HR Technology & Operations - Tools & Templates

Standard Vendor Response Template

Use this template to create a standard vendor response template.

Select an HR Technology Vendor Communication Tool

Use this tool for sample communications for vendors during initial outreach, demo scripts, and reference checks.

Select an HR Technology Vendor Demo Scoring Tool

Use this tool to evaluate and score vendor demonstrations based on defined requirements and the format outlined in the demo script.

HR Services: Manager Satisfaction Survey

Use the HR Services: Manager Satisfaction Survey to collect valuable manager feedback on HR services to drive efficiency and ensure continuous customer service excellence...

Get the Most Out of Your HR Technology Workbook

This tool is part of the Get the Most out of Your HR Technology blueprint and is used to document and assist with this process.

Digital Transformation Current State Assessment Tool

Use this tool to better understand the current state of the tactical critical success factors for digital transformation in the organization.

Select a Technology Implementation Partner Workbook

Use this tool to record and compile identified critical success factors and needs in McLean & Company's Select a Technology Implementation Partner blueprint to develop RFx...

RFx Vendor Evaluation Tool

Use this workbook in conjunction with McLean & Company's Select a Technology Implementation Partner blueprint to evaluate vendors under consideration.

AI Strategy Workbook

Use this workbook to assist in developing an AI strategic roadmap.

AI Strategy Presentation Template

Customize this template to summarize all the key findings from the Build a Strategic AI Roadmap blueprint and provide executives with a view of the approach to AI.
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