Tools & Templates

M&A Terms and Conditions Inventory

Use this tool to evaluate the terms and conditions of both the acquiring and acquired organization, and select a target position for each term or condition.

M&A High-Level Culture Assessment Tool

Use this tool to assess various aspects of your organization's culture as well as the acquired or target organization's culture.

Employee Resource Group (ERG) Charter Template

Provide this customizable Employee Resource Group (ERG) Charter to newly formed ERGs to assist the group in outlining the scope, purpose, and goals and documenting...

Nine Ways to Support Working Caregivers Today

Review this catalog for tactics on how organizations can support caregivers with children at home. Each tactic includes tips and potential risks and is categorized by...

Critical Role Identifier

Use this tool to evaluate and classify roles in order to facilitate workforce planning decisions.

Workforce Planning Process Worksheet

Use this tool to work through the elements that will inform the workforce planning process.

Workforce Planning Discussion Notebook

Use this template to document workforce need analysis discussions.

Workforce Planning Discussion Guide

Use this guide to facilitate workforce planning conversations.

Supply and Demand Forecasting Job Aid

Use this job aid to find advice for conducting job forecasting.

LMS Download: Foundations of Diversity, Equity, and Inclusion

This interactive eLearning module targets the Foundation of Diversity & Inclusion and is intended to interact seamlessly with your business’s existing learning management...
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