Tools & Templates

Open-Ended Response Data Cleaning and Coding Template

Use this tool to clean and code responses to open-ended diagnostic/survey questions.

Mentoring Project Plan

Use this template to map out the mentoring program's essential details and project progress.

Mentee Preparation Checklist

Use this checklist to set the mentoring relationship up for success with an efficient and effective first meeting.

Mentoring Agreement Template

Use this agreement to outline expectations, roles, and responsibilities for the mentoring relationship.

Mentoring Tip Sheet

Use this tip sheet to improve the mentor/mentee relationship using best practices.

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.

Overcome the Challenges of Project Management Infographic

This infographic provides HR with the key people-related challenges to plan for when managing a large project.
GET HELP
Contact Us