Templates & Policies

Virtual Onboarding Guide for HR

Use this guide to document key responsibilities for HR during virtual onboarding.

Virtual Onboarding Guide for Managers

Use this guide to document key responsibilities for managers during virtual onboarding.

Virtual Onboarding Schedule

Use this template to map out a schedule for new hires.

Estimation Quick Reference Template

​This template, associated with the blueprint Estimate Software Delivery With Confidence, will help you define and document your estimation tactics as on-hand cheat sheets.​

Pandemic Layoffs – A Toolset and Methodology to Help Make Difficult Layoff Decisions

The COVID-19 virus has resulted in unprecedented economic and workplace impacts across the world. Be prepared to navigate hard decisions surrounding layoffs by...

Policy Adjustments During COVID-19

As COVID-19 continues to evolve, employees will face new challenges to balancing work and life. It’s time to review and adjust related policies to accommodate employee...

Crisis Matrix Communications Templates

Use these templates to provide key communicators with collateral to present to employees during this challenging time.

Cost Optimization Executive Presentation

Use this template to help communicate your cost optimization action plan.

Execute an Emergency Remote Work Plan Executive Presentation

This template helps users create a brief progress report summarizing their remote work transition process.

Checklist for Securing Remote Workers

Use this checklist to ensure that you are implementing all of the IT security best practices when you are working from home or away from the office.
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