Tools & Templates

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.

Retirement Guide Workbook

Use this tool to capture information in one place as you work through the organizational retirement preparation guide.

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.

Open-Ended Response Data Cleaning and Coding Template

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

Span of Control Launch Tool

Use this tool to support the roll out of your span of control initative across targeted team/functional areas.

Span of Control Playbook

Use this tool to capture project decisions and data for this and all future iterations of your SoC optimization process.

Modern Performance Management Worksheet

Use this tool to work through decisions that will inform the new performance management framework.

Sustainment Plan Workbook

Use this workbook to document key project information, the sustainment plan, and a framework to evaluate progress.

Change Assessment Tool

Use this tool to assess the upcoming change and to identify areas of strength and opportunity.

Sustainment Components Catalog

Use this catalog to explore tactics for implementing the core and supplementary sustainment components.
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