Tools & Templates

Enterprise Collaboration Strategy Template

Use this template to document your vision, goals, and approach to communication and collaboration systems.

Measuring Workload Presentation Template

Use this presentation template to share workload findings and gain buy-in for the implementation of recommended interventions.

Employee Sponsorship Workbook

Use this Employee Sponsorship Workbook to document key information about the organization's level of readiness, need for sponsorship, priority employee segments, goals...

Turnover and Recruitment Benchmark Data Sources by Industry

This tool lists turnover and recruitment benchmark data sources by industry.

Employee Referral Program Playbook

Use this tool to document goals, design decisions, budget, and progress to continually improve the employee referral program.

Team Capacity Heat Map Tool

HR professionals can use this tool to visualize who will have capacity for tasks across the project timeline.

Sustainment Owner Planning Template

Provide the owners of sustainment plan implementation with this template to drive accountability for sustainment implementation.

Project Level Assessment and Prioritization Tool

Use this tool to assess risk and complexity of projects and prioritize them.

Data Retention Policy Template

Use this template to set the foundational requirements of data retention within the organization.

Learning in Action: Build Trust as a Leader

Use this handout to remind learners of core concepts learned in the Build Trust as a Leader manager training session.
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