Work Environment - Tools & Templates

Employee Experience Test Session Guide

Use this guide during prototype testing sessions to track feedback conversations.

Catalyze Cross-Functional Collaboration Worksheet

Use this tool to identify solutions that are applicable to your organization and record a description of your chosen solutions.

Collaboration Ideas Catalog

Use this catalog to explore solutions that can increase collaboration across functions or departments.

Standard Project Charter

This template should be used to create a charter for your project team with a formal outline and sign-off of key project information.

Samples of Collaboration Technology Maps

Use this template to find instructions and samples of actual completed inventories of collaboration technology.

Network Activation Action Plan

As part of the Activate Networks to Enable Collaboration Training Deck, complete this action plan to document tangible things that you can do to help your team members...

LMS Download: Activate Networks to Enable Collaboration

This interactive eLearning module explains network activation, allowing managers to connect employees who can share knowledge and experience. This LMS Download is...

Sales Management Cadence Template

Use this template to help managers establish a regular cadence of critical interactions with their sales team members that meets the unique requirements of your business.

Sales Management Cadence Tool

Use this tool to document your sales management responsibilities and assess your time commitment.

Sales Manager Action Plan Template

Use this template to work through next steps and improvement plans with training participants.
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