Tools & Templates

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Individual Talent Profile Template Use this template to assess an employee against the role profile of a critical role.
Succession Planning Workflow Tool Use this tool to capture all the key components of your succession plan prior to designing it, such as your integrated talent management functions, key players, and tools.
Candidate Experience Assessment Tool Use this tool to assess which areas of the candidate experience need improvement.
Candidate Experience Project Charter A project charter defines the project and lays the foundation for all subsequent project planning. It is a critical communication tool for the project purpose, scope, and...
Candidate Experience Survey Questions Template Use this template to design a survey that gathers feedback from unsuccessful candidates to optimize the candidate experience.
Career Path Program Planning Template Use this template to document career path project decisions.
Career Path Assessment, Action, and Communication Plan Use this template to record decisions on career moves and assess the alignment of HR practices.
Change Post-Mortem Template Use this template to record lessons learned during change implementation.
Change Framing Template Use this template to document a change overview.
Change Action and Communication Plan Use this tool to establish clear action steps and communications to implement a change.

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