Tools & Templates

Modern Performance Appraisal Check-In Meeting Guide

Use the Modern PA Check-In Meeting Guide as an easy to read reference document for managers and employees as they conduct their check-in meetings using the modern PA...

Modern Performance Appraisal Template

Use this template as a component of the Modern Performance Appraisal to document ongoing manager-employee conversations, empower employees to own their development, and...

Manager's Guide for Performance Appraisals

Use the Manager's Guide for Performance Appraisals as a tool for your managers on how to conduct performance management activities to effectively engage and inspire...

Training Deck for Managers: Modernize the Performance Appraisal

The manager training deck will equip managers with the knowledge and skills they need to help engage employees in the modern PA process.

Training Deck for Employees: Modernize the Performance Appraisal

The employee training deck will prepare employees for the modern PA framework by engaging them in exercises and activities to familiarize them with the process and their...

Inventory Documentation Tool

Use this template to organize and document the data gathered at various steps throughout the process.

Authority Matrix

The Authority Matrix template can be used by managers to provide basic guidelines around decision-making boundaries. It ensures employees understand what is in and what...

Management Course Calendar

A course calendar is an effective tool for listing and describing the elements in your management development program portfolio, which potential learners can then...

Onboarding Checklist for Managers

Use the Onboarding Checklist for Managers to ensure the department-specific activities and milestones for new hires are met throughout the onboarding experience.

Onboarding Feedback Form for Managers

Use McLean & Company's onboarding feedback form to collect managers' opinions regarding the optimized onboarding program and their own accountabilities as part of the new...
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