HR Operations - Tools & Templates

Policy Draft Review Form

Use this template to solicit feedback from stakeholders on policy development.

HR Policy Needs and Priority Assessment Tool

Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.

Social Media Metrics Tracking Tool

Use this tool to evaluate social media efforts and identify areas for improvement in posted content and across media channels by recording key metrics performance.

Editorial Calendar Template

Use this template to determine the type of content to be shared across social media platforms, assign content authors, and schedule content posts.

HR Social Media Plan

Use this template to document social media goals, evaluate current social media practices, and record guidelines.

Social Media Boolean Search Tool

Use this tools to customize, create, and execute Boolean search strings for a variety of roles and platforms.

Business Case Workbook

Use this tool to document all the elements of your business case analysis.

Business Case Close-Out Form

Use this template to close out your business case after a decision has been reached.

Request for Quotation Template

Use this template to help you prepare a Request for Quotation (RFQ) from potential vendors.

Request for Information Template

Use this template to help you prepare a Request for Information (RFI) to potential vendors.
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