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Tools & Templates

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Enterprise Collaboration Platform Vendor Shortlist Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a collaboration platform.
Spreadsheet
0 Likes

Enterprise Collaboration Platform RFP Scoring Tool

After responses to an RFP have been received, enterprises considering collaboration platforms need a way to compare potential solutions. Use this RFP scoring tool to...
Spreadsheet
0 Likes

Enterprise Collaboration Platform Vendor Demonstration Script

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features.
Word Document
0 Likes

Work Style Readiness Tool

As the future of the workplace becomes more heterogeneous in work styles, it is important to decipher which ones are suitable options for each department in the organization.
Spreadsheet
1 Like

HR Role Transition Project Planning & Tracking Tool

Tackling the transition from Administrative to Functional HR requires a method to avoid madness. Use this tool to plan and document your transition project.
Spreadsheet
1 Like

HR Business Partner Role Readiness Assessment Tool

The HR Business Partner Role Readiness Assessment Tool evaluates a single HR staff member's capabilities in terms of their preparedness for a Business Partner role.
Spreadsheet
0 Likes

Direct Report Development Personas Template

This template can be used as a guide for guessing which development persona each of your direct reports will be, according to the information you currently have.
Word Document
1 Like

Strategic HR Metrics Scorecard Template

If you don't have software that can track strategic HR metrics, use this tool to keep tabs on the health of your initiatives.
Spreadsheet
2 Likes

Strategic HR Metrics Workbook

Record the transformation of strategic business goals into strategic HR goals in the Strategic Metrics Workbook.
Spreadsheet
1 Like

Skills Inventory Tool

Use this tool to document and track the core skills, personas, and development opportunities available to each team member.
Spreadsheet
1 Like