Templates & Policies

Frontline Manager Change Management Training Template

Use this manager training deck to prepare frontline managers and supervisors to lead through change

Change Management Role Play Scenarios

Use this template to role play change navigation scenarios between a leader and their direct report.

Vendor Management Program Plan

Use this template to document the inner workings of your VMO.

Vendor Review Meeting Agenda Template

Use this template to guide review meetings with your vendor.

Employee Monitoring Policy – IT-Facing

Policy notifying employees of any monitoring that takes place on the systems they use.

Employee Monitoring Policy – Employee-Facing

Policy notifying employees of any monitoring that takes place on the systems they use.

Workforce Management (Scheduling) Scoping Workbook

This tool will help scope the workforce management project between an enterprise-wide HRIS initiative to a narrow scheduling solution at the department level.

Workforce Management (Scheduling) Solution RFP Template

Use the Workforce Management (Scheduling) Solution Request for Proposal (RFP) Template for a step-by-step guide on how to complete your RFP document.

Training Materials – Passwords

This is one of eight security awareness and training templates that can be used to educate end users on best practices. This presentation focuses on passwords.

EHR Selection Project Charter Template

EHR selection is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone on the...
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