HR Strategy - Tools & Templates

HR Shared Services Workbook

Use this tool to design and prepare for HR shared services.

Task Analysis Framework Example

Use this example as a starting point to develop the HR Employee Task Analysis Survey.

Stay Conversation Guide

Use this guide to conduct stay conversations with employees that help anticipate and address signs of potential turnover.

Standard SWOT Analysis Template

Use this template to identify and classify important factors affecting your ability to deliver on outcomes.

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis, including calculating the cost of turnover.

Retention Solutions Catalog

Use this catalog to explore and understand common retention solutions and their ideal uses.

Turnover Tracking Tool

Use this tool to record and track turnover data over time.

Prepare to Implement Organizational Design Workbook

Use this workbook to record information in preparation for organizational design implementation.

Implement Organizational Design Roadmap Workbook

Use this workbook to document information for the organizational design implementation roadmap.

Implementation Roadmap Leadership Approval Presentation Template

Use this template to gain approval for the organizational design implementation roadmap and communicate key information to senior leaders.
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