Tools & Templates

Turnover Tracking Tool

Use this tool to record and track turnover data over time.

Retention Plan Presentation Template

Use this template to present the organization’s retention plan to stakeholders.

Standard SWOT Analysis Template

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

Retention Solutions Catalog

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

Prepare to Implement Organizational Design Workbook

Use this workbook to record information in preparation for organizational design implementation.

Implement Organizational Design Employee FAQ Template

Use this template to help people leaders navigate conversations with employees about the organizational design.

Implementation Roadmap Leadership Approval Presentation Template

Use this template to gain approval for the organizational design implementation roadmap and communicate key information to senior leaders.

Implement Organizational Design Roadmap Workbook

Use this workbook to document information for the organizational design implementation roadmap.

Organizational Design Change Action Plan Workbook

Use this workbook to record detailed information for the organizational design change action plan.

Implement Organizational Design People Leader FAQ Template

Use this template to help the organizational design implementation team navigate conversations with people leaders about the design changes.
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