1 / 4
Workload Conversation Worksheet
Ready to print and use across your organization. Instant download after purchase.
All sales are final. Due to the instant-access nature of digital downloads, refunds are not offered. Please review the preview before buying. Issue with your purchase? Contact support@kacompany.us. Refund Policy
Each purchase is licensed to one organization for use in one LMS, with unlimited learners. By buying, you agree to the License Agreement and Terms of Use.
Want it in your company's branding?
We can add your logo, colors, and terminology. Request a customization quote
About this tool
Turn "I have too much to do" into a clear list and a short conversation that ends with a decision about what moves, what stops and what stays.
Who it is for
Employees whose work no longer fits into their hours and who want to raise it calmly.
Managers and supervisors who want to check workloads before handing out new work.
Shift leads balancing side duties across a team.
Business owners who want staff to raise workload problems early.
The problem it solves
Workload conversations often go wrong because one person says "too much" and the other hears "complaining." This worksheet replaces feelings with facts: a full list of the work, rough hours, deadlines, and what can move. It then helps the employee bring two or three trade-off options, and gives managers a clear way to respond with a decision rather than sympathy alone.
What is inside
Workload Conversation Worksheet (PDF, 10 pages)
Copyright and License (1 page)
Contents, plain-language terms and when to use it (1 page)
Steps 1 to 3: list all of your work, estimate effort, and mark what is fixed or flexible (1 page)
Steps 4 and 5: six kinds of trade-off, and how to open, propose and agree (1 page)
Worksheet 1: workload list (1 page)
Worksheet 2: conversation planner (1 page)
Filled-in workload list from a print and copy shop (1 page)
Filled-in planner and sample dialogue (1 page)
For managers: how to respond, common mistakes and four workplace settings (1 page)
Workload Conversation Worksheet (Word, 7 pages): both worksheets with prompts, the trade-off list and the filled-in example.
How to use it
Read the guide pages (about 15 minutes).
Fill in the workload list and add up the hours.
Plan the conversation with two or three options.
Ask for 20 minutes, bring both pages, and send a short summary the same day.
Formats and file types
PDF (US Letter, print or screen), 10 pages
Word document (.docx), 7 pages, opens in most word processors
Licensed for use within your organization
Frequently asked questions
Is this for employees or managers?
Both. Employees use it to prepare, and managers use the final page to respond well and to check workloads before giving new work.
What if my manager says no to every option?
The example page includes questions to ask so that the decision about priorities is made clearly, and a reminder to raise it again at the review date.
Does it cover overtime and pay?
No. It focuses on priorities and trade-offs. For hours, overtime, pay or leave, check your company policy and the rules for your location.
One price, yours to keep. Licensed for use within your organization.