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Home
Membership
How We Deliver
- - Executive Services
  - HR Diagnostic Surveys
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  - Workshops
  - Training Programs
  - HR Research
  - All Services
Browse Member Site
Careers

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Learning & Development - Tools & Templates

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Self-Assessment Tool for Time Management This tool is to be used with “The Emerging Leaders’ Guide for Time Management” learning guide. Share this self-assessment tool with emerging leaders so that they can...
Customer Accountability Tracking Tool Share this tool with emerging leaders to help structure the way they track accountabilities for specific client needs.
Framing the Customer Journey Reflection Tool Distribute this tool with emerging leaders to organize their reflection and analysis of the customer journey when thinking about the importance of their interaction with...
Tackle Challenging Conversations to Support Customer Satisfaction Infographic This infographic provides emerging leaders with key takeaways and sample phrasing for addressing challenging customer service situations.
First-Time Manager Program Needs Analysis Tool Use this tool to outline first-time manager expectations, analyze existing initiatives, and determine program needs.
First-Time Manager Learning Path Tool Use this tool to determine first-time manager program delivery, initiatives, and timeline, and plan appropriate timing, duration, and relevance of development opportunities.
First-Time Manager Program Checklist – First-Time Manager Use this checklist to capture first-time manager development tasks for first-time managers.
First-Time Manager Program Checklist – HR Use this checklist to capture first-time manager development tasks for HR.
First-Time Manager Program Checklist – Direct Manager Use this checklist to capture first-time manager development tasks for direct managers.
Think Critically About Generative AI Use Cases – Tool This tool provides emerging leaders with the space to reflect on key considerations for applying generative AI in their role. It helps decide when and how to use...