Sample Proposal
Talent Initiative Proposal – Example

Foundations and Supporting Materials

1. Internal Notes
Blueprint – Reference
End of Project Checklist – Template
Notetaking Pointers – Reference
Project Lead Guide Revised Schedule – Example
Talent Initiative Metrics – Reference
Talent Initiative Metrics Reference – Template

2. Project Lead and Communications Guides
1 – Project Lead Guide – Sample 2019
2 – Staff Communications Templates – Sample

3. Discovery Interview and Data Prep Materials
Interview and Focus Group Questions with DEI – Example
Interview Questions – Template
Survey Questions – Template

4. Project Materials and Flow
1 – Alignment with CEO – Example
2a – Pre-Kickoff – Example
2b – Kickoff – Example
2c – Kickoff Meeting Notes – Example
2d – Talent Team Schedule of Key Milestone Meetings – Example
4 – Talent Initiative Findings Report – Word Version Example
4 – Talent Initiative Findings Report Deck Version – Example
4 – Talent Initiative Findings Report Executive Summary – Example
4a – Findings Retreat Advance Materials – Example
4b – Findings Retreat Meeting Deck – Example
5 – Findings Report Additional Analysis Memo – Example
5 – Findings Staff Communications FAQ – Example
6 – Roadmap Planning Meeting (Basic) – Template
6a – Roadmap Culture and Values – Example
6a – Roadmap Culture and Values Planning meeting – Example
6b – Roadmap Hiring and Onboarding – Example
6b – Roadmap Hiring and Onboarding Planning meeting – Example
6c – Roadmap Internal Communications – Example
6c – Roadmap Internal Communications Guide – Resource
6c – Roadmap Internal Communications Planning meeting – Example
6d – Roadmap Rewards and Recognition – Example
6d – Roadmap Rewards and Recognition Planning Meeting – Example
6e – Roadmap Leadership and Professional Development – Example
6e – Roadmap Leadership and Professional Development Meeting – Example
7 – Planning Retreat Facilitator Agenda – Example
7 -Planning Retreat Meeting Deck – Example
7a – Planning Retreat Culture Values Roadmap – Example
7b – Planning Retreat Hiring and Onboarding – Example
7c – Planning Retreat Internal Communications Roadmap – Example
7d – Planning Retreat Rewards and Recognition Roadmap – Example
8 – Commencement Guiding Questions for ORG Senior Management Team – Example
8 – Commencement Talent Management Plan Briefing Deck – Example
9 – FINAL Talent Management Strategy Plan – Word Version Example
9 – FINAL Talent Management Strategy Plan – Deck Version Example