Tools & Templates

HR Metrics Workbook

Use this workbook to record key project decisions and information while building the data plan.

HR Metrics Library

This library consists of an extensive list of potential HR metrics that apply to all functions of HR. Use this library to find metrics that are applicable to your...

HR Metrics & Analytics Foundation Assessment

Use this assessment to evaluate the current state of HR's foundation for metrics and analytics.

HR Dashboard Job Aid

Use this job aid to build effective client-ready metrics dashboards.

HR Dashboard Examples

Use the examples of completed dashboards provided for inspiration to design a custom HR metrics dashboard.

HR Data Glossary

Use this template to create a standardized collection of data terminology throughout the organization.

Change Framing Template

Use this template to document a change overview.

Change Assessment Tool

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

Change Action and Communication Plan

Use this tool to establish clear action steps and communications to implement a change.

Change FAQ Template

Use this template to outline a list of frequently asked questions for leaders who will spearhead the change.
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