Roles in Managers
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Manage Design Review with Workflow
Create a design review plan with a practical workflow to ensure effective stakeholder communication and identify…
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Use Restaurant Metrics to Guide Business Decisions
Make data-driven decisions using key metrics to drive profitability in your restaurant.
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Build a Restaurant Budget You Can Track
Create a comprehensive restaurant budget template, considering various expenses and revenue projections.
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Build a Project Schedule for Your Product Launch
Create a comprehensive project schedule to launch a new product
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Keep a Clear Record of Project Decisions
Create a decision log to document key decisions and action items for a project goal.
Run a Daily Huddle
Generate a daily huddle agenda for your salon, tailored to your specific needs and goals.
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Collections for Managers
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Fix a Double Booking Fast
Fix a double booking quickly by notifying the client and rescheduling their appointment.
Plan Seasonal Promotions for Your Retail Store
Create a seasonal promotions plan to increase sales and drive revenue for your retail store.
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Keep Customers Coming Back With a Loyalty Program
Improve customer retention with a loyalty program. Create a loyalty program outline, budget, target audience, communication…
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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…
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Create Product Bundles That Give Customers More Value
Create bundle deals to attract more customers and increase sales.
Respond to Restaurant Reviews With a Clear Plan
Create a customer review response plan to improve customer satisfaction and online reputation.
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Communities in Managers
All playbooks for Managers
Build a Communication Plan for Product Stakeholders
Create a stakeholder communication plan to effectively engage with stakeholders and achieve project goals.
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Create a Project Plan From Discovery to Delivery
Create a project plan template to guide your project from discovery to delivery.
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Explain Priority Changes to Your Team and Stakeholders
Communicate priority changes to the team and stakeholders, including the reasons behind them and the impact…
Prioritize and Sequence Tasks
Create a prioritized task list and task sequencing template, and outline a communication plan for stakeholders.
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Coach a Manager Through a Hard Conversation
Build a practical coaching plan that helps a manager explain concerns, hear the employee's response, set…
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Document the Manager Conversation
Draft a clear case note from a manager conversation about performance, attendance, conduct, or workplace expectations.
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Coach a Manager Through Tough Feedback
Prepare a manager to address a performance, attendance, or conduct concern with specific facts, a clear…
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Handle Pushback in a Conduct Meeting
Run a conduct meeting that stays focused on the issue, handles unexpected claims, and stops at…
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Manager Conversation Script Kit
Build a practical script pack for a manager addressing a specific performance, attendance, conduct, or expectations…
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