Tools & Templates

Coaching for Customer Focus Scenarios

Use these hypothetical scenarios during the Lead Your Team With Customer Focus training session to help learners practice and reflect on their approach to conversations...

L&D Strategy Presentation Template

Use this tool to document key sections of the L&D strategy.

Project Retrospective Questions – Tool

Use this tool to strengthen your preparation for effective project retrospectives. This tool includes a comprehensive list of probing questions for lessons learned.

Strategy Exploration Guide

Use this guide to understand and conduct the analyses and activities recommended by the Strategy Discovery Tool.

Organizational Implications Working Document

Use this tool to understand the implications of organizational documents/size on strategic alignment, capacity, funding, and scalability.

Insourcing Feasibility Workbook

Use this tool to evaluate whether insourcing is an appropriate solution and transition to in-house talent acquisition.

Catalog of Lean Tools

Use this catalog to explore common Lean tools.

A3 Thinking Tool

Use this template to support problem-solving.

Fishbone Diagram Tool

Use this template to identify and analyze multiple causes of a problem through brainstorming and categorization.

5 Whys Analysis Tool

Use this template to identify root causes of a problem.
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