Tools & Templates

Competency Template

The Competency Template allows you to document all information pertaining to a given competency in one place, thus making storage and reference easier in the future.

HR Policy Needs and Priority Assessment Tool

Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.

Policy Draft Review Form

Use this template to solicit feedback from stakeholders on policy development.

Team Effectiveness Questionnaire

Use this template to survey team members and understand the current state of team effectiveness.

Team Effectiveness Assessment Tool

Use this tool to quickly identify focus areas for team improvement.

Short-Term Incentive Plan Overview Template

Use this template to share key information about the STIP structure and payouts with participants.

Flexible Succession Planning Tracking Tool

Use this tool to group critical roles, create role group profiles, fill talent pools for each role group, and assess employee readiness to assume a role within the role group.

Leadership Development Business Case Template

Develop an effective business case for a tailored approach to leadership development to gain executive buy-in and support.

Leadership Development Template

Use this template to document key pieces during the creation of the leadership development plan.

Leadership Development Playbook

Use this tool to identify gaps in current learning content and map out a plan of action for designing an impactful leadership development program.
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