HR Technology & Operations - Tools & Templates
Topics
Types of Content
Scaling Microsoft 365 Copilot WorkbookUse this workbook to document decisions, assess AI maturity, prioritize use cases, and track human-centric initiatives required to scale Microsoft 365 Copilot. |
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Agentic AI Use Case WorkbookUse this tool to complete the work outlined in the Introduction to AI Agents for HR Primer, including identifying value drivers, testing suitability, and preparing to... |
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Project Management ToolUse this tool to document key project planning decisions. |
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Project Status Update TemplateUse this template to create a high-level status of project update presentation for key players. |
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HR and IT Collaboration Reflection and Action Planning WorksheetUse this worksheet to guide HR and IT leaders' reflection around the current and desired state of HR and IT collaboration and establish a roadmap for enhancing their... |
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HRSD WorkbookUse this workbook to prepare for HR service delivery (HRSD) optimization, select solutions, and prepare a roadmap. |
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HRSD Action and Change Management PlanDistribute this template to solution owners to help them navigate change management and sustainment for their respective HRSD solutions. |
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Internal Communications AuditUse this template to collect data on the current state of internal communications. |
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Communications Resources OverviewThis one-page resource provides an overview of key McLean & Company communications resources that can support your HR and organizational needs. |
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Internal Communications Strategy Presentation TemplateUse this template to present the organization’s Internal Communications strategy and plan to stakeholders. |
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