šŸ’™ 6 Resources to Use Before 2026

#64. Spreadsheets, templates, and guides for a smoother and more intentional EOY.

Happy (almost) Halloween!

As someone who collects costume ideas all year, Halloween is by FAR my favorite holiday. It’s the only chance I get to put my ā€œfashion school dropoutā€ skills to good use. I’ve been everything from Marie Antoinette to Ms. Frizzle - and spend weeks every year creating the perfect costume.

Now that I’ve primed you for a big costume reveal…

This year looks a little different, as my long-distance partner just made the move from Austin to Minneapolis two (yes, two) days ago and we’re still getting settled. Things have been a little too busy for my usual costume creation.

Even so, you better believe we’re gearing up to hand out candy and gush over all the creative costumes worn by trick-or-treaters before curling up with a Halloween movie tomorrow night.

My only non-negotiable? Absolutely NO horror movies. I’m big ol’ scaredy-cat who likes my Halloween movies filled with childhood nostalgia (I’m looking at you, Halloweentown…).

Given my absolute insistence that Halloween be happy, not horror-filled, it makes perfect sense that we’d dedicate this issue to removing the fear from your Q4.

As I’m guessing you well know, November and December are typically filled with absolute chaos trying to cram in everything we neglected to do from January till now.

But I’m a firm believer that it doesn’t have to be this way! The goal of this week’s issue is to help you take a beat and make a plan. With a little bit of intention and a boost from some of our favorite resources, you can use the next few months to prepare for a great 2026.

We’ve compiled a handful of timely resources to carry you through the end of 2025. Whether you’re looking for better time management, PTO prep, or EOY planning, we’ve got you.

Yours in taking the scary out of Q4,

Jill

Reflect on this…

  1. What is a resource you’ve found yourself returning to throughout 2025?

  2. What’s the ā€œspookiestā€ (aka craziest) thing that’s happened at your company this year?

  3. How can you learn from your experiences in 2025 to inform a better 2026?

šŸ’™ 6 Resources to Use Before 2026

We’re super proud of our Resources Hub - it’s packed to the gills and all free (no gated content here)! We fill it with practical guides and templates to make your life as a People Person easier.

These six resources are perfect for that EOY squeeze. Take what resonates from this list, and use it to make your next week (or month, or year) easier.

If you need…

āŒ› Better time management:

5 Levels of Delegation Decision Grid: Why is delegation so hard?! This visual framework is a lifesaver - it will help you assess your task, determine the skill level of your assistant, and assign levels of autonomy. We know trusting others with important work is sticky, so we love this matrix to make it easier. (S/O to Amber Gray for sharing this tool with WTWT readers!)

šŸ“– Full newsletter issue on this resource

People Ops Functions Planning Template: Take some time to audit your team’s roles and responsibilities before going into the new year. It couldn’t be easier with this spreadsheet - we listed every possible function in an HR role, and you and your team can check boxes for what you own, plus whether it’s one-time or ongoing. This can give you insight into what everyone is juggling and where folks need support.

šŸ“– Full article on this resource

🌓 Better plans for holiday PTO:

PTO Prep Checklist: Your vacation will actually feel like a vacation with this checklist. We have a tab with a timeline of prep tasks you can do starting 30 days out, a tab for you to detail your responsibilities for your teammates with instructions, and a tab with out‑of‑office email responder templates.

šŸ“– Full newsletter issue on this resource

Recommended Experts Database: We’re always updating this list of experts who are available to help with your biggest People Ops challenges. Offload work you know you won’t get to otherwise by filtering this list for the exact area you need help with, like compensation strategies, employee surveys, tech stack recommendations, or AI engineering.

šŸ“– Full newsletter issue on this resource

šŸ“† Better preparation for next year:

ā­ļø EOY Retro Guide (highly recommended resource!): What if I told you we planned a three-hour end-of-year reflection workshop for any manager and team to use? This guide will make hosting this session a breeze, even if you’ve never done anything like this before!

End the year on a high note with workshop guides, a time-stamped agenda, feedback survey templates, team activities, a facilitator guide, and more.

By the end of the workshop, your team will be able to confidently answer these Q's:

āœļø What are three big wins we’ve had this year?

āœļø What are three big lessons we learned this year?

āœļø What are three big things that stifled our ability to succeed this year?

šŸ“– Full newsletter issue on this resource

Manager Expectations Matrix: This spreadsheet will help you clearly define the role of a manager at your organization (and how to communicate it). The best part of this resource, IMO, is that it’s pre-populated with dozens of potential tasks and responsibilities. End the year by making it clear what’s expected of managers - this leads to more consistency, less burnout, and more employee success.

šŸ“– Full newsletter issue on this resource

Your Turn

Identify the 2-3 things that absolutely have to happen before the end of the year.

For each of these items, identify what help you’d need (internal and/or external) in order to make these happen.

Utilize one of the resources shared above (or crowdsource a different resource through a group like SafeSpace or Openverse) to get started on your goals.

Things We’re Loving Right Now

Making engagement surveys stick - We’re having fun poking around Natalie’s cool Canva template for following up after engagement surveys to make sure they turn into action. This is a tool to guide conversations post-survey to make sure the data doesn’t just sit in a folder collecting dust.

KPop Demon Hunters + HR - Thrillingly, we found a walkthrough of how each song from ā€œKPop Demon Huntersā€ relates to an HR professional’s journey. I’ll listen to ā€œGoldenā€ in a whole new light after reading Kelly’s reflections. Turns out you can’t spell HUNTR/X without HR!

Doing away with the 1-5 review system - A simple swap has blown my mind - instead of using a 1-5 rating for a performance review, Kim Minnick suggests a ā€œSentimentsā€ approach, where you use human-centered language ā€œwhile maintaining all the delightful functionality needed for reporting and decision making.ā€ Instead of a 3, your direct report is ā€œNailing It.ā€ Instead of a 4, they’re ā€œOutgrowing Roleā€ and you get to have a conversation about their next career moves. It’s getting buzz on LinkedIn, and for good reason! We can’t wait to hear more when she writes about her performance management philosophy for WTWT next month.