HR Technology & Operations

Learner Survey Guide

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

Develop a Learning Technology Strategy Executive Briefing

Use this briefing to make the case to your executives for a learning technology strategy that aligns organizational priorities, L&D strategy goals, and learning technology.

HR Information System RFP Template

Use a Request for Proposal (RFP) to provide vendors with a detailed account of the requirements and the expected capabilities of the desired system.

Sample Vendor Reference Check Questions

Use this template to plan ahead when interviewing a vendor's references. Determine the suitability of the vendor by asking the right questions of its previous clients.

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.

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 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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