Annual Career Strategy and Reflection Tool for Managers

A structured annual ritual for people managers running career strategy sessions with their direct reports. The template spans three connected sheets — Annual Goal Review with 🔴🟠🟢 progress signals, Career Aspiration Profile with the org fit assessment field, and Quarterly Goals for execution planning. Includes a 7-step facilitation task, Kanban board, calendar view, and a mandatory pre-work checklist. The org_fit_assessment field is the most valuable conversation this template enables: an honest, documented answer to whether this person's career trajectory can be meaningfully supported here — before they tell you with a resignation letter.