Tools & Templates

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.

Five Top Tips to Keep People Motivated Through the Project Infographic

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

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.

Team Capacity Heat Map Tool

HR professionals can use this tool to visualize who will have capacity for tasks 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.

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.
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