Tools & Templates

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.

Individual Competency Development Plan Template

Use this template to allow employees to document their development planning priorities, action plans, and progress.

Policy Violation Letter Template

Use this template to draft an official policy violation letter once guilt of transgression is proven.

Journey Map Template

Use this template to develop a journey map that illustrates employees' perceptions, emotions, and needs experience through a specific work process.

Discovery Interview Guide

Use this guide to find interviewing tips and sample questions that can be used during discovery interviews to gain employee perspectives.

Curated Learning Workbook

Use this tool throughout the curated learning design process to document, track, and evaluate essential information.

Employee Development Program Design Playbook

Use this workbook to record key project decisions and information when designing the employee development program.

LMS Download: Data Interpretation and Storytelling

This interactive eLearning module is the last in a series of three modules that target core principles of Data Literacy for HR Professionals. It is intended to interact...

Negotiate With Empathy Handbook

This handbook will allow participants to take notes and complete activities during the Negotiate With Empathy training.

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...
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