Review our growing inventory of ready-to-use HR tools and templates designed to make your job easier
HR Strategy
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Crafting strategy
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The External Environmental Scan Tool: Capture and Categorize Factors Outside of the Company’s Scope Impacting its Objectives.
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Crafting strategy
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The Internal Environmental Scan Tool: Capture and Categorize Factors Internal to the Company Impacting its Objectives.
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Crafting strategy
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The Goals & Trends Conversion Tool: Translate Barriers and Enablers into HR Challenges for the Development of Strategic Objectives.
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Crafting strategy
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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
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The HR Business Challenge Goal Conversion Tool: Translate Identified Challenges into Clear and Distinct HR Goals.
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Workforce Planning
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Developing plans
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The Business Strategy to Headcount Conversion Tool: Translate Strategies into Headcount Impacts to Develop Workforce Plans.
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Developing plans
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The Strategic Headcount Demand Tool: Capture, Calculate, and Communicate Projected New Hires and Required Replacements.
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Developing plans
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The Critical Role Headcount Demand Tool: Generate Estimates for New Staffing Requirements in Critical Future Roles.
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map
Developing plans
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The Critical Talent Plan Summary Tool: Generate Estimates for Each Workforce Plan Mitigation Strategy to Manage Future Critical Roles.
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Organizational Design
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Designing the organization
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The Capabilities, Tasks, and Roles Worksheet Tool: Identify Work Needs and the Roles Responsible for Completing It.
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Designing the organization
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The Organizational Inventory and Talent Tracker Tool: Trace Individuals in the Organization During an Organizational Design Process.
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Designing the organization
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The Task Governance Chart Tool: Define Who in the Organization Should be Involved in Executing a Particular Task.
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Designing the organization
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The External Resources Worksheet Tool: Identify Processes and Tasks that Can be Outsourced to Improve Efficiency and Effectiveness.
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app_registration
Designing the organization
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The Task Automation Worksheet Tool: Identify Tasks that Can be Effectively Completed Using AI and Other Automation Solutions.
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Diversity, Equity & Inclusion
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Nurturing diversity and opportunity
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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
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The DEI Strategy Template: Create a Diversity, Equity and Inclusion Strategy Aligned with Business Goals.
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Nurturing diversity and opportunity
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The DEI Recruiting Plan Tool: Create a High-level Recruiting Plan to Attract a More Diverse Workforce.
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Strategic Change Management
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Managing change
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The Change Impact Analysis Template: Identify and Assess how Initiatives Impact the Company.
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Managing change
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The Stakeholder Analysis Template: Identify the Individuals Needed for Successful Change and Their Level of Support.
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Managing change
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The Stakeholder Engagement Plan Template: Identify Needs and Activities to Support Stakeholders During Digital Transformation.
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Managing change
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The Communication Plan Template: Define, Structure, and Track Stakeholder Engagements for Successful Change Adoption.
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Digital Transformation: The Role of HR
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Managing change
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The Digital Transformation Initiative Catalogue: Document, Sequence, and Analyze Identified Initiatives of a Digital Transformation.
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Managing change
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The Stakeholder Engagement Plan Template: Identify Needs and Activities to Support Stakeholders During Digital Transformation.
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Managing change
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The RACI Matrix Tool: Assign Type of Involvement Across Roles for Critical Tasks.
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Managing change
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The Initiative Timeline Plan Template: Depict Critical Activities to Implement to Fulfill the Digital Transformation Strategy.
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Managing change
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The Communication Plan Template: Define, Structure, and Track Stakeholder Engagements for Successful Change Adoption.
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Managing change
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The Job Persona Template: Define Role Expectations for Changes Associated with Digital Transformation.
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Recruiting Strategy & Sourcing
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Attracting talent
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The Recruitment Forecast Tool: Capture and Obtain Approval of Hiring Plans for Functions, Business Units, or the Full Organization.
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Total Compensation ✨NEW
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Engaging talent
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The RACIS Matrix Tool: Define Role Assignments and Approval Requirements Across Key Process Activities.
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Engaging talent
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The Job Description Template: Clarify Purpose, Responsibilities, Expected Outcomes, and Overall Requirements Internally for any Position.
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Engaging talent
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The Total Compensation Statement Template: Outline and Present the Major Components and Financial Value of an Employee’s Pay and Benefits.
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Engaging talent
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The Merit Matrix Tool: Enable Managers to Differentiate Performance-Driven Raises Maintaining Equity and Fairness in Employee’s Pay Reviews.
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Workplace Wellness ✨NEW
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Engaging talent
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The HR Strategy Alignment Worksheet: Identify Wellness Initiatives Alignment with Broader HR Strategic Objectives.
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Engaging talent
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The Wellness Business Case Template: Capture Analysis and Present Wellness Initiatives Impact and Investment to Secure Leadership Approval.
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Engaging talent
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The Total Worker Health Assessment Tracker: Define Assessment Plans and Analyze Trends to Identify Focus Areas Shaping Wellness Strategy.
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Engaging talent
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The Communication Strategy Template: Align Messages, Channels, and Stakeholders to Enhance Communication Effectiveness and Engagement.
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Engaging talent
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The Wellness Impact Matrix: Assess How Organizational Initiatives Affect Employee Wellness, Resources, and Organizational Culture.
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Engaging talent
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The Organizational Scan (SWOT) Worksheet: Identify and Prioritize Strengths, Weaknesses, Opportunities, and Threats to Improve Outcomes.
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Engaging talent
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The Wellness Working Group Charter: Define Purpose and Stakeholder Clarity for a Wellness-focused Governance Team.
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Engaging talent
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The Workplace Wellness Maturity Assessment: Identify an Organization’s Wellness Culture Current State and Maturity Level.
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Engaging talent
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The Workplace Wellness Maturity Framework: Outline Organizational Wellness Stages to Help Prioritize Actions and Track Progress.
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Engaging talent
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The Wellness Leadership Competencies Matrix: Align Leadership Behaviors to Their Impact on Employee Health, Wellness, and Well-being.
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Engaging talent
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The 5 Whys Exercise: Identify and Address Root Causes of Workplace Challenges by Systematically Questioning Underlying Factors.
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Career Development
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Managing talent
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The Success Profile Tool: Specify the Background, Skills, and Capabilities Expected from Individuals in Key Roles.
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auto_stories
Developing talent
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The Individual Development Plan (IDP) Tool: Capture Targeted Employee Learning and Development Actions for a Performance Period.
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Developing talent
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The Competency Rating Form Tool: Assess Individuals on Standardized Corporate Competency Models.
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Coaching & Mentoring
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Developing talent
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The Coaching and Mentoring Program Strategy Tool: Articulate Purpose and Guiding Elements to Establish Specific Value-driven Programs.
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auto_stories
Developing talent
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The Coach Effectiveness Assessment Tool: Apply a Questionnaire for Employees Providing Feedback on Coaches' Effectiveness and Prowess.
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auto_stories
Developing talent
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The Manager Coaching Feedback Survey Tool: Define and Apply Basic Questions for Employees Providing Feedback on Managers' Coaching Prowess.
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Leadership Development
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Developing talent
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The Competency Rating Form: Rate Individuals on Leadership and Other Competency Models.
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auto_stories
Developing talent
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The Aggregated Competency Data Gaps Tool: Capture and Compare Average Ratings on Leadership Competencies.
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auto_stories
Developing talent
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The Business Strategy to Leadership Needs Conversion Template: Capture Insights to Convert Strategies into Development Requirements.
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Learning & Development
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Developing talent
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The Focus Group Summary Tool: Consolidate Outputs Needed to Support Decisions on Learning and Development Programs to Create.
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auto_stories
Developing talent
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The Business Needs-To-Learning Requirements Conversion Tool: Define Learning Objectives for Learning and Development Programs.
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auto_stories
Developing talent
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The Learning Council Chapter Template: Define a Governing Body to Guide and Oversee the Learning and Development Function.
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Performance Management
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Managing talent
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The Goal Setting Template: Create Individual Goals Linked to Roles, Organizational Objectives, or Individual Development Needs.
345 sign_language
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Managing talent
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The Performance Evaluation Form: Capture, Align, and Communicate Employee Performance Against Position Standards and Goals.
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assignment_ind
Managing talent
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The Managers Guide to Performance Conversations Tool: Conduct and Record Regularly Occurring Manager-Employee Performance Conversations.
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assignment_ind
Managing talent
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The Key Events Tracker Tool: Document Key Individual Performance Events for Tracking and Use in the Formal Performance Evaluation.
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Succession Management
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Managing talent
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The Succession Replacement Summary Chart Tool: Capture Decisions Made on Successors for Each Senior or Key Contributor Role.
440 sign_language
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assignment_ind
Managing talent
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The Success Profile Tool: Specify the Background, Skills, and Capabilities Expected from Individuals in Key Roles.
840 sign_language
sign_language 0
assignment_ind
Managing talent
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The Talent Profile Tool: Detail the Relevant Background Data to be Used When Assessing Candidates for Successor or HIPO Status.
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Executive Transitions
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Transitioning talent
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The Executive Time Allocation Tool: Visualize Time Spend Across the Five Main Role Categories to Identify Current and Desired States.
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generating_tokens
Transitioning talent
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The 180-Day Plan Tool: Define Key Milestones and Actions Required to be Successful During an Executive Transition and Beyond.
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generating_tokens
Transitioning talent
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The Team Assessment Tool: Evaluate an Executive's Current Team to Identify Strengths and Gaps to Focus on.
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generating_tokens
Transitioning talent
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The Stakeholder Relationship Assessment Tool: Identify the Support Level State of Priority Stakeholder Relationships and Initiatives.
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generating_tokens
Transitioning talent
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The Personal Board of Directors Tool: Identify Appropriate Mentors to Support an Executive's Transition and Career Success.
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generating_tokens
Transitioning talent
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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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generating_tokens
Transitioning talent
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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
analytics
Conducting analysis
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The Strategic Business Need Conversion Tool: Translate Business Strategies into HR Metrics that Represent Actual Performance.
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analytics
Conducting analysis
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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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analytics
Conducting analysis
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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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