Tools & Templates

Risk Tolerance Facilitation Guide

This guide provides a variety of questions to select from to facilitate a risk tolerance discussion with the executive team.

Tip Sheet for Buddies

Share this one-page tip sheet with buddies to provide a summary of key responsibilities, tips, and talking points to leverage throughout the relationship.

Onboarding Guide for Managers

Use this guide to document key onboarding decisions about your new onboarding program.

Onboarding Workbook

Use this workbook to evaluate and redesign the onboarding program.

New Hire Schedule Template

Use this template to create custom schedules for new hires.

Onboarding Guide for Human Resources

Use this guide to document key onboarding decisions about your new onboarding program.

Onboarding Ideas Catalog

Use this catalog to explore onboarding initiatives that could be included in a comprehensive onboarding program.

Buddy System Checklist for Managers

Use this checklist to provide managers with a comprehensive list of actions they can take to ensure their new employee benefits from the buddy system.

DEI Lens: Develop a Comprehensive Onboarding Program

Use this document to design an inclusive onboarding program by applying a DEI lens to ensure new hires feel valued while creating a sense of belonging.

Customize HR Programs For Hourly Workers Workbook

Use this workbook to document organizational data and select HR programs for customization.
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