What this toolkit includes
This toolkit is structured as a three-part process:
A manager worksheet, capturing what managers are actually holding in practice, including informal or assumed responsibilities
A supervisor or HR worksheet, capturing how the organization believes the manager role is designed to function
A guided comparison and synthesis process, helping identify discrepancies and determine what type of response each issue requires
The toolkit also includes guidance for leadership on reviewing multiple completed exercises together to identify patterns that point to system-wide issues rather than isolated challenges.
Who this is for
This toolkit is designed for:
People managers and middle managers
HR and people operations teams
Senior leaders and executives
Public sector, nonprofit, and private sector organizations
It is especially useful for organizations experiencing manager burnout, role confusion, inconsistent expectations, or rising attrition among managers.
What this toolkit is and is not
This toolkit is:
A structured, practical tool for surfacing hidden work and misalignment
An input into role design, policy review, and governance conversations
A way to move from ad-hoc coping to intentional system design
This toolkit is not:
A performance evaluation tool
A leadership style assessment
A one-time exercise meant to be completed and forgotten
How it is typically used
Organizations often use this toolkit as:
A starting point for clarifying manager roles
An input into job description updates or policy redesign
A foundation for broader organizational or governance work
When used across multiple teams, the toolkit helps leadership see where similar issues are repeating and where system-level solutions are needed.