Tools & Templates

Project Level Assessment and Prioritization Tool

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

List of Change Management Projects

Use this tool to provide a high-level overview and tracking of all the change projects in progress within the organization.

Curated Learning Focus Group Guide

Use this guide to facilitate focus groups designed to understand learners' needs.

Wellbeing Vendor Selection Guide

Use this guide to select a wellbeing vendor that meets the organization's wellbeing needs and challenges.

Leadership Strategy Working Document

Use this template to draft the leadership strategy before finalization.

Leadership Strategy Template

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

Senior Leader Interview Guide

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

Leadership Strategy Focus Group Guide

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

Leadership PESTLE Analysis Template

Use this template to conduct a PESTLE analysis of the external environments effecting leaders today.

Leadership SWOT Analysis Template

Use this template to conduct a SWOT analysis and evaluate the organization's current state of leadership.
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