Tools & Templates

Team-Based Total Rewards Job Aid

Use this job aid to align rewards and recognition to team-based performance management if this is within the project scope.

Team-Based PM Guide

Use this guide to to introduce and support the team-based performance management framework within the organization.

Team-Based PM Workbook

Use this workbook to document key information and decisions while completing the team-based performance management project.

L&D Strategy Workbook

Use this tool to document and evaluate key information while building out the learning and development strategy.

People Strategy Workbook

Use this workbook to capture key information and make decisions on the people strategy.

Learn and Lead Through Influence – Infographic

This infographic provides leaders with the key takeaways for how to achieve goals with help from champions and challengers.

Influence Analysis Tool

HR professionals should share this tool with leaders of leaders to provide space for them to reflect on how they can work with key authority figures and influencers to...

Navigate the "Learn and Lead Through Influence" Learning Resource for Leaders

This learning resource provides HR professionals with the necessary context around leadership's struggles with influence, instructions for sharing the learning resource,...

Preparation Tool

Use this tool to get ready to begin the headcount planning process.

Headcount Planning Tool

Use this tool to gather and evaluate headcount requests made by department leaders, and finalize a headcount plan.
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