FieldNoteReference

Printable guides for the work in front of you.

Checklists, question sets and worksheets for multi-unit restaurant managers, clinicians and coaches. Print one before the visit, the note or the session. Use it again next week.

Browse the Etsy shop Get the free sample

60 guides. PDF, US Letter and A4. Instant download on Etsy.

A worksheet page from the New District Manager Worksheet: ruled checklist rows with a box before each question The cover of the New District Manager Worksheet
Two pages from the New District Manager Worksheet. The free sample is these two pages.

Three lines. One desk.

  1. Multi-unit leadership

    Area managers, district managers, directors of operations.

    You lead managers you cannot watch every shift. Plan the unit visit, run the weekly call, build the next manager.

    23 guides, $9 to $29

    See the multi-unit guidesQuestions district managers ask
  2. Clinical documentation

    Therapists, social workers, counselors, MSW students.

    The session ends. The note still has to get written. Phrase guides, word banks and format sheets for SOAP, DAP, BIRP and GIRP notes.

    12 guides, $4 to $19

    See the clinical guidesQuestions clinicians ask
  3. Coaching

    Coaches, coaching practices, restaurant leaders who coach.

    Question cards for the session in front of you, from the first check-in to accountability.

    25 guides, $7 to $29

    See the coaching guidesQuestions coaches ask

What makes a page worth printing

One page, one job.

A visit checklist is a checklist. A note guide is phrases and a format. There is nothing to read before you can use it.

Written from real practice.

The multi-unit pages come from work with area and district managers. The coaching questions come from real practice, not theory. The clinical guides are organized from published documentation guidance. Every example in the files is fictional.

Made to print.

Every guide comes as PDF files in US Letter and A4. The coaching guides add a card sheet. Print at actual size and the boxes line up. Use it on screen if you want.

A page on the table slows the conversation down. That is the point.

Try two pages first.

The cover and one worksheet page from the New District Manager Worksheet. No email needed.

Download the sample (PDF)

US Letter, 2 pages.

Buying for a team.

An Etsy purchase covers one person. When a whole team uses the pages, an organization licence covers everyone at the sites you name.

$295
One site
$595
Up to 10 sites
$1,200
A group

Each price is per kit.

Licences for teams and organizations

Custom guides for your team.

The same kind of pages, built for one organization: a checklist for your visits, a worksheet for your one-on-ones, a note guide for your practice. Printable, in US Letter and A4, with a licence for your people.

Custom guides and toolkits

Who makes these.

I came up in restaurants. Today I work as an executive coach. These guides are the questions, checklists and worksheets I would put on the table with you. Pick what fits. Skip what doesn't.

About the shop

Every guide is an instant download on Etsy.

Browse the Etsy shop