Tools & Templates

Employee Resource Group (ERG) Charter Template

Provide this customizable Employee Resource Group (ERG) Charter to newly formed ERGs to assist the group in outlining the scope, purpose, and goals and documenting...

Critical Role Identifier

Use this tool to evaluate and classify roles in order to facilitate workforce planning decisions.

Workforce Planning Process Worksheet

Use this tool to work through the elements that will inform the workforce planning process.

Workforce Planning Discussion Notebook

Use this template to document workforce need analysis discussions.

LMS Download: Adopt Inclusive Leadership Behaviors

This interactive eLearning module helps managers build inclusive leadership skills. It is intended to interact seamlessly with your organization's existing learning...

Learning in Action – Adopt Inclusive Leadership Behaviors

Use this one-pager learning reinforcement to summarize key points from the Equip Managers to Adopt Inclusive Leadership Behaviors training deck.

Performance Management Effectiveness Scorecard

Use this tool to better understand what is and isn't working with your current performance management framework.

Calibration Job Aid

Use this template to further understand how to structure calibration meetings and mitigate biases.

Feedback and Coaching Guide

Use this guide to help managers provide practical two-way feedback and effective coaching for employees.

Goal Management Job Aid

Use the Goal Management Job Aid to further understand McLean & Company's goal management model.
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