Tools & Templates

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Team Engagement Discussion Activities Use this tool to facilitate engagement discussions with your team.
Team Engagement Discussion Guide Use this tool to plan how you will facilitate an engagement discussion with your team.
Learning in Action: Train Managers in the Art of Decision Making Use this handout to reinforce key ideas from the decision-making training.
Role Transition Plan Template Use this template in conjunction with the Knowledge Transfer Job Aid to effectively track the transition between roles.
Succession Plan Template Use this template to record your organization's succession plan.
Knowledge Transfer Job Aid Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.
Success Profile Template Use this template to outline the minimum requirements for your critical roles.
Employee Departure Checklist Tool Use this tool to document the necessary steps for both voluntary and involuntary turnover to ensure offboarding requirements are met.
Exit Interview Template Use this template to gather feedback from voluntarily departing employees on the employee experience and the reasoning behind employee turnover.
Termination Costing Tool Use the Termination Costing Tool to calculate the total cost of an involuntarily departing employee's termination package. Customize the tool to suit your organization's...

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