HR Technology & Operations - Tools & Templates

Learning Technology Strategy Workbook

Use this tool to capture key information, decisions, and outputs while developing a learning technology strategy.

Learning Technology Requirements Gathering and RFx Scoring Tool

Use this tool to document requirements for learning technology and inform evaluation criteria.

Learning Technology Vendor Demo Script and Scoring Tool

Use this tool to construct a vendor demo script and score vendor demonstrations.

Learning Technology Market Guide

Use this guide to navigate the learning technology landscape and make informed decisions using market and vendor insights.

Scaling Microsoft 365 Copilot Workbook

Use this workbook to document decisions, assess AI maturity, prioritize use cases, and track human-centric initiatives required to scale Microsoft 365 Copilot.

Agentic AI Use Case Workbook

Use this tool to complete the work outlined in the Introduction to AI Agents for HR Primer, including identifying value drivers, testing suitability, and preparing to...

Project Management Tool

Use this tool to document key project planning decisions.

Project Status Update Template

Use this template to create a high-level status of project update presentation for key players.

HR and IT Collaboration Reflection and Action Planning Worksheet

Use this worksheet to guide HR and IT leaders' reflection around the current and desired state of HR and IT collaboration and establish a roadmap for enhancing their...

HRSD Workbook

Use this workbook to prepare for HR service delivery (HRSD) optimization, select solutions, and prepare a roadmap.

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