Worksheets


The contingency inventory is essential to the transfer of key knowledge in your organization. It’s a document that is updated regularly with critical information and made available to anyone at the senior leadership level. It provides a reference document for a variety of critical positions and ensures that important information is transmitted to employees who move into new positions through succession management processes. This information may also be required for a variety of other reasons, including unexpected employee departures.


SOAR is a way to set goals based on the organizational practice of Appreciative Inquiry (AI). This vision-based approach of open dialogue invites organizational members to learn and value their personal histories, the history of their organization and its culture. The AI approach allows them to:

  • Build on their strengths (the positive core).
  • Discover opportunities.
  • Visualize goals and strategic alternatives.
  • Identify enabling objectives.

 

This resource can support you to make challenging decisions in any role within your organization – including board, staff and volunteers.

Use this worksheet to develop annual performance goals, assess progress and provide feedback to ensure that employees are meeting their objectives and career goals.

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