Learning & Development - Tools & Templates

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.

Create Self-Nudges to Make Time Management More Intuitive Infographic

Share this infographic to provide emerging leaders with advice on how to create self-nudges that make time management more intuitive. Along with a step-by-step approach,...

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...

Project Roadmap Tool

Use this tool to create a project plan to support the roadmap and to prepare for technology selection and implementation.

LMS Download: Demonstrate Personal Accountability

This interactive microlearning targets core principles of demonstrating personal accountability and is intended to interact seamlessly with your organization’s existing...

Plan Your Coach Approach – Tool

Share this tool with leaders to help them reflect on the thought-provoking coaching questions they would ask in different situations.

Coaching Probing Questions – Tool

This resource provides HR and leaders with a list of coaching questions to use in different context.

Become a Thought Partner Through Curiosity and a Coach Approach – Infographic

This infographic provides leaders with key takeaways on how to leverage their coaching mindset to develop a thought partnership with their direct reports.
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