HR Operations - Tools & Templates

HR Action and Communication Plan

Use this template to establish the actions and communications required to implement the project.

LMS Download: HR Financial Literacy: Understanding the Basics

This interactive microlearning will help you become familiar with the basics of financial literacy and is intended to interact seamlessly with your organization’s...

ROI Program Assessment Tool

Use this tool to determine and prioritize which HR programs to evaluate ROI for based on suitability and urgency.

ROI Calculator Tool

Use this tool to calculate the financial return on investment (ROI) of an HR program and track intangible outcomes to demonstrate the program's overall value on...

Measuring the ROI of an HR Program Presentation Template

Use this presentation template to communicate the return on investment (ROI) and value on investment (VOI) of your HR program.

Communication Channels Catalog

Use this catalog to review and select communication channels to support the organizational internal communication strategy.

Internal Communications Strategy Presentation Template

Use this template to present the organization’s Internal Communications strategy and plan to stakeholders.

Retirement Guide Workbook

Use this tool to capture information in one place as you work through the organizational retirement preparation guide.

Retirement Letter Template

Use this template to help retiring employees transition out of the organization by providing them with the necessary information needed to facilitate a smooth retirement.

Phased Offboarding Tracking Template

Use the Phased Offboarding Tracking Template to assist in the employee offboarding process. It is designed to accompany McLean & Company's Phased Offboarding Job Aid.
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