Tools & Templates

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.

Individual Competency Development Plan Template

Use this template to allow employees to document their development planning priorities, action plans, and progress.

Culture Documentation Template

Use this template to document key outcomes from the kick-off meeting and action meeting as part of the blueprint Articulate and Foster Organizational Culture.

Team Effectiveness Questionnaire

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

Flexible Succession Planning Tracking Tool

Use this tool to group critical roles, create role group profiles, fill talent pools for each role group, and assess employee readiness to assume a role within the role group.

Journey Map Template

Use this template to develop a journey map that illustrates employees' perceptions, emotions, and needs experience through a specific work process.

Change Assessment Tool

Use this tool to assess the upcoming change and to identify areas of strength and opportunity.

Standard SWOT Analysis Template

Use this template to identify and classify important factors affecting your ability to deliver on outcomes.

Strategy Discovery Tool

Use this tool to identify your knowledge gaps that will help ensure the talent strategy is focused on the right priorities, and pinpoint the relevant activities and...

Onboarding Guide for Human Resources

Use this guide to document key onboarding decisions about your new onboarding program.
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