Tools & Templates

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.

Journey Map Template

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

Standard PESTLE Analysis Template

Use this template to conduct a PESTLE analysis to guide the assessment of your external environment.

Retention Solutions Catalog

Use this catalog to explore and understand common retention solutions and their ideal uses.

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.

Job Description Tracking Tool

Use this tool to evaluate the current state of job descriptions and track the progress of updating job descriptions.
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