Tools & Templates

Employee Referral Program Playbook

Use this tool to document goals, design decisions, budget, and progress to continually improve the employee referral program.

Five Top Tips to Keep People Motivated Through the Project Infographic

This infographic provides HR with tips on how to manage project engagement.

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.

Mentoring Tip Sheet

Use this tip sheet to improve the mentor/mentee relationship using best practices.

Team Capacity Heat Map Tool

HR professionals can use this tool to visualize who will have capacity for tasks across the project timeline.

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.

Combat Project Management Barriers Reflection Tool

HR professionals can use this tool to visualize the capacity on the project team to determine task owners across the project timeline.

Phased Offboarding Job Aid

Use this job aid as a guide in planning and implementing a phased offboarding program for departing employees.
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