Tools & Templates

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Workforce Planning Workbook Use this tool throughout the workforce planning process to document, track, and evaluate essential information.
Sourcing Plan Template Use this template to provide Talent Acquisition Specialists with a sourcing plan to customize.
Job Ad Guide Use this guide to create engaging and inclusive job ads.
Leadership Development Template Use this template to document key pieces during the creation of the leadership development plan.
Leadership Development Playbook Use this tool to identify gaps in current learning content and map out a plan of action for designing an impactful leadership development program.
Leadership Development ROI Calculator Use this tool to evaluate the impact of leadership development ROI and compare program costs and benefits.
Change Assessment Tool Use this tool to assess the upcoming change and to identify areas of strength and opportunity.
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.
Employee Experience Project Planning Template Use this template to document employer and employee needs from the employee lifecycle.
Job Description Template – Streamlined Use this template to standardize the content in job descriptions. HR and managers overseeing the position should collaborate to write effective streamlined job descriptions.

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