Tools & Templates

Lean Journey Reflection Template

Use this template to envision your own HR or organizational Lean journey.

Organizational Implications Working Document

Use this tool to understand the implications of organizational documents/size on strategic alignment, capacity, funding, and scalability.

Insourcing Feasibility Workbook

Use this tool to evaluate whether insourcing is an appropriate solution and transition to in-house talent acquisition.

Strategy Exploration Guide

Use this guide to understand and conduct the analyses and activities recommended by the Strategy Discovery Tool.

Project Retrospective Questions – Tool

Use this tool to strengthen your preparation for effective project retrospectives. This tool includes a comprehensive list of probing questions for lessons learned.

L&D Strategy Presentation Template

Use this tool to document key sections of the L&D strategy.

Handbook: Lead Your Team With Customer Focus

Use this handbook to support key concepts and activities in the Lead Your Team with Customer Focus training deck.

Coaching for Customer Focus Scenarios

Use these hypothetical scenarios during the Lead Your Team With Customer Focus training session to help learners practice and reflect on their approach to conversations...

Learning in Action: Lead Your Team With Customer Focus

Use this Learning in Action one-pager to summarize key takeaways from the Lead Your Team with Customer Focus training deck.

Guide to Measuring Quality of Hire

This guide outlines ways to define, measure, and report quality of hire insights to drive improvements to new hire success and impact on the organization.
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