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Home
Membership
How We Deliver
- - Executive Services
  - HR Diagnostic Surveys
  - Guided Implementations
  - Workshops
  - Training Programs
  - HR Research
  - All Services
Browse Member Site
Careers

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Tools & Templates

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Employee Referral Program Playbook Use this tool to document goals, design decisions, budget, and progress to continually improve the employee referral program.
Mentoring Tip Sheet Use this tip sheet to improve the mentor/mentee relationship using best practices.
Retirement Guide Workbook Use this tool to capture information in one place as you work through the organizational retirement preparation guide.
Mentoring Project Plan Use this template to map out the mentoring program's essential details and project progress.
Team Capacity Heat Map Tool HR professionals can use this tool to visualize who will have capacity for tasks across the project timeline.
Mentee Preparation Checklist Use this checklist to set the mentoring relationship up for success with an efficient and effective first meeting.
Mentoring Agreement Template Use this agreement to outline expectations, roles, and responsibilities for the mentoring relationship.
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 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 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.