Free templates
Templates to think it through on paper.
Practical worksheets for the moments that shape a career, from planning a move to your first ninety days and your promotion case. Free to use, print or save as PDF, with no sign-up.
How to use them
- Pick the one that fits where you are. Each card says who it suits and roughly how long it takes.
- Fill it in on screen, or print it and use a pen. Nothing you type is saved or sent anywhere.
- Bring it to a session if you like. A filled-in page is a good place to start a conversation.
They follow The Room Method: some help you read the room, some help you edit your story, and some help you walk in ready. Two look at the bigger picture.
The templates
Big picture
The seven-phase approach
Map a career move from first thoughts to looking back, one phase at a time.
Use template: The seven-phase approachBig picture
Maslow’s hierarchy of needs at work
See which of your needs your work meets well, and which it doesn’t, before you decide what to change.
Use template: Maslow’s hierarchy of needs at workRead the room
The unwritten rules decoder
Work out what a puzzling phrase at work might mean, and what to do about it, before you react.
Use template: The unwritten rules decoderRead the room
Stakeholder map
See who shapes your work and your next step, and plan the conversations that matter.
Use template: Stakeholder mapEdit your story
Values and strengths reflection
Get clear on what matters to you and what you do well, so your next move fits.
Use template: Values and strengths reflectionEdit your story
Promotion case and brag document
Keep a running record of your impact, and turn it into a clear case for your next step.
Use template: Promotion case and brag documentWalk in ready
Interview story bank (STAR)
Prepare real examples you can adapt to almost any interview question.
Use template: Interview story bank (STAR)Walk in ready
30-60-90 day plan
Plan your first three months in a new role or team, and agree it with your manager.
Use template: 30-60-90 day plan
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Email me the pack
All 8 templates in one printable file, sent to your inbox. [Placeholder: email sign-up isn’t connected yet. This form doesn’t send or store anything.]
Sign-up isn’t switched on yet. In the meantime, every template is free to use and print from this page.
A note on these templates. They’re prompts for reflection and planning, not assessments, and not therapy, medical or financial advice. Keep anything confidential, like colleagues’ names, somewhere private.
Want to talk it through?
A template gets your thinking onto paper. A conversation helps you decide what to do with it. Start with a free 30-minute discovery call, online, and bring whatever you’ve written.