Tools & Templates

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HR Shared Services Workbook Use this tool to design and prepare for HR shared services.
First-Time Manager Program Needs Analysis Tool Use this tool to outline first-time manager expectations, analyze existing initiatives, and determine program needs.
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.
First-Time Manager Program Checklist – First-Time Manager Use this checklist to capture first-time manager development tasks for first-time managers.
First-Time Manager Program Checklist – HR Use this checklist to capture first-time manager development tasks for HR.
First-Time Manager Program Checklist – Direct Manager Use this checklist to capture first-time manager development tasks for direct managers.
3i Leadership Self-Assessment This template allows people managers and senior leaders to better understand their application of the 3i model: inform, interact, and involve.
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.
Workforce Planning Workbook Use this tool throughout the workforce planning process to document, track, and evaluate essential information.

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