Risk Register / Issue Log Template

Diagram of the Planning Framework with a "You Are Here" legend pointing to "Plan"

The Risk Register template was introduced in the article “Planning Framework Phase 4: Refining Your Plan”, published on October 9, 2020. The template was updated to include Issue tracking in the article “Planning Framework Phase 5: Act”, published on October 26, 2020.

Assumptions Log

Diagram of the Planning Framework with a "You Are Here" legend pointing to "Plan"

The Assumptions Log was introduced in the article “Planning Framework Phase 4: Developing a Plan”, published on September 24, 2020.

Message Triangle Template

A neon sign that says "ASK"

  The Message Triangle template was introduced in the article “Six Questions That Will Improve Your Communication Skills”, published on August 10, 2020.

Communications Plan Template

A neon sign that says "ASK"

  The Communications Plan template was introduced in the article “Six Questions That Will Improve Your Communication Skills”, published on August 10, 2020.

Stakeholder Analysis Matrix

A group of people

  The Stakeholder Analysis Matrix accompanies the article “Understanding Stakeholders”, published on July 31, 2020.

How-To-Do-It List

Diagram of the Planning Framework with "You Are Here" legend pointing to "Ideate"

The How-To-Do-It List template was introduced in the article “Planning Framework Step 2: Ideate”, published on July 17, 2020. Use it to capture suggestions on how to implement the actions identified.  These will be used later in the cycle in the Plan activity.

One Page Summary Template

Diagram of the Planning Framework with "You Are Here" legend pointing to "Ideate"

The One Page Summary template was introduced in the article “Planning Framework Step 2: Ideate”, published on July 17, 2020. It was updated for the article “Planning Framework Step 3: Prioritize”, published on September 1, 2020. Use it to capture the outputs of the Ideate and Prioritize phases.

Idea Map Template

Diagram of the Planning Framework with "You Are Here" legend pointing to "Ideate"

The How-To-Do-It List template was introduced in the article “Planning Framework Step 2: Ideate”, published on July 17, 2020. This PowerPoint template can be used when the activity is conducted via an online meeting (Zoom, Skype, etc.)

SMART Objectives Template

Looking through a lens.

This template was introduced in the article “Creating SMART Objectives”, published on April 10, 2020. It provides a simple format to help you develop SMART objectives.

1-on-1 Meeting Template

A man and a woman meeting.

The 1-on-1 Meeting template was introduced in the article “Conducting 1-on-1 Meetings”, published on January 15, 2020. It provides provides a simple, structured format to help you start or improve your 1-on-1 meetings with your employees or your manager. The template captures: A summary of employee performance objectives A summary of employee learning and development … Read more

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