HR Operations - Tools & Templates

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HR Budgeting Workbook Use this workbook to capture key budgeting information in one place.
HR Budget Business Case Presentation Template Customize this template to create a business case presentation for the HR budget to share with key stakeholders.
Focus Group Data Template Use this tool to organize focus group session notes and code the responses.
Open-Ended Response Data Cleaning and Coding Template Use this tool to clean and code responses to open-ended diagnostic/survey questions.
Retirement Guide Workbook Use this tool to capture information in one place as you work through the organizational retirement preparation guide.
Phased Offboarding Job Aid Use this job aid as a guide in planning and implementing a phased offboarding program for departing employees.
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 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.
Internal Communications Strategy Presentation Template Use this template to present the organization’s Internal Communications strategy and plan to stakeholders.
Communication Channels Catalog Use this catalog to review and select communication channels to support the organizational internal communication strategy.

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