Tools & Templates

Sustainment Components Catalog

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

Focus Group Data Template

Use this tool to organize focus group session notes and code the responses.

Risk Analysis Framework Tool

HR professionals should share this tool with leaders of leaders to help structure the way they reflect on current risks to their portfolios by identifying existing...

Risk Management on the Go – Infographic

This infographic provides leaders with a key takeaway for assessing risk in the moment. It encourages them to continually slide their risk scales to help clarify their...

Organizational Values Survey

Use this Organizational Values Survey to collect data for what values are reflected in the actions and behaviors of employees and what values employees want to see in the...

M&A Cultural Integration Workbook

Use this workbook to select and define the integrated organization's focus values and develop a cultural integration plan to drive the success of the transaction.

Generative AI Workbook

Use this workbook to assist in the generative AI evaluation and implementation process for HR and the organization.

Acceptable Use of Generative AI Policy Template

Use this template to create a policy that outlines the acceptable use of generative AI within the organization.

M&A Culture Assessment

Use this tool to understand how the culture of the target organization(s) differ from that of the purchasing organization to make a plan for cultural integration after...

Competency Framework Project Planning and Tracking Tool

Use this tool to document all necessary aspects when developing a competency framework, and track progress on each activity of your project.
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