Tools & Templates

Nomination Template

Use this template to nominate employees for the high-potential program.

Self-Nomination Template

Use this template for employees to self-nominate themselves for the high-potential program.

High-Potential Assessment Catalog

Use this catalog to review high-potential assessment methods for selection and development decisions.

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...

CHRO Personal Leadership Development Plan

Use this template to document the CHRO development plan (including goals, metrics, planned actions/activities, timing, and progress).

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...

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.

Feedback and Coaching Guide

Use this guide to help managers provide practical two-way feedback and effective coaching for employees.

Goal Management Job Aid

Use the Goal Management Job Aid to further understand McLean & Company's goal management model.
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