Tools & Templates

Team-Based PM Workbook

Use this workbook to document key information and decisions while completing the team-based performance management project.

Team-Based PM Guide

Use this guide to to introduce and support the team-based performance management framework within the organization.

Team-Based Total Rewards Job Aid

Use this job aid to align rewards and recognition to team-based performance management if this is within the project scope.

Influence Analysis Tool

HR professionals should share this tool with leaders of leaders to provide space for them to reflect on how they can work with key authority figures and influencers to...

Learn and Lead Through Influence – Infographic

This infographic provides leaders with the key takeaways for how to achieve goals with help from champions and challengers.

Preparation Tool

Use this tool to get ready to begin the headcount planning process.

Headcount Planning Tool

Use this tool to gather and evaluate headcount requests made by department leaders, and finalize a headcount plan.

Handbook: Equip Managers to Navigate the Change Management Process

Use this handbook to guide learners through the change management process training.

Learning in Action: Equip Managers to Navigate the Change Management Process

Use this learning in action sheet to reinforce key points from the change management process training deck.

Internal Hiring Workbook

Use this tool to assist in the development of your internal talent mobility program by documenting the outcomes of activities and decisions throughout the project and...
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