RESOURCES

Templates and job aids you can use today to level up your OBM skills. 

Check back regularly for new resources!

ABOUT OUR RESOURCES

DEVELOP YOUR SKILLS. 


We know from research that just hearing information doesn't produce behavior change. We provide these tools so you can build your repertoire - starting today. 

PRACTICE MAKES PERMANENCE. 


Learning new skills is work. Use these tools, build your fluency, and start modifying them for your specific setting. 

NO GATEKEEPING.
 


Sharing our knowledge helps individuals, which helps our field as a whole. We provide resources for free to do our part with equity, accessibility, and dissemination. 

ABAI PAPER SESSION

Kristyn's paper from ABAI 2024. Provides literature review on the impacts of corporate wellness programs, and 5 strategies to get buy in from stakeholders for wellness programming. 

ELEMENTS OF HIGHLY ENGAGED CULTURES

A cheat sheet for environmental arrangements that can lead to increased engagement, with descriptions and common barriers, adapted from the Association for Talent Development.

SWOT ANALYSIS TEMPLATE 

A fillable PDF template for a SWOT analysis. Contains helpful questions to help guide your analysis to identify strengths, weaknesses, opportunities and threats for a business. 

CRITICAL FRIENDS RELATIONSHIP STRATEGIES

Get a breakdown of the four categories for building relationships with as a Critical Friend, so your feedback doesn't fall on deaf ears.


NWI WELLNESS INVENTORY

A great tool to evaluate your physical environment's impact to employee wellness. 


UMATTER ASSESSMENT

An 80-question survey aligned to the 8 dimensions of wellness framework. 


QUALITY OF WORK LIFE 

A measure used frequently by the CDC to measure relationships with stress, professional prospects and other aspects of work life. 

MORAL INJURY SYMPTOM SCALE

An 11-question assessment to determine if moral injury is functionally impairing an employee.  

RESISTANCE TO CHANGE ARTICLES

Three great articles from JOBM that address resistance to change from varying perspectives. 

CRITICAL FRIENDS ARTICLES

Four articles about critical friends, including vignettes, ways to run critical friend groups, and how this has been used in education.

FEEDBACK BEST PRACTICES 

How to deliver feedback that's actually effective is a lot more complicated than we think. We did the heavy lifting and compiled the best practices.

ADDIE TRANSLATION

The ADDIE model is a standard in Learning & Development. Here's a helpful sheet to help you generalize the model with behavioral science terms. 

PLANNING PROMPTS CHEAT SHEET

A helpful resource to determine if planning prompts to engage in specific behaviors may be effective. Includes rationale and Cooper citations for reference. 

GANTT CHART TEMPLATE 

Gantt Chart Excel template, used to plan project timelines including individual tasks, milestones, dependencies and other critical aspects of project management. 

PSYCHOLOGICAL SAFETY INVENTORY

Excel template with automated scoring from Plouffe et al. (2023). Has normed information so you can compare where your organization falls in. 

CROSS-TRAINING EVALUATION

The number of options can be overwhelming. And, even worse, some don't give the return on investment we need to grow our careers. This PDF may help 

BEHAVIORAL RISK MATRIX

Trying to find an objective way to determine how to address a problem? Here's a behavioral take on a risk assessment with an included task analysis on how to use. 

TEMP ASSESSMENT TASK ANALYSIS

Self-management and supervision tool to help evaluate aversive work tasks and create interventions to make them suck less. 

ADKAR TEMPLATE

A fillable PDF for ADKAR; the 5-step linear Organizational Change Management methodology. 


BALANCED SCORECARD

An Excel template for a Balanced Scorecard that can be used as part of a performance management program in any industry.