Tools & Templates

Employee Referral Policy Template

Use this template to record your referral program policy and ensure clear employee referral expectations.

Mentoring Agreement Template

Use this agreement to outline expectations, roles, and responsibilities for the mentoring relationship.

Team Capacity Heat Map Tool

HR professionals can use this tool to visualize who will have capacity for tasks across the project timeline.

Mentoring Tip Sheet

Use this tip sheet to improve the mentor/mentee relationship using best practices.

Mentee Preparation Checklist

Use this checklist to set the mentoring relationship up for success with an efficient and effective first meeting.

Mentoring Project Plan

Use this template to map out the mentoring program's essential details and project progress.

Combat Project Management Barriers Reflection Tool

HR professionals can use this tool to visualize the capacity on the project team to determine task owners across the project timeline.

Five Top Tips to Keep People Motivated Through the Project Infographic

This infographic provides HR with tips on how to manage project engagement.

Overcome the Challenges of Project Management Infographic

This infographic provides HR with the key people-related challenges to plan for when managing a large project.

Phased Offboarding Job Aid

Use this job aid as a guide in planning and implementing a phased offboarding program for departing employees.
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