Talent Management - Tools & Templates

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Succession Planning Workflow Tool Use this tool to capture all the key components of your succession plan prior to designing it, such as your integrated talent management functions, key players, and tools.
Individual Talent Profile Template Use this template to assess an employee against the role profile of a critical role.
Turnover Tracking Tool Use this tool to record and track turnover data over time.
Role Plays: Equip Managers to Have Effective Performance Appraisal Discussions Use these role play scenarios during training on effective performance appraisal conversations to give managers the opportunity to put their learning into action.
Performance Improvement Plan Template Use this template to help managers organize the process, document the employees' action plan, and track their progress.
Job Family Summary Template Use this template to capture job-related information for job families.
Future Skills Workbook Use this workbook to capture key information and decisions throughout the skill assessment process.
Create a Clearly Defined Promotion Process and Policy Use this guide to create an inclusive promotion process and policy in support of performance management.
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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