Tools & Templates

Employee Wellbeing Program Planning Tool

Use this tool to outline the wellbeing program plan and document the process with the project team in conjunction with the blueprint, Provide Balanced Wellbeing Programs.

Sample Wellbeing Initiatives List

Use this list of wellbeing offerings, benefits, and rewards to begin discussion and shortlist practices for the employee wellness strategy.

Sourcing Analysis Tool

Use this tool to assess the current sourcing approach and evaluate results in terms of process, programs, and people.

Competency Analysis Handout

Provide this template to talent acquisition specialists to perform a self-evaluation against seven competencies key to sourcing effectively in today's competitive talent...

Sourcing Plan Template

Use this template to plan for anticipated and unanticipated roles identified in the strategic workforce plan (SWP) and build a talent pipeline.

Intake Meeting Guide

Use this template to understand the hiring managers' needs during the intake meeting.

Job Ad Guide

Use this template as a guide to create attractive, eye-catching job advertisements.

Sourcing Program Action Planning Tool

Use this tool to build action plans that optimize or develop talent acquisition sourcing programs.

TAS Individual Development Plan Template

Use this template to support talent acquisition specialists as they develop essential competencies.

Job Description Template – Streamlined

Use this template to standardize the content in job descriptions. HR and managers overseeing the position should collaborate to write effective streamlined job descriptions.
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