Technology - Tools & Templates

Standard Project Charter Template

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

HRIS Strategy Preparation Questionnaire

Use this template to gather information from stakeholders to start building your strategy and to help structure questionnaire-based requirements gathering or one-on-one...

HRIS Strategy Documentation Tool

Use this tool to document the results of project activities or to generate ideas for the activities themselves.

HRIS Primer

Use this primer for an overview of foundational HRIS concepts and knowledge.

HRIS Readiness Assessment Checklist Template

Refer to this checklist for questions to ensure that risk, change, and project management planning is complete.

HRIS Process Owner Assignment Guide

Use the guidelines to aid you in choosing the right process owners.

Project Roadmap Tool

Use this tool to create a project plan to support the roadmap and to prepare for technology selection and implementation.

LMS Strategy Content Audit Template

Use this template to document the efforts of your learning content audit.

LMS Strategy User Survey

Use this template to guide you in creating a user survey, the results of which will inform your LMS strategy.

LMS Strategy User Profile

Use this template to consolidate information about the learner that will inform your LMS strategy.
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