Leadership Transition Framework
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Tools and resources

Practical templates, planners, and guides to put the framework into action from day one.

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All tools are included in your subscription
Every template, planner, and worksheet below is yours to download and use. New resources are added as the framework grows. If you have a request for a specific tool, let us know.
Planning and transition
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Planner
90-Day Leadership Transition Plan
A structured template for your first 90 days in a leadership role. Covers listening, learning, relationship-building, and early wins, with weekly milestones.
Checklist
New Leader Readiness Checklist
Five readiness checks before stepping into a leadership role, from the Doer to Leader framework. Useful before a promotion conversation or a first week on the job.
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Template
Stakeholder Map Template
Map your key stakeholders by influence and interest, identify relationship gaps, and plan your engagement strategy in your first 30 days.
Conversations and feedback
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Guide
GROW Coaching Conversation Guide
A structured question bank for coaching conversations using the GROW model. Covers Goal, Reality, Options, and Way Forward, with example questions for each stage.
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Planner
Difficult Conversations Planner
A one-page preparation template for any high-stakes conversation. Covers intent, facts, impact, emotions to expect, and how to open and close the conversation.
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Template
SBI Feedback Template
Structure feedback using the Situation-Behaviour-Impact model. Includes worked examples for both reinforcing and redirecting feedback across common leadership scenarios.
Team and performance
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Assessment
Team Health Check
A quick pulse survey to assess your team's health across five dimensions: trust, communication, accountability, results, and morale. Includes a scoring guide.
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Assessment
Psychological Safety Self-Check
Ten questions that help you assess the level of psychological safety in your team, with reflection prompts and a practical action guide for building it over time.
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Template
Delegation Matrix
Map tasks against team capability and your current workload to identify what to delegate, to whom, and at what level of autonomy. Includes a briefing checklist.
Self-leadership and reflection
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Diagnostic
Leadership Diagnostic Tool
A self-assessment across six dimensions of leadership effectiveness: self-awareness, decision-making, communication, influence, resilience, and growth. Includes a reflection guide.
Worksheet
Energy Audit for Leaders
Identify what energises and drains you as a leader. A practical exercise for understanding your sustainable performance zones and building a personal resilience strategy.
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Journal
Weekly Leadership Reflection Journal
A simple weekly reflection template with five questions to build a habit of deliberate reflection. Designed for leaders who want to grow from experience rather than just accumulate it.