Tools & Templates

TA Strategy Workbook

Use this template to record talent acquisition strategy information and to create a roadmap of strategic projects.

TA Strategy Gap Analysis Tool

Use the TA Strategy Gap Analysis Tool to assess the current state of strategic talent acquisition practices to identify gaps.

TA Strategy Presentation Template

Use this template to present the talent acquisition strategy to stakeholders.

Case Studies: Design a High-Value Succession Planning Program

Refer to these case studies for examples of how organizations have implemented succession planning programs.

Job Aid: Build an Emergency Succession Plan

Use this job aid for guidance when preparing an emergency succession plan.

Master the 3i’s of Employee Engagement Workbook

This workbook will guide team leaders through the 3i's of engagement and allow participants to take notes and complete activities during Master the 3i’s of Employee...

Master the 3i’s of Employee Engagement Role Plays

​Use these role play scenarios during Master the 3i's of Employee Engagement manager training to give participants the chance to practice using McLean & Company's 3i's model.

Job Aid: Diversity, Equity, and Inclusion in Talent Acquisition

Use this job aid to select talent acquisition-specific diversity, equity, and inclusion initiatives.

How to Be an Ally Handbook

Use this handbook to take notes and participate in activities during training on allyship and as a reference post-training.

HR Development Workbook

Use this tool throughout the HR capabilities project to plan the development program, record key information, and perform a departmental competency assessment.
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