People & Leadership - Templates & Policies

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 HR...

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.

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.

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 to...

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 steps...

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 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.

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.

IT Knowledge Transfer Project Charter Template

The IT Knowledge Transfer Project Charter Template is used to communicate the value and rationale for knowledge transfer to key stakeholders.
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