Team Leadership & Management - Templates & Policies

Role Profile Template

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

Individual Talent Profile Template

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

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...

Use Team Traditions to Reinforce Connection in a Hybrid Environment

Use this resource to support connection, bonding, and team culture regardless of work location.

Tips for Managing a Hybrid Team

Use this resource to keep advice for hybrid people managers top of mind and accessible in the moment.

Change Communications Job Aid

Use this job aid to plan communications throughout the change initiative.

Team Communication Guidelines Template

Use this template to create communication guidelines with that will support teamwork in a hybrid environment.

HR Metrics & Analytics Selection Guide

Use this guide to identify and measure metrics that matter the most for each HR functional area.

Crisis Communication Guides

Use these guides to create company communications that are calm and transparent and reinforce the business continuity plan.

3i's of Engaging Management – Manager Guide

Train managers on the 3i's of employee engagement - inform, interact, and involve - to reinforce engaging leadership behaviors.
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