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Organizational Retirement Preparation Guide

Curate resources to effectively manage retirements before, during, and after they happen.

With the increasing number of retirees, organizations are finding it difficult to navigate the retirement process leading to an increase in skills gaps, impacting organizational effectiveness and goal attainment.

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  • Get on-demand project support
  • Get advice, coaching, and insight at key project milestones
  • Go through a Guided Implementation to help you get through your project

Our Advice

Critical Insight

  • Changing workforce age demographics have placed the spotlight on HR as an integral partner in navigating the retirement process by providing effective knowledge transfer and succession planning.
  • When organizations partner with HR in creating a standardized retirement approach, it facilitates a smooth transition for the retiring employee and the organization.

Impact and Result

  • Forecast workforce needs and prepare employees for retirement.
  • Prepare the employee for exit and ensure a smooth transition of work and knowledge transfer.
  • Successfully offboarding and continuing relationships with retired employees.

Organizational Retirement Preparation Guide Research & Tools

1. Pre-retirement

Focus on forecasting workforce needs and preparing employees for retirement.

3. Post-retirement

Assess various offboarding options, gain feedback from retiring employees, and maintain relationships with alumni.

Organizational Retirement Preparation Guide preview picture

About McLean & Company

McLean & Company is an HR research and advisory firm providing practical solutions to human resources challenges via executable research, tools, diagnostics, and advisory services that have a clear and measurable impact on your business.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your HR problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 7 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Forecast workforce needs and prepare for retirement
  • Call 1: Review succession plan and workforce plan.
  • Call 2: Develop a retirement policy.

Guided Implementation 2: Prepare for the employee exit and knowledge transfer
  • Call 1: Plan for upcoming retirement communications, develop a retirement replacement plan.
  • Call 2: Develop a role transition and employee mentorship plan.
  • Call 3: Create an employee departure checklist.

Guided Implementation 3: Choose an offboarding option and gain feedback from retiring employees
  • Call 1: Develop a phrased retirement plan (if applicable), collect feedback from existing retirees.
  • Call 2: Create an organizational alumni program.