Tools, Exercises & Assessments
Tools, guides, exercises, and assessments from the System & Soul library to try with your team.
Guides and Templates

5 Essential Tools to Lead & Manage Effective Teams
After decades of experience coaching and leading teams, we've distilled 5 Essential Tools that can help any team overcome challenges and move forward with clarity and control.

One-Page Template For A KILLER Strategic Plan
Usually the plans we make don't get the follow-through they deserve, or the strategy isn't aligned with the true vision. There's an easier way to have a killer plan that aligns your vision with clear action.

Weekly Meeting Agenda & Guide
What if instead of adding more to your schedule you could eliminate wasted time in meetings and be even more aligned with your team? Use this guide for the best weekly team meeting you've ever had.
The 5 Essential Tools to Lead & Manage Effective Teams
After decades of experience coaching and leading teams, we've distilled 5 Essential Tools that can help any team overcome challenges and move forward with clarity and control.
This FREE guide will help you:
- Overcome challenges holding you back from growing your business
- Learn the 5 Essential Tools
- "Quick start" action to use these tools on your own
One-Page Template For A KILLER Business Strategy
Strategic planning can be both daunting and underutilized for small business teams. Usually the plans we make don't get the follow-through they deserve, or the strategy isn't aligned with the true vision. There's an easier way to have a killer plan that aligns your vision with clear action. The S2 Road Map is made up of just five major elements. Each one defines an aspect of your business and seamlessly connects your mission, vision, values, and goals to achieve clarity and direction.
This FREE resource will help you:
- Define your vision
- Clarify your values, habits, and culture
- Create a filter for decision-making
- Realize your long-term goals
The Best Weekly Team Meeting (Ever)
A key aspect to building momentum in the right direction is having better meetings. But who wants another meeting on their calendar? What if instead of adding more to your schedule you could eliminate wasted time in meetings and be even more aligned with your team? We call this magical meeting the "Weekly Sync." You'll be calling it the best weekly team meeting you've ever had.
This FREE resource will help you:
- Stay on track with long-range plans
- Get more done in less time
- Connect with every individual on your team
- Address key opportunities and remove obstacles
- Teach your team to be excellent problem solvers
Assessments [Individual & Team]
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Engagement Index [Individual Assessment]
Assess your team's engagement and satisfaction with a comprehensive compensation strategy.

Leadership Pulse [Individual & 360 Assessment]
Discover the factors that have the most significant influence on your overall leadership effectiveness.

Leverage [Individual Assessment]
This exercise is to help you leverage your time for what you do best so you spend more days on what you love to do, areas where you are most skilled, and on the things that create the most impact in your business .

S2 Diagnostic [Individual & Team Assessment]
This brief assessment provides you with a health score based on the six essential elements for any healthy, effective business.