Retirement Policy Template

Use McLean & Company’s Retirement Policy Template to help draft a retirement policy.

Phased Offboarding Job Aid

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

Organizational Retirement Preparation Guide

Retirement is a complex process for organizations to navigate. The Organizational Retirement Preparation Guide provides HR departments with guides and templates and the...
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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.

Focus Group Data Template

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

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.

HR Budgeting Guide

Use this guide to understand key concepts related to organizational budgeting, establish HR’s role as a strategic business partner in the budgeting process, and review...
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HR Budgeting Guide Storyboard

Use this research to understand key concepts related to organizational budgeting, establish HR’s role as a strategic business partner in the budgeting process, and review...

Policy Template

Use this template to draft comprehensive and consistent policies.
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