Energy Audit
For managers who want to get ahead of burnout before it happens
The reality is that energy imbalance is one of the earliest warning signs of disengagement — and most managers never think to ask about it.
PLEASE NOTE: If you experience a form issue: download form here without email verification.
Most managers don’t lose good people to bad companies. They lose them to bad fit — roles that quietly hollow out the person doing them. The work piles up, the wrong tasks dominate, and a talented employee starts going through the motions. By the time it’s visible, the damage is already done.
That’s why we built the Energy Audit — a structured 1:1 worksheet based on insights by Rob Sullivan, this framework is designed to help managers understand what fuels and depletes each person on their team, and take deliberate action before it becomes a retention problem.
This tool is designed to be used during a 1:1 conversation to surface what’s really going on beneath day-to-day performance.
Inside the worksheet, you’ll find:
- Energy Inventory to identify which tasks each employee dreads and which they’d volunteer for
- Untapped Skill Discovery to surface abilities your team hasn’t had room to use
- Recognition Style Assessment to understand how each person prefers to be seen and acknowledged
- Overall Energy Rating to capture the current drain-to-energize balance at a glance
- Manager Action Items to guide your next steps — what to remove, what to deploy, and how to recognize them in their language
The tool ultimately helps managers answer the most important question you can ask in a 1:1:
What is this role doing to this person — and what can I do about it?
Download the Energy Audit to start having the conversations that build trust, prevent burnout, and keep your best people engaged.
