HR Technology & Operations - Tools & Templates

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.

Generative AI Ideas Catalog

Use this tools to help brainstorm ideas and uses cases for where generative AI may be used within HR functions in the future.

Communication Channels Catalog

Use this catalog to review and select communication channels to support the organizational internal communication strategy.

Internal Communications Strategy Presentation Template

Use this template to present the organization’s Internal Communications strategy and plan to stakeholders.

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.

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.
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