Tools & Templates

Process Mapping Tool

Use this template to outline steps involved in a process and highlight interdependencies.

5 Whys Analysis Tool

Use this template to identify root causes of a problem.

Task Analysis Framework Example

Use this example as a starting point to develop the HR Employee Task Analysis Survey.

HR Shared Services Workbook

Use this tool to design and prepare for HR shared services.

HR Services: Manager Satisfaction Survey

Use the HR Services: Manager Satisfaction Survey to collect valuable manager feedback on HR services to drive efficiency and ensure continuous customer service excellence...

HR Services: Employee Satisfaction Survey

Use the HR Services: Employee Satisfaction Survey to collect valuable employee feedback on HR services to ensure continuous customer service excellence in your organization.

Job Aid: Diversity, Equity, and Inclusion in Talent Acquisition

Use this job aid to select talent acquisition-specific diversity, equity, and inclusion initiatives.

Interview Guide Template

The Interview Guide Template will help you plan for and execute a structured interview process.

Stay Conversation Guide

Use this guide to conduct stay conversations with employees that help anticipate and address signs of potential turnover.

Growth Opportunity Matrix

Share this resource with leaders to guide them in having career conversations with their team members and identifying growth opportunities aligned with their goals.
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