HR Strategy - Tools & Templates

Optimize HR Costs Workbook

Use this workbook to record key information, data, and decisions made around optimizing HR costs.

Optimize HR Costs Presentation Template

Use this presentation template to share current-state findings and cost optimization objectives to gain buy-in for the implementation of proposed initiatives.

HR Cost Reduction Workbook

Use this workbook to record key information, data, and decisions made around reducing HR costs.

Guide to Creating a Project Team

Use this guide for direction on how to put together a project team for HR-led projects and initiatives.

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.

HR Action and Communication Plan

Use this template to establish the actions and communications required to implement the project.

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.

Effectively Manage HR's Work – Infographic

Review this infographic for an overview of various methods that can support HR with managing their work.

Manage HR's Work Workbook

Use this tool to document and select methods for managing HR's work for the current and next year.

HR Ad Hoc Requests Tracker

Use this tool to capture ad hoc requests in one place as they are submitted to the HR organization.
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