Tools & Templates

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis, including calculating the cost of turnover.

Retention Solutions Catalog

Use this catalog to explore and understand common retention solutions and their ideal uses.

LMS Download: Data Interpretation and Storytelling

This interactive eLearning module is the last in a series of three modules that target core principles of Data Literacy for HR Professionals. It is intended to interact...

First-Time Manager Program Needs Analysis Tool

Use this tool to outline first-time manager expectations, analyze existing initiatives, and determine program needs.

Discovery Interview Guide

Use this guide to find interviewing tips and sample questions that can be used during discovery interviews to gain employee perspectives.

Employee Ambassador Guidelines

Use this template to establish content standards and communicate program details to employees.

Social Media Policy

Use this template to create a robust and comprehensive social media policy to protect your organization from liability and mitigate potential risks.

HR Shared Services Playbook

Use this tool to record HR shared services planning details and decisions.

Leadership SWOT Analysis Template

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

Employee Ambassador Project Charter Template

Use this template to determine organizational readiness for an employee ambassador program, conduct a social media audit, and establish employee ambassador program details.
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