Tools & Templates

Mentee Preparation Checklist

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

Mentoring Agreement Template

Use this agreement to outline expectations, roles, and responsibilities for the mentoring relationship.

Team Capacity Heat Map Tool

HR professionals can use this tool to visualize who will have capacity for tasks across the project timeline.

Open-Ended Response Data Cleaning and Coding Template

Use this tool to clean and code responses to open-ended diagnostic/survey questions.

Span of Control Playbook

Use this tool to capture project decisions and data for this and all future iterations of your SoC optimization process.

Span of Control Launch Tool

Use this tool to support the roll out of your span of control initative across targeted team/functional areas.

Modern Performance Management Worksheet

Use this tool to work through decisions that will inform the new performance management framework.

Sustainment Owner Planning Template

Provide the owners of sustainment plan implementation with this template to drive accountability for sustainment implementation.

Sustainment Components Catalog

Use this catalog to explore tactics for implementing the core and supplementary sustainment components.

Change Assessment Tool

Use this tool to assess the upcoming change and to identify areas of strength and opportunity.
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