Talent Management Templates

Talent Management Templates

Onboarding Talent

  1. Team Member Fact Sheet
  2. Role Summary and Focus (a performance and engagement focused job description)

The trU Group logo

Developing Talent – Tools (for more info see trU Tip #15 – Development Plans)

  1. Performance Conversations – Feedback Form Template
  2. Performance Conversations – Directions Template
  3. Performance Conversations – General Template
  4. Performance Conversations – Stand-Alone Development Plan Template
  5. Proven Process – Career Development

Day to Day Leadership of Talent (for more info see trU Tip #16 – A tool to make leadership a partnership)

  1. trUPerformance™ – One-on-One Template
  2. trUPerformance™ – One-on-One Template Version 2
  3. trUPerformance™ – Rules/Guidelines for Great One-on-Ones (Read trU Tip #22 for more info on doing this well) 

Leadership Transitions

  1. Proven Process – New Leader Transitions
  2. Success Plan

Templates to Assist EOS® (Entrepreneurial Operating System™) Implementation

  1. Rocks 2.0: Rock Project Plan
  2. Rocks 2.0: Rock Hardening Process
  3. Rocks 3.0: Advanced Rock Project Plan (here is a sample of what a completed plan looks like)
  4. trUPerformance™ – One-on-One Template – EOS® Version
  5. EOS® LMA Checklist and Feedback Form
  6. Rocket Fuel Study Guide – For Visionary and Integrator
  7. Feedback to Action Worksheet
  8. New Leader Transition Proven Process with EOS® specific notes

Talent Management – Other Critical Processes and Documents

  1. Talent Management Calendar
  2. SMART-Er Goals Worksheet
  3. Selection – Proven Process
  4. Interview Process Template

Talent Management – Using Surveys Effectively

  1. Organizational Conversation – Employee Survey:  Tips for doing it well
  2. New Leader Transitions – Giving a leader a snapshot of the culture of their new team


Yours to use. My only requirement: If you find ways to improve on these, send me your changes so I can share with others.