Organizational Retirement Preparation Guide

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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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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.

2. Peri-retirement

Prepare for the employee exit and ensure a smooth of transfer knowledge, skills, and responsibilities.

3. Post-retirement

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

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.

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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.

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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.