Tools & Templates

CHRO Playbook Catalog

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

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 Self-Assessment

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

Select an HR Technology Organizational Needs Assessment Workbook

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

Standard Vendor Response Template

Use this template to create a standard vendor response template.

Select an HR Technology Vendor Communication Tool

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

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.

Design AI Prompts That Drive Product and Service Innovation – Template

This tool is designed to help leaders and their teams craft effective AI prompts by organizing key details about context, intent, and direction before engaging AI tools.

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.

HR Technology Strategy Workbook

Use this workbook to ensure HR technology strategy decisions are comprehensive, data-driven, and tailored to organizational needs.
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