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HR Templates & Tools
Career framework templates, evaluation scorecards, and competency libraries — ready to use in under 30 minutes.
Career Ladder Builder — Master Template
Build clear, multi-track career ladders — six levels, real titles, and a computed promotion-readiness check.
Career Evaluation Scorecard — Manager's Edition
Run a fair, documented competency-based career-readiness evaluation — with a weighted score and a development plan.
Competency Library Starter Kit — 50 Competencies Across 5 Job Families
50 competencies across five job families, each with its official O*NET definition and importance — ready to build into your framework.
IC vs. Manager Dual-Track Pathing Workbook
Design parallel IC and manager ladders side by side, with a defined crossover point and bidirectional track-switch criteria.
Promotion Packet & Committee Decision-Record Pack
One promotion case in, a recorded committee decision out — the Promotion Packet & Committee Decision-Record Pack, readiness and criteria only, no pay figure.
Rater Calibration Session Pack
Plot each manager's ratings, flag leniency/severity drift from those ratings alone, and log every calibration decision — no expected-distribution benchmark.
Individual Development Plan & Gap-to-Action Planner
Current vs. target proficiency in, committed actions out — the IDP & Gap-to-Action Planner captures the gap, the owner, the method and the review date.
Succession & Bench-Strength Workbook
Inventory critical roles, name successors at Ready-Now / 1–2yr / 3–5yr, place talent on a 9-box, and flag key-role risk — all buyer-rated.
Evaluation Round Project Plan & Manager Enablement Pack
Run the evaluation cycle as a project: phase timeline, manager comms, per-manager completion tracking and a 'what good evidence means' enablement brief.
Framework Governance & Coverage-Audit Workbook
Audit the framework itself: unmapped-role flags, a level-inflation distribution, a duplicate-competency scan and a version/change log — all from your own data.
Self vs. Manager Assessment Reconciliation Workbook
Self-ratings beside manager ratings — the Reconciliation Workbook computes each gap and prompts the evidence to resolve it before a decision.
'How Promotion Works Here' Employee Explainer & Rollout Pack
Explain your framework to employees in plain language — levels, promotion criteria, timeline — plus a manager rollout FAQ. No posted pay range.
Engineering Level Definitions & Promotion Criteria Pack
Engineering level definitions from IC1 to Staff/Principal plus the EM track, with per-level promotion criteria written out — not left blank.
Sales Level Definitions & Promotion Criteria Pack (SDR → VP)
Written SDR-to-VP sales level definitions, promotion criteria and a mapped O*NET competency set — one salesperson scored from your ratings, no comp figures.
Manager's Career Conversation Guide & Readiness Scripts
Scripts for the manager's career conversation: explain the level gap, discuss readiness, agree actions. Readiness and criteria only — no pay talk.
Promotion Decision Log & Audit-Trail Workbook
A standing cross-cycle register of every promotion decision — nominee, criteria met, committee, outcome, rationale, revisit date — with a defensibility check.
First-Time Manager Readiness Assessment Workbook
Rate an IC against the M1 expectation, evidence each rating, and get a computed 'ready / not yet — N gaps' crossover verdict.
Talent Review & Nine-Box Facilitation Pack
Run the leadership talent review: agenda, potential-calibration prompts, dissent capture and a talent-action log around the 9-box grid.
Career Pathing & Lateral-Move Options Workbook
List a person's next moves — up, lateral, cross-track, stretch — and the Career Pathing Workbook computes a fit gap against each target level's expectations.
Evaluation Cycle Starter Bundle
Three files to run one evaluation round end to end — round plan, self-vs-manager reconciliation and calibration pack — $117 of tools bundled for $99.
Career Framework Design Kit (Complete)
Every 2107 career-framework tool — design, evaluate, decide, calibrate, develop, succession, run, govern, roll-out — in one kit at the $149 band ceiling.