Lead With Insight, Rooted In Care

Employee Engagement Workbook

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.

"Know well the condition of your flocks, And pay attention to your herds;" — Proverbs 27:23 (NASB95)
Section 1 of 4

Manager & Team Information

Tell us a little about you and the team you lead. This information appears on the cover of your completed workbook.

Please enter your first name.
Please enter your last name.
Please select a date.
Section 2 of 4

Team Roster & Engagement Reflections

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.

Your notes are private working reflections intended to help you lead each person well. Answer each question as honestly and specifically as you can. The more thoughtful your observations, the more valuable this workbook will become as a leadership tool.
Section 3 of 4

Performance Metrics

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.

Congratulations!

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.

Manager & Team Information
Team Roster & Engagement Reflections
Performance Metrics