Learning and Development Strategic Planning - Tools & Templates

Leadership Strategy Focus Group Guide

Use this template to document insights gained from employees during focus groups regarding leadership strategy needs.

Senior Leader Interview Guide

Use this template to guide individual interviews with senior leaders in the organization to inform the leadership strategy.

Leadership Strategy Template

Use this template to outline the final leadership strategy, communicate the strategy, and gain executive buy-in.

Learning Methods Catalog

Use this catalog to explore and understand common learning methods and their ideal uses.

Key Player Collaboration Tool

Share this tool with leaders of leaders to help them map out how to distribute relevant information to their key players and team to drive them to action.

Learning and Development Effectiveness Scorecard

Use this tool to assess the effectiveness of the L&D strategy.

Plan to Pivot Template

Share this tool with leaders of leaders to help them assess the impact of organizational priorities and external changes on their portfolio and begin to drive action...

External Analysis Tool

Share this tool with leaders of leaders to help them practice document shifts in the societal and competitive landscape and anticipate the impact on their portfolio.

Organizational Alignment Tool

Share this tool with leaders of leaders to provide space for them to reflect on and integrate the mission, vision, and values into their team's activities.

Strategic Direction and Execution Infographic

Provide this infographic to leaders of leaders as a reinforcement tool following the Identify Strategic Direction to Drive Action learning resource.
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