Tools & Templates

Mentee Preparation Checklist

Use this checklist to set the mentoring relationship up for success with an efficient and effective first meeting.

People Strategy Workbook

Use this workbook to capture key information and make decisions on the people strategy.

Skills Inventory Tool

Use this tool to document the skills that exist in the workforce.

Effective Feedback in the Workplace Knowledge Check

Use this quiz after training employees and managers on effective feedback practices to assess their understanding of the content.

Mentoring Tip Sheet

Use this tip sheet to improve the mentor/mentee relationship using best practices.

Organizational Values Survey

Use this Organizational Values Survey to collect data for what values are reflected in the actions and behaviors of employees and what values employees want to see in the...

Knowledge Transfer Template

Use this template to ensure that job-related knowledge is not lost when employees leave the organization.

Role Plays: Foster Effective Feedback in the Workplace

​Use these role play scenarios during employee and manager training on effective feedback skills to give them practice with all feedback actions and directions.

HR Services: Manager Satisfaction Survey Tool

HR satisfaction surveys provide valuable feedback on the quality of your management-facing HR services. This tool will help you measure service levels across different HR...

HR Policy Needs and Priority Assessment Tool

Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.
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