Tools & Templates

Learning in Action – Data Interpretation and Storytelling

Use this one-pager learning reinforcement to summarize key points from the Data Literacy for HR Module 3 training deck.

Learning in Action – Foundational Data Literacy

Use this one-pager learning reinforcement to summarize key points from the Data Literacy for HR Module 2 training deck.

L&D Strategy Interview Guide

Use this guide to find sample questions that can be used during L&D strategy interviews with senior leaders.

HR Information System Readiness Assessment Checklist Template

The Readiness Assessment Checklist is designed to ensure your organization has completed essential tasks prior to moving forward with the HRIS project and presenting the...

HR Information System Business Requirements Template

Use this tool to collect HRIS requirements in alignment with the major functional areas identified in the HRIS Framework.

HR Information System Vendor Demo Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

HR Information System RFP Template

Use a Request for Proposal (RFP) to provide vendors with a detailed account of the requirements and the expected capabilities of the desired system.

HR Information System Evaluation and RFP Scoring Tool

This tool will help you evaluate and compare the results of your HRIS RFP process quickly and easily.

Sample Vendor Reference Check Questions

Use this template to plan ahead when interviewing a vendor's references. Determine the suitability of the vendor by asking the right questions of its previous clients.

HR Information System Vendor Communication Template

Use this template to communicate with vendors following product demonstrations and evaluations. Ask follow-up questions, highlight areas of concern, and inform them of...
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