Tools & Templates

HRSD Workbook

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

HRSD Action and Change Management Plan

Distribute this template to solution owners to help them navigate change management and sustainment for their respective HRSD solutions.

Get Started Building an AI Agent – Tool

This tool helps HR and leaders reflect on their work and organization to identify where AI agents can add value. It will help them capture the key ideas and details needed...

Design and Create an AI Agent – Infographic

This infographic visually highlights the key components required to design and build an AI agent that behaves reliably, stays within scope, and delivers useful outputs.

HR’s Guide to Influencing Key Players

Use this guide to build influence to drive HR goals and sustain long-term influence among key players.

Talent Assessment Workbook

Use this tool to record key insights and decisions around the scope for optimizing talent assessments.

Candidate Selection Matrix

Use this tool to weigh candidates' assessment scores.

Assessment Scope Workbook

Use this tool to record key insights and decisions around the scope for optimizing talent assessments.

Talent Assessment Success Profile Template

Use this template to create a success profile for each role in scope for optimized assessments.

Design the Performance Management Framework Working Document

Use this working document to capture key performance management decisions and insights related to each element of the performance management framework.
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