Task coach templates

Suppose they want to work on time management. By taking steps to better manage their time at work, the employee will be more productive and reduce stress caused by not finishing tasks on time. List out actionable steps that the employee can take to work towards their goals. This may include daily to-dos, formal trainings or continuing education, changes to routines, etc.

Over what period of time is the employee expected to carry out their action plan and begin to see results? As a manager, try to set up a time in the near future to follow up with the individual to discuss their progress or talk about any roadblocks they may be facing.

Thank you for reading, from Team viaMaven. Apr 23 Written By Ardeley Sihite. Desired Outcome Detail what is expected in the future or what the employee hopes to achieve through coaching or training. The template automatically calculates the hours left for finishing each task, shows the percentage of work already completed, and highlights the tasks that are overdue. In addition, this task tracker spreadsheet also estimates the assignments' start and end dates and displays them on a Gantt chart, providing an overview of the whole project.

Excel task tracker spreadsheets are good for ensuring clarity and alignment within the team, but, when communicating to high-level audiences such as clients or upper management, professionals may find that they need something more graphical. In such cases, PowerPoint task management templates might prove more efficient, as they can show summarized data on a single visual slide, in a manner that's easy to digest. Below you can find a few such templates to get you started.

This free task planner was built for professionals who need create an executive-level view of their project tasks for client meetings or project proposals. Designed as a simple Plan-on-a-Page, it is a Gantt chart that uses color codes to group tasks by categories or departments, making it easy to see key data at a glance. Download the free task planner template file to use it in PowerPoint or click on "Edit Online" below to open and update it directly in your browser.

Clients and execs usually don't have the time to read lengthy documents or untangle complicated task management spreadsheets to see how a project is progressing. To efficiently communicate task status to high-level audiences, project managers and team leaders can use a more familiar PowerPoint slide such as the one below. This task tracker template keeps things simple by providing only essential tracking information such as the due dates of key tasks, percentage complete, or important events along the way.

The free task tracker can be downloaded and edited in PowerPoint or updated easily online as plans change. For client and executive communications, managers and team leaders can use a free task tracker to manage their plans and schedules as PowerPoint visuals.

The Office Timeline PowerPoint add-in integrates with Excel to import existing task data and convert it into easy-to-understand timeline and Gantt chart slides. Login Products Office Timeline Add-in.

Download Free Edition. Office Timeline Online. Make Timelines Online. Use this simple business plan template to organize project tasks. The template is divided into phases so you can list tasks chronologically; it also includes columns for start and end dates and duration. Plus, a simple checkbox allows you to clearly mark which steps have been completed so you know your exact progress.

This template is ideal for organizing the basics of a group project or any assignment that involves multiple people. Simply list each task, a description, an assignee, a due date, and any notes in the columns provided, and add more columns if needed. This template does not have project management capabilities, but will give you an overview of every individual task and who is responsible for it. A job task analysis can be used to determine which actions are critical for a certain job.

Identifying tasks in this manner can help determine the scope of a job, appraise employee performance, inform training methods, and improve work processes.

On this template, you can list the tasks that are required to complete a job, then rate the importance of each task, along with how frequently the actions are performed.

You can also document your source of information for each task. Use this form to record information from a brainstorm or collaboration session. The template includes space to list ideas, their pros and cons, and the originator.

In addition, there is a column for each team member to rank each idea. Use this template to prepare for a financial audit. The simple template includes rows for every required document in a standard audit general ledger, balance and financial statements, tax reports, etc.

Add or subtract rows to include every document that your audit requires. To learn more about how best to prepare for a financial audit, read this article. This Excel template can be used as a contact list for a variety of personal use cases, including for classes, group memberships, event attendees, or emergency communications.

The template includes columns for phone, email, and address, as well as to note the preferred mode of contact. The form is fully customizable, so add or subtract sections as needed. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Try Smartsheet for free, today.

Our Privacy Policy describes how we process your personal data. In This Article. Team Task List Template. See how Smartsheet can help you be more effective. Gantt Chart Task List Template. Want to be more productive while working remotely? Check out these helpful resources including templates, tips, and best practices to empower your teams to be more effective. Top 5 things teams can do to be more productive These five tips will help your remote employees be more productive, engaged, and effective.

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