HR Strategy - Tools & Templates

Standard PESTLE Analysis Template

Use this template to conduct a PESTLE analysis to guide the assessment of your external environment.

M&A Terms and Conditions Inventory

Use this tool to evaluate the terms and conditions of both the acquiring and acquired organization, and select a target position for each term or condition.

Strategy Exploration Guide

Use this guide to understand and conduct the analyses and activities recommended by the Strategy Discovery Tool.

Talent Implications Checklist

Use this checklist to help identify talent implications from your organization's strategy that will inform HR strategy and priorities.

Knowledge Transfer Risk Assessment Tool

The Knowledge Transfer Risk Assessment Tool is used to identify the risk profile of knowledge sources and the knowledge they have.

Ten Ways to Connect With Your Employees During a Crisis

Use this guide to discover best practices to keep in contact with employees, teams, and the entire organization during a crisis.

M&A High-Level Culture Assessment Tool

Use this tool to assess various aspects of your organization's culture as well as the acquired or target organization's culture.

External Risks Workbook

Use this workbook to capture key information throughout the risk analysis and to assist at various points with assessing and prioritizing.

External Risks Initiatives Catalog

Use this template to identify HR initiatives that can be implemented to address the talent implications of external risks.

Prepare for External Risks Presentation Template

Use this template to present the risk analysis and recommendation to executives.
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