Toolkit Tour: Role Clarity & Talent Review
As organizations enter the new year with refreshed budgets and people stepping into new roles, this is a pivotal moment for HR to help the business gain clarity around roles, decision rights, and where to focus talent investments. Many organizations are reassessing critical roles as they explore where AI can (and should) do the work, while talent leaders are also rethinking how their talent review processes may need to evolve in 2026.
Because the tools that support this work are deeply interconnected, join i4cp’s Product Experience Director, Tools and Resources, Judy Albers, for a members-only Toolkit Tour of i4cp’s Role Clarity Toolkit and Talent Review Toolkit, and learn how to bring structure and clarity to these decisions.
Highlighted tools will include:
- Role Analysis Workbook (Excel) – Identify and prioritize enterprise-critical roles using a structured, four-step approach.
- Role Success Profile (Excel) – Align stakeholders on what success looks like for a role before conflicting expectations take hold.
- Role Charter (PowerPoint) – Clearly communicate ownership, accountability, and decision rights for new or evolving roles.
- Decision Rights Matrix (Excel) – Clarify where authority sits across roles to prevent bottlenecks and duplicated effort.
- Potential Definition Worksheet (Excel) – Create shared, evidence-based definitions of potential to keep calibration discussions focused and productive.
- Bench Strength Summary Template (PowerPoint) – Translate talent review outputs into executive- and board-ready insights on coverage, risk, and readiness.
In addition to a guided walkthrough, you’ll hear insights inspired by i4cp member experiences on how these tools are being applied to improve accountability, talent decisions, and organizational effectiveness.
