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How We Deliver
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HR Technology & Operations

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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...
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.
Organizational Retirement Preparation Guide Storyboard Use this guide to curate resources to effectively manage retirements before, during, and after they happen.
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.
Retirement Policy Template Use McLean & Company’s Retirement Policy Template to help draft a retirement policy.
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.
Generative AI Workbook Use this workbook to assist in the generative AI evaluation and implementation process for HR and the organization.