Free Books, Reports, Checklists, and More!

I love creating tools you can use. You can find many of them below. Let me know what you think! 

All the best, Don

To view the full content and navigate to each page, hover your mouse cursor over the PDF documents below and click on the down arrow at the bottom.

To download a copy, click here.

retentionengagement retention tool sample 2

Try the Engagement Retention Tool, click here.

To download a copy, click here.

turnover cost calculator

Try the Turnover Cost Calculator, click here.

Checklists, Reports, Tools and More

– 4 Phases of Emotional Development

– 10 Steps to Getting a Raise

– 10 Things You Can Do to Have a Great Flying Experience

– 15 Ideas for Better Time Management

– 17 Blockages to Being a Great Executive

– 17 Virtues of the Great Executive

– 32 Things You Can Do to Be a Better Person

– 48 Ideas for Creating A Secure Workplace

– 50 Things You Can Do to Nurture and Balance Your Emotional Energy

– 61 Ways to Market Your Professional Practice

– 60-Day New Employee Survey

– 65 Powerful Strategies for Great HR

– 90-Day Strategic Plan

– A Checklist for Designing a Coronavirus Safe Workplace

– A Dozen Reasons Why You Should Have Don Phin Present for You

– A Dozen Ways to Show Employees You Care

– Advice for Young People Looking to Decide on a Career Path

– AI Ethics and Compliance Policy for Human Resources

– A Few Lessons Learned…

– An Exercise for Great Listening

– Artificial Intelligence Applications in Investigations: Detecting Deception

– Assessing Your Leadership Quotient

– Areas Where HR Can Apply Some Creativity

– Balanced Life Checkup

– Behavioral Interviewing

– Being Safe at Work, Home, and on the Road

– Candidate Referral Form

– Career Strategies – What’s next for your career?

– Checklist of Conducting Online Investigations

– Checklist of Factors to Consider When Creating Sales Commission Agreements

– Checklist for Gamification

– Checklist for Great Office Design

– Checklist for Preventing Mistakes

– Coachable Moments Checklist

– Coaching Poster

– Community Involvement Checklist

– Company Culture is the Story We Tell Ourselves…About Ourselves

– Compensation Philosophy?

– Creating a Fun Workplace

– Creating an Employee Handbook

– Creativity Checklist

– Diversity at Your Agency

– Employee Onboarding Checklist

– Employee Referral Program (ERP) Checklist

– Employee Suggestion for Creating Fun and Engaging Activities 

– Getting to Know You

– Golden Rules For Being Successful At Work

– Great Employees Poster

– Great Manager Poster

– Hiring and Retaining Employees in this Crazy Economy

– Hiring Checklist

– How to be an Excellent Employee

– How to Hire Your First Coach

– HR Department Opportunity Survey

– HR Poster

– Independent Contractor Checklist

– Inspiring Quotes

– Investigations That Work

– Investigating, Managing, and Preventing Wrongful Employee Conduct

– Job Security – How to Guarantee a Successful Career

– Just What is Company Culture Anyway?

– Managing Poor Performance Checklist

– Managing the Crazy Changes Coming Your Way

– Mental Health at Work: Strategies to Remain Caring, Productive, and Compliant

– Nepotism: The Pitfalls and Challenges

– Our Hiring Process FAQ

– Powerful Presentation Techniques

– Powerful Thoughts from RIGHT NOW

– Preparedness 101: Zombie Pandemic

– Pre-termination Checklist

– Protecting Confidential Information Checklist

– Referral Bonus Program

– Remote Worker Risk Management Checklist

– Revisiting Maslow’s Hierrarchy of Needs

– Reward and Recognition Possibilities

– Sales Commission Agreements

– Seven Commandments of Social Media Use

– Seven Steps to Up Your Speaking Game

– Show We Care

– Spirit at Work – Blue

– Spirit at Work – Red

– Spiritual Wisdom

– Strategies for Developing a Career Path that Works

– Ten Reasons Why The 40//40 Solution Will Attract Buyers and Drive Sales

– The Five-Minute Listening Exercise

– Training that Works Checklist

– Vision, Mission, Values, and Goals Worksheet

– Visualization Techniques for Success

– Wellness Opportunity … Where Do We Go From Here?

– Workplaces of the Future Checklist

– Workshop Poster

– Writing and Speaking Ideas Checklist

– Your Health is Wealth Shopping Checklist

Please leave a comment about the tools, checklists, or reports. Thanks!

6 replies
  1. Whitney Bond
    Whitney Bond says:

    I found Don via LinkedIn Learning when a class called “Becoming Your Company’s Human Resources Hero” and I’m so glad I did! I’m feeling inspired and ready to tackle my new role. Looking forward to using these tools and sharing with the rest of my team.

    Reply
  2. Parker Adam
    Parker Adam says:

    HR tools are great for tracking employee performance and productivity. These tools help managers and supervisors keep track of their employees’ progress throughout the day. Thank you for sharing the helpful article.

    Reply
  3. Pamela Alfaro
    Pamela Alfaro says:

    I definitely loved the incredible amount of materials you have to make us grow. I started reading “The Truth about HR and you” and it has been changing my mind and the way I see our function.

    Thank you so much for putting all this together and thinking on others as me that really need your guidance.

    Big hug 🫂

    Reply
  4. Sandy Jacob, MAEA, SPHR
    Sandy Jacob, MAEA, SPHR says:

    Don, thank you for the free goodies on your website – honestly, very generous of you to offer these resources to us all. So much to unpack! I’m excited to dive in. It’s clear that you truly care about helping others, and it’s genuinely appreciated.

    Reply

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