Engagement Survey
Click Here to for on-line Engagement Survey

HTML File |

New Hire Performance Plan
Simple template to document new hire goals and expectations for the first 6 months of employment.

Word Doc | 51KB

Length of Service Worksheet
Calculate cumulative turnover and resource planning.

Word Doc |

DISC / VAK Personality Profile
Quick, comprehensive personality profile outlining your team members key personality traits and learning styles for improved communication.

Excel File |

Customer Lifetime Value Calculator
Excel File |

Keeping Score
It is important to develop measures that focus on the past, present, and future; and that measures need to consider the needs of your customers, shareholders or owners, and your employees.

PDF | 560KB

Talent Perormance Model
This is a Human Capital model for achieving continuous improvement by increasing the capabilities of the organization’s talent, and to maximize results.

PDF |

Team Talent Plan
This is a tool to assist in prioritizing team talent actions to increase engagement where it will have the most immediate impact for the team and the organization.

PDF | 206KB

Human Resources Planning
The process of identifying and providing ways to fulfill the organization’s developmental and human resource needs.

PDF | 307KB

Human Capital Management Continuum
This is a Human Capital model for achieving continuous improvement by increasing the capabilities of the organization’s talent, and to maximize results.

PDF | 307KB

Candidate Survey - No Offer
These surveys may be used by human resources and recruiting teams to assess candidate satisfaction and candidate experience going through the recruiting and interviewing process with an organization.

Word Doc | 20KB

Candidate Survey - Accepted
These surveys may be used by human resources and recruiting teams to assess candidate satisfaction and candidate experience going through the recruiting and interviewing process with an organization.

Word Doc | 22KB

Candidate Survey - Declined
These surveys may be used by human resources and recruiting teams to assess candidate satisfaction and candidate experience going through the recruiting and interviewing process with an organization.

Word Doc | 24KB

HR Peformance Measure Comparison

Comparison of High and Low HR Management Quality

PDF |

Non-financial Variables

Top Ten Non-financial Variables Considered by Financial Analysts

PDF | 65KB

Four Quadrants of Capability
The Leadership Model consists of four quadrants of capabilities: Learning Capacity, Execution Capacity, Knowledge and Behaviors. The way you execute on the capabilities and the degree of competence needed for each capability may be different for each individual, depending on your role, business challenges, etc. There may be specific capabilities/knowledge areas that are most critical to your role, business or function.

PDF | 245KB

Training Calculation ROI
The formula for calculating the ROI from your training investment.

PDF | 64KB

Over-managed, Under-led Corporate Culture
Is your company creqting an over-manged, under-led Corporate Culture? See if you are following this pattern.

PDF |

The Process for Creating Change
Eight Steps to effect change in any organization plus Management vs. Leadership comparison.

PDF |

Human Capital Strategic Planning
The following provides a general guide for developing a human resource strategic plan. It does not attempt to list all the key questions, information, analyses, or decisions necessary for an effective plan. However, it is designed to stimulate thinking within the context of a suggested plan format and outline.

PDF | 163KB

Mastermind Profile Questionnaire
AUTOMATED competion form - requires MS Word 2010.

By answering these questions you are making an important commitment to your business, your employees, your family and your lifestyle.

Word Doc | 97KB

Mastermind Profile Questionnaire_PDF
By answering these questions you are making an important commitment to your business, your employees, your family and your lifestyle.

PDF | 351KB

5 KPI’s Calculator and Tracking
Knowing how many leads you have and what your conversion rate is will determine your number of customers. Using the average dollar sale and number of transactions will give you your revenue. Now factor in your profit margin to see your actual profits.

The calculator will show you the huge impact to your bottom line by small improvements in 1 or all of the 5 key areas.

The Tracking worksheet will alow you to easuily monitor your progress and identify areas requiring immediate attention.

Excel File | 38KB