This workbook helps you truly know the people you lead by understanding their motivations, identifying their friction points, and discovering what will encourage them to stay. Build a private roster for your team, capture honest reflections on engagement, and set the performance goals that matter most. Set aside quiet, unhurried time with each person, because what you learn here will shape how you lead them.
Tell us a little about you and the team you lead. This information appears on the cover of your completed workbook.
Add each person on your team, then thoughtfully answer the reflection questions for each one. Drawn from proven stay interview practices, these questions help uncover what truly engages your team members and identify the issues that quietly diminish their commitment over time.
Define the goals and key metrics that matter most for your team's roles. Six common performance categories are provided as a starting point. Edit the values, remove categories that do not apply, or add your own metrics to reflect your team's responsibilities and your organization's priorities.
You have completed your Employee Engagement Workbook. Below is a full summary of your entries. Download your PDF report to keep as a private reference or to share with your coach.
Once downloaded, please email your Excel workbook to shawn@motivationeer.com as an attachment before your next coaching session.
Please complete the following before downloading your PDF report: