Tools & Templates

Balance AI and Human Expertise in Product and Service Development – Infographic

This infographic helps leaders turn AI insights into action by pairing them with human judgment and creativity to accelerate innovation in product and service development.

Select an HR Technology Vendor Demo Scoring Tool

Use this tool to evaluate and score vendor demonstrations based on defined requirements and the format outlined in the demo script.

Select an HR Technology Vendor Communication Tool

Use this tool for sample communications for vendors during initial outreach, demo scripts, and reference checks.

HR Technology Requirements Template

Use this workbook to document requirements to be shared with vendors during an RFx.

Select an HR Technology Evaluation and RFx Scoring Tool

Use this tool to evaluate and compare the results of an RFx process quickly and easily.

Standard Vendor Response Template

Use this template to create a standard vendor response template.

Select an HR Technology Organizational Needs Assessment Workbook

Use this workbook to document key findings from an organizational needs assessment prior to selection.

CHRO Self and Peer Assessment

Use this tool to identify strengths and weaknesses across strategic and operational capabilities. This version includes a self and peer assessment.

CHRO Playbook Catalog

Review this catalog for additional measures of success and McLean & Company resources to support each strategic and operational capability.

CHRO Self-Assessment

Use this tool to identify strengths and weaknesses across strategic and operational capabilities. This version includes only a self assessment.
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