HR Technology & Operations - Tools & Templates

Digital Transformation Current State Assessment Tool

Use this tool to better understand the current state of the tactical critical success factors for digital transformation in the organization.

Get the Most Out of Your HR Technology Workbook

This tool is part of the Get the Most out of Your HR Technology blueprint and is used to document and assist with this process.

Select an HR Technology Organizational Needs Assessment Workbook

Use this workbook to document key findings from an organizational needs assessment prior to selection.

Standard Vendor Response Template

Use this template to create a standard vendor response template.

Select an HR Technology Vendor Communication Tool

Use this tool for sample communications for vendors during initial outreach, demo scripts, and reference checks.

Select an HR Technology Vendor Demo Scoring Tool

Use this tool to evaluate and score vendor demonstrations based on defined requirements and the format outlined in the demo script.

HR Technology Strategy Workbook

Use this workbook to ensure HR technology strategy decisions are comprehensive, data-driven, and tailored to organizational needs.

Internal Communications Audit

Use this template to collect data on the current state of internal communications.

Internal Communications Guide Template

Use this template to provide communicators across the organization with guidance on how to communicate effectively.

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.
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