Tools & Templates

Culture Documentation Template

Use this template to document key outcomes from the kick-off meeting and action meeting as part of the blueprint, Turn Organizational Culture into a Competitive Advantage.

Organizational Values Survey

Use this tool to understand what values are reflected in the actions and behaviors of employees as part of the cultural assessment.

Cultural Assessment Report Template

Use this presentation template to facilitate the action meeting and create the executive report from the cultural assessment.

Executive Reflection Template

Distribute the Executive Reflection Template to senior leaders prior to the reflection workshop to encourage discussion of current behaviors and their impact on desired...

HR Culture Playbook

Each HR area owner will use this template to prioritize HR practices for alignment with focus values and track program, process, and practice tasks throughout the culture...

Culture Facilitation Guide for Leaders

Leaders have acknowledged the impact that culture has on organizational climate. Use this template to guide managers through facilitation meetings with their teams that...

Engagement Program Plan

Use this tool to outline each activity in your organization's post- engagement survey process, including the relevant pieces of communication.

Team Engagement Discussions – Manager Guide

Use this template as a guide to conduct team meetings geared toward improving employee engagement.

3i's of Engaging Management – Manager Guide

Train managers on the 3i's of employee engagement - inform, interact, and involve - to reinforce engaging leadership behaviors.

Interpreting Your Manager Engagement Scorecard – Manager Guide

Managers will use this template to interpret the engagement score results and feedback from their team.
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