Tools & Templates

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.

Employee Ambassador Guidelines

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

Change Assessment Tool

Use this tool to assess the upcoming change and to identify areas of strength and opportunity.

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.

3i Leadership Self-Assessment

This template allows people managers and senior leaders to better understand their application of the 3i model: inform, interact, and involve.

Retention Plan Workbook

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