Tools & Templates

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Learning in Action – An Introduction to Using Data in HR Use this one-pager learning reinforcement to summarize key points from the Data Literacy for HR Module 1 training deck.
Service-Level Agreement Template Use this template to outline expectations and accountabilities for vendor/organization relationships.
HR Outsourcing Assessment Tool Use this tool to identify HR pain points and decide whether to move forward with pursuing an HRO solution.
Request for Proposal Evaluation Grid Use this tool to guide vendor selection decision making for each proposal received.
Request for Proposal Template Use this template to craft an RFP that clearly explains the goals and needs your organization is looking to fulfill and how vendors will be evaluated.
Guide for Vendors Use this template to provide the chosen vendor with thorough information about your organization’s process(es) and brand.
Turnover Tracking Tool Use this tool to record and track turnover data over time.
Business Case Workbook Use this tool to document all the elements of your business case analysis.
Request for Information Template Use this template to help you prepare a Request for Information (RFI) to potential vendors.
Request for Quotation Template Use this template to help you prepare a Request for Quotation (RFQ) from potential vendors.

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