Tools & Templates

Workforce Planning Workbook

Use this tool throughout the workforce planning process to document, track, and evaluate essential information.

First-Time Manager Learning Path Tool

Use this tool to determine first-time manager program delivery, initiatives, and timeline, and plan appropriate timing, duration, and relevance of development opportunities.

Team Effectiveness Questionnaire

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

Process Mapping Guide

Use this guide to understand process mapping best practices.

Employee Experience Project Planning Template

Use this template to document employer and employee needs from the employee lifecycle.

Employee Ambassador Project Charter Template

Use this template to determine organizational readiness for an employee ambassador program, conduct a social media audit, and establish employee ambassador program details.

Social Media Policy

Use this template to create a robust and comprehensive social media policy to protect your organization from liability and mitigate potential risks.

Employee Ambassador Guidelines

Use this template to establish content standards and communicate program details to employees.

Discovery Interview Guide

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

First-Time Manager Program Needs Analysis Tool

Use this tool to outline first-time manager expectations, analyze existing initiatives, and determine program needs.
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