HR Technology & Operations - Tools & Templates

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 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.

Phased Offboarding Job Aid

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

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.

ROI Program Assessment Tool

Use this tool to determine and prioritize which HR programs to evaluate ROI for based on suitability and urgency.

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...
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