Team energy and capacity assessment template

When your team’s energy is off, performance follows. That’s why it’s so important to keep a regular pulse on how your people are doing.

This team energy and capacity assessment template is a simple yet powerful tool to help you understand how your team is really doing. It’s designed to help you catch early signs of burnout, uneven workload, or low morale, so you can step in before small issues turn into big ones.

What is a team energy and capacity assessment template?

It’s a guided check-in tool that helps you assess your team’s current energy levels, capacity, and overall health. It goes beyond surface-level metrics to help you uncover what’s energizing your team, what’s draining them, and where they might need more support.

Think of it as a lightweight diagnostic. You can use it monthly, quarterly, or anytime things feel a little off. It's not about micromanaging. It's about tuning in.

What’s inside the template?

The template is broken into five key sections that help you see the full picture of your team’s wellbeing:

Team overview: Set the context with team size, structure, and timing.
Energy check-in: A quick pulse on how each person is feeling (energized, drained, or somewhere in between).
Capacity and workload: Are priorities clear? Is the team stretched too thin? Is overtime creeping in?
Signals of strain: Spot early red flags like absenteeism, disengagement, or rising tension.
Manager’s reflection: Your takeaways: what’s working, where support is needed, and what to do next.

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You can fill the template out on your own or, even better, bring it into a team discussion for more honest insights.

How to use the template

You can keep it simple or make it collaborative, it’s totally flexible. Here are a few ways to use it:

On your own, as a monthly or quarterly team health check.
During 1:1s, to guide conversations and uncover blockers.
With your full team, to create transparency and open dialogue.
Before planning cycles, to make sure your team has the energy to deliver.

You can access the template in Google Docs for easy sharing, or download it as a Word file or PDF if that’s more your style.

Download your team energy and capacity assessment template

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Team energy and capacity assessment template

Team energy and capacity assessment template.pdf

89 KB

Team energy and capacity assessment template

Team energy and capacity assessment template.docx

2 MB