HR Operations - Tools & Templates

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...

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.

Phased Offboarding Job Aid

Use this job aid as a guide in planning and implementing a phased offboarding program for departing employees.

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.

Retirement Guide Workbook

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

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.

Open-Ended Response Data Cleaning and Coding Template

Use this tool to clean and code responses to open-ended diagnostic/survey questions.

Focus Group Data Template

Use this tool to organize focus group session notes and code the responses.

HR Budget Business Case Presentation Template

Customize this template to create a business case presentation for the HR budget to share with key stakeholders.

HR Budgeting Workbook

Use this workbook to capture key budgeting information in one place.
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