Tools & Templates

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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...
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.
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.
Team Dynamics Handbook This workbook will guide team leaders through the four phases of the team lifecycle and allow participants to take notes and complete activities during Navigate Team...
Employee Engagement Focus Group Guide Use this guide to assist in the facilitation of focus groups to select initiatives that address employee engagement drivers.
Identify and Reengage Disengaged Employees – Manager Guide Use this guide to help managers support disengaged employees.
Guide to Interpreting Your Overall Engagement Report Use this guide to interpret team engagement score results and feedback.
Engagement Initiative Card Template Use this template to track engagement initiative details and progress.

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