Journey Templates Library - Manager Toolkit Help

Journeys in Manager Toolkit come with 29 pre-built templates that give you a structured starting point. Rather than building a journey from scratch, you can select a template and customise it to fit your specific situation. The templates are grouped into seven categories in the Create Journey modal.

Templates by Category

Leadership

First 90 Days as a Manager, Transitioning from IC to Manager, Leading Through Change, Building Team Culture. Use these when you are stepping into or growing into a leadership role.

People Development

Onboarding a New Team Member, Performance Improvement Plan, Preparing for Promotion, Becoming a Mentor, Developing a Team Member, Running a 360 Feedback Cycle, Supporting a Career Change, Coaching an Underconfident High-Performer. The widest category, covering the everyday work of growing the people on your team.

Hiring

Hiring an Employee, Performing an Interview, Building a Hiring Pipeline, Onboarding a Senior or Leadership Hire. Use these around the recruitment and joining moments.

Difficult Conversations

Delivering Tough Feedback, Managing a Conflict Between Team Members, Having a Redundancy Conversation, Addressing Burnout. Use these when a conversation needs care, structure, and a clear plan before you walk in.

Team Operations

Running an Effective Retrospective, Improving Team Meetings, Defining Team Ways of Working. Use these when the work is about how your team runs day-to-day rather than about any one person.

Offboarding & Transitions

Offboarding a Team Member, Handing Over a Team, Managing Parental Leave Cover. Use these when a team member is leaving or stepping back.

Personal Growth

Developing Your Feedback Skills, Building Executive Presence, Managing Your Energy as a Manager. Use these when the journey is about you rather than your team.

Choosing the Right Template

Open the Create Journey modal from the Journeys page and scan the categories until you find the scenario you are facing. A few of the most common picks:

First 90 Days as a Manager - Use this when you are stepping into a new management role, whether it is your first time managing or you are joining a new team. The template covers the critical first three months where you need to listen, learn, and begin to lead.

Onboarding a New Team Member - Start this journey when someone new joins your team. It pairs well with setting up catchup cadence and creating initial targets for the new starter.

Combine the onboarding template with a weekly catchup cadence for the first month. New starters benefit from more frequent check-ins while they are settling in.

Performance Improvement Plan - Use this when you need a structured approach to address performance concerns. The template includes milestones for setting expectations, regular review points, and clear success criteria.

Preparing for Promotion - Start this when a team member is approaching readiness for a more senior role. It helps you work together on skill gaps, create opportunities for visibility, and build the case for promotion.

Customising After Creation

Templates are starting points, not rigid plans. After creating a journey from a template, you can:

Add, remove, or reorder milestones
Edit task descriptions to match your specific context
Adjust timelines to suit your pace
Add new tasks that are unique to your situation

Changes to a journey do not affect the original template. Each journey is independent once created, so customise freely without worrying about altering anything for future use.

Creating Without a Template

If none of the templates fit your needs, you can always create a journey from scratch. This gives you a blank canvas to define your own milestones and tasks.

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