Tools & Templates

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Goal Management Job Aid Use the Goal Management Job Aid to further understand McLean & Company's goal management model.
Workforce Planning Process Worksheet Use this tool to work through the elements that will inform the workforce planning process.
Workforce Planning Discussion Notebook Use this template to document workforce need analysis discussions.
Employee Resource Group (ERG) Charter Template Provide this customizable Employee Resource Group (ERG) Charter to newly formed ERGs to assist the group in outlining the scope, purpose, and goals and documenting...
CHRO Personal Leadership Development Plan Use this template to document the CHRO development plan (including goals, metrics, planned actions/activities, timing, and progress).
High-Potential Assessment Catalog Use this catalog to review high-potential assessment methods for selection and development decisions.
Self-Nomination Template Use this template for employees to self-nominate themselves for the high-potential program.
Nomination Template Use this template to nominate employees for the high-potential program.
High-Potential Program Workbook Use this tool to capture key information and decisions when developing a high-potential program.
9-Box Job Aid The success of the 9-box is crucially dependent on the accuracy of the assessments used to plot talent on the grid, and the development opportunities it is used to...

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