Talent Management - Tools & Templates

Critical Role Identifier

Use this tool to evaluate and classify roles in order to facilitate workforce planning decisions.

Workforce Planning Process Worksheet

Use this tool to work through the elements that will inform the workforce planning process.

Workforce Planning Discussion Notebook

Use this template to document workforce need analysis discussions.

Performance Management Effectiveness Scorecard

Use this tool to better understand what is and isn't working with your current performance management framework.

Calibration Job Aid

Use this template to further understand how to structure calibration meetings and mitigate biases.

Feedback and Coaching Guide

Use this guide to help managers provide practical two-way feedback and effective coaching for employees.

Goal Management Job Aid

Use the Goal Management Job Aid to further understand McLean & Company's goal management model.

Performance Management Catalog for Wide Spans of Control

Use this catalog to tailor performance management for work environments with a wide span of control.

Performance Review Template

Use this template during each check-in meeting to capture accomplishments and feedback.

Modern Performance Management Presentation Template

Use this template to introduce the new PM framework to managers and employees.
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