AIHR Offers Free Templates to Streamline Talent Management
A set of seven free templates for talent management is now available on the AIHR website. These resources come in Excel, Word, and PDF formats and address key stages of the employee lifecycle. The collection includes:
- Succession Planning Template
- 9-Box Matrix Template
- Skill Will Matrix Template
- Coaching Plan Template
- 30-60-90 Day Plan Template
- Stay Interview Questions Template
- Employee Offboarding Checklist
After clicking the download button, the templates are delivered via email.
Details on Each Template
The package includes several specialized tools. The succession planning template, provided in Excel, features fields for critical roles, current role holders, succession timelines, readiness assessments for potential successors, development actions, key performance indicators, monitoring methods, and emergency contacts. Another Excel-based tool, the 9-box matrix, includes guiding questions to define the scope of talent evaluation, fields for assessing employee performance and potential, and an automatically populated 9-box grid with editable assessment periods.
The Skill Will matrix template, also in Excel, contains sections for rating employee skills and motivation, automatically assigns quadrants, and suggests management actions based on each worker's quadrant. The coaching plan template, available as a Word document, includes spaces for coaching objectives, timelines, responsibilities, action steps linked to each development goal, and success metrics to track progress.
The 30-60-90 day plan template, in Excel, breaks down goals for each 30-day phase, along with key tasks, deliverables, success indicators, meeting trackers, notes, and feedback fields. The stay interview questions template, a PDF, covers topics such as job satisfaction, growth opportunities, recognition, manager support, flexibility, work environment, and retention risks. The employee offboarding checklist, in Word, lists steps for documentation, payroll, IT, legal matters, stakeholder communication, asset returns, access removal, and final payments.
To download the free template collection, visit the AIHR website. The download button, labeled 'GET TEMPLATE COLLECTION,' features a background color of #30206b and rounded corners of 5px. The article also references the AIHR Talent Management & Succession Planning Certificate Program and the AIHR 9-Box Grid Guide.
The release of this template set represents a significant move toward simplifying talent management processes for organizations of all sizes. These resources can serve as valuable tools for HR professionals aiming to boost workforce management efficiency, refine talent development strategies, and ensure smooth transitions in critical roles. Offering free templates may also spark interest in AIHR’s certification programs, potentially raising the skill level of specialists in the talent management field.
Understanding the challenges faced by new hires is crucial for improving retention rates. Recent findings indicate that nearly a third of new employees exit within the first 90 days due to unclear job expectations. To explore the implications of this trend and learn how to effectively define roles, read more about the importance of clear job roles in fostering a supportive work environment.