Review our growing inventory of ready-to-use HR tools and templates designed to make your job easier
HR Strategy
Crafting strategy
The External Environmental Scan Tool: Capture and Categorize Factors Outside of the Company’s Scope Impacting its Objectives.
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Crafting strategy
The Internal Environmental Scan Tool: Capture and Categorize Factors Internal to the Company Impacting its Objectives.
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Crafting strategy
The HR Council Structure Template: Define the Mission and Make-up of a Governing Body to Guide and Support the HR Function.
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Crafting strategy
The HR Business Challenge Goal Conversion Tool: Translate Identified Challenges into Clear and Distinct HR Goals.
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Workforce Planning
Developing plans
The Strategic Headcount Demand Tool: Capture, Calculate, and Communicate Projected New Hires and Required Replacements.
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Developing plans
The Critical Role Headcount Demand Tool: Generate Estimates for New Staffing Requirements in Critical Future Roles.
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Organizational Design
Designing the organization
The Capabilities, Tasks, and Roles Worksheet Tool: Identify Work Needs and the Roles Responsible for Completing It.
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Designing the organization
The Organizational Inventory and Talent Tracker Tool: Trace Individuals in the Organization During an Organizational Design Process.
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Designing the organization
The Task Governance Chart Tool: Define Who in the Organization Should be Involved in Executing a Particular Task.
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Diversity, Equity & Inclusion
Nurturing diversity and opportunity
The DEI Business Case Tool: Integrate Internal and External Data to Demonstrate the Importance of DEI Efforts.
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Nurturing diversity and opportunity
The DEI Strategy Template: Create a Diversity, Equity and Inclusion Strategy Aligned with Business Goals.
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Nurturing diversity and opportunity
The DEI Recruiting Plan Tool: Create a High-level Recruiting Plan to Attract a More Diverse Workforce.
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Strategic Change Management
Digital Transformation: The Role of HR
Recruiting Strategy & Sourcing
Total Compensation ✨NEW
Workplace Wellness ✨NEW
Career Development
Developing talent
The Individual Development Plan (IDP) Tool: Capture Targeted Employee Learning and Development Actions for a Performance Period.
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Coaching & Mentoring
Leadership Development
Developing talent
The Competency Rating Form: Rate Individuals on Leadership and Other Competency Models.
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Developing talent
The Aggregated Competency Data Gaps Tool: Capture and Compare Average Ratings on Leadership Competencies.
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Learning & Development
Developing talent
The Focus Group Summary Tool: Consolidate Outputs Needed to Support Decisions on Learning and Development Programs to Create.
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Developing talent
The Business Needs-To-Learning Requirements Conversion Tool: Define Learning Objectives for Learning and Development Programs.
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Performance Management
Succession Management
Executive Transitions
Transitioning talent
The Executive Time Allocation Tool: Visualize Time Spend Across the Five Main Role Categories to Identify Current and Desired States.
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Transitioning talent
The 180-Day Plan Tool: Define Key Milestones and Actions Required to be Successful During an Executive Transition and Beyond.
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Transitioning talent
The Team Assessment Tool: Evaluate an Executive's Current Team to Identify Strengths and Gaps to Focus on.
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Transitioning talent
The Stakeholder Relationship Assessment Tool: Identify the Support Level State of Priority Stakeholder Relationships and Initiatives.
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Transitioning talent
The Personal Board of Directors Tool: Identify Appropriate Mentors to Support an Executive's Transition and Career Success.
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Transitioning talent
The Personal Brand Template: Identify an Executive's Current vs Desired Brand and Define Changes to Achieve for the Future State.
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Transitioning talent
The External Partnerships Alignment Tool: Assess Existing and New Partnerships According to their Fit Across Key Company's Goals.
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HR Metrics & Reporting
Conducting analysis
The Strategic Business Need Conversion Tool: Translate Business Strategies into HR Metrics that Represent Actual Performance.
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Conducting analysis
The Data Dictionary Tool: Define Metric Names and their Attributes to Maintain Consistency of the Data's Format, Size, and Style.
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Conducting analysis
The Metrics Calculation Guide Tool: Lay Out Metrics and How they are Calculated to Build Consistency of Data's Inputs and Outputs.
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