Tools & Templates

Guide to Navigating the McLean Connect Dashboard – Exit Survey

Use this guide to navigate McLean Connect's dashboard for the Exit Survey and interpret your survey results.

Exit Survey Program Workbook

Use this workbook to document key information, decisions, and progress as you work through the Exit Survey Guide.

Exit Survey Scoping Checklist

Use this template to check that all preparations are completed before launching an Employee Exit Survey.

Human Capital Management Data Quadrant Report

Use the Human Capital Management Data Quadrant Report to understand the entire vendor landscape and how vendors compare against each other on 11 features and 11 capabilities.

Human Capital Management Emotional Footprint Report

Use the Human Capital Management Emotional Footprint Report to understand the emotional footprint of working with different vendors in the market.

Job Aid: Diversity, Equity, and Inclusion Survey Communications Strategy

McLean & Company’s DEI surveys help you discover DEI issues, learn about unique experiences, and uncover the most meaningful changes that employees want to see.

Crisis Workbook

Use this tool to capture key information in one place while working through the crisis identification process.

Business Impact Analysis Tool

Use this tool to conduct and document a business impact analysis to inform a business continuity plan.

BCM Project Tracker

Use this tool to track projects that result from business continuity planning and crisis management efforts.

Relocation Checklists

Use this tool to plan for and coordinate the relocation of business operations and staff to an alternate site or work-from-home.
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