Workload management discussion [Template]

When workload starts to feel unsustainable (or when expectations, priorities, and energy levels are out of sync) you need a simple, trusted framework to guide the conversation.

This workload management discussion template helps you create space for open, judgment-free dialogue between managers and employees so you can prevent burnout, reset expectations, and keep performance on track.

What's a workload discussion template?

This template aims to helps managers and employees walk through what’s on someone’s plate, what’s creating pressure, and where priorities may need to shift.

It brings clarity and structure to conversations that can otherwise feel uncomfortable or vague.

By using a shared approach, you help normalize workload conversations and build trust across your team.

Who's it for?

This template is designed for:

• Managers who want a confident, structured way to navigate workload concerns, productivity dips, or early signs of burnout
• People leaders and HR teams who are coaching managers on how to create psychologically safe, supportive environments
• Anyone trying to embed healthier, more scalable practices around performance and wellbeing

Whether you’re navigating a high-pressure season, responding to early warning signs, or supporting someone who’s raised concerns, this template gives you a structured, empathetic way to diagnose challenges and co-design solutions that actually stick.

How to use the template

You can use the template as part of a regular 1:1, a dedicated workload review, or any time someone raises concerns about pressure, deadlines, or capacity.

Here’s a simple flow to follow:

• Open the space and start by setting a supportive tone.
• Review workload and energy with the template's built-in prompting questions.
• Identify pain and blockers.
• Co-design solutions with your employee.
• set next steps by using the action-planning table to capture decisions, owners, support needed, and follow-up dates.

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Workload management: discussion template

Workload management: discussion template Overview This template helps structure open, honest conversations between managers and employees when workload feels unmanageable, priorities need to shift, or burnout risks are emerging. Prioritizing workload isn’t a sign of weakness, it’s a healthy, pro…

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