Tools & Templates

Knowledge Transfer Risk Assessment Tool

The Knowledge Transfer Risk Assessment Tool is used to identify the risk profile of knowledge sources and the knowledge they have.

Knowledge Identification Interview Guide Template

The Knowledge Identification Interview Guide Template is used to provide a framework to conduct interviews with knowledge sources to extract the information they have.

Employee Layoff Selection Tool

Use this tool to determine which employees should be selected for layoff and in which order of priority.

Layoffs Communication Package

Use this template to manage communication messaging and timing throughout the employee layoff process.

Activities: How to Be an Effective Change Agent

Use these optional activities to help change agents apply insights from the role guide to a current or future change.

Learning in Action: How to Be an Effective Change Agent

Use this one-page learning reinforcement to help change agents remember their role and responsibilities throughout a change.

Learning in Action: Delegate and Build Accountability

Use this handout to remind learners of the core concepts learned in the Delegate and Build Accountability manager training session.

Activities: How to Be a Successful Change Champion

Use these optional activities to help change champions apply insights from the role guide to a current or future change.

Learning in Action: How to Be a Successful Change Champion

Use this one-page learning reinforcement to help change champions remember their role and responsibilities throughout a change.

Training Deck: Train Ratees on the 360 Feedback Process

With ever evolving working environments, feedback has become more important than ever. However, receiving feedback can be challenging. Train your employees on the 360...
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