Templates & Policies

Virtual Onboarding Guide for HR

Use this guide to document key responsibilities for HR during virtual onboarding.

Virtual Onboarding Ideas Catalog

Use this catalog to explore adapted onboarding initiatives that could be included in a virtual onboarding program.

HR Action and Communication Plan

​Prepare a comprehensive action plan to keep the project on track and launch the recognition program.

Estimation Quick Reference Template

​This template, associated with the blueprint Estimate Software Delivery With Confidence, will help you define and document your estimation tactics as on-hand cheat sheets.​

Pandemic Layoffs – A Toolset and Methodology to Help Make Difficult Layoff Decisions

The COVID-19 virus has resulted in unprecedented economic and workplace impacts across the world. Be prepared to navigate hard decisions surrounding layoffs by identifying...

Checklist for Securing Remote Workers

Use this checklist to ensure that you are implementing all of the IT security best practices when you are working from home or away from the office.

Execute an Emergency Remote Work Plan Executive Presentation

This template helps users create a brief progress report summarizing their remote work transition process.

Emergency Work-From-Home (WFH) Policy

Use this customizable policy template to set guidelines and the scope of the emergency WFH plan.

End-User Offboarding Checklist

Use this tool to help you centralize and track offboarding process by employee. Modify it with the information that is specific to your organization.

Performance Management for Emergency Work-From-Home

Performance management during an emergency work-from-home (WFH) protocol may be a challenge for managers that are not used to leading a remote team. Help managers adjust...
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