Tools & Templates

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Change Assessment Tool Use this tool to assess the upcoming change and to identify areas of strength and opportunity.
Employee Experience Project Planning Template Use this template to document employer and employee needs from the employee lifecycle.
Policy Receipt Acknowledgement Template Use this form to receive acknowledgement of distributed policies from new or current employees.
Leadership SWOT Analysis Template Use this template to conduct a SWOT analysis and evaluate the organization's current state of leadership.
Flexible Succession Planning Tracking Tool Use this tool to group critical roles, create role group profiles, fill talent pools for each role group, and assess employee readiness to assume a role within the role group.
Change FAQ Template Use this template to outline a list of frequently asked questions for leaders who will spearhead the change.
Standard SWOT Analysis Template Use this template to identify and classify important factors affecting your ability to deliver on outcomes.
Onboarding Guide for Human Resources Use this guide to document key onboarding decisions about your new onboarding program.
3i Leadership Self-Assessment This template allows people managers and senior leaders to better understand their application of the 3i model: inform, interact, and involve.
HR Policy Needs and Priority Assessment Tool Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.

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