Free tools
Tools used with coaching and facilitation clients
I’ve acquired and used a large number of tools in the many years I’ve worked as a facilitator and a coach.
Over the years I have identified needs and developed my own tools, some of which I’ve made available for free to the Take on Board community and broader network.
To download one of these tools, you’ll be asked to sign up to either or both the Take on Board or Ideas to Action newsletters. You can unsubscribe any time.
Take on Board tools
FOUR KEYS TO A STRONG BOARD
WORKSHEET
Strong boards conduct yearly reviews – done internally or by an external facilitator. This worksheet looks at the four important areas to review: skills, commitment, alignment and diversity.
HOW TO RECRUIT A BOARD MEMBER
CHECKLIST
This two-page checklist breaks down the board recruitment process into these three not-to-be-missed categories. For more, listen to episode 211 of the Take on Board podcast.
BECOMING AN FAICD
GUIDE
Read my Fellow of the Australian Institure of Company Directors (AICD) application and supporting documents. For more, listen to episode 170 of the Take on Board podcast.
Facilitation tools
SOAR
WORKSHEET
I use this worksheet to set the context at the start of a workshop, focusing on strengths, opportunities, aspirations, results. For more, read the Ideas to Action blog post.
SOAR
PROMPTS
For some of my workshops, I expand on the SOAR framework to include a number of prompt questions relating to each of the four areas. For more, read the Ideas to Action blog post.
PESTLE
PROMPTS
PESTLE is ideal for teams that want to look at the bigger picture – political, economic, socio-cultural, technological, legal and environmental. For more, read the Ideas to Action blog post.
Coaching tools
RSVP
WORKSHEET
Every year I RSVP – review, superpowers, value, purpose. It’s an invitation to reflect on the past year and set intentions for the new year. Listen to my 2023 reflections and 2024 goals.
SKILLS MATRIX
WORKSHEET
I use a skills matrix – my ‘skills quadrant worksheet’ – to help clients explore their ‘what next?’. For more, read the Ideas to Action blog post.