HR Technology & Operations - Tools & Templates

HRIS Strategy Documentation Tool

Use this tool to document the results of project activities or to generate ideas for the activities themselves.

Full-Form HR Business Case Presentation Template

Use this template to present an end-to-end business case to executives for approval of your HR initiative.

Summary HR Business Case Presentation Template

Use this template to present a summary version of your HR initiative business case to executives for approval.

Business Case Workbook

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

Request for Information Template

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

Request for Quotation Template

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

Business Case Close-Out Form

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

HR Information System Use-Case Assessment Questionnaire

Use this template to develop use cases for the HRIS based on functional priorities.

Learning Technology Strategy Preparation Questionnaire

Use this template to gather information from stakeholders that will inform the learning technology strategy.

Learning Technology Strategy Workbook

Use this tool to document and evaluate outcomes of the current state analysis while building out the learning technology strategy.
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