HR Toolkits - Perennial Talent
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Comprehensive HR Toolkits

Using Competencies for HR Toolkit

This toolkit provides you with proven methodologies for implementing and managing a competency project, and integrating competencies into your talent management programs (e.g., hiring, onboarding, learning and development, career pathing, performance management, and succession planning). The toolkit includes templates and tools that you can use to manage and roll out your own project.

Specific Topics and Tools Included:

Topics Include:

  • Overview of Competencies and Competency Profiling
  • Overview of the Implementation Phases
  • Phase 1: Planning
  • Phase 2: Identify Process and Tools
  • Phase 3: Roll Out and Maintenance
  • Phase 4: Measure Success

Includes Templates, Checklists, and Other Tools:

  • Creating Your Competency Framework Template
  • Competency Profiling Template
  • Competency Maturity Checklist
  • Setting Project Goals Template
  • Project Governance Template
  • Project Plan Template
  • Risk Management Tools
  • Change Management Tools
  • Communication Tools
  • Measurement Tools
  • Implementation Tools
  • Roll Out and Maintenance Tools

Recruitment and Selection Toolkit

This toolkit provides you with everything you need to plan and organize your selection and hiring process to ensure that you hire the best candidates for the job. The toolkit includes templates and tools that you can use to develop and implement your hiring process.

Using competencies for Selection and Hiring

Specific Topics and Tools Included:

Topics Include:

  • Common Hiring Mistakes – Things to Avoid When Hiring
  • Phase 1: Planning
  • Phase 2: Identifying Job Requirements
  • Phase 3: Identifying Hiring Process and Tools
  • Phase 4: Attracting Candidates
  • Phase 5: Screening and Short-listing Candidates
  • Phase 6: Using Selection Tools to Evaluate Candidates
  • Phase 7: Checking References
  • Phase 8: Making a Hiring Decision
  • Phase 9: Delivering Feedback to Candidates

Includes Templates, Checklists, and Other Tools:

  • Sample Project Plan
  • Creating a Competency Framework Template
  • Sample Job Analysis Data Collection Form
  • Sample Selection Matrix
  • Sample Job Advertisement
  • Sample Job Description
  • Job Application Template
  • Resume Screening Form
  • Sample Interview Questions
  • Sample Interview Rating Scales
  • Interview Checklists
  • Interview Summary Form
  • Sample Work Samples and Simulations
  • Sample Referee Guidelines for Candidates
  • References Checking Forms and Checklists
  • Sample Decision-making Models and Examples
  • Sample Candidate Feedback Emails

Learning and Development Toolkit

This toolkit is designed to help you plan and organize your learning and development program to help your employees to learn and to grow and allow you to retain your best people. The toolkit includes templates and tools that you can use to  implement your learning and development process.

Specific Topics and Tools Included:

Topics Include:

  • Overview of How People Learn
  • Overview of Creating a Learning and Development Culture
  • Phase 1: Planning
  • Phase 2: Identify Learning Process and Tools
  • Phase 3: Implementing the Learning Process

Includes Templates, Checklists, and Other Tools:

  • Selecting Learning Methods Worksheet
  • Learning Culture Questionnaire
  • Sample Project Plan
  • Learning Needs Analysis Data Collection Sheet
  • Sample Competency Assessments
  • Sample Individual Development Plans
  • Implementation Guides and Training Materials (e.g., Providing feedback guide, Coaching tips, Assessment tip sheet)
  • Learning and Development Process Instructions for Employees and Managers

Onboarding Toolkit

This toolkit is designed to help you plan and organize your onboarding process to ensure that you make new hires feel welcome, set them up for success, and ultimately keep your best people. The toolkit includes templates and tools that you can use to develop and implement your onboarding process.

Onboarding

Specific Topics and Tools Included:

Topics Include:

  • Phase 1: Planning
  • Phase 2: Identifying Onboarding Process
  • Phase 3: Identifying Onboarding Tools

Includes Templates, Checklists, and Other Tools:

  • Pre-hire Activities
  • First Week on the Job Activities
  • First 30-90 Days on the Job Activities
  • 6 Months on the Job Activities
  • Sample Welcome Emails
  • Preparation Checklist
  • Tips for Creating an Employee Handbook
  • Sample Job Description and Competency Profile
  • Sample Competency Assessment
  • Goal Setting Tips
  • Sample Individual Development Plan
  • How to Choose Learning and Development Activities Guide
  • Providing Performance Feedback Guide
  • Seeking and Recieving Feedback Guide
  • Coaching and Mentoring Tips
  • Tips for Selecting Onboarding Software

Career Pathing Toolkit

This toolkit is designed to help you plan and organize your career development program so that employees are able to explore, pursue career goals, and ultimately take charge of their careers. The toolkit includes templates and tools that you can use to develop and implement your career development program.

Specific Topics and Tools Included:

Topics Include:

  • Phase 1: Planning
  • Phase 2: Building a Career Map
  • Phase 3: Identifying Position Descriptions
  • Phase 4: Linking Career Development to L&D
  • Phase 5: Identifying Career Development Process
  • Phase 6: Implementing Career Development Process
  • Phase 7: Maintaining the Career Development Process

Includes Templates, Checklists, and Other Tools:

  • Sample Project Plan
  • Sample Career Development Survey
  • Creating a Competency Framework Template
  • Sample Job Analysis Data Collection Form
  • Sample How to Guide for Employees
  • Employee Tip Sheets (e.g., tips for asking for feedback)
  • Sample How to Guide for Managers
  • Manager Tip Sheets (e.g., tips for providing performance feedback)
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