People & Leadership - Templates & Policies

Engagement Strategy Record

This template serves as a high-level summary of your engagement program goals and metrics, key insights from your survey results, and your engagement action plan.

Engagement Communication Template

This template contains readily customizable emails to enable you to maintain open communication with your team in every stage of your engagement program.

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...

Individual Competency Development Plan

Use this template to allow employees to document their development planning priorities, action plans, and progress.

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...

Stay Interview Guide

Use this guide to help managers conduct conversations with employees to gain insights into their level of engagement, satisfaction with job responsibilities, and intent...

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.

Employee Performance Measures Template

This tool will help you create a scorecard for your goals and associated measures, allowing you to track progress and address gaps.

Job Description Template

Use this template to write and standardize the content in job description to focus on the necessary components. Managers overseeing the position should collaborate with...
Visit our IT Cost Optimization Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019
GET HELP
Contact Us