – Template and sample

    • Checking in on goals - System and template

    • Work plan- Template

    • Inviting and Receiving More Insights from your Team

    • Prepping Feedback - Worksheet

    • Prepping for Evaluations - Beyond the Basics

    • Prepping for Check-Ins

    • 6-Week Planning/Big Moves Template

    • Using the POP model for prepping meetings

    • Training Follow-up Template

  • These resources also offer excellent tools and strategies that align closely with Trellis’s approach. Some Trellis tools include links to specific examples from these sources, so you can access even more ideas exactly where they’re most useful.

    • The Management Center: Practical templates and guides for effective management

    • Radical Candor: Frameworks for feedback and strong team relationships

    • Decentering Whiteness in the Workplace: A Guide for Equity and Inclusion: by Dr Janice Gassam Asare - Guidance for recognizing and addressing the ways white norms shape workplace culture, and for creating more equitable, inclusive environments

    • Element of Inclusion: Newsletter by Dr. Jonathan Ashong-Lamptey - Weekly insights and practical strategies for fostering inclusion in organizations

    • Performance challenges: Thoughtfully working through difficult performance challenges, with the aim of allowing each staff person to excel in their roles, and, when that’s not possible, coming to a resolution that is fair to that person and allows the team overall to thrive

    • Thanks for the Feedback: The Science and Art of Receiving Feedback Well: by Douglas Stone and Sheila Heen - Evidence-based approaches for receiving and using feedback effectively

Contact Us

“Working with Emily has been both a delight and an enormous asset to my leadership at Americans United. She has been a dedicated partner, offering excellent suggestions and processes to consider in problem-solving, and has helped me think through and resolve my most difficult and complex questions.”

— Rachel Laser, President and CEO, Americans United for Separation of Church & State