HR Technology & Operations

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.

Organizational Retirement Preparation Guide Storyboard

Use this guide to curate resources to effectively manage retirements before, during, and after they happen.

Retirement Policy Template

Use McLean & Company’s Retirement Policy Template to help draft a retirement policy.

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...
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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.

Harness the Potential of AI in HR Executive Briefing

Use this briefing to make the case for harnessing the potential of AI in HR to the executive team.

AI Workbook

Use this workbook to assist in the AI evaluation and implementation process for HR and the organization.

Acceptable Use of Generative AI Policy Template

Use this template to create a policy that outlines the acceptable use of generative AI within the organization.
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