Tools & Templates

Exit Summary Template

Exit Summaries are short documents that help ensure all departing employees leave the organization with the necessary information about final pay, benefits, and contact...

HR Shared Services Workbook

Use this tool to design and prepare for HR shared services.

Change Assessment Tool

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

Leadership Development Program Cost-Benefit Analysis Tool

This tool is designed to help you calculate the hard costs and benefits of your leadership development program. The results of a comprehensive financial analysis will...

Process Mapping Guide

Use this guide to understand process mapping best practices.

Leadership SWOT Analysis Template

Use this template to conduct a SWOT analysis and evaluate the organization's current state of leadership.

Discovery Interview Guide

Use this guide to find interviewing tips and sample questions that can be used during discovery interviews to gain employee perspectives.

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.

Individual Competency Development Plan Template

Use this template to allow employees to document their development planning priorities, action plans, and progress.

Onboarding Guide for Human Resources

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