Tools & Templates

Benefits and Pension Administration Emotional Footprint Report

Use the Benefits and Pension Administration Emotional Footprint Report to understand the emotional footprint of working with different vendors in the market.

Payroll Software Data Quadrant Report

Use the Payroll Software Data Quadrant Report to understand the entire vendor landscape and how vendors compare against each other on 11 features and 11 capabilities.

Payroll Software Emotional Footprint Report

Use the Payroll Software Emotional Footprint Report to understand the emotional footprint of working with different vendors in the market.

Job Aid: Diversity, Equity, and Inclusion Survey Communications Strategy

McLean & Company’s DEI surveys help you discover DEI issues, learn about unique experiences, and uncover the most meaningful changes that employees want to see.

HR Resilience Workbook

Use this template to capture insights, themes, and needs for resilience techniques that HR can practice.

Crisis Workbook

Use this tool to capture key information in one place while working through the crisis identification process.

Business Impact Analysis Tool

Use this tool to conduct and document a business impact analysis to inform a business continuity plan.

BCM Project Tracker

Use this tool to track projects that result from business continuity planning and crisis management efforts.

Relocation Checklists

Use this tool to plan for and coordinate the relocation of business operations and staff to an alternate site or work-from-home.

BCM Maintenance and Testing Schedule

Use this tool to track the frequency of testing and review activities for the business continuity and crisis management plans.
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