Talent Management - Tools & Templates

Critical Role Identifier

Use this tool to evaluate and classify roles in order to facilitate workforce planning decisions.

Coach Employees for High Performance & Development Participant Handbook

Use this handbook as a reference for managers to find and capture essential information during and after the coaching training session.

Role Plays: Coach Employees for High Performance and Development

Use these role plays during coaching training to give managers the opportunity to practice coaching skills in realistic scenarios.

Coaching Training Session Feedback Form

Use this evaluation form to gather participant feedback on training at the conclusion of the session in order to improve content and facilitation of future sessions.

Career Path Program Planning Template

Use this template to document career path project decisions.

Career Path Program Marketing Guide

Use this guide to prepare advertising collateral that highlights career moves to employees.

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.

Individual Talent Profile Template

Use this template to assess an employee against the role profile of a critical role.

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.
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