Tools & Templates

Intake Meeting Template

Use this guide to improve intake sessions and ensure Talent Acquisition Specialists collect the necessary information to guide sourcing efforts.

First-Time Manager Program Checklist – Direct Manager

Use this checklist to capture first-time manager development tasks for direct managers.

First-Time Manager Program Checklist – HR

Use this checklist to capture first-time manager development tasks for HR.

First-Time Manager Program Checklist – First-Time Manager

Use this checklist to capture first-time manager development tasks for first-time managers.

First-Time Manager Learning Path Tool

Use this tool to determine first-time manager program delivery, initiatives, and timeline, and plan appropriate timing, duration, and relevance of development opportunities.

First-Time Manager Program Needs Analysis Tool

Use this tool to outline first-time manager expectations, analyze existing initiatives, and determine program needs.

Talent Acquisition Pain Points Assessment Workbook

Use this workbook to identify Talent Acquisition pain points, which will guide your decision on the appropriate solution for your organization.

Employee Sponsorship Charter Template

Use this Employee Sponsorship Charter Template to document sponsorship expectations and relationship milestones that must be shared with sponsors and sponsorees.

Framing the Customer Journey Reflection Tool

Distribute this tool with emerging leaders to organize their reflection and analysis of the customer journey when thinking about the importance of their interaction with...

Employee Sponsorship Workbook

Use this Employee Sponsorship Workbook to document key information about the organization's level of readiness, need for sponsorship, priority employee segments, goals and...
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