Tools & Templates

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.

Talent Acquisition Pain Points Assessment Workbook

Use this workbook to identify Talent Acquisition pain points, which will guide your decision on the appropriate solution for your organization.

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.

High-Volume Recruiting Project Plan

Use this tool to create a project plan and execute on the high-volume recruiting request.

Candidate Audience Profile Template

Use this template to distill key findings from research on candidate groups that will inform decisions for talent acquisition efforts.
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