Tools & Templates

HR Technology Strategy Workbook

Use this workbook to ensure HR technology strategy decisions are comprehensive, data-driven, and tailored to organizational needs.

Select an HR Technology Organizational Needs Assessment Workbook

Use this workbook to document key findings from an organizational needs assessment prior to selection.

Select an HR Technology Vendor Communication Tool

Use this tool for sample communications for vendors during initial outreach, demo scripts, and reference checks.

Standard Vendor Response Template

Use this template to create a standard vendor response template.

HR Technology Requirements Template

Use this workbook to document requirements to be shared with vendors during an RFx.

Select an HR Technology Evaluation and RFx Scoring Tool

Use this tool to evaluate and compare the results of an RFx process quickly and easily.

Select an HR Technology Vendor Demo Scoring Tool

Use this tool to evaluate and score vendor demonstrations based on defined requirements and the format outlined in the demo script.

CHRO Playbook Catalog

Review this catalog for additional measures of success and McLean & Company resources to support each strategic and operational capability.

CHRO Self-Assessment

Use this tool to identify strengths and weaknesses across strategic and operational capabilities. This version includes only a self assessment.

CHRO Self and Peer Assessment

Use this tool to identify strengths and weaknesses across strategic and operational capabilities. This version includes a self and peer assessment.

How We Deliver

Events