HR Technology & Operations

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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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 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.

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.

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.

Harness the Potential of Generative AI in HR Executive Briefing

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

Harness the Potential of Generative AI in HR Storyboard

Advancements in generative AI technology are changing how organizations approach and conduct work. HR is an integral partner as organizations adapt to new ways of working...
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