Talent Management - Tools & Templates

Cost of Turnover Tool

Use this tool to calculate the cost of turnover.

Retention Plan Presentation Template

Use this template to present the organization’s retention plan to stakeholders.

Career Path Planning Workbook

Use this workbook to document key information and create a visual map of the career pathing framework.

Performance Evaluation Template

Use this template during each check-in meeting to capture accomplishments and feedback.

Performance Ratings Guide

Use this guide to review and select an appropriate performance performance rating scale option based on organizational needs.

Define the Performance Management Philosophy Working Document

Use this working document to establish the foundations for performance management within the organization and develop a philosophy statement.

Performance Management Pain Point Assessment

Use this tool to assess the current state of the organization's performance management framework.

Self-Assessment Tip Sheet

Use this tool to guide employees in navigating their self-assessment.

Redefine Performance Management Presentation Template

Use this template support the launch of the performance management framework and communicate key decisions to employees and managers.

Critical Role Identifier

Use the Critical Role Identifier alongside the Guide to Identifying Critical Roles to assist with critical role selection and comparison.
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