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Steve Burns - Steve Burns Consulting
Blair Baldwin - PinnAcle Consulting
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PinnAcle Consulting • • Steve Burns 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
• 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
• 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
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.
Pi nnA cle Co ns u lti 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
PinnAcle Consulting •