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Home
Membership
How We Deliver
- - Executive Services
  - HR Diagnostic Surveys
  - Guided Implementations
  - Workshops
  - Training Programs
  - HR Research
  - All Services
Browse Member Site
Careers
Events
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Tools & Templates

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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...
Knowledge Transfer Template Use this template to ensure that job-related knowledge is not lost when employees leave the organization.
Exit Summary Template Exit Summaries are short documents that help ensure all departing employees leave the organization with the necessary information about final pay, benefits, and contact...
Standard Participant Training Session Evaluation Template Participant reaction is the key to measuring the initial satisfaction of the training session, determining which areas are working, and which areas require improvement.