Build your suggested toolkit plan

Build a personalized toolkit plan

4 min read

Generate your own recommendation list in about two minutes, either through the guided questionnaire or the open AI prompt.

  1. 1

    Open the builder

    From the Resource Center, choose Get personalized Toolkit Recommendations. You will be offered two ways to get recommendations — pick whichever suits you.

    The toolkit builder offering a guided questionnaire or a written description
    Both routes produce the same kind of recommendation list.
  2. 2

    Option A — the guided questionnaire

    Six short questions about your group: who they are, what you're trying to achieve, how many people, how long you have, virtual or in person, and the themes that matter.

    • No free typing required
    • Best when you know your constraints
    • Takes about a minute
    The guided questionnaire step with answer options
  3. 3

    Option B — describe it in your own words

    Type what you're planning in plain language — for example, 'quarterly ERG programme for 40 people, mostly remote, focused on cross-team connection'. The recommendations are assembled from real catalog experiences only.

    The describe-it-yourself input with an example request
  4. 4

    Review and adjust

    Each recommendation comes with a one-line reason. Remove anything that doesn't fit — you stay in control of the final list.

    Recommended experiences with reasons and remove buttons
    Every suggestion explains itself, and you can drop any of them.
  5. 5

    Share it with your team

    Select Download PDF on the results page to save your list as a PDF. Each experience keeps its reason, duration, group size and format, plus a clickable link straight to that experience in the Toolkit Catalog — so colleagues can open it without repeating the search.

What the recommendation list does and does not do

The list is a browsing aid. It shows titles, descriptions, and objectives. Downloading the actual materials still goes through the Toolkit Catalog's approval check, so a recommendation list never grants access to anyone who isn't approved.

Ready to put this to work?

Generate a personalized set of recommended experiences and share it with your team.

Get personalized Toolkit Recommendations