Tools & Templates

Senior Leader Interview Guide

Use this template to guide individual interviews with senior leaders in the organization to inform the leadership strategy.

Leadership Strategy Template

Use this template to outline the final leadership strategy, communicate the strategy, and gain executive buy-in.

Leadership Strategy Working Document

Use this template to draft the leadership strategy before finalization.

Wellbeing Vendor Selection Guide

Use this guide to select a wellbeing vendor that meets the organization's wellbeing needs and challenges.

Curated Learning Focus Group Guide

Use this guide to facilitate focus groups designed to understand learners' needs.

Project Level Assessment and Prioritization Tool

Use this tool to assess risk and complexity of projects and prioritize them.

Pay Transparency and Communications Plan

Develop a pay transparency strategy that suits your organization and draft a communications plan that aligns to your strategic objectives.

Base Pay Structure Tool

Create a base pay structure that is internally and externally equitable by balancing the internal job worth hierarchy with external market competitiveness.

Salary Administration Guidelines

Use this template to establish salary controls in order to avoid salary pain in the future.

List of Change Management Projects

Use this tool to provide a high-level overview and tracking of all the change projects in progress within the organization.
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