Tools & Templates

Workforce Needs and Talent Gaps Worksheet

Use this worksheet to record workforce needs and talent gaps.

Optimize the Workforce Mix Workbook

Use this workbook to identify a recommended workforce mix and validate the recommendation.

Designing the Leadership Ecosystem for AI Transformation Interview Summaries

Refer to these interview summaries to gain insights into how AI is reshaping the way work gets done and redefining how leadership creates value in organizations.

Translating HR’s Identity Into Impact Worksheet

Use this two-phase worksheet to define HR’s future identity and translate it into clear actions, behavioral shifts, and measurable outcomes.

HR Identity Discussion Question Worksheet

Use this facilitated discussion worksheet to assess how HR is currently experienced, surface identity-defining patterns, and identify where HR must evolve to strengthen its...

Agentic AI Use Case Workbook

Use this tool to complete the work outlined in the Introduction to AI Agents for HR Primer, including identifying value drivers, testing suitability, and preparing to...

Agile Mindset in Action – Infographic

This infographic visually highlights the three areas of agility that are required to effectively respond, take action, and lead through shifting circumstances to get results.

Agile Action Planning Tool

This tool helps leaders reflect on what has shifted in their circumstances, create a plan for action, and determine their next steps. It will help them capture the key...

Feedback and Coaching Guide

Use this guide to help managers provide practical two-way feedback and effective coaching for employees.

Project Management Tool

Use this tool to document key project planning decisions.

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