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Guides & Templates

Frameworks, checklists, and practical tools you can put to use.

Skills & Competencies

Skills Gap-to-Action Plan Template

A free Excel template that turns each verified skill gap into a development plan with an owner, an intervention, a target level and a re-measure date. A live dashboard rolls every plan up into numbers a CHRO can take to the board.

Latest guides & templates

ExcelPerformance Management

Performance Evaluation Template

A free, standardized performance evaluation template for managers and individual contributors. Set weights for goals and competencies, rate each one against a defined scale, and the combined score and overall rating calculate themselves.

ExcelLeadership Development

Leadership Competency Matrix Template

A leadership-wide competency matrix scored against a role benchmark, rolling up into bench strength, status spread, and where you're carrying single points of failure.

ExcelSkills & Competencies

Competency-Based IDP Template

A 12-row individual development plan that scores each competency's verified level against a target, ranks priority by gap × criticality, and points to the right action for every gap.

ExcelLearning & Development

Training Needs Analysis Self-Check Template

A 5-minute self-check to see how clearly your organization connects performance data, assessments, and employee feedback before deciding what training to run. Score 15 statements to identify your weakest area and get a practical first step.

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