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Multi-unit leadership
For area managers, district managers and directors of operations.
Clinical documentation
For therapists, social workers, counselors and MSW students.
Coaching
For coaches, coaching practices and restaurant leaders who coach.
Try two free pages first
The cover and one worksheet page from the New District Manager Worksheet. No email needed.
Try two free pages first
The cover and one worksheet page from the New District Manager Worksheet. No email needed.
Complete Clinical Documentation Toolkit
For clinicians and students in social work, counseling and marriage and family therapy who want the whole set.
See it on EtsyCoaching Questions for Session Openers
Coaching questions for the first minutes of a session: check-in questions, agreeing what today is for, and the working agreement with a client or sponsor.
See it on EtsyCoaching Questions for Goal Setting
Goal setting questions that start from what winning looks like for the person on their own terms, then test the goal against what has already been tried.
See it on EtsyCoaching Questions for Stuck Clients
Coaching questions for stuck clients and overthinkers: name the stuck, see what keeps it in place, widen the options past the first two, and decide.
See it on EtsyCoaching Questions for Accountability
Questions for the last two minutes of a one on one, so the session ends in a next step the person chose and the next one starts from what actually happened.
See it on EtsyCoaching Questions for Values and Purpose
Values questions for when two things that matter collide, like a late close and a child's school night, so values show up in a real week, not a word list.
See it on EtsyCoaching Questions for Strengths and Reflection
Strengths questions that ask what a strength costs as well as what it gives, plus reflection questions that slow one hard moment right down.
See it on EtsyCoaching Intake Form and Pre-Call Questions
A new-client intake that even asks what the person would rather not be asked about yet, plus a sponsor intake, a prep sheet for every session and a review form.
See it on EtsyLife Coaching Questions for a Whole-Life Review
A whole-life review that asks which area pays first when work runs long, instead of scoring each area of a life on its own.
See it on EtsyGroup Coaching Questions
Group coaching questions for a room: sixteen questions to open, think together, commit and review, so the group hears itself and each person still does their own thinking.
See it on EtsyHow to Ask Coaching Questions
How to ask coaching questions: what a good question does, rewrites from closed to open, ten ways asking goes wrong with one question for each, practice drills and a review.
See it on EtsyCoaching Questions Toolkit
Questions from real coaching practice, from the first five minutes to the follow-up, in ten guides with 160 printable question cards.
See it on EtsyOne-on-One Questions by Leadership Stage
One-on-one questions for restaurant leaders, set out by stage: team member, trainer, shift lead, manager, director and operator.
See it on EtsyShift Debrief and Huddle Questions
Five-minute questions for the pre-shift huddle, a quick check during the rush and the debrief before the team leaves, about what happened, not who to blame.
See it on EtsyDelegation and Ownership Questions
Delegation questions for restaurant leaders handing a station, a shift or an area to a trainer, shift lead or manager, so the work stays with them.
See it on EtsyFeedback and Hard-Conversation Questions
Questions to prepare, hold and follow up a feedback talk or a hard conversation on the floor, asking for their reading before you give yours.
See it on EtsyGoal Setting and Business Review Questions
Goal setting and business review questions for restaurant leaders: sales, labor, guest feedback and line checks, read together, and the next quarter's few priorities.
See it on EtsyRestaurant Leader Development Toolkit
Eight restaurant leader guides: one-on-ones by stage, huddles and debriefs, delegation, feedback, goals and reviews, hiring and promotion, director growth, leadership stories.
See it on EtsyPattern and Interaction Questions
Questions that move a conversation from one person's traits to the pattern between people: sequence, interaction, time and what has been tried.
See it on EtsyAttempted-Solution and Reframe Questions
Open questions for a problem that keeps coming back: map what was tried, see the pattern, and change the frame.
See it on EtsyDelay, Stock and Leverage Questions
Questions on what builds up, what lags, and where a small change counts, for coaches and leaders.
See it on EtsyLevels of Learning and Double-Bind Questions
Coaching questions that separate a better answer from a different kind of answer, and help you name a double bind without blame.
See it on EtsySeeing the System Before Acting
A short checklist of open questions to ask yourself before you step in: who is in the picture, what keeps repeating, what has been tried and where to aim next.
See it on EtsyArea Manager Questions
Eight steps of open questions, fill-in lines and a silence guide for your first conversation with each manager you now lead, plus a group record.
See it on EtsyNew District Manager Worksheet
A worksheet for a district or area manager taking over a role: sort what you inherit, name what changes, list what you learn and let go, and plan your first calls.
See it on EtsyNew Area Manager Questions for Your Boss
Questions to put to your own boss before you start and just after you take over a territory, with a fill-in record page.
See it on EtsyDistrict Manager Unit Visit Checklist
A fill-in checklist for planning a restaurant visit: read the last visit, set one purpose, choose type, focus, length and warning, keep a check apart, and write a pre-brief.
See it on EtsyDistrict Manager Struggling Restaurant Diagnosis
A decision aid for district and area managers: look outside the manager, record what was tried, list the levers you hold, rank the gaps, look underneath the ones that stay and write down your decision.
See it on EtsyArea Manager One on One Template
A weekly one-on-one guide for area managers with a 30 and a 45 minute plan: open with the person, agree the time, listen by branch, work through a general manager, and keep a running line.
See it on EtsyDistrict Manager Coaching Questions
Six steps of open questions for coaching a restaurant manager whose habit holds the unit back, with fill-in lines, a blank record table and 16 cards.
See it on EtsyDirector of Operations Visit Frequency Guide
A decision aid for directors of operations and district managers: count your real hours, sort units by need, see who each manager turns to, and agree a visit and call rhythm.
See it on EtsyArea Manager Weekly Call Agenda
A meeting guide to decide whether your regular manager call is needed, set ground rules, run it in a fixed order and record what managers said to each other.
See it on EtsyDistrict Manager Area Meeting Guide
A six-step area meeting guide with ground rules for fair fighting, roles and outcomes, 25 plus questions and a record table.
See it on EtsyArea Manager Pilot Worksheet
Six steps from naming the change to a decision to stop, change it or take it on, with trial and comparison units, a stop rule and a blank record table.
See it on EtsyDistrict Manager Peer Teaching Worksheet
A six-step worksheet for choosing topics, matching each to one manager, briefing them, running the session and following up, with a blank ownership record.
See it on EtsyDirector of Operations Manager Development Worksheet
A six-step worksheet for directors and area managers: gather evidence on one manager, name the gaps together, choose the learning route and write a plan with a date to look again.
See it on EtsyDirector of Operations Manager Placement Guide
A decision aid for choosing which manager goes to a vacant, new or refurbished restaurant, with questions for the team, fit checks and a placement record.
See it on EtsyDirector of Operations Hiring Decision Aid
A decision aid for appointing a unit manager: a written picture of the seat, signs and questions, a hold-out plan, a candidate pool and a decision record.
See it on EtsyDirector of Operations Succession Worksheet
A worksheet for a manager leaving suddenly and for your own seat: cover plans, what pulls people away, a named successor, growth steps and a record table.
See it on EtsyDirector of Operations Retention Questions
Open questions in five steps for asking your managers and crew why they stay and what they value, with a worked example and a record table.
See it on EtsyDistrict Manager Rollout Meeting Guide
A meeting guide for district and area managers: learn the message, write a balanced account, run the briefing, fix materials that arrive wrong and lead a short drive.
See it on EtsyDistrict Manager Head Office Questions
Questions to map who at head office each of your units depends on, what each person is measured on, and who can unblock a stuck unit, with a blank record table.
See it on EtsyDistrict Manager Report Up One Pager
A one page template for district and area managers to record what head office can and cannot see, suggest one change early, credit a manager by name and word the ask.
See it on EtsyTaking Over a Role Kit
For area and district managers who have just taken over a territory or a group of units.
See it on EtsyBeyond Reach Kit
For area managers, district managers and directors of operations who lead several units through their managers.
See it on EtsyWorking With Head Office Kit
For district and area managers with a head office or owner above them.
See it on EtsySOAP, DAP, BIRP, GIRP Note Formats at a Glance + Abbreviations
SOAP, DAP, BIRP and GIRP note formats side by side, with the abbreviations that fit in them and two full notes annotated line by line.
See it on EtsySubjective (S) Phrase Guide
Phrase guide for the S section of a progress note: which reporting verbs to use and avoid, when to quote the client, and 14 sentence stems.
See it on EtsyMental Status Exam & Objective Language Guide
Observable wording for the O section of a progress note: mood and affect, a descriptor bank for every mental status exam domain, and a quick template.
See it on EtsyRisk & Safety Documentation Phrase Guide
Phrase guide for documenting risk and safety in a note: what you asked, what the client said, your judgment, what you did and who you consulted.
See it on EtsyBiopsychosocial Assessment Language Guide
Thirteen biopsychosocial-spiritual domains, what to cover in each, example phrasing, and how to connect the domains in the Assessment.
See it on EtsyAssessment & Plan Writing Guide
Guide to the A and P sections of a progress note: a three-part assessment, hedged interpretive language, progress wording, continued need and a plan checklist.
See it on EtsyInterventions by Modality Phrase Bank
Intervention wording sorted by modality: case management, MI, CBT, DBT, SFBT, trauma-informed care, crisis work and family work.
See it on EtsyClient Response & Progress Language
How the client engaged and what changed: response language by engagement level, sentence stems and progress descriptors.
See it on EtsyInformal-to-Clinical Swap List
Informal-to-Clinical Swap List: 20 swaps from everyday note words to professional documentation language, each with its reason.
See it on EtsyClinical Documentation Word Bank
Single words grouped by the job they do in a note: verbs, adjectives, nouns, qualifiers and connectors, alphabetized down each column.
See it on EtsyChange & Interaction Language for Progress Notes
Words for what happens between people: interactional patterns, attempted solutions and their effect, reframes and the client's response, first- and second-order change.
See it on Etsy