Templates and Worksheets
Many Mind Tools articles have accompanying PDF templates or worksheets. You can download these from the relevant articles, or access all of them below.
Team Management Tools
Monitor your delegation by noting when, what, and to whom you delegate.
Track how much time your team members spend on each area of their work.
Use this generic survey to monitor your team's workplace satisfaction, or adapt it for your situation.
Use this worksheet to identify and align training to fill the skills gaps in your organization.
Map out the strengths and weaknesses, and the opportunities and threats faced by an organization, group, product, or service.
Set out how you can use maximize opportunities and reduce threats by playing to your strengths and minimizing weaknesses.
Analyze the "soft" and "hard" elements of your organization as a starting point to improving its effectiveness.
Identify the strategies available to your organization in existing and new markets, with existing and new products.
Apply this classic strategy tool to your career, by analyzing options involving industries and skills.
Plot the mix of products in a portfolio to maximize its long-term success.
Understand a situation more fully by setting down the Political, Economic, Social and Technological factors at play.
Understand where power lies in a situation.
Find the Unique Selling Proposition that will give you a competitive edge.
Analyze high-level factors of a country to see how these affect your organization and your strategy.
Use this worksheet to map out your company's business model.
Plot how your customers feel about your product or service on our perceptual mapping worksheet.
Work through these steps to find the cause of a problem.
Plan to mitigate risks by analyzing what could go wrong in a project.
Map out the arguments for and against change.
Use this worksheet to weigh up different options using a Decision Matrix.
Work out what the best option is methodically.
Use this checklist of common decision-making blindspots to ensure that your decisions are unbiased.
Weigh up the attractiveness of different strategic options to identify the best one for you.
Set down the impact and likelihood of occurrence of risks in your project as a basis for managing them.
Classify your stakeholders and what their interests are so that you can manage them effectively.
Plan what you want to say, to which stakeholders and when.
Use this set of useful headings as a starting point for writing a Project Initiation Document.
Log important information about project issues systematically.
Use this template as a basis for creating a comprehensive Project Milestone Report.
Identify all the elements of a process, so that you can understand it fully.
Use this template to stimulate and record a brainstorming session using the starbursting approach.
Find out how you really spend your time.
Find out who interrupts you, how often and why, so that you can manage these interruptions more effectively.
Organize your To-Do List and take control of your time.
Analyze the effort required and the impact of each activity on your To-Do List, so that you can make the most of your time.
Track your energy levels during the day so that you can schedule your tasks more effectively.
Schedule your workload effectively, while still making time for yourself.
Monitor your stress levels so that you can better manage the causes of stress in your life.
Understand your anger better by recording occasions when you "see red."
Record rational responses to negative thoughts, and create positive affirmations to help you reframe your thinking.
Map your satisfaction levels against key aspects of your life.
Identify the work-life balance that you want for the current stage of your life and career.
Understand and reframe unnecessary negative thinking.
Keep a diary of your experiences of adversity and the approaches you can use to avoid pessimistic thinking arising from them.
Create a clear, focused agenda for your next meeting.
Plan your next negotiation in advance by setting out your goals, trades, alternatives and other elements.
Improve your experience of feedback by balancing both the positive and negative aspects of feedback you've received.
Plan what you need to say, to whom, when and how.
Plan your communications effectively with our worksheet.
Use this worksheet to structure your presentations more effectively.
Use this aide-mémoire as a quick reminder of what you could write about in your journal.
Use this template to help you create an effective training session plan.
Use this worksheet to record your choice of the words and images to use with the Alphabet memory technique.
Analyze a career option against a number of criteria to see if it's really right for you.
Plan and manage quick wins for a new role or project.
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