Guides, Checklists, & Templates
DEIB & Manager Guides
Quick Reference Tools
Quickly access essential information to make informed decisions, have lively discussions, or increase your knowledge.
Strategic Learning & Talent Development
Scorecard Toolkit
This toolkit features a visual guide and a practical scorecard template designed to help you measure, communicate, and elevate the impact of learning and talent development initiatives. It reinforces strategic alignment and drives continuous improvement throughout the organization.
Download
Sample Scorecard
in Excel
Be SMART |
Breaking Down Your Goals!
Employee Template
This fillable handout guides the learner in creating a clear, actionable professional development goal using the SMART framework—Specific, Measurable, Achievable, Relevant, and Time-bound.
Anatomy of a 90-Minute Learning Experience
Instructional Design Template
This template set offers a clear visual framework and practical planning tools to design and deliver effective 90-minute learning sessions. It supports consistent structure, promotes engagement, and ensures alignment with learning objectives, making it easier to plan, facilitate, and evaluate impactful experiences.
in Word
Needs Analysis Report
Sample and Template
This sample needs analysis report and editable template offer a clear, streamlined approach to identifying leadership development priorities. Designed for ease of use, these documents highlight key findings and recommended next steps, serving as a practical starting point for stakeholder conversations and program planning.
This checklist will help you identify all necessary features, requirements, and evaluation criteria that are systematically considered, leading to a well-informed and efficient decision-making process.
Professional Skills Development
One-Page Reference Guides
One-page reference guides are handy, since they provide concise, easily accessible information and key points at a glance, facilitating quick understanding and efficient recall of essential concepts.
Conversation Guides for
Employees & Managers
Talent Development
These useful guides can facilitate meaningful conversations with employees, providing structured frameworks for discussing performance, building relationships, professional development, goal setting, and skill enhancement, among other topics.
