Role Development Planning

Planning for the creation and development of functional roles within an organization is an extremely important component of effective management. Functional roles often have different levels which should be clearly organized and planned. Planning should account for training as well as performance review and management. This template provides a method by which you can plan for phased…

Performance Improvement

Breaking down overall performance into a number of metrics that can be measured and analyzed can be a useful performance improvement strategy.  By focusing on these specific metrics one can determine the reasons for success or failure to reach expectations. From there resolutions can be developed that will improve performance. This template provides this process…

Recruit Comparison

When recruiting for an organization, managers are often looking for specific attributes that fill gaps or round out a team. Focusing on those attributes during the recruiting process can make the process more efficient and less time consuming. This recruit comparison template provides a way to compare candidates based on a number of defined attributes….

HR Perks

The race for great employees is on. As startups, fortune 500 companies, and other organizations compete for talent, it is becoming increasingly important to identify and understand the perks that your organization is offering. Remaining competitive in an economy where increasingly creative perks can mean the difference between average and superior talent requires regular review…

Employee Ranking

Many organizations have adopted employee ranking systems, some with great success while others were demoralizing messes. Enron’s famed “rank and yank” approach was feared throughout the organization and is considered partly responsible for the collapse of the company. Other organizations have been much more successful with their ranking systems. General Electric has been a company that…

Candidate Review

Hiring is one of the most important activities of any manager. With new people come new opportunities, as fresh ideas and ways of doing this are introduced to the organization. Great organizations are more often than not made up of great people. So why is hiring so difficult? Why do managers struggle to find the right…

Training Session Plan

Planning a training session often depends on a variety of factors. The time available to conduct the training, the number of objectives to be reached in that time, and the resources available to the instructor all must be carefully considered when developing a session plan. This template allows you to break down a session into…

Performance Metrics by Role

Performance standards and metrics differ from role to role within an organization. Even at the group level there may be several different performance standards that are in place. By understanding the value that each role provides and applying the appropriate metrics to those roles, we can ensure that employees understand the meaning of success within…

Training Program

Developing a training program for an organization can be a frustrating experience, especially if the program is complex and requires a series of individual steps to be completed. This template is designed to make the process of designing a training program easier. It does this by providing up to 5 stages with which to organize…

Organizational Design

Designing an organization is to develop it’s culture, standards, and processes in accordance to a range of variable factors. These factors represent the difference between a new age company and a traditional blue chip, the difference between a low end retail chain and a technology company, etc. This template provides a visual space from which…