Skip to main content

Manager templates

Fill these in on the page. They are the job artifacts — not a meeting.

Hiring scorecard

Score a candidate against the job, not a vibe.

Hiring scorecard — QA (lead fills this, not a vibe)

Role:
Candidate:
Date:
Interviewers:

Score 1–5. A 3 is “meets the bar for this seat.” If two interviewers disagree by more than one point, talk before you advance.

Signal1–5Evidence (quote or example)
Can name a risk and a cut (not “test everything”)
Bug / defect story someone would actually fix
Judgment under scarcity (priority ≠ severity)
How they treat a flake vs a product bug
How they would staff a thin week (labor, not tickets)
Written communication (async, tickets, a 1:1 note)
For leads: can they describe a hard people call without gossip

Hire / no-hire

Call: hire / no-hire / another loop

Why (five lines):

What we are not hiring them to do:

Do not average “culture” into a pass. If the seat needs a lead and they cannot name a cut, that is a no.

1:1 agenda

Weekly 1:1 that matches what you will write down — including a PIP week.

1:1 agenda — 25 minutes

Person:
Date:
Last 1:1:

Same questions every week so the paper matches the room. If they are on a PIP, this is the weekly evidence — same words as the PIP.

They talk first (8 min)

  • What is in their way that I can move?
  • What are they proud of that I might have missed?

The work (10 min)

  • One risk they own this week
  • One thing they are not doing, and why
  • If they are on a PIP: score against the written bar (met / not / too early)

People / labor (5 min)

  • Coverage: PTO, on-call hangover, weekend
  • Anyone they are covering for — is that sustainable?

Notes I will keep (2 min)

Commitments (mine / theirs):

Follow-up date:

Do not use this as a status meeting. Status belongs in the quality review.

OKR sheet

Three quality OKRs someone will actually read.

QA OKR sheet — one page

Team:
Quarter:
Owner (the lead, not “QA”):

Three objectives. If you need six, you do not have objectives.

O1 —

Why this is a business sentence (not “increase quality”):

KRStartTargetHow we know (source)

Vanity metric we will ignore:

O2 —

Why:

KRStartTargetHow we know

O3 —

Why:

KRStartTargetHow we know

What we will stop measuring

Mid-quarter check (date: )

Keep / rewrite / kill:

Quality-review deck

Six-slide / one-page outline for freeze and go/no-go.

Quality review — deck outline (6 slides or one printed page)

Use this at freeze and at go/no-go. Same order every time so the room learns the language.

1. The call (slide 1, first)

Go / no-go / go-with-conditions:

One sentence. If this slide is “status,” you already failed.

2. Roster this week

Who is on release evidence, on-call, out. Headcount is not a roster.

3. What we covered

Money path / contract path / the one new surface. Not a case count.

4. What we explicitly did not cover

Name it. Why that is acceptable for this train.

5. Risks (max three)

Each: what bites, owner, what we do if it bites.

6. The ask

Slip / cut / extra shift / ship. One ask. Not a laundry list.


Print this. Do not animate it.