Tools & Templates

Training Deck for Managers: Transform the 9-Box Talent Assessment

Use the 9-Box Training Deck for Managers to effectively prepare managers to assess employee talent and hold effective assessment conversations.

Employee Departure Checklist Tool

Effective offboarding requires standardized policies and procedures to ensure a smooth transition for the departing employee. It is critical to document the necessary...

Difficult Conversations Role Play Scenarios

Use these role play scenarios during difficult conversations manager training to supplement the training content and give managers the opportunity to put what they’ve...

Stay Interview Guide

The Stay Interview Guide helps managers conduct conversations with employees to gain insights into the employees' level of engagement, satisfaction with job...

Role Transition Plan Template

Often, role transitions incur additional costs and resources. As one employee exits a role and the successor takes over, a clear checklist-based plan will help ensure a...

Training Deck: Mastering Difficult Conversations

Avoiding difficult conversations can negatively impact employees, the HR department, and the business’ bottom line. Train managers in this area to give them confidence...

HR Metrics Report Template

This template will help you build a presentation of common HR metrics and interpret the metrics data. When this template is customized, it will provide a report of HR...

Modern Performance Appraisal Template

Use this template as a component of the Modern Performance Appraisal to document ongoing manager-employee conversations, empower employees to own their development, and...

Authority Matrix

The Authority Matrix template can be used by managers to provide basic guidelines around decision-making boundaries. It ensures employees understand what is in and what...

Organizational Culture Diagnostic

Assessing organizational culture is a difficult task as it deals with subjective opinions on somewhat intangible concepts. Use the Culture Diagnostic Tool to subjectively...
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