Click to edit Master title style

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

1
• Steve Burns Consulting PinnAcle Consulting •
Human Resource Planning 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?
• Steve Burns Consulting PinnAcle Consulting •
Human Resource Planning

I. HUMAN RESOURCE PLANNING

• Steve Burns Consulting PinnAcle Consulting •

Human Resource Planning

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.

• Steve Burns Consulting PinnAcle Consulting •

Human Resource Planning

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

• Steve Burns Consulting PinnAcle Consulting •

Human Resource Planning

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.
• Steve Burns Consulting PinnAcle Consulting •
Human Resource Planning

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.

• Steve Burns Consulting PinnAcle Consulting •

Human Resource Planning

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 http://www.stco.org/

• Steve Burns Consulting PinnAcle Consulting •

Human Resource Policies

I. HUMAN RESOURCE POLICIES

• Steve Burns Consulting PinnAcle Consulting •

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
• Steve Burns Consulting PinnAcle Consulting •
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.

• Steve Burns Consulting PinnAcle Consulting •

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 yme nt V er sus Se lf

O rientation, etc.;
• Hours of Work – Key Working Environment
• Pay, Benefits and Stock Options – Pay Periods,
Overtime, Salary Reviews, Sick Leave, Insurance, Awards
• Steve Burns Consulting PinnAcle Consulting •
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.

• Ste ve Bur ns C
o n sul ti n g Pi nnA cle Co ns u lt i ng •
Human Resource Planning

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 http://www.stco.org/
• Steve Burns Consulting PinnAcle Consulting •
Human Resource Planning

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: 1-800-267-9200;
Fax: 613-933-4733;
• Review the Employment Standards Website– Review
the BC Government’s Employment Standards website at
http://www.labour.gov.bc.ca

• Steve Burns Consulting PinnAcle Consulting •

Human Resource Planning

III. ANY FURTHER QUESTIONS?

• Ste ve Bur ns C
o n sul ti n g PinnAcle Consulting •