The models library

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63 models in the pocketbook.

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1

Diagnosis first

Is the organization aligned?

Use when Any org problem that might not be a people problem; pre-work before proposing programs

StrategyStructureSystemsShared valuesStyleStaff

Why performance really lags

Use when Someone asks for training; you suspect the environment is the problem

InformationResourcesIncentivesKnowledge & skillCapacityMotives

Mager & Pipe

Sequence

The training-request triage

Use when The intake gate for every capability request

Name the gapWorth fixing?Skill or will?If willIf skill

Getting under the stated problem

Use when Any sponsor conversation where the presenting problem smells like a symptom

Stated problemWhy 1-2Why 3-4Root causeFix owner

Outside-In

Sequence

Value is defined by the receiver, not the provider

Use when Writing a people strategy, or pressure-testing one that reads as an HR wish list

Start outsideName the receiverDefine their valueWork back to practiceMeasure their outcome

Where the function is being asked to move

Use when Setting an HR function's direction, or sense-checking a people strategy against where the profession is heading

Why: human valueWhat: whole capabilityWho: shared accountabilityHow: analytics and AI

The cheapest learning ritual there is

Use when Anything just ended: a project, a cycle, an incident, a launch

IntendedActualWhy the gapKeepChange
2

Learning & Development

70-20-10

Grid

Where development happens

Use when Designing any development experience; defending against course-catalogue thinking

70 Experience20 Exposure10 Education

Organize by business problem, not content

Use when Structuring the L&D portfolio; the alternative to content-library sprawl

Anchored to a capability the strategy needsBusiness leaders as faculty and ownersBlended and longitudinalMeasured on the capability

Write objectives that mean something

Use when Writing learning objectives; auditing vendor content depth

CreateEvaluateAnalyzeApplyUnderstandRemember

Transfer design

Sequence

The event is 10% of the work

Use when Any program where behaviour must survive contact with the job

BeforeDuring48 hours30 days90 days

GROW

Sequence

The coaching conversation's spine

Use when Any coaching conversation, or teaching managers to stop giving answers

GoalRealityOptionsWill
3

Performance Management

AMO

Grid

The performance equation

Use when Diagnosing why an individual or team underperforms before acting

AbilityMotivationOpportunity

Goal cascade

Ladder

Without the spreadsheet theatre

Use when Connecting enterprise strategy to individual goals people can recite

Enterprise scorecardFunction goalsTeam goalsIndividual

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

The cycle that replaces the annual event

Use when Designing or redesigning enterprise performance management

ExpectationsCheck-insFeedbackReviewRecognition

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

Calibration

Sequence

Fairness, not politics

Use when Running rating or talent calibration sessions that survive scrutiny

Evidence packCommon barThe sessionDecisions loggedFeedback loop

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

When hard goals help and when they hurt

Use when Cascading targets, or when someone proposes a moonshot

What the evidence supportsWhere it breaksThe applied case

Three gates before any stretch goal

Original

Use when A team wants, or is being handed, an audacious target

Gate 1: recent winGate 2: protected slackGate 3: decoupled

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

4

Change Management

The individual's journey through change

Use when Planning and debugging adoption for any initiative

AwarenessDesireKnowledgeAbilityReinforcement

Kotter's 8 steps

Sequence

The campaign view

Use when Large, visible transformations that need momentum and coalition

1 Urgency2 Coalition3 Vision4 Communicate5 Empower6 Quick wins

Managing the transition, not just the change

Use when Mergers, restructures, leadership changes; anywhere loss is real

EndingNeutral zoneNew beginning

The change curve

Sequence

Predictable dip, manageable depth

Use when Setting leader expectations; timing communication and support

Shock/denialFrustrationThe dipExperimentCommitment

Why people resist before they think

Use when Designing announcements and consultations; decoding resistance

StatusCertaintyAutonomyRelatednessFairness

The oldest model still earning its keep

Use when Quick strategy for shifting a stuck behaviour or norm

Map the forcesUnfreezeChangeRefreeze

Why sensible change stalls

Use when A change everyone agreed to is not happening, and nobody is visibly opposing it

Improvement goalDoing / not doingHidden competing commitmentBig assumption

The two change programs in every company

Use when The cost program and the culture program are running on separate tracks

Theory E: economic valueTheory O: organizational capability

Scoring change risk before launch

Use when Deciding whether an initiative is set up to land, before money is spent

D: DurationI: IntegrityC: Commitment ×2E: Effort

The pre-mortem

Sequence

Kill the failure before launch

Use when Any major launch, program, or policy, in the last meeting before commitment

Assume failureWrite reasonsRead them allRank and designName the tell

The Open Ledger

Sequence

Imposing constraints without burning trust

Original

Use when Leadership must take something away and still needs commitment

Price what you tookPut bad news firstPay it back in authority
5

Talent & Succession

A conversation, not a verdict

Use when Talent reviews; portfolio view of a leadership population

UnclearGrowth talentTop talentInconsistentCore solidHigh performer

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

Capability sourcing as a portfolio

Use when Any capability gap conversation before a requisition is raised

BuildBorrowBuy

Coverage the board will ask about

Use when Critical-role coverage the board will ask about

Critical rolesReady nowReady 1-2 yrsReady 3+Test annually

From folklore to evidence

Use when Upgrading talent reviews from folklore to evidence

Behaviour-anchoredCalibratedDocumentedRevisited

The 18-month foundation

Use when Planning the shift from jobs-only to skills-informed talent systems

TaxonomyAssessmentVisibilityMatchingPathways

Build-borrow-buy, with AI as the fourth option

Use when Any capability gap, before a requisition is raised

GrowFlexHireAugment

What actually predicts job performance

Use when Designing any selection process, or defending one against gut-feel hiring

Structured interviewsWork samplesAbility + structureUnstructured = noise
6

Engagement & Culture

Reading a culture honestly

Use when Diagnosing culture before attempting to change any of it

ArtifactsEspoused valuesUnderlying assumptions

The performance quadrant

Use when Diagnosing team climate; coaching leaders on the 'nice culture' trap

Comfort zoneLearning zoneApathy zoneAnxiety zone

What moves the number

Use when Choosing survey content and action priorities

My managerMy workMy growthMy teamLeadership & directionFair exchange

The trust-building action loop

Use when Post-survey follow-through; rebuilding trust after hard periods

AskThemeCommitActReport

The team repair sequence

Use when Diagnosing and rebuilding a leadership team that is not working

Inattention to resultsAvoidance of accountabilityLack of commitmentFear of conflictAbsence of trust

The engine under engagement

Use when Designing motivation inside constraints; auditing why engagement is flat

AutonomyCompetenceRelatedness

What kind of culture is this?

Use when Profiling a culture fast, or naming the tension a strategy shift creates

Clan (collaborate)Adhocracy (create)Hierarchy (control)Market (compete)

The say-do gap

Sequence

Measure events, not opinions

Use when Asked to refresh the values, or to measure culture at all

The finding1. Reversal2. Candour3. Removal4. ContradictionSystem traces

The ledger employees already keep

Use when Imposing any constraint; diagnosing quiet quitting or sudden regretted exits

Implicit promisesBreachViolationWithdrawal

The burnout arithmetic

Use when Burnout signals in a team, or designing any role that keeps growing

DemandsResourcesStrain pathMotivation path
7

Org Design

The five-point design check

Use when Any reorg conversation; testing whether structure change will help

StrategyStructureProcessesRewardsPeople

The arithmetic of structure

Use when Sizing management; finding cost and speed in the hierarchy

Span guides by work typeLayer testSymptoms of wrong-sizingChange carefully

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

RACI

Grid

Decision hygiene in one grid

Use when Seam agreements, project governance, any 'who owns this' friction

ResponsibleAccountableConsultedInformed

The operating-model choice

Use when Deciding how any capability (L&D, analytics, comms) should be organized

CentralizedCentre of excellenceFederated

The three-legged stool, and where it cracks

Use when Designing or fixing how the HR function itself is organized

Shared servicesCentres of expertiseEmbedded business partnersThe seams

What the function is actually being paid for

Use when Auditing an HR function, designing HR roles, or explaining what HR is for

Strategic partnerChange agentAdministrative expertEmployee champion

What separates a head of HR from an enterprise voice

Use when Assessing or planning the HR function's standing with the CEO and board

Business fluencyFinancial outcomesEnterprise strategyFunctional execution

Nothing added without a removal

Original

Use when Any program is about to add rituals, reviews, or reporting to managers

The budgetThe ruleThe floor
8

Total Rewards

The whole deal, not just the paycheque

Use when EVP conversations; retention diagnostics; offer design

CompensationBenefits & securityWellbeing & flexibilityRecognitionGrowth

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

Pay positioning

Sequence

Deliberate, not accidental

Use when Comp philosophy discussions; explaining pay decisions to leaders

Market anchorRange designRange positionMix by levelExceptions logged

Where a collective agreement applies, it governs. Check the agreement before applying any of this.

Sequence beats scramble

Use when Annual equity cycle; new pay-transparency obligations

Job architectureMarket + policyAnalysisRemediationGovernance
9

AI in People Work

The decision framework

Use when Every 'should AI do this' question in a people process

AI-fyAugmentKeep human

The pre-pilot checklist

Use when Before any pilot that processes employee data or affects work

Privacy assessmentBias testConsultation checkNamed humanAudit trail

Now, next, later

Sequence

Sequencing AI in HR

Use when Building a credible roadmap instead of a vendor shopping spree

0-6 mo Now6-18 mo Next18+ mo Later