Preparation Tool

Use this tool to get ready to begin the headcount planning process.

Headcount Planning Guide

Determine the right number of jobs and positions required to achieve organizational goals while adhering to budget constraints.
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Headcount Planning Guide Storyboard

Use this guide to determine the right number of jobs and positions required to achieve organizational goals while adhering to budget constraints.

Headcount Planning Tool

Use this tool to gather and evaluate headcount requests made by department leaders, and finalize a headcount plan.

Workshop Overview: Develop an Effective Talent Retention Plan

Engage McLean & Company facilitators to lead your team through the Develop an Effective Talent Retention Plan workshop.

Retention Plan Presentation Template

Use this template to present the organization’s retention plan to stakeholders.

Design and Build a Strategic Workforce Planning Toolkit Storyboard

The nature of work is rapidly changing. Prepare to address changing needs by creating a workforce planning process that addresses critical talent needs in the organization.

Workforce Planning Discussion Guide

Use this guide to facilitate workforce planning conversations.

Microlearning: Keep Your Best and Brightest – A Manager’s Guide to Stay Conversations

Stay conversations, or stay interviews, are an important element in preventing employee turnover, yet some organizations tend to overlook them. This microlearning is a...

Create a People-First Diversity, Equity, and Inclusion Strategy Executive Briefing

Use this document to make the case to your executives for creating a Diversity, Equity, and Inclusion strategy that addresses systemic inequities.
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