Tools & Templates

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Risk Tolerance Facilitation Guide This guide provides a variety of questions to select from to facilitate a risk tolerance discussion with the executive team.
Onboarding Workbook Use this workbook to evaluate and redesign the onboarding program.
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.
New Hire Schedule Template Use this template to create custom schedules for new hires.
Onboarding Ideas Catalog Use this catalog to explore onboarding initiatives that could be included in a comprehensive onboarding program.
Onboarding Guide for Managers Use this guide to document key onboarding decisions about your new 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.
Onboarding Guide for Human Resources Use this guide to document key onboarding decisions about your new onboarding program.
Customize HR Programs For Hourly Workers Workbook Use this workbook to document organizational data and select HR programs for customization.
Customizing HR Programs for Hourly Workers Planning Template Use this template to document detailed notes on the customization of a single HR program.

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