Lead - Templates & Policies

Sample Layoffs Policy

Use this template to craft the employee layoff policy.

Layoffs Communication Package

Use this template to manage communication messaging and timing throughout the employee layoff process.

IT Knowledge Transfer Plan Template

The IT Knowledge Transfer Plan Template is used to determine the most effective knowledge transfer tactics to be used for each knowledge source.

IT Knowledge Transfer Roadmap Presentation Template

Use this template as a starting point to build your proposed IT Knowledge Transfer Roadmap presentation to management, to obtain formal sign-off and initiate the next...

Individual Talent Profile Template

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

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...

Cultural Assessment Report Template

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

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...

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.
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