HR Technology & Operations

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.

Case Studies: Develop a Sound HR Business Case to Accelerate Buy-In

Refer to these case studies for examples on how to develop a business case.

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.

Case Studies: Select a Human Resources Information System

Refer to these case studies for examples of executed HRIS solutions.

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.

Learner Survey Guide

Use this template to create a user survey in order to gain a deeper understanding of learner traits.

Human Capital Management Data Quadrant Report

Use the Human Capital Management Data Quadrant Report to understand the entire vendor landscape and how vendors compare against each other on 11 features and 11 capabilities.
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