Tools & Templates

M&A High-Level Culture Assessment Tool

Use this tool to assess various aspects of your organization's culture as well as the acquired or target organization's culture.

M&A Terms and Conditions Inventory

Use this tool to evaluate the terms and conditions of both the acquiring and acquired organization, and select a target position for each term or condition.

HR Action and Communication Plan

Use this template to establish the actions and communications required to implement the project.

LMS Download: Build the Foundation for Effective Coaching

This interactive eLearning module targets the core foundations of coaching. It is intended to interact seamlessly with your organization's existing learning management system.

Learning in Action: Practice Key Coaching Behaviors

Use this learning in action sheet to summarize key points from the Practice Key Coaching Behaviors LMS Download.

LMS Download: Practice Key Coaching Behaviors

This interactive eLearning module targets core behaviors of effective coaching. It is intended to interact seamlessly with your organization's existing learning management...

Create a Personal User Manual Template

This tool provides first-time leaders with a customizable template that they and their staff can use to write their own personal "user manuals," or documents about their...

Practice Neuroinclusive Leadership Infographic

This infographic enables first-time leaders to build their awareness of common challenges neurodivergent staff face and be prepared to use this knowledge as they navigate...

Effectively Manage HR's Work – Infographic

Review this infographic for an overview of various methods that can support HR with managing their work.

Manage HR's Work Workbook

Use this tool to document and select methods for managing HR's work for the current and next year.
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