Tools & Templates

Stay Interview Guide

Use this guide to help managers conduct conversations with employees to gain insights into their level of engagement, satisfaction with job responsibilities, and intent...

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...

Employee Departure Checklist Tool

Use this tool to document the necessary steps for both voluntary and involuntary turnover to ensure offboarding requirements are met.

Job Analysis Observation Form Template

Direct observation of incumbents performing the job being analyzed is a great method for collecting job information. Use this template to help develop an observation form...

Key Roles Succession Planning Tool

Succession planning mitigates the risk of lost knowledge by ensuring you consistently have the required skills and knowledge to meet business goals. Use this tool to...

Job Rotation Performance and Development Plan

Use this template to create a tailored development plan for job rotation participants.

Competency Template

The Competency Template allows you to document all information pertaining to a given competency in one place, thus making storage and reference easier in the future.

Departmental SWOT Analysis Template

HR and department leaders can use this template to identify and analyze the strengths, weaknesses, opportunities, and threats (SWOT) for a department. Results can be...

Role Transition Plan Template

Use this template in conjunction with the Knowledge Transfer Job Aid to effectively track the transition between roles.

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...
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