Tools & Templates

Diversity, Equity, and Inclusion Initiatives Catalog

Use this catalog to evaluate and select an appropriate mixture of DEI approaches to address the needs to the organization and its employees.

Knowledge Transfer Job Aid

Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.

Succession Plan Template

Use this template to record your organization's succession plan.

Individual Talent Profile Template

Use this template to assess an employee against the role profile of a critical role.

Succession Planning Workflow Tool

Use this tool to capture all the key components of your succession plan prior to designing it, such as your integrated talent management functions, key players, and tools.

Performance Review Template

Use this template during each check-in meeting to capture accomplishments and feedback.

M&A High-Level Culture Assessment Tool

Use this tool to assess various aspects of your organization's culture as well as the acquired or target organization's culture.

LMS Download: Adopt Inclusive Leadership Behaviors

This interactive eLearning module helps managers build inclusive leadership skills. It is intended to interact seamlessly with your organization's existing learning...

Training and Development Program ROI Analysis Tool

Use this tool to calculate the costs and benefits of training and development programs to demonstrate if, and to what extent, an ROI is being achieved.

Create an Inclusive Promotion Process and Policy

Use this guide to create an inclusive promotion process and policy in support of performance management.
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