Team management tutorials
Prepare for a new hire, map your team's skills, and work through performance conversations and training records. These guides turn common management tasks into practical steps.
Explore 14 free tutorialsA few good places to start
Three free lessons from across the workshop. No purchase needed.
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14 tutorials to explore
All tutorials are listed below. Enable JavaScript to search and filter the library.
Manage a team
Build skills, prepare for conversations, and organize the work of leading people.
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Daily Vehicle Inspection Checklist
A step-by-step tutorial for running a daily pre-trip (and post-trip) vehicle inspection — what to check, how to record a defect, how to take a vehicle out of service, and how to close the loop before it's driven again.
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Forklift Pre-Shift Inspection
A step-by-step guide to running a forklift pre-shift inspection — the walk-around, the operational checks, what takes a truck out of service, and how to record it.
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How to Calculate Incident Rate
A step-by-step tutorial for calculating TRIR, DART rate and a near-miss ratio from your own numbers — gather hours worked, count recordable and DART cases, apply the 200,000-hour formula, roll it to a trailing 12 months, and repeat monthly.
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What to Have Ready on a New Hire's First Day
What to have ready before a new hire's first day, worked backward in business days from two weeks out to the morning itself — because readiness is a lead-time problem, not a policy one.
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What Goes in a First Employee Handbook
What a first handbook covers and who decides each part, in the order that actually works: decisions, then which federal thresholds your headcount has crossed, then drafting, then a scoped review.
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Documenting Underperformance
A step-by-step walkthrough of the actual documentation sequence for underperformance — the coaching note, the verbal warning that still gets written down, the written warning, and the performance improvement plan — plus the moment the whole track pauses.
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How to Run a Five-Minute Safety Meeting
A step-by-step tutorial for running a weekly toolbox talk in five minutes — pick the topic, open it, ask three questions, capture what the crew says, and file the sign-in.
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How to Start a Performance Conversation
A step-by-step walkthrough of one first performance conversation — three dated instances, the routing check, a short opener, the four replies, and the note.
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What to Ask in a One-on-One
What to ask in a 1:1 when the meeting has gone flat — the four questions to retire, the follow-up that makes a question count, and how to pick three in two minutes from what you actually noticed.
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What to Do in Your First Week as a Manager
What to do in your first week as a manager: say what the month is for, meet everyone individually, get your ninety-day criteria and your authority limits, fix one small thing, and change almost nothing else.
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How to Write a Performance Review
A step-by-step walkthrough of one competency on one review — gather the evidence, pick language that matches the rating, build the paragraph in five slots, and read it back as three different people.
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How to Track Apprenticeship Hours
A step-by-step tutorial for documenting apprenticeship OJT hours so they're audit-ready — log hours by competency, capture sign-offs, track the classroom hours, and read completion readiness.
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How to Document Safety Training
A step-by-step tutorial for documenting safety training so it's audit-ready — list what each role needs, track refresher expiry, and log toolbox talks.
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How to Build an ILUO Skills Matrix
A step-by-step tutorial for building an ILUO skills matrix — list the tasks, score each operator, read coverage, and flag single points of failure.
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Start with a free tool
A small, useful first step. No email or signup needed.
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Free First-Day Agenda & Who-to-Ask Sheets
Two printable sheets so somebody's first day has a plan and they know who to ask — free, no signup.
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Handbook Decision Worksheet
Twelve decisions to settle before drafting a first employee handbook — free, no signup.
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Coaching Note & Verbal-Warning Record
Write up the coaching talk and the verbal warning — free, no signup.
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Put this method to work
Optional paid downloads to help you apply what you learn. All tutorials above are free to read—no purchase required.
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Training & ILUO Skills Matrix
An ILUO skills matrix for Excel & Google Sheets — track each operator's level on every task, see coverage at a glance, and flag key-person risk.
Excel / Google Sheets
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Vehicle & Equipment Inspection Log
Pre-use inspection log for Excel & Google Sheets: one register for vehicles and equipment, a missed-inspection grid, critical defects held out of service.
Excel / Google Sheets
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Incident, Near-Miss & Injury Log Workbook
Incident and near-miss log for Excel & Google Sheets: one log for every event, rolling TRIR and DART rates, linked fixes and 300A-shaped totals.
Excel / Google Sheets
View paid template