Tools & Templates

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 FAQ Template

Use this template to outline a list of frequently asked questions for leaders who will spearhead the change.

Workforce Planning Workbook

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

Behavioral Interview Question Library

This comprehensive competency-based question collection provides a list of behavioral questions that help the talent acquisition specialist and hiring manager interview...

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis, including calculating the cost of turnover.
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