Manager Templates

Each of these templates includes guidance to help you understand when to use it, why it’s effective, and how to tailor it to your situation.

SBI Feedback Email

Category: Feedback

🧠 When to Use: When giving constructive feedback shortly after an incident. Ideal for small to medium issues that don’t require a formal performance plan.

🎯 Why It Works: This template follows the SBI framework (Situation, Behavior, Impact). It avoids judgment and focuses on facts, which keeps the conversation objective and less likely to trigger defensiveness.

🔧 How to Customize: Customize with specific behaviors and clear impact language. Avoid vague phrases like 'you were unprofessional' — describe what was said or done and how it affected others.

Hi [Name],

In [situation], I noticed [behavior]. The impact was [impact on team/project/etc].

Let’s talk about how we can adjust this moving forward.

Thanks,
[Your Name]

Positive Recognition Message

Category: Recognition

🧠 When to Use: Anytime someone does something worth praising — especially if it aligns with your team values or goals.

🎯 Why It Works: Timely, specific praise reinforces good behaviors and builds psychological safety. Public recognition helps model expectations for the whole team.

🔧 How to Customize: Make it personal and concrete. Don’t say 'thanks for the help' — say what they did and how it helped the project or team.

Hey [Name] — just wanted to say great job on [task/project].

Your [specific behavior] really helped with [impact].

Nice work!

1:1 Kickoff Agenda

Category: 1:1s

🧠 When to Use: During your first 1:1 with a new report. It’s about relationship-building and setting the tone.

🎯 Why It Works: These prompts build trust quickly. They show you care about communication preferences, frustrations, and growth — not just performance.

🔧 How to Customize: Adjust the tone to match your personality. If the relationship is already informal, you can be more conversational. Focus on listening more than talking.

Agenda:
1. Intro — share a bit about each other
2. What’s going well right now?
3. What’s frustrating or unclear?
4. How do you like to receive feedback?
5. Anything I can do better as your manager?

Delegation Message

Category: Delegation

🧠 When to Use: When assigning ownership of a new task or project to someone capable — especially if it's a stretch opportunity.

🎯 Why It Works: This message clearly sets expectations, explains why they were chosen, and shows your support. That builds trust and autonomy.

🔧 How to Customize: Name the project, clarify the outcome, and connect it to their development. End with a reminder that they’re not alone.

Hi [Name],

I’d like you to take the lead on [task/project]. I think it aligns with your strengths and gives you visibility on [goal/stakeholder].

You own the how — I’m here if you hit blockers.

Team Check-In Post

Category: Team Communication

🧠 When to Use: At the start of a week or sprint — especially useful for async or remote teams.

🎯 Why It Works: Lightweight rituals like this create visibility without needing a meeting. It normalizes asking for help and sharing goals.

🔧 How to Customize: Adapt for your platform (Slack, Teams, Notion). Go first every time — it shows vulnerability and encourages others to share.

Good morning team — happy [day]!

Let’s each drop in:
1. What you’re focused on this week
2. Any blockers or things you need help with

I’ll go first 👇

Tough Conversation Opener

Category: Feedback

🧠 When to Use: Use when you're preparing for a difficult conversation, especially around performance, conflict, or behavior.

🎯 Why It Works: Starting with honesty and empathy reduces defensiveness. This opener sets a constructive tone and invites dialogue rather than confrontation.

🔧 How to Customize: Adjust the tone to match the relationship. Stay calm, neutral, and clear — and allow silence so they can respond openly.

Thanks for taking the time to talk.

This might be a little uncomfortable, but it’s important. I want to talk through [behavior/situation], and hear your side too, so we can move forward together.

Project Handoff Note

Category: Delegation

🧠 When to Use: Use when transferring ownership of a project or responsibility to someone else.

🎯 Why It Works: This message provides clarity and confidence. It shows you’re not abandoning the work — you’re intentionally trusting someone else with it.

🔧 How to Customize: Add links, documents, or key people they may need. Reassure them it’s okay to ask questions during the transition.

Hi [Name],

You’ll be owning [project] from here. Attached is the background, current status, and upcoming decisions.

I trust your judgment on next steps. Let me know if you want a hand-off call.

Team Praise Round-Up

Category: Recognition

🧠 When to Use: Use in a Friday wrap-up email or Slack post to share team-wide recognition.

🎯 Why It Works: Public acknowledgment reinforces values and makes people feel seen. It creates momentum and boosts morale across the team.

🔧 How to Customize: Make it a weekly ritual. Ask for peer input and rotate who gets the spotlight.

Shoutout time 🎉

This week:
- [Name] nailed [win]
- [Name] went above and beyond on [task]
- [Name] helped unblock [person/task]

Great work all — appreciate the effort this week.

End-of-Week Reflection Email

Category: Team Communication

🧠 When to Use: Send this on Fridays or at the end of a sprint. It’s useful for async teams or when burnout risk is high.

🎯 Why It Works: Reflection boosts self-awareness, learning, and resilience. Sharing optional responses makes it feel safe and personal.

🔧 How to Customize: Model it by sharing your own thoughts first. Consider inviting people to respond in 1:1s if they prefer.

Team,

As we wrap up the week, take a moment to reflect:
1. What went well?
2. What felt challenging?
3. What would help make next week smoother?

Feel free to share or keep it personal — just making space to reflect is valuable.

Growth & Development 1:1 Template

Category: 1:1s

🧠 When to Use: Use during a monthly or quarterly 1:1 focused on career growth.

🎯 Why It Works: Most managers avoid career conversations — this structure makes it easier and shows you care about long-term development.

🔧 How to Customize: Ask open questions and don’t rush. Follow up later on their goals to show it wasn’t just talk.

Agenda:
1. What skills do you want to develop?
2. What projects or challenges excite you?
3. Are you getting the feedback/support you need?
4. Where do you want to be 6–12 months from now?

Let’s identify one next step together.

💡 Have a helpful template of your own? Submit one here.