templates

ERG Templates & Worksheets

Why start from scratch? Use our free templates and worksheets to jump start your employee resource groups.

For Mature ERGs

Just getting your ERGs started? Go to our templates for beginner ERGs here.
All
Events
Governance
Communications
Budget
Template

ERG Listening Tour Template

This template provides a set of questions for belonging leaders to conduct listening tours with both ERG members and leaders.
Template

ERG Feedback Survey

This template is designed to empower ERG leaders like you in collecting valuable insights from your members.
Worksheet

ERG Metrics Workbook

In this workbook you will learn what ERG metrics to track, how to analyze the data, and how to use data to secure more resources from stakeholders for your ERG.
Worksheet

ERG Language and Terminology Guide

This guide is meant to share the language and terminology used by the ERG to promote inclusivity within the organization by fostering a better understanding of cultural identity.
Worksheet

ERG Allyship Guide

The Allies Guide to Working with Your ERG is a comprehensive resource for those who want to support and work with the Employee Resource Group (ERG).
Template

Crisis Management Email

Use this communication after an event happens that impacts the people represented by one of more of your ERGs.
Template

ERG Event Agenda

One of the best ways to boost ERG engagement is by having an Agenda that encourages people to join. Here's a sample ERG event agenda.
Template

ERG Event Planning

This template will help you create a streamlined and consistent process for planning your ERG events.
Template

ERG Event Recap

This template will help you gather consistent data to report on your ERG events.
Template

ERG Listening Tour Template

This template provides a set of questions for belonging leaders to conduct listening tours with both ERG members and leaders.
Template

ERG Allyship Pledge

A template for employees to take an allyship pledge and commit to supporting ERG initiatives.
Worksheet

ERG Metrics Workbook

In this workbook you will learn what ERG metrics to track, how to analyze the data, and how to use data to secure more resources from stakeholders for your ERG.
Worksheet

ERG Allyship Guide

The Allies Guide to Working with Your ERG is a comprehensive resource for those who want to support and work with the Employee Resource Group (ERG).
Template

Mission Statement

Your Mission Statement states why your ERG exists and should be used to guide decisions that your ERG leaders make.
Template

Exec Sponsor Roles & Responsibilities

Your Executive Sponsors are the connection between your ERGs and company leadership. Here's a sample job description for the role.
Worksheet

Establishing an ERG Worksheet

ERGs should be employee-led. Use this worksheet to help you launch your ERGs.
Template

ERG Program Manual

This program manual will help outline everything that your ERGs need to be successful - from governance, to event cadence.
Template

ERG Lead Application

If you are launching a new ERG and looking to create a leadership team, this template will help you identify potential leads.
Template

ERG Charter

Your ERG Charter is what guides the decisions and programming that your group makes.
Template

ERG Feedback Survey

This template is designed to empower ERG leaders like you in collecting valuable insights from your members.
Worksheet

ERG Language and Terminology Guide

This guide is meant to share the language and terminology used by the ERG to promote inclusivity within the organization by fostering a better understanding of cultural identity.
Template

Black History Month Slack Series

Looking to engage your Slack channels during Black History Month? Use some of these discussion questions and posts to kick off the conversation.
Template

ERG Newsletter

Use newsletters to share ERG updates with your members and keep them engaged. Here's a sample newsletter.
Template

ERG New Member Welcome Email

To make sure that new members feel included, welcome them with a automatic welcome email.
Template

Crisis Management Email

Use this communication after an event happens that impacts the people represented by one of more of your ERGs.
Template

ERG Expense Report Template

This template will give you a foundation for submitting and tracking ERG expenses.

For Beginner ERGs

All
Events
Governance
Communications
Budget
Template

ERG Allyship Pledge

A template for employees to take an allyship pledge and commit to supporting ERG initiatives.
Template

ERG Expense Report

This template has been designed to simplify the process of submitting and tracking expenses related to your Employee Resource Group activities.
Template

Black History Month Slack Series

Looking to engage your Slack channels during Black History Month? Use some of these discussion questions and posts to kick off the conversation.
Template

Mission Statement

Your Mission Statement states why your ERG exists and should be used to guide decisions that your ERG leaders make.
Template

Exec Sponsor Roles & Responsibilities

Your Executive Sponsors are the connection between your ERGs and company leadership. Here's a sample job description for the role.
Worksheet

Establishing an ERG Worksheet

ERGs should be employee-led. Use this worksheet to help you launch your ERGs.
Template

ERG Program Manual

This program manual will help outline everything that your ERGs need to be successful - from governance, to event cadence.
Template

ERG Newsletter

Use newsletters to share ERG updates with your members and keep them engaged. Here's a sample newsletter.
Template

ERG New Member Welcome Email

To make sure that new members feel included, welcome them with a automatic welcome email.
Template

ERG Lead Application

If you are launching a new ERG and looking to create a leadership team, this template will help you identify potential leads.
Template

ERG Expense Report Template

This template will give you a foundation for submitting and tracking ERG expenses.
Template

ERG Event Agenda

One of the best ways to boost ERG engagement is by having an Agenda that encourages people to join. Here's a sample ERG event agenda.
Template

ERG Charter

Your ERG Charter is what guides the decisions and programming that your group makes.
Template

ERG Event Planning

This template will help you create a streamlined and consistent process for planning your ERG events.
Template

ERG Event Recap

This template will help you gather consistent data to report on your ERG events.
Template

ERG Event Agenda

One of the best ways to boost ERG engagement is by having an Agenda that encourages people to join. Here's a sample ERG event agenda.
Template

ERG Event Planning

This template will help you create a streamlined and consistent process for planning your ERG events.
Template

ERG Event Recap

This template will help you gather consistent data to report on your ERG events.
Template

ERG Listening Tour Template

This template provides a set of questions for belonging leaders to conduct listening tours with both ERG members and leaders.
Template

ERG Allyship Pledge

A template for employees to take an allyship pledge and commit to supporting ERG initiatives.
Worksheet

ERG Metrics Workbook

In this workbook you will learn what ERG metrics to track, how to analyze the data, and how to use data to secure more resources from stakeholders for your ERG.
Worksheet

ERG Allyship Guide

The Allies Guide to Working with Your ERG is a comprehensive resource for those who want to support and work with the Employee Resource Group (ERG).
Template

Mission Statement

Your Mission Statement states why your ERG exists and should be used to guide decisions that your ERG leaders make.
Template

Exec Sponsor Roles & Responsibilities

Your Executive Sponsors are the connection between your ERGs and company leadership. Here's a sample job description for the role.
Worksheet

Establishing an ERG Worksheet

ERGs should be employee-led. Use this worksheet to help you launch your ERGs.
Template

ERG Program Manual

This program manual will help outline everything that your ERGs need to be successful - from governance, to event cadence.
Template

ERG Lead Application

If you are launching a new ERG and looking to create a leadership team, this template will help you identify potential leads.
Template

ERG Charter

Your ERG Charter is what guides the decisions and programming that your group makes.
Template

ERG Feedback Survey

This template is designed to empower ERG leaders like you in collecting valuable insights from your members.
Worksheet

ERG Language and Terminology Guide

This guide is meant to share the language and terminology used by the ERG to promote inclusivity within the organization by fostering a better understanding of cultural identity.
Template

Black History Month Slack Series

Looking to engage your Slack channels during Black History Month? Use some of these discussion questions and posts to kick off the conversation.
Template

ERG Newsletter

Use newsletters to share ERG updates with your members and keep them engaged. Here's a sample newsletter.
Template

ERG New Member Welcome Email

To make sure that new members feel included, welcome them with a automatic welcome email.
Template

Crisis Management Email

Use this communication after an event happens that impacts the people represented by one of more of your ERGs.
Template

ERG Expense Report Template

This template will give you a foundation for submitting and tracking ERG expenses.

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