Human Resource Planning and Policies

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1 Click to edit Master title style Click to edit Master text styles Second level Human Resource Planning and Policies Third level Fourth level» Fifth level Steve Burns - Steve Burns Consulting Blair Baldwin - PinnAcle Consulting 1

2 and Policies What we will cover HR Planning: Why is HR Planning important? Who should be involved in HR Planning? What does HR Planning involve? What is an example of an HR Plan? HR Policies: Why are HR Policies important? Who should be involved in developing HR Policies? What do HR Policies cover? What is an example of an HR Policy Manual?

3 I. HUMAN RESOURCE PLANNING

4 1. Why is Human Resource Planning Important? Allows your business strategic plan to be carried out. Reflects the emphasis on people in your Mission Statement. Focuses the team on what needs to be accomplished, how it will be accomplished, within what budgets and timeframe. Helps to identify critical HR Gaps and how the organization will address them. Results in a more disciplined approach to the management of the organization s most critical resource its people across your management teams. Enables you to think through the options and execute a thorough plan.

5 2. Who Should Be Involved in Human Resource Planning? Ideally, all those responsible for hiring anyone, filling positions or providing input into compensation and employee retention (i.e. senior management or not) should be involved in the planning process. Senior Management should take an active role rather than subordinate role. Planning should be an ongoing process, not just a one time event

6 3. What Does Human Resource Planning Involve? A comprehensive look at Human Resources covering everything from: Strategy - Outline how your organization s HR strategy will integrate with your overall business strategies; Organizational Design - Define the organizational design in order to position your company for success; Recruitment and Orientation - Create objectives for the recruitment and orientation of your team that will address all of the details of recruiting sources, interviewing techniques, etc.

7 3. What Does Human Resource Planning Involve? (Continued) Retention Plan - Indicate how your organization will retain and motivate its employees; Performance Management Outline how your organization will manage the performance of its employees.

8 4. What Is an Example of a Human Resource Plan? Walkthrough of Human Resource Plan Brief walkthrough of the sample Human Resource Plan; Customizing the Human Resource Plan How to customize the Human Resource Plan to your specific circumstance Downloading the Human Resource Plan The Human Resource Plan will be available in Word format at the Science and Technology Council of the Okanagan s website at

9 Human Resource Policies I. HUMAN RESOURCE POLICIES

10 Human Resource Policies 1. Why Are Human Resource Policies Important? Enables you to be clear with employees on: The Nature of the Company What they should expect from the company; What the company expects of them; How policies and procedures work at your company; What is acceptable and unacceptable behaviour; and What the consequences of unacceptable behaviour may be. Enables management to manage risk by staying up to date with current trends in employment standards and legislation

11 Human Resource Policies 2. Who Should Be Involved in Developing Human Resource Policies? Developing the Human Resource Policies can be done with a small team including the CEO and key directors The template should be customized to the specific circumstances of your company s industry External help should be sought to review the Policy Manual to ensure that: Nothing is missing; and, None of the policies that you create contravene Employment Standards legislation.

12 Human Resource Policies 3. What Do Human Resource Policies Cover? The Human Resource Policy Manual should cover every significant human resource activity within the company: Overview Purpose, Mission Statement, Unique Competitive Advantages, Corporate Committment to Employees, Expectations from Employees, Methods of Communication & Organization Chart; Hiring Practices Em plo yment Versus Self Orientation, etc.; Hours of Work Key Working Environment Pay, Benefits and Stock Options Pay Periods, Overtime, Salary Reviews, Sick Leave, Insurance, Awards

13 Human Resource Policies 3. What Do Human Resource Policies Cover? (Continued) Performance Planning and Reviews Process for Performance Evaluations, timing and process Company Vehicles Use of Company Vehicles Career Development - Training & Education Safety, WCB, Security How Safety Will Be Enhanced, etc. The Disciplinary Process Progressive Discipline, etc. Termination of Employment Resignation, Layoffs, Exit Interviews, etc. Steve Burns Consultin g Pi nacleco nsulti ng

14 4. What Is an Example of a Human Resource Policy Manual? Walkthrough of the Human Resource Policy Manual Brief walkthrough of the sample Human Resource Policy Manual; Customizing the Human Resource Policy Manual Template How to customize the Human Resource Policy Manual template to your specific circumstance Downloading the Human Resource Policy Manual The Human Resource Policy Manual will be available in Word format at the Science and Technology Council of the Okanagan s website at

15 4. What Is an Example of a Human Resource Policy Manual? (Continued) Keeping Up To Date Join a product based group for relevant updates (Amsterdam Products Ltd., 26 Montreal Road, Cornwall, ON K6H 6L4, Phone: ; Fax: ; Review the Employment Standards Website Review the BC Government s Employment Standards website at

16 III. ANY FURTHER QUESTIONS? Steve Burns Consultin g

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