Workplace Communication Say the right thing in meetings, email, and 1:1s.

331 Playbooks
49 Collections
28 Goals

Explore Playbooks

Featured playbooks

PRO 718 Views

Made for Web Developers

Web Development Tools Pack

Curate a resource pack for web development tools

Role Web Developer

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880 Views

Made for Web Developers

Prepare for Client Meeting

Prepare for a client meeting by setting an agenda, gathering relevant project data, and outlining a…

Role Web Developer
Goal Build Professional Skills
Outcome Grow Revenue

PRO 688 Views

Made for Web Developers

Address Client Change Requests Effectively

Address client change requests effectively and maintain a positive relationship with the client.

Role Web Developer
Goal Build Professional Skills
Outcome Avoid Professional Risk

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PRO 775 Views

Made for Web Developers

Gather Client Feedback and Testimonials

Collect client feedback and testimonials to improve services.

Role Web Developer
Goal Get More Clients
Outcome Grow Revenue

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PRO 701 Views

Made for Web Developers

Streamline Website Development Process

Streamline website development process and improve client communication.

Role Web Developer
Goal Build Professional Skills
Outcome Improve Productivity

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PRO 852 Views

Made for Freelancers

Document Client Agreements and Scope

Document client agreements and scope for a website redesign project

Role Freelancer
Goal Build Professional Skills
Outcome Avoid Professional Risk

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Collections for Workplace Communication

PRO

Made for Human Resources Specialists

Run Employee Relations Work With Better Facts and

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10 Playbooks · 12 hr 55 min

Avoid Professional Risk

Made for Human Resources Specialists

Prepare for the Manager Conversation Everyone Is

10 Playbooks · 6 hr 35 min

Avoid Professional Risk

Made for Human Resources Specialists

Handle the Employee Question Without Making It Worse

10 Playbooks · 5 hr 30 min

Avoid Professional Risk

Made for Graphic Designers

Get the Client to Pick a Direction

10 Playbooks · 6 hr 15 min

Develop a Valuable Skill

Made for General Contractors

Handle the Change Order Conversation

10 Playbooks · 7 hr 17 min

Avoid Professional Risk

Made for General Contractors

Stop the Job Before Scope Creep Starts

10 Playbooks · 8 hr 7 min

Avoid Professional Risk

Quick wins

PRO 958 Views

Made for Videographers

Deliver a Video Project

Deliver a video project on time and within budget

Role Videographer
Goal Get Something Done
Outcome Stay on Budget

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PRO 851 Views

Made for UX Designers

Develop a Design Concept

Develop a design concept for a UX project, including research questions, user journey map, design decisions,…

Role UX Designer
Goal Build Professional Skills
Outcome Develop a Valuable Skill

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545 Views

Made for EMTs

Build a Clear MIST Handoff Under Pressure

Shape de-identified assessment details into a focused MIST handoff that's easy to deliver and hard to…

Role EMT
Goal Build Professional Skills
Outcome Avoid Professional Risk

PRO 565 Views

Made for Restaurant Owners

Build a Daily Prep List for Your Kitchen

Create a daily prep list for a restaurant

Role Restaurant Owner
Goal Get Something Done
Outcome Improve Productivity

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724 Views

Made for Human Resources Specialists

Explain a Policy in Plain Language

Translate policy wording into clear guidance based on the facts you know, with gaps and escalation…

Role Human Resources Specialist
Goal Communicate Better
Outcome Avoid Professional Risk

PRO 542 Views

Made for EMTs

Closed-Loop Task and Status Board

Turn scene requests into a compact status board with clear ownership, confirmation, completion, problems, and report-back…

Role EMT
Goal Improve Operations
Outcome Avoid Professional Risk

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Related life areas

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PRO 718 Views

Made for Web Developers

Web Development Tools Pack

Curate a resource pack for web development tools

Role Web Developer

Upgrade to open

880 Views

Made for Web Developers

Prepare for Client Meeting

Prepare for a client meeting by setting an agenda, gathering relevant project data, and outlining a…

Role Web Developer
Goal Build Professional Skills
Outcome Grow Revenue

PRO 688 Views

Made for Web Developers

Address Client Change Requests Effectively

Address client change requests effectively and maintain a positive relationship with the client.

Role Web Developer
Goal Build Professional Skills
Outcome Avoid Professional Risk

Upgrade to open

PRO 775 Views

Made for Web Developers

Gather Client Feedback and Testimonials

Collect client feedback and testimonials to improve services.

Role Web Developer
Goal Get More Clients
Outcome Grow Revenue

Upgrade to open

PRO 701 Views

Made for Web Developers

Streamline Website Development Process

Streamline website development process and improve client communication.

Role Web Developer
Goal Build Professional Skills
Outcome Improve Productivity

Upgrade to open

PRO 852 Views

Made for Freelancers

Document Client Agreements and Scope

Document client agreements and scope for a website redesign project

Role Freelancer
Goal Build Professional Skills
Outcome Avoid Professional Risk

Upgrade to open

PRO 728 Views

Made for Videographers

Fix Common Video Issues

Troubleshoot common video issues and create a plan to resolve them.

Role Videographer
Goal Get Something Done
Outcome Save Professional Time

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PRO 958 Views

Made for Videographers

Deliver a Video Project

Deliver a video project on time and within budget

Role Videographer
Goal Get Something Done
Outcome Stay on Budget

Upgrade to open

981 Views

Made for Video Editors

Streamline Feedback Workflow Manage feedback workflow

Streamline client feedback workflow for video editing projects to improve communication, reduce revisions, and increase client…

Role Video Editor
Goal Communicate Better
Outcome Improve Productivity

PRO 851 Views

Made for UX Designers

Develop a Design Concept

Develop a design concept for a UX project, including research questions, user journey map, design decisions,…

Role UX Designer
Goal Build Professional Skills
Outcome Develop a Valuable Skill

Upgrade to open

PRO 751 Views

Made for UX Designers

Optimize Design Processes Optimize design processes

Optimize your UX design process to save time and improve results with a customized plan and…

Role UX Designer
Goal Improve Team Performance
Outcome Improve Productivity

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PRO 726 Views

Made for UX Designers

Manage Design Review with Workflow

Create a design review plan with a practical workflow to ensure effective stakeholder communication and identify…

Role UX Designer
Goal Advance Your Career
Outcome Avoid Professional Risk

Upgrade to open

PRO 777 Views

Made for Tutors

Organize Your Tutoring Schedule

Organize your tutoring schedule with this simple and practical Playbook

Role Tutor
Goal Get Organized
Outcome Improve Productivity

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PRO 521 Views

Made for Therapists

Communicate Effectively with Clients

Improve client communication and set clear boundaries with this Playbook.

Role Therapist
Goal Communicate Better
Outcome Improve Productivity

Upgrade to open

PRO 939 Views

Made for School Counselors

Manage Time Effectively During Meetings

Manage meeting time effectively by creating an agenda, allocating time blocks, and assigning action items.

Role School Counselor
Goal Get Organized
Outcome Improve Productivity

Upgrade to open

PRO 833 Views

Made for Salon Owners

Conduct an Employee Performance Review

Conduct an effective employee performance review, covering planning, execution, and follow-up.

Role Salon Owner
Goal Become a Better Manager
Outcome Grow a Business

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729 Views

Made for Salon Owners

Prepare for a Meeting

Prepare for a meeting to discuss a new marketing strategy for a salon.

Role Salon Owner
Goal Advance Your Career
Outcome Grow Revenue

653 Views

Made for Salon Owners

Develop a Team Communication Plan

Develop a comprehensive communication plan for your salon team to improve collaboration, reduce mistakes, and increase…

Role Salon Owner
Goal Communicate Better
Outcome Improve Career Stability

774 Views

Made for Salon Owners

Run the Salon Smoothly

Create a service standard to improve customer satisfaction and increase revenue

Role Salon Owner
Goal Grow a Business
Outcome Grow Revenue

896 Views

Made for Salon Owners

Conduct Productive Performance Reviews

Conduct a productive performance review for a salon employee, covering preparation, the review itself, and follow-up.

Role Salon Owner
Goal Become a Better Manager
Outcome Grow Revenue

639 Views

Made for Salon Owners

Manage Salon Schedules Effectively

Create a schedule management plan to reduce wait times and increase staff efficiency.

Role Salon Owner
Goal Improve Operations
Outcome Improve Productivity

579 Views

Made for Salon Owners

Resolve Team Conflicts Efficiently

Resolve team conflicts efficiently by creating a conflict resolution plan, communicating with the team, and following…

Role Salon Owner
Goal Improve Team Performance
Outcome Build Business Value

728 Views

Made for Salon Owners

Respond to Client Complaints

Respond to client complaints effectively

Role Salon Owner
Goal Communicate Better
Outcome Grow Revenue

795 Views

Made for Salon Owners

Empower Managers with Essential Resources

Gather essential resources for salon management, including tools and guides for scheduling, client relationships, and finances.

Role Salon Owner
Goal Become a Better Manager
Outcome Grow a Business

804 Views

Made for Salon Owners

Create a Meeting Agenda That Works

Create a meeting agenda that works for your salon staff, covering preparation, the moment itself, follow-up,…

Role Salon Owner
Goal Communicate Better
Outcome Improve Productivity

956 Views

Made for Salon Owners

Boost Team Accountability Daily

Improve team accountability daily by creating a checklist and holding team members accountable for their tasks.

Role Salon Owner
Goal Improve Team Performance
Outcome Improve Productivity

PRO 861 Views

Made for Salon Managers

Recover From Service Errors

Implement a service recovery process to address service errors and improve client satisfaction

Role Salon Manager
Goal Advance Your Career
Outcome Increase Income

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PRO 987 Views

Made for Salon Managers

Run a Daily Huddle

Generate a daily huddle agenda for your salon, tailored to your specific needs and goals.

Role Salon Manager
Goal Advance Your Career
Outcome Grow Revenue

Upgrade to open

692 Views

Made for Salon Managers

Review Client Feedback After a Service

Review client feedback after a service and develop a plan to implement changes.

Role Salon Manager
Goal Advance Your Career
Outcome Improve Productivity

901 Views

Made for Salon Managers

Resolve a Client Complaint

Resolve a client complaint by gathering information, communicating with the client, and finding a resolution.

Role Salon Manager
Goal Communicate Better
Outcome Retain Customers

847 Views

Made for Salon Managers

Improve Salon Communication Skills

Improve communication skills to handle client complaints and rebook appointments.

Role Salon Manager
Goal Communicate Better
Outcome Retain Customers

PRO 872 Views

Made for Salon Managers

Enhance Teamwork and Collaboration

Enhance teamwork and collaboration among salon staff

Role Salon Manager
Goal Improve Team Performance
Outcome Improve Total Compensation

Upgrade to open

PRO 821 Views

Made for Salon Managers

Prepare for a Staff Performance Review

Prepare for a staff performance review by creating a comprehensive plan, including goals, expectations, and areas…

Role Salon Manager
Goal Advance Your Career
Outcome Grow Revenue

Upgrade to open

PRO 561 Views

Made for Salon Managers

Improve Attendance and Punctuality

Improve attendance and punctuality in your salon by updating policies, addressing common reasons for absenteeism or…

Role Salon Manager
Goal Improve Operations
Outcome Improve Productivity

Upgrade to open

727 Views

Made for Salon Assistants

Get Ready for a Busy Day at the Salon

Prepare for a busy day at the salon by creating a daily schedule, prioritizing tasks, and…

Role Salon Assistant
Goal Advance Your Career
Outcome Improve Productivity

770 Views

Made for Salon Assistants

Switch Between Stylists With a Clear Handoff

Switch between stylists smoothly with a plan and communication strategy.

Role Salon Assistant
Goal Advance Your Career
Outcome Avoid Professional Risk

569 Views

Made for Salon Assistants

Plan Helpful Conversations With Your Salon Guests

Create a plan for communicating with salon guests.

Role Salon Assistant
Goal Communicate Better
Outcome Retain Customers

PRO 740 Views

Made for Salon Assistants

Organize Your Tasks Around the Salon’s Daily Rhythm

Manage your tasks and prepare for the salon's rhythm as a Salon Assistant. This Playbook will…

Role Salon Assistant
Goal Get Organized
Outcome Improve Productivity

Upgrade to open

PRO 779 Views

Made for Salon Assistants

Work Through a Salon Guest’s Complaint

Handle common guest complaints by following a step-by-step process to resolve the issue efficiently and effectively.

Role Salon Assistant
Goal Get Something Done
Outcome Grow Revenue

Upgrade to open

PRO 620 Views

Made for Salon Assistants

Build a Daily Schedule for Your Salon Assistant Work

Create a daily schedule and prioritize tasks as a Salon Assistant. Manage stylist assignments, guest communication,…

Role Salon Assistant
Goal Get Organized
Outcome Improve Productivity

Upgrade to open

PRO 901 Views

Made for Salon Assistants

Decide Which Salon Tasks Need Attention First

Prioritize tasks efficiently to optimize the salon workflow.

Role Salon Assistant
Goal Get Organized
Outcome Improve Productivity

Upgrade to open

PRO 501 Views

Made for Salon Assistants

Create a Salon Schedule That Keeps Everyone Aligned

Create a daily schedule template for a salon, prioritizing tasks and switching between stylists.

Role Salon Assistant
Goal Get Organized
Outcome Improve Productivity

Upgrade to open

PRO 565 Views

Made for Salon Assistants

Set Up Your Salon Station for Smoother Service

Optimize your salon station setup to improve efficiency and productivity.

Role Salon Assistant
Goal Get Organized
Outcome Improve Productivity

Upgrade to open

666 Views

Made for Retail Owners

Resolve a Customer Complaint and Plan the Follow-Up

Create a plan to resolve customer complaints, including a script and follow-up plan.

Role Retail Owner
Goal Build Confidence
Outcome Build Business Value

PRO 806 Views

Made for Retail Owners

Coach Sales Staff to Improve the In-Store Experience

Train sales staff to improve in-store experience by focusing on merchandising, staff prompts, cross-sells, follow-up, reviews,…

Role Retail Owner
Goal Build Professional Skills
Outcome Grow Revenue

Upgrade to open

PRO 885 Views

Made for Retail Owners

Gather Customer Feedback You Can Put to Work

Gather customer feedback to improve the in-store experience. This Playbook provides a step-by-step guide to collecting…

Role Retail Owner
Goal Improve Operations
Outcome Grow Revenue

Upgrade to open

PRO 572 Views

Made for Retail Owners

Create a Retail Sales Pitch That Connects

Create a sales pitch for a retail product or service

Role Retail Owner
Goal Build Professional Skills
Outcome Grow Revenue

Upgrade to open

PRO 565 Views

Made for Restaurant Owners

Build a Daily Prep List for Your Kitchen

Create a daily prep list for a restaurant

Role Restaurant Owner
Goal Get Something Done
Outcome Improve Productivity

Upgrade to open

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