Lead - Templates & Policies

Role Profile Template

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

Role Transition Plan Template

Many role transitions are characterized by low productivity and lost opportunities. As one employee exits a role and the successor takes over, a clear checklist-based...

Executive Reflection Template

Distribute the Executive Reflection Template to senior leaders prior to the reflection workshop to encourage discussion of current behaviors and their impact on desired...

Cultural Assessment Report Template

Use this presentation template to facilitate the action meeting and create the executive report from the cultural assessment.

Culture Documentation Template

Use this template to document key outcomes from the kick-off meeting and action meeting as part of the blueprint Fix Your IT Culture.

Inclusive Work Practices Template

Use this template to evaluate and customize work practices with leaders.

Workbook: Equip Managers to Adopt Inclusive Leadership Behaviors

Use the participant workbook as a resource for participants to reference during and after the Equip Managers to Adopt Inclusive Leadership Behaviors training session.

Standard Focus Group Guide

Use this guide to gain deeper understanding of challenges and the effectiveness of current practices through focus groups.

Inclusive IT Work Practices Examples

Use this template with examples to review ideas of inclusive IT work practices.

Diversity & Inclusion Initiatives Catalog

Use this catalog to evaluate and select an appropriate mixture of D&I approaches to address the needs to the department and its employees.
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