Tools & Templates

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.

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 Playbook

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

Span of Control Launch Tool

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

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.
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