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Home
Membership
How We Deliver
- - Executive Services
  - HR Diagnostic Surveys
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  - Workshops
  - Training Programs
  - HR Research
  - All Services
Browse Member Site
Careers
Events
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HR Operations - Tools & Templates

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Open-Ended Response Data Cleaning and Coding Template Use this tool to clean and code responses to open-ended diagnostic/survey questions.
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.
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 Job Aid Use this job aid as a guide in planning and implementing a phased offboarding program for departing employees.
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.
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 investment...
ROI Program Assessment Tool Use this tool to determine and prioritize which HR programs to evaluate ROI for based on suitability and urgency.
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 existing...
HR Action and Communication Plan Use this template to establish the actions and communications required to implement the project.