Talent Management - Tools & Templates

Succession Plan Template

Use this template to record your organization's succession plan.

Knowledge Transfer Job Aid

Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.

Success Profile Template

Use this template to outline the minimum requirements for your critical roles.

Job Rotation Tracking Tool

Use this tool to track relevant information from incoming job rotation applications.

Job Rotation Interview Guide and Assessment Template

Use this template to facilitate panel interviews of job rotation applicants.

Job Rotation Plan Assignment Template

Use this template to confirm job rotation details for the rotatee and their manager.

Job Rotation Performance and Development Plan

Use this template to create a tailored development plan for job rotation participants.

Job Rotation Readiness Assessment Tool

Use this tool to determine if a job rotation program is right for your organization.

Job Rotation Playbook Template

Use this template to document key global talent mobility decisions.

Microlearning: Goal Management Guide

Use this microlearning as just-in-time training to prepare for or debrief after goal management conversations.
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