HR Operations - Tools & Templates

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Policy Draft Review Form Use this template to solicit feedback from stakeholders on policy development.
HR Policy Needs and Priority Assessment Tool Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.
Editorial Calendar Template Use this template to determine the type of content to be shared across social media platforms, assign content authors, and schedule content posts.
Business Case Workbook Use this tool to document all the elements of your business case analysis.
Business Case Close-Out Form Use this template to close out your business case after a decision has been reached.
Request for Quotation Template Use this template to help you prepare a Request for Quotation (RFQ) from potential vendors.
Request for Information Template Use this template to help you prepare a Request for Information (RFI) to potential vendors.
Full-Form HR Business Case Presentation Template Use this template to present an end-to-end business case to executives for approval of your HR initiative.
Summary HR Business Case Presentation Template Use this template to present a summary version of your HR initiative business case to executives for approval.
Communications Resources Overview This one-page resource provides an overview of key McLean & Company communications resources that can support your HR and organizational needs.

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