APPENDIX B

List of Tools

Contributors to ATD’s Handbook for Training and Talent Development provided tools to help you implement the concepts you learned in each chapter throughout the book. The tools are available for download at ATDHandbook3.org. As long as you maintain the copyright information and the “used with permission” designation on the tool, you will be able to use it in your daily work. These tools were available at the time of publishing. More may be added.

Chapter 2. Critical Adult Learning Basics in Action

Becky Pike Pluth

•  Tool 2-1. 55 Ways to Add Variety to Your Training

•  Tool 2-2. Checklist for Facilitating Activities

Chapter 3. A Learning Science Strategy: Deepening the Impact of Talent Development

Jonathan Halls

•  Tool 3-1. Learning Science Mindset: Trainer and Instructional Designer Self-Assessment

•  Tool 3-2. Learning Science Mindset: Talent Executives Self-Assessment

Chapter 4. The Business Case for Learning

Preethi Anand

•  Tool 4-1. A Framework to Prepare a Business Case

Chapter 5. The Talent Development Capability Model

Morgean Hirt

•  Tool 5-1. Links to Talent Development Capability Model Tools

Chapter 6. Give Your Career a Boost With Certification

Rich Douglas

•  Tool 6-1. Credential Consideration Tool

Chapter 7. Thriving in Your Career: Powerful Plans for Lifelong Learning

Catherine Lombardozzi

•  Tool 7-1. TD Capability Framework Sources

•  Tool 7-2. Self-Directed Learning Project Planning Worksheet

Chapter 8. The Irreplaceable Growth Mindset

Ryan Gottfredson

•  Tool 8-1. Resources for Developing a Growth Mindset

Chapter 9. An Oath of Ethics for Learning and Development Professionals

Travis Waugh

•  Tool 9-1. The Ethical Learning and Development Job Aid

Chapter 10. What’s EQ Got to Do With a TD Career?

Jean Greaves

•  Tool 10-1. EQ Strategies for TD Professionals

Section III. Luminary Perspective: Train to Add Value and Make a Difference

Bob Pike

•  Tool S3-1. Learning Preferences Continuum

Chapter 12. Using Evidence to Assess Performance Gaps

Ingrid Guerra-López

•  Tool 12-1. Identifying Objectives and Activities for the Alignment Process

•  Tool 12-2. Deployment Tips to Maximize Data Collection

•  Tool 12-3. Data Collection and Analysis Planning Matrix

Chapter 13. Design Thinking for TD Professionals

Sharon Boller

•  Tool 13-1. Step 1: Strategy Blueprint

•  Tool 13-2. Step 2: Empathy Map

•  Tool 13-3. Step 3: Learner Personas

•  Tool 13-4. Step 4: Learning Journey Map

•  Tool 13-5. Step 5: Create Learner Stories

•  Tool 13-6. Step 6: Testing Tool

Chapter 14. Innovative Design: Uncovering the Art of the Possible

Brian Washburn

•  Tool 14-1. Guide for Developing an Innovative Learning Design

Chapter 15. We Need It Personalized, Accurate, and NOW!

Lisa MD Owens and Crystal Kadakia

•  Tool 15-1. Upgrade Tool

•  Tool 15-2. Learn Learner-to-Learner Differences Tool

•  Tool 15-3. Surround Learners With Meaningful Assets Tool

•  Tool 15-4. Change On-the-Job Behavior Tool

•  Tool 15-5. Track Transformation of Everyone’s Results Tool

Chapter 17. 21st-Century Media Skills: Put Learning Where the Work Is

Mhairi Campbell

•  Tool 17-1. Top 10 Tips to Improve Your Video

Chapter 18. Using Story Structure to Influence

Nancy Duarte and Jeff Davenport

•  Tool 18-1. The Seven Transformation Story Beats

•  Tool 18-2. Three Opportunities to Use Story

Chapter 19. Implementing the Four Levels of Evaluation

Jim Kirkpatrick and Wendy Kayser Kirkpatrick

•  Tool 19-1. Kirkpatrick Blended Evaluation Plan

Chapter 20. Impact and ROI: Results Executives Love

Jack J. Phillips and Patricia Pulliam Phillips

•  Tool 20-1. The Alignment Conversation Toolkit

•  Tool 20-2. Project Selection Worksheet

•  Tool 20-3. ROI Methodology Application Guide

Chapter 22. Keys to Designing and Delivering Blended Learning

Jennifer Hofmann

•  Tool 22-1. Blended Learning Scoring Tool

Chapter 23. The Many Aspects of Accessibility

Maureen Orey

•  Tool 23-1. Learning Environments and Access to Learning Matrix

Chapter 24. Learning Transfer: The Missing Link

Emma Weber

•  Tool 24-1. Action Planning Tool

Chapter 25. Critical Tools to Support the Fundamentals of E-Learning

Diane Elkins

•  Tool 25-1. Common Game Elements

•  Tool 25-2. Authoring Tool Feature Analysis

•  Tool 25-3. Authoring Tool Links

Chapter 26. Designing and Delivering Virtual Training

Cynthia Clay and Cindy Huggett

•  Tool 26-1. Sample Virtual Class Outline

•  Tool 26-2. Virtual Facilitator Strengths Checklist

Chapter 27. Essential Skills for TD Professionals

Wendy Gates Corbett

•  Tool 27-1. Checklist of Essential Skills for TD Professionals

Chapter 28. Initiating a Talent Development Effort

David Macon

•  Tool 28-1. 90-Day Planning Template

•  Tool 28-2. A Tool to Define Make or Buy Decisions

•  Tool 28-3. Developing Learning-Solution Objectives Template

Chapter 29. Working Effectively With SMEs

Greg Owen-Boger and Dale Ludwig

•  Tool 29-1. Criteria for Selecting Instructional SMEs

•  Tool 29-2. Frame a Training Session

Chapter 30. Perfecting Your Facilitation Skills: The Facilitative Trainer

Michael Wilkinson

•  Tool 30-1. Engagement Strategies for Facilitators

Chapter 31. Communicating With Executive Leadership to Gain Buy-In

Dianna Booher

•  Tool 31-1. Checklist of Tough-Question Prompts and Discussion Starters for Your Next Executive Briefing, Proposal, or Conversation

Chapter 32. Integrating DEI Principles Into TD Initiatives

Maria Morukian

•  Tool 32-1. Checklist for Creating Diverse, Equitable and Inclusive Learning Experiences

Chapter 33. Digital Age Requirements for Talent Development Professionals

Alex Adamopoulos

•  Tool 33-1. Self-Assessment for Agile Teams

Chapter 35. Equip Your Managers to Become Masters of Development

Wendy Axelrod

•  Tool 35-1. Coaching Questions for Managers

Chapter 36. Talent Development’s Role in Strategic Workforce Planning

Barbara Goretsky

•  Tool 36-1. A Checklist of Phases and Steps to Develop a Strategic Workforce Plan

Chapter 37. From Ward to Steward: Enhancing Employee Ownership of Career Development

Halelly Azulay

•  Tool 37-1. A Plan to Take Ownership of Your Career Development

Chapter 38. Implement a Mentoring Program That Works

Jenn Labin and Laura Francis

•  Tool 38-1. Design a Mentoring Program That Works

Chapter 39. Consulting on the Inside: Roles, Competencies, and Challenges

B. Kim Barnes and Beverly Scott

•  Tool 39-1. Know When to Use Internal or External Consultants

•  Tool 39-2. Internal Consulting Competencies Self-Assessment

Chapter 40. Becoming a Successful Consultant: From Startup to Market Leadership

Andrew Sobel

•  Tool 40-1. Become a Successful Consultant: Six Competencies Self-Assessment

Chapter 41. Building Teams and Understanding Virtual Teamwork

Tammy Bjelland

•  Tool 41-1. Essential Documents for Virtual Teamwork

Chapter 42. The Trifecta: Project Management, L&D, and Talent Development

Lou Russell

•  Tool 42-1. Project Charter Template

Chapter 44. Structuring TD to Meet the Dynamic Needs of the Organization

William J. Rothwell, Angela Stopper, and Aileen G. Zaballero

•  Tool 44-1. ATD’s TD Framework Puzzle

•  Tool 44-2. Step 1: Building Your Talent Development Framework Template

•  Tool 44-3. Step 2: Populating Your Talent Development Framework Template

•  Tool 44-4. Step 3: Launching Your Talent Development Framework Template

•  Tool 44-5. Step 4: Communication Strategy Template

Chapter 45. The Five Fundamentals of Learning Leadership

Jim Kouzes and Barry Posner

•  Tool 45-1. Five Questions to Ask Yourself

Chapter 46. Building Your Business Acumen

Kevin Cope

•  Tool 46-1. 7 Steps to Build Your Business Acumen

Chapter 47. Supporting Your Organization’s Onboarding Efforts

Norma Dávila and Wanda Piña-Ramírez

•  Tool 47-1. 9 Questions to Determine Suitability for Remote Work

•  Tool 47-2. Onboarding Communications Status

•  Tool 47-3. Pre-Onboarding Planner

•  Tool 47-4. General Onboarding Worksheet

•  Tool 47-5. Role-Specific Worksheet

•  Tool 47-6. Checklist to Document Availability of Common Onboarding Metrics

Chapter 48. Determining Talent Development’s Organizational Impact

David Vance

•  Tool 48-1. Impact

•  Tool 48-2. ROI

Chapter 49. Best Practices for a Talent Development Department of One

Emily Wood

•  Tool 49-1. Organizational Needs Assessment Checklist

Chapter 50. 6 Essentials for a Thriving Learning Culture

Holly Burkett

•  Tool 50-1. Six Essentials for a Thriving Learning Culture

•  Tool 50-2. Self-Assessment to Rate Your Learning Culture

Chapter 51. Sustaining Diversity, Equity, and Inclusion

Tonya Wilson

•  Tool 51-1. Validated DEI Survey Questions

•  Tool 51-2. DEI Risk Assessment Options

•  Tool 51-3. DEI Definitions

Chapter 53. Organizational Design Practices That Can Make or Break Your Organization

David C. Forman

•  Tool 53-1. OD Practice Tool for Strategic Alignment

•  Tool 53-2. Sample Competitive Differentiation Matrix

•  Tool 53-3. Assessing Characteristics of an Embracing Culture

•  Tool 53-4. Fearless Learning Skills Assessment and Plan

Chapter 54. Agility for the Future Workforce

Christie Ward

•  Tool 54-1. Becoming an Agile Enterprise Infographic

Chapter 55. Developing a Change-Ready Organization

Jennifer Stanford

•  Tool 55-1. Change Readiness Predictor

•  Tool 55-2. Ask Powerful Questions

Chapter 56. Emerging Technology and the Future of Learning

Karl Kapp and Jessica Briskin

•  Tool 56-1. Digital Tools Resource List

•  Tool 56-2. RISSCI Implementation Viability Assessment Tool

Chapter 57. Talent Development’s Role in Aligning People Analytics With Strategy

Larry Wolff

•  Tool 57-1. Strategy Map Template

•  Tool 57-2. Implementation Road Map to Align People Analytics With Company Strategy