IODTools Matrix

#CategorySub-categoryToolDescriptionStatus
1Learning & DevelopmentAction LearningAction Learning Coaching ToolThe role of the Action Learning Coach / Facilitator is to help participants reflect both on what they are learning and on how they are solving problems (what they are doing). The Action Learning coach offers guidance, support, learning tools, and feedback to support the team's learning outcomes.Tool Only
2Learning & DevelopmentAction LearningContracting in Action LearningMany problems in life result from poor contracting. Getting clear expectations and guidelines established at the beginning of an Action Learning project will allow the team to have a better chance of success.Tool Only
3Learning & DevelopmentAction LearningProblem Solving in Action LearningA collaborative, inquiry-based approach where small groups tackle real organizational challenges by asking powerful questions, reflecting, and taking action. The model integrates learning and problem-solving simultaneously, building leadership capacity and fostering innovation.ODCP Certification Program
4Learning & DevelopmentAction LearningIntroduction to Action LearningAction Learning is a tool to solve organizational problems and grow leadership competence. It consists of six components that are done by the sponsor, team, and coach. This summary document provides background and a brief description of each component.Tool Only
5Change ManagementChange BasicsIntroduction to Change ManagementProvides a structured overview of change management principles, models (e.g., Lewin’s Change Model, Kotter’s 8 Steps), and strategies to lead successful organizational change by aligning people, processes, and systems with new goals.ODCP Certification Program
6Change ManagementChange BasicsChange vs. TransitionDistinguishes between external change (events or shifts in structure, strategy, or operations) and internal transition (the psychological and emotional response of individuals). This tool supports leaders in managing both aspects to reduce resistance and sustain engagement.Tool Only
7Change ManagementChanging OrganizationsAssessing Organization Change ReadinessAssesses the organization’s capacity and willingness to adopt change by evaluating leadership support, communication, culture, skills, systems, and past experiences. Results guide targeted interventions to improve readiness and minimize risk.Tool Only
8Change ManagementChanging OrganizationsCreating a Change TeamGuides the selection and formation of a cross-functional change team responsible for planning, communicating, and driving the change initiative. Includes criteria for team composition, roles, responsibilities, and decision-making protocols.Tool Only
9Change ManagementChanging OrganizationsReporting the Impact of Change InitiativeProvides a framework to measure and communicate the outcomes of a change initiative, including performance metrics, behavior shifts, stakeholder feedback, and ROI. Ensures accountability and supports continuous improvement through transparent reporting.Tool Only
10People PracticesCoachingAnalysis of Beliefs and PracticesThis journaling exercise invites you to examine the congruence between your beliefs and practices. It may uncover discrepancies between what you say and what you do. If you discover differences, you have encountered an opportunity for inquiry and learning.Tool Only
11People PracticesCoachingObserving BehaviorOne of the most important roles of the coach is to observe the team’s behavior as a group as well as individual behaviors. Watch team member’s body language and watch the group in action.Tool Only
12People PracticesCoachingCoaching ModelsProvides structured frameworks (e.g., GROW, IOD's Coaching Model,ICF Competencie Model to guide coaching conversations, clarify goals, explore options, and support behavior change aligned with individual and organizational development.ECCP and Tool
13People PracticesCoachingCoach Selection ProcessA process to select a coach based on their experience and the need of the individual receiving the coachingECCP and Tool
14People PracticesCoachingCoaches Meeting Planning GuideA planning template to structure coaching sessions, including agenda setting, topic focus, objectives, key questions, and agreed-upon actions. Enhances the effectiveness and flow of each coaching meeting.ECCP and Tool
15People PracticesCoachingAssessments in CoachingUtilizes tools such as DISC, MBTI, 360 Feedback, and Emotional Intelligence assessments to generate insights into behavior, communication style, leadership effectiveness, and development needs. Supports goal setting and coaching focus.ECCP and Tool
16People PracticesProcess ConsultingAdvocacy vs. InquiryTeaches the balance between sharing one’s perspective (advocacy) and exploring others' views through questioning (inquiry). Enhances dialogue, builds trust, and improves problem-solving during coaching and team facilitation.ODCC and Tool
17People PracticesCoachingConducting Interim Coaching MeetingsDemonstrates the balance between sharing one’s perspective (advocacy) and exploring others' views through questioning (inquiry). Enhances dialogue, builds trust, and improves problem-solving during coaching and team facilitation.ECCP and Tool
18People PracticesCoachingMotivation in CoachingExplores intrinsic and extrinsic motivators, including purpose, autonomy, and recognition, to help clients stay committed to development goals. Encourages coaches to use motivation theories to personalize strategies.ECCP and Tool
19People PracticesCoachingConflict in CoachingOffers tools to recognize, explore, and resolve interpersonal or internal conflicts through coaching. Encourages reframing, perspective-taking, and values alignment to facilitate positive resolution and learning.ECCP and Tool
20People PracticesCoachingTransition from CoachingOutlines steps for concluding a coaching engagement, including reviewing goals, evaluating results, celebrating achievements, and developing a sustainability plan. Ensures closure and long-term impact.ECCP and Tool
21CommunicationCommunication BasicsIntroduction to Effective CommunicationCovers the fundamentals of clear, intentional communication, including verbal and non-verbal skills, active listening, and the role of emotional intelligence. Builds the foundation for successful interpersonal interactions.ODPC and Tool
22CommunicationCommunication BasicsRoles in CommunicatingIdentifies the roles individuals play in communication (sender, receiver, facilitator, interpreter) and how clarity, assumptions, and feedback loops affect the exchange. Promotes mutual understanding and alignment.ODPC and Tool
23CommunicationCommunication BasicsInfluence SkillsInfluence skills refer to a set of interpersonal and communication abilities used to shape opinions, gain buy-in, and inspire action without relying on formal authority. Essential for OD professionals working across diverse stakeholder groups.OCPC and Tool
24CommunicationCommunication in ActionActive ListeningListening is perhaps the most effective leadership skill one can have. When you listen to someone, you can get useful information and by combining it with questions, you will not only get a better understanding but also will help the other person discover the knowledge he/she already had about that subject.Free ODPC and Tool
25CommunicationCommunication in ActionCommunications Planning WorksheetThere are many consideration for effective communications. Using this worksheet to think throug the details will help you be more successful and make sure nothing and no one is left out.Tool Only
26CommunicationCommunication PlanningCreating a Communications StrategyGuides the development of a strategic communication plan aligned with change initiatives or organizational goals. Includes stakeholder analysis, message design, channel selection, frequency, and evaluation metrics.ODCP and Tool
27CultureOrganization CultureWhat is Culture Change?Explains the process of shifting an organization’s underlying values, beliefs, norms, and behaviors to align with strategic goals. Focuses on intentional efforts to reshape mindsets, rituals, systems, and leadership behaviors that define “how things are done.”ODCC and Tool
28CultureOrganization CultureCulture ModelsProvides frameworks such as Schein’s Model of Organizational Culture, the Competing Values Framework (Cameron & Quinn), Denison Model, and the ABC Model of Culture Change. These models help diagnose, interpret, and guide cultural transformation.ODCC and Tool
29CultureOrganization CultureCulture AssessmentsProvides frameworks such as Schein’s Model of Organizational Culture, the Competing Values Framework (Cameron & Quinn), Denison Model, and the ABC Model of Culture Change. These models help diagnose, interpret, and guide cultural transformation.ODCC and Tool
30CultureOrganization CultureCulture-building ActivitiesOffers team-based and organization-wide activities (e.g., values alignment workshops, storytelling, rituals, recognition programs) designed to reinforce desired cultural traits and engage employees in co-creating the new culture.ODCC and Tool
31CultureOrganization CultureInfluence of Culture on EngagementExplores how culture shapes leadership behavior, employee engagement, communication, decision-making, and organizational performance. Helps leaders understand the invisible forces that drive or hinder change and align culture with business outcomes.ODCC and Tool
32OD StrategiesComponents of an OrganizationCreating a Mission StatementA mission is the core of what a person, team, or organization is created. It is summarized in a clear, short, and inspiring statement that focuses attention in one clear direction by stating the purpose of the individual’s, group’s, or organization’s uniqueness.ODCP and Tool
33OD StrategiesComponents of an OrganizationCreating a Values StatementDetermining the organization values a critical part of forming its identity. The culture, the way business is conducted, how performance is managed, and even who is asked to join the organization is determined by its values.ODCP and Tool
34OD StrategiesComponents of an OrganizationCreating a Vision StatementIt’s important for organizations to have a clear picture of a desired future. This provides the motivation to strive for something better than where they are. Going through the process of creating a vision statement will help an organization determine this and align everyone with where they want to be.ODCP and Tool
35OD StrategiesComponents of an OrganizationDefining the Organizations HistoryUnderstanding the history of the organization is very important to helping it chart its future. The history provides a record of the past, which can help inform where the organization is going.ODCP
36OD StrategiesComponents of an OrganizationOrganization Systems DesignAligns leadership development with organizational structures, processes, and strategy. Uses models like Seven "S" Model, and Galbraith’s Star Model to ensure that leadership growth is embedded across systems such as performance management, talent development, and culture.ODCC
37OD StrategiesComponents of an OrganizationStrategic Planning Process OutlineAt the core of any organization is what it does, where it’s going, and common beliefs about what’s right. The best organizations not only define these but also live them and use them to guide decisions.ODCP and Tool
38LeadershipLeadership DevelopmentEstablishing a Framework for Leadership DevelopmentOutlines a comprehensive structure to guide leadership development across all levels. Includes core competencies, learning journeys, assessments, development pathways, and accountability mechanisms to ensure alignment and consistency.LDCP
39LeadershipLeadership DevelopmentDesigning Leadership StrategyClarifies responsibilities of key stakeholders—executives, HR/OD, L&D, managers, and participants—in supporting, delivering, and reinforcing leadership development. Promotes shared ownership and accountability.LDCP
40LeadershipLeadership DevelopmentRoles in Leadership DevelopmentClarifies responsibilities of key stakeholders—executives, HR/OD, L&D, managers, and participants—in supporting, delivering, and reinforcing leadership development. Promotes shared ownership and accountability.LDCP
41LeadershipLeadership DevelopmentMeasuring the Value of Leadership DevelopmentUses metrics and evaluation tools (e.g., Kirkpatrick Model, ROI, 360 feedback) to assess the impact of leadership programs on behavior, performance, and business outcomes. Drives continuous improvement and stakeholder buy-in.LDCP
42LeadershipExecutive DevelopmentIntroduction to Executive DevelopmentExplains the unique needs and focus of executive development, including strategic thinking, systems leadership, stakeholder influence, and organizational transformation. Sets the stage for advanced development planning.ECCP
43LeadershipExecutive DevelopmentMethods of Executive DevelopmentExplores approaches such as executive coaching, action learning, mentoring, stretch assignments, simulations, and executive education. Helps align development methods with strategic leadership capabilities.ECCP
44LeadershipExecutive DevelopmentExecutive Development and Succession PlanningLinks executive development to long-term talent strategy by identifying high-potential leaders, preparing successors, and building a leadership pipeline. Includes tools for readiness assessment, development planning, and monitoring progress.LDCP
45People PracticesGoals and ObjectivesAction PlanningIt’s not enough to conduct a SWOT analysis and set SMART goals. Once that’s done, you must plan how to accomplish them through deliberate and strategic action planning.Tool Only
46People PracticesGoals and ObjectivesIntroduction to Goals and ObjectivesExplains the difference between broad goals and specific, measurable objectives. Supports alignment of efforts with strategy and provides a foundation for planning and evaluation.ODCP and Tool
47People PracticesGoals and ObjectivesCreating Organizational ObjectivesGuides the development of SMART objectives that cascade from strategic goals and clarify expectations for departments, teams, and individuals. Enables focused execution and progress tracking.ODCP and Tool
48People PracticesGoals and ObjectivesSetting Smart GoalsSMART is an acronym for a method of setting goals that provides criteria accounting for the most important aspects of an effective goal. Each letter helps us remember a component of the goal. These components are Smart, Measureable, Attainable, Results-Oriented, and Time-Bound.Tool Only
49People PracticesInterventionsBrainstormingWhen it comes to generating ideas in a group, there is no more used and proven method than brainstorming. Keep these tips in mind to have a productive brainstorming session at your next meeting.Tool Only
50People PracticesInterventionsReflection and DialogueFacilitates open, structured conversations that enable individuals and groups to make meaning of experiences, surface assumptions, and co-create understanding. Builds psychological safety and shared insight.ODCP
51People PracticesInterventionsAppreciative InquiryA strengths-based change approach that engages stakeholders in identifying what works well, envisioning possibilities, and co-creating the future through inquiry and storytelling. Shifts focus from problems to potential.ODCC and Tool
52People PracticesInterventionsFishbowlA participatory group dialogue format where a smaller group discusses a topic while others observe. Encourages listening, reflection, and inclusive dialogue, often used in culture or leadership development sessions.Tool Only
53People PracticesInterventionsLadder of InfluenceA reflective model that illustrates how people move from observing data to forming beliefs and taking action. Used to examine assumptions, challenge biases, and improve decision-making and communication.Tool Only
54Learning & DevelopmentAssessments and MeasurementIntroduction to Organization AssessmentsProvides an overview of how to assess organizational health, systems, culture, and performance. Includes tools such as surveys, interviews, and SWOT to guide diagnosis and change planning.ODCP and TOOL
55Learning & DevelopmentAssessments and MeasurementTraining Needs AssessmentsIdentifies skill and knowledge gaps by analyzing job roles, performance expectations, and strategic goals. Guides the design of targeted learning interventions to build workforce capability.TOOL
56Learning & DevelopmentAssessments and MeasurementCompetency AssessmentsEvaluates individuals’ proficiency against defined competencies for a role or level. Supports leadership development, career progression, and performance improvement planning.TOOL
57Learning & DevelopmentAssessments and MeasurementIdentifying Valid MetricsGuides the selection of measurable indicators that align with desired outcomes and are reliable, meaningful, and actionable. Ensures that what gets measured truly reflects performance or progress.Tool
58Learning & DevelopmentAssessments and MeasurementHard vs. Soft MeasuresDifferentiates between quantitative outcomes (hard measures like sales, costs) and qualitative outcomes (soft measures like engagement, trust). Supports balanced evaluation of change and learning initiatives.Tool Only
59Learning & DevelopmentAssessments and MeasurementValuing PerformanceExplores ways to define, measure, recognize, and reward performance across individual, team, and organizational levels. Links performance outcomes to strategic goals and development needs.Not Started
60Learning & DevelopmentAssessments and MeasurementOverview of the Levels of AssessmentPresents a multi-level assessment framework (individual, team, organizational, systems) to guide data collection and analysis for OD interventions. Helps target actions where they have the greatest impact.Not Started
61Learning & DevelopmentAssessments and MeasurementPresenting Research Findings to LeadershipProvides a format for summarizing and communicating assessment results to senior leaders. Includes visuals, key insights, implications, and actionable recommendations to support informed decision-making.Not Started
62Learning & DevelopmentInstructional DesignIntroduction to Instructional DesignProvides foundational principles for designing effective learning experiences using models like ADDIE. Emphasizes aligning learning objectives with instructional strategies, content, and learner needs.Not Started
63Learning & DevelopmentInstructional DesignOverview of SAM Instructional Design MethodIntroduces the Successive Approximation Model (SAM), an agile alternative to ADDIE. Focuses on iterative design, rapid prototyping, and frequent feedback to accelerate development and improve learner engagement.Not Started
64Learning & DevelopmentInstructional DesignDesigning Micro-learniningGuides the creation of short, focused learning modules that address specific skills or knowledge. Enhances retention, learner autonomy, and on-demand application in fast-paced work environments.Not Started
65Learning & DevelopmentInstructional DesignCreating Job AidsCovers the design of performance support tools such as checklists, tip sheets, flowcharts, and reference guides. Enables just-in-time learning and reinforces training on the job.Not Started
66Learning & DevelopmentInstructional DesignDesigning for ROIExplains how to build training programs that demonstrate measurable business value. Involves identifying desired outcomes, linking them to learning objectives, and calculating return on investment (ROI).Not Started
67Learning & DevelopmentInstructional DesignModalities of TrainingExplores various delivery formats such as instructor-led training (ILT), eLearning, virtual classrooms, blended learning, and mobile learning. Helps match training methods to learner needs and organizational context.Not Started
68Learning & DevelopmentLearning MethodsJust in Time LearningIn action learning, the learning is as important as the action. Action learning places equal emphasis on the accomplishment of the task as well as on the learning and development of individuals, the team, and the organization.Tool Only
69Learning & DevelopmentLearning Methods70-20-10 ModelA development framework suggesting that 70% of learning comes from experience, 20% from social learning, and 10% from formal training. Used to guide holistic leadership and employee development strategies.Not Started
70Learning & DevelopmentLearning MethodsTechnology in LearningExplores how learning technologies (LMS, mobile apps, simulations, analytics) enhance access, engagement, and tracking of learning experiences across modalities and environments.Not Started
71Learning & DevelopmentLearning MethodsIntroduction to eLearningIntroduces digital learning formats including self-paced modules, SCORM courses, and interactive media. Highlights benefits like scalability, flexibility, and accessibility.Not Started
72Learning & DevelopmentLearning MethodsClassroom-based LearningCovers traditional instructor-led training in physical or virtual settings. Emphasizes structure, real-time interaction, and facilitation techniques to engage learners.Not Started
73Learning & DevelopmentLearning MethodsOn-the-job LearningSupports informal learning through real-time work experiences, stretch assignments, and role shadowing. Promotes practical application and immediate relevance.Not Started
74Learning & DevelopmentLearning MethodsMentoring and Coaching for DevelopmentUtilizes structured mentor or coaching relationships to build competencies, enhance performance, and support career growth. Focuses on personalized, reflective development.Not Started
75Learning & DevelopmentLearning MethodsThe Role of AI in LearningExplores how AI personalizes learning paths, predicts learner needs, automates content recommendations, and enhances assessments through adaptive technologies.Not Started
76Learning & DevelopmentLearning MethodsThe Role of AR and VR in LearningDemonstrates how immersive technologies create realistic simulations and interactive environments for experiential learning in areas like safety, leadership, and operations.Not Started
77Learning & DevelopmentLearning MethodsLearning in the Flow of WorkIntegrates learning into daily tasks and systems (e.g., microlearning pop-ups, performance support tools) to make development seamless, efficient, and just-in-time.Not Started
78Learning & DevelopmentLearning MethodsUsing Virtual Learning EffectivelyOffers guidelines for designing and facilitating engaging virtual learning experiences using platforms like Zoom, MS Teams, or virtual labs. Focuses on interactivity, pacing, and tech support.Not Started
79Learning & DevelopmentOnboardingIntroduction to OnboardingProvides an overview of onboarding as a strategic process to acclimate new hires, build early engagement, and accelerate productivity and cultural integration.Not Started
80Learning & DevelopmentOnboardingDetermining Onboarding NeedsAssesses organizational, role-specific, and individual needs to tailor onboarding content and experiences. Ensures alignment with business priorities and new hire expectations.Not Started
81Learning & DevelopmentOnboardingDriving Engagement in OnboardingIncludes strategies to create a welcoming, interactive, and supportive onboarding experience through social connections, early wins, feedback loops, and learning journeys.Not Started
82Learning & DevelopmentTraining ActivitiesThe Role of Activities in TrainingOutlines how experiential activities (simulations, role plays, case studies) enhance understanding, application, and retention of learning content. Encourages active participation.Not Started
83Learning & DevelopmentTraining ActivitiesSelecting Games in TrainingProvides criteria for choosing educational games that align with learning objectives, reinforce content, and build collaboration. Enhances fun and engagement in training.Not Started
84Learning & DevelopmentTraining ActivitiesFacilitating ActivitiesOffers techniques for leading training activities effectively, including setup, debriefing, and linking back to learning outcomes. Encourages reflection and behavior change.Not Started
85Additional PracticesMeetingsConducting Effective MeetingsOne fact of business life is that we have meetings. Some of these are productive and others are not. When you need to conduct a meeting, follow these guidelines to make sure it is productive and engaging.Tool Only
86Additional PracticesMeetingsPreparing for MeetingsProvides guidelines for setting meeting objectives, identifying participants, preparing materials, and anticipating discussion points. Helps ensure meetings are purposeful and productive.Not Started
87Additional PracticesMeetingsBuilding an AgendaOutlines steps to structure meeting agendas with clear topics, time allocations, objectives, and responsibilities. Encourages focused discussions and time management.Not Started
88Additional PracticesMeetingsSample AgendasOffers templates and examples of meeting agendas tailored for different purposes (e.g., project updates, decision-making, strategy sessions). Serves as a reference for effective meeting planning.Not Started
89Additional PracticesMeetingsEvaluating Meeting OutcomesAt the end of a meeting, a good practice is to determine whether or not outcomes were achieved and if the process and actions taken helped lead to success. This guide and activity will help you gain that information.Tool Only
90OD StrategiesMetrics and Organizational Assessment5 WhysMost of the time we jump to conclusions without understanding the root causes of problems. This often leads to wasted time and resources, and we end up treating a symptom rather than the problem. Using the Five Whys helps get to the root cause of the problem.Tool Only
91OD StrategiesMetrics and Organizational AssessmentConducting a SWOT AnalysisAn organization’s resources, capabilities and core competencies are critical in creating a future. Taking stock of the organizations strengths, weaknesses, opportunities, and threats by conducting a SWOT analysis is key to building understanding of how to move forward in the most strategically beneficial way.Tool Only
92OD StrategiesMetrics and Organizational AssessmentForce Field AnalysisForce Field analysis identifies forces that sustain the status quo and helps to clarify approaches needed to facilitate change.Tool Only
93OD StrategiesMetrics and Organizational AssessmentConductin Gap AnalysisIdentifies the difference between current and desired performance or capability. Helps prioritize development needs, strategic interventions, and resource allocation.Not Started
94OD StrategiesMetrics and Organizational AssessmentIntroduction to the Balanced ScorecardA strategic performance management tool that aligns business activities with vision and strategy through four perspectives: Financial, Customer, Internal Processes, and Learning & Growth.Not Started
95OD StrategiesMetrics and Organizational AssessmentPast Present Future ActivityWhen a team or an individual is trying to solve a problem, it is frequently difficult to stay focused. The PPFA tool is helpful once the person has defined a question, and now needs to develop ideas.Tool Only
96OD StrategiesMetrics and Organizational AssessmentScanning the EnvironmentScanning the current environment involves looking within the group or organization AND beyond the organization to its customers, suppliers, and industry for information on what is important to them. Involving the internal customers (employees) is an important part of the process.Tool Only
97OD StrategiesOD ConsultingAnalysis of Critical IncidentsA critical incident is an event that stands out over others. Its significance or impact may be either negative or positive.Tool Only
98OD StrategiesOD ConsultingAnalyzing Customer RequirementsWhen working with clients, it’s best to determine their requirements and your ability to deliver at the start of the initiative. This allows you to be very clear from the beginning and ultimately exceed expectations.Tool Only
99OD StrategiesOD ConsultingContracting in OD ConsultingThe art of contracting is one of the most essential, and often one of the least understood, skills of an effective relationship. It is, too, a skill of great value to OD professionals as well as leaders at all levels of an organization.Tool Only
100OD StrategiesOD ConsultingDefining Roles in ConsultingClarifies the responsibilities of the consultant and client throughout the consulting engagement. Builds shared understanding, mutual accountability, and trustNot Started
101OD StrategiesOD ConsultingInterviewing StakeholdersThe process of OD consulting starts with a meeting where you interview your stakeholder(s) regarding their challenges. The intent is to learn as much as your can so that you can determine an appropriate method of researching, measuring, and resolving their challenges.Tool Only
102OD StrategiesOD ConsultingContractingNot Started
103OD StrategiesOD ConsultingSetting Client ExpectationsOutlines how to align goals, deliverables, timelines, and responsibilities with clients. Prevents miscommunication and builds credibility through transparency.Not Started
104OD StrategiesOrganization DesignIntroduction to Organization DesignProvides an overview of how to structure roles, workflows, governance, and systems to support strategy and performance. Uses models such as Galbraith’s Star Model or McKinsey 7S.Not Started
105OD StrategiesDiversity, Equity, & InclusionIntroduction to Diversity, Equity, & InclusionExplains foundational DEI principles and the importance of embedding inclusive practices into organizational systems, leadership behaviors, and decision-making.Not Started
106OD StrategiesDiversity, Equity, & InclusionUnconscious Bias in the WorkplaceRaises awareness of hidden biases that affect hiring, promotion, and collaboration. Includes tools for identifying, discussing, and reducing bias in organizational practices.Not Started
107OD StrategiesDiversity, Equity, & InclusionIntroduction to Affinity GroupsExplains the formation and purpose of employee resource groups (ERGs) or affinity groups. Promotes inclusion, connection, and culture-building across identities and communities.Not Started
108OD StrategiesDiversity, Equity, & InclusionAssessing Equal TreatmentProvides methods to evaluate fairness in policies, practices, and outcomes related to compensation, promotions, and opportunities. Supports equity audits and improvement planning.Not Started
109OD StrategiesSustainabilityIntroduction to SustainabilityOutlines the importance of environmental, social, and governance (ESG) principles in OD. Connects sustainability to long-term organizational success and social responsibility.Not Started
110OD StrategiesSustainabilityEnsuring Sustainable PracticesIncludes frameworks and checklists for embedding sustainability into strategy, operations, and culture. Encourages systems thinking and stakeholder alignment.Not Started
111People PracticesPerformance ManagementIntroduction to Performance ManagementExplains the principles of managing and improving individual and team performance aligned with strategic goals. Includes goal-setting, coaching, and review processes.Not Started
112People PracticesPerformance ManagementMeasuring PerformanceCovers tools and metrics for evaluating employee contributions and outcomes. Supports evidence-based decision-making, recognition, and development planning.Not Started
113People PracticesPerformance ManagementDesigning Performance Management ProcessesProvides a step-by-step approach for building or revising performance systems. Aligns appraisals, goal-setting, development, and feedback loops with organizational strategy.Not Started
114People PracticesPerformance ManagementFeedback- A Facilitated ApproachFeedback is critical for recognition and improving performance. Without it, people don’t know what to continue doing and what to change.Tool Only
115People PracticesPerformance ManagementIntro to Gilbers Behavior Engineering ModelDescribes the Behavior Engineering Model (BEM) for performance analysis. This model has stood the test of time and continues to be used by performance consultants.Tool Only
116People PracticesCompetenciesIntroduction to CompetenciesDefines competencies as the skills, behaviors, and attributes required for success in a role or organization. Establishes a foundation for performance management, development, and talent decisions.Not Started
117People PracticesCompetenciesCreating a Competency ModelGuides the process of identifying and grouping core, leadership, and technical competencies aligned to organizational strategy. Supports hiring, development, and succession planning.Not Started
118People PracticesCompetenciesAssessing CompetenciesProvides tools and methods (e.g., 360 feedback, self-assessments, simulations) to evaluate proficiency in defined competencies. Informs development planning and performance evaluations.Not Started
119People PracticesCompetenciesCompetency ArchitecturesPresents structured models showing how competencies are layered across job families or levels (e.g., emerging, mid-level, senior leadership). Enables scalable talent and learning strategies.Not Started
120People PracticesCompetenciesOD Competency FrameworkA specialized set of competencies required for OD practitioners, including systems thinking, change facilitation, data analysis, and consulting skills. Serves as a guide for OD development and practice.Not Started
121People PracticesCompetenciesUsing the OD Competency FrameworkProvides guidance on applying the OD competency framework to assess development needs, structure learning journeys, and guide certification or performance evaluation for OD professionals.LDCP and Tool
122People PracticesProcess ImprovementBrownpaper Technique for Process MapsThere are many techniques for developing process maps. The Brownpaper Technique demonstrates a team building approach that uses the power of the team to develop views on where workload issues might be.Tool Only
123People PracticesProcess ImprovementAnalyzing ProcessesAnalyzing processes involves examining how work is performed to uncover inefficiencies, delays, or gaps that impact quality or productivity. It is a diagnostic technique used in OD to support process redesign or improvement initiatives.Tool
124People PracticesProcess ImprovementIntro to Process ImprovementThe stages of Process Improvement are creative and iterative. The process flows should be mapped out first in draft using pencil (or with Post-it Notess™) and verified before a final Brownpaper is produced. Use the steps below to create your process map and improve processes.Tool Only
125People PracticesSuccession PlanningIntroduction to Succession PlanningProvides an overview of how to identify and develop future leaders to ensure continuity in key roles. Includes talent mapping, readiness assessments, and development strategies.LDCP and Tool
126People PracticesSuccession PlanningSuccession Planning Readiness AssessmentBefore implementing a succession planning process, it is good to review each of the factors that are needed for success and create an action plan to make sure the program will achieve the outcomes desired.Tool Only
127People PracticesSuccession PlanningIdentification of High PotentialsThis worksheet provides you with the tools needed to rate each person on your team and determine their readiness to be developed for a future role.Tool Only
128People PracticesSuccession PlanningIdentification of Succession Planning NeedsIn most organizations, projects only get funding with a solid business case. In making the case for a Success Planning Program, the first area of focus is identifying needs. Working with business leaders, identify the needs reflected from each area below.Tool Only
129People PracticesSuccession PlanningRanking High PotentialsOnce performance and potential ratings are determined, individuals can be plotted on a grid based on their readiness (performance and potential) and categorized based on their ability to be promoted. This type of grid will graphically depict quantities of readiness in a group, function, or an entire organization.Tool Only
130People PracticesSuccession PlanningCriteria for Selecting High PotentialsThis job aid contains the criteria needed to determine your high potentials employees.Tool Only
131People PracticesSuccession PlanningSuccession Planning Talent Review and MetricsA key part of your organization’s Succession Planning Strategy includes the tracking and monitoring the development of internal talent. This is critical to the success of your organization, its sustainability, and its ability to achieve business outcomes.Tool Only
132People PracticesSuccession PlanningBest Practices in Succession ManagementLiterature indicates that regardless of size, the same fundamental concepts and practices that underlie a best practice succession management system apply to all organizations. This tool provides you with the practices and imperatives for each practice.Tool Only
133People PracticesSolving Performance ProblemsAccountability WorksheetThis worksheet helps you hold yourself and your team accountable for expectations, decision making, and feedback.Tool Only
134People PracticesSolving Performance ProblemsWhen to Use a Problem Solving ApproachHelps determine when structured problem-solving is appropriate, especially for performance, process, or behavior-related challenges. Promotes data-driven intervention planning.Workshop and Tool
135People PracticesSolving Performance ProblemsThe Performance Problem Solving ProcessOutlines a step-by-step method for identifying root causes of performance issues and applying corrective actions. Aligns performance expectations with support and accountability.Workshop and Tool
136People PracticesSolving Performance ProblemsDevelopment vs. DisciplineClarifies the distinction between coaching for growth and implementing formal disciplinary processes. Supports appropriate and constructive manager responses to performance concerns.Workshop and Tool
137OD StrategiesStrategic PlanningStrategic Planning Process OutlineStrategic Planning consist of six major steps. This outline lists them as well as the activities for each step.Tool Only
138OD StrategiesWorkforce PlanningCreating a Workforce Planning StrategyGuides the development of strategies to forecast talent needs, close skill gaps, and align workforce capabilities with future business goals. Involves scenario planning and data analytics.Workshop and Tool
139OD StrategiesWorkforce PlanningIntroduction to Strategic Workforce PlanningThough there is no definitive ‘Start here’ activity for an approach to Strategic Workforce Planning, there are five fundamentals activities that most Workforce Plan models have.Workshop
140People PracticesTeam DevelopmentDefining Team Members RolesWhen a team assembles to set goals, work on problems or make decisions, out of habit their focus is on the task at hand. However, to operate effectively, they must first define their roles.Tool Only
141People PracticesTeam DevelopmentEffective QuestioningHelpful and challenging questions are the key to effectively facilitating teams. The aim of asking questions is to help individuals think, reflect, and maybe respond.Tool Only
142People PracticesTeam DevelopmentStages of Team DevelopmentBased on Tuckman’s model (Forming, Storming, Norming, Performing), this tool helps leaders understand and support team dynamics at each development stage to improve effectiveness.Workshop and Tool
143People PracticesTeam DevelopmentDecision-making Methods for TeamsExplores group decision techniques such as consensus, majority rule, multi-voting, and nominal group technique. Encourages inclusive, efficient, and fair team decisions.Tool Only
144People PracticesTeam DevelopmentEstablishing NormsWhen working with others, we need to make sure that we have explicit norms on how we want to operate together. Normally people work together without making the norms explicit, and, as a consequence, everyone has slightly different expectations about “how” they should be working.Tool Only
145People PracticesTeam DevelopmentFacilitating a DiscussionThere are many times that we need to facilitate a discussion. The central task of the facilitator is to manage how discussions occur. This guide helps you understand the process and conduct better discussions.Tool Only
146People PracticesTeam DevelopmentGaining ConcensusUsing consensus as a decision-making method allows you to leave a meeting knowing the decisions will be supported and gives team members an equal voice. It’s not the easiest approach but is the one that pays off in the long-term.Tool Only
147People PracticesTeam DevelopmentProject Planning BasicsAll teams should have a plan for how the work will be completed, especially project teams. A work plan is where you commit yourself to a series of steps or activities that will ensure the team’s performance objectives get translated into ACTION.Tool Only
148People PracticesTeam DevelopmentProject Team Evaluation FormUse this form to evaluate your team and each member including yourself during or at the completion of any project.Tool Only
149People PracticesTeam DevelopmentResolving ConflictConflict is the process that begins when one party perceives that the other has frustrated, or is about to frustrate his/her needs, wants, and values. Conflict situations are situations in which the needs, wants, or values of two parties clash or in some way interfere with each other.Tool Only
150People PracticesTeam DevelopmentSetting ExpectationsIt is important to determine team expectations. Clarifying expectations helps everyone to understand what’s expected from each other and what outcomes need to be accomplished as a team.Tool Only
151People PracticesTeam DevelopmentTeam Evaluation FormThis worksheet is designed to help you determine how effectively your team is operating and what might be done to improve performance.Tool Only
152People PracticesTeam DevelopmentTeam Meeting Effectiveness SurveyThis survey will help you gather information about the team’s perception of meeting effectiveness and help identify ways to improve meetings.Tool Only
153People PracticesTeam DevelopmentTeam Purpose StatementOutlines the team’s mission, goals, and contribution to the organization. Establishes shared direction and accountability for performance.Tool Only
154People PracticesTeam DevelopmentTeam Roles and Responsibilities WorksheetClarifies individual responsibilities and collective accountability within the team. Supports collaboration, ownership, and alignment to goals.Tool Only
155People PracticesTeam DevelopmentTeam Trust ActivitiesIncludes activities and reflections that promote psychological safety, openness, and trust within teams. Fosters a foundation for high performance.Tool Only
156People PracticesTeam DevelopmentTrust Behaviors and AssessmentsProvides a framework for recognizing, modeling, and measuring trust-building behaviors at individual and team levels. Strengthens relationships and credibility.Tool Only
157People PracticesTeam DevelopmentWorking Styles ToolHelps teams identify their preferred working styles (e.g., analytical, driver, amiable, expressive) and adapt to each other to increase collaboration and reduce conflict.Tool Only
158People PracticesTeam DevelopmentWorking Styles Self-AssessmentAllows individuals to assess their dominant working style and understand how it influences communication, decision-making, and teamwork.Tool Only
159People PracticesTeam DevelopmentWorking Styles GridSummarizes working style types in a visual matrix to facilitate comparison and discussion among team members. Supports understanding and collaboration.Tool Only
160People PracticesTeam DevelopmentWorking Styles QuestionnaireUsed to gather responses that help identify individual working style preferences. Promotes awareness of diversity in approach and behavior on teams.Tool Only
161People PracticesTeam DevelopmentWorking Styles Score SheetCompanion to the questionnaire used to tally and interpret working style results. Aids in individual reflection and team debrief discussions.Tool Only
162People PracticesTeam DevelopmentWorking Styles SummaryCondenses the characteristics, strengths, and challenges of each working style type. Useful for job aids, training materials, and coaching conversations.Tool Only
163People PracticesTeam DevelopmentWorking Styles Team WorksheetTeam worksheet that helps visualize and analyze the team’s composition of working styles. Encourages adaptation and collaboration planning.Tool Only