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.

Team Capacity Heat Map Tool

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

Mentoring Agreement Template

Use this agreement to outline expectations, roles, and responsibilities for the mentoring relationship.

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.

Five Top Tips to Keep People Motivated Through the Project Infographic

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

Mentee Preparation Checklist

Use this checklist to set the mentoring relationship up for success with an efficient and effective first meeting.

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.

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.

Open-Ended Response Data Cleaning and Coding Template

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