People Success Dashboard

People Success was created to support founders of service-based small businesses in managing personnel details and team development.

The People Success dashboard includes contact cards, a calendar, timelines, charts, and more. The dashboard helps you manage the tenure and performance of team members. Providing a central place of resources and tools for management.

Increase efficiency. Whether you have an existing process or need a new one, following the same process each time reduces errors and saves you time from recreating the wheel.

Improve performance. Use the built-in template with prompts to facilitate 1:1 coaching.

Empower development. Share the Team Success dashboard with resources to encourage their career development and continuing education.

People Success includes

People Success – to support leadership in overseeing their team and supporting team development. It is private to management. I recommend adding the Hiring template to make this more comprehensive.

• personnel files database – organizes and stores all relevant information about a team member’s tenure and performance.
• performance reviews – supports annual and recurring 1:1 conversations for individual performance
• personnel events + tasks – track team member events (meeting, promotion, compensation, time-off, etc)

Team Success – to share resources with your team to encourage their development. All team members have access to this page. I recommend adding the Recognition Tracker and Team Weekly Memo to make it more robust.

• company story – to track milestones (hiring, launches, anniversaries)
• coaching library – to share videos related to recurring team tasks and tools.
• industry news – to encourage the growth of team members
• team directory – to stay connected to peers
• training courses – to support continuing education for software, employment, and HR compliance.

NOTE: This dashboard serves as a framework. It does NOT include or replace the work necessary to be compliant with your local, state, and federal labor organizations.

In this video, I introduce the People Success Dashboard, designed to help manage personnel details and team development effectively.

You’ll find features like contact cards for team members, performance reviews, and a company timeline to track milestones and accomplishments.

I encourage you to share the team-facing resources with your staff to foster their development and keep them informed about industry news. If you have any questions or need assistance customizing the dashboard for your team, please don’t hesitate to reach out.

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Ready to add the People Success dashboard to your workspace?