Professional Documents
Culture Documents
PLANNING
Contents
1.0 Introduction 1
5.0 Conclusion 24
TEMPLATES:
A. Staff Forecasting Chart
B. Employee Attributes Checklist
C. Minimum Wage Rates
D. Human Resource Planning Checklist
E. Management Assessment Form
F. Personnel Policy Manual Template
CTION
Module 1 - p 1
1. INTRODUCTION
2. DEVELOPING AN HR PLAN
1
Margaret Butteriss, Help Wanted: The Complete Guide to Human Resources for Canadian
Entrepreneurs, (Toronto: John Wiley & Sons Canada, 1999), 36.
2
Monica Beauregard and Maureen Fitzgerald, Hiring, Managing and Keeping the Best: The
Complete Canadian Guide for Employers (Toronto: McGraw-Hill Ryerson, 2000), 4.
3
Hiring, Managing and Keeping the Best, 4.
Identifying your business goals and needs will help you to predict
future hiring needs, in terms of the number of employees, types of
skills, and work experiences. This planning process will help you to Identifying
avoid making mistakes – like hiring an employee prematurely. your business
goals & needs
Identify aspects of the business that need help will enable you
to determine
Once you have developed a sense of the direction your business is the kinds of
taking, you need to determine what human capacity your company employees you
will need in order to accomplish those goals. Identify aspects of the will need.
business that need help, and the skills and knowledge required of a
new employee. When you are hiring, look for a person who has a
particular set of skills – not a particular person to fill a particular job.
4
Help Wanted, 39-40.
Use the tool below to help plan your short-term and long-term
staffing needs. 5
3. Producing
&
assembling
4.Packaging,
mailing &
inventory
5
Hiring, Managing and Keeping the Best, 6.
the current work could be reorganized to make the best use of current
and future employees.6
Note any gaps between the skills and abilities your current
employees have and the skills and abilities that your workforce needs Gather
information
to meet your business objectives in the future. To ensure that you
from a variety
have considered the full scope of the new position from all different of sources.
perspectives, ask your current employees what they think this
position would involve. The checklist below might help you identify
the desired attributes of potential employees.
6
Hiring, Managing and Keeping the Best, 8.
7
Hiring, Managing and Keeping the Best, 9.
After completing steps one and two, you can begin to draft a job
description. Although many small businesses do not take the time to
draft job descriptions, it is a worthwhile exercise. See Module 2:
Hiring Strategies for a detailed explanation on how to write a job
description.
8
Hiring, Managing and Keeping the Best, 8.
9
Hiring, Managing and Keeping the Best, 11.
Before you hire, you must understand (1) the costs of hiring, (2)
the benefits of hiring, and (3) the risks of not hiring.
(1) When calculating the full cost of hiring a new employee you must
consider:
(2) Weigh the costs of hiring against the value of having an employee
contributing to the business. Potential benefits include:10
(3) Some of the potential risks associated with choosing not to hire
despite the need for additional staff include: 11
10
Hiring, Managing and Keeping the Best, 18.
11
Hiring, Managing and Keeping the Best, 18.
The brief scenarios that follow will walk you through different
steps of the human resource planning process. In HR Scenario 1, the
owner of Wood Works executes step one of the process. Identifying
her business strategy and needs helped her determine her hiring
needs.
Brenda makes products in her garage. She has one part-time helper to
assemble and package products. Her roommate helps with accounting and
shipping. She can barely keep up with the orders that are currently coming in.
Wood Works currently only sells in Alberta and British Columbia. Her limited
resources limit her profitability. Brenda wonders if she should be looking for
another employee. She considers her business objectives and needs:
She identifies aspects of the business that need help: Brenda needs
help immediately with assembling and distributing clocks. She also needs
to think about better ways to produce clocks quickly. With increased
sales, she will need more help with accounting and distribution. In order to
expand to the United States she will need to know more about that market.
She also needs to free up more of her time so that she can develop new
products. She also needs someone who can work at fit shows. Brenda
would also like to take a holiday and leave someone else in charge.
13
Hiring, Managing and Keeping the Best, 4-5.
14
Hiring, Managing and Keeping the Best, 7-8.
Once you have determined that hiring new staff is desirable and
feasible, you must decide what type of employment arrangements
would best suit your company. Consider the following questions:
15
Hiring, Managing and Keeping the Best, 102.
3. SUCCESSION PLANNING
The founder/owner has the power to suit his or her beliefs and
values when choosing a method of succession. Some may decide to
sell the business, while others may maintain an arm’s length
relationship with the business as the board chair. You have the
option of grooming talent within your organization or looking
outside of the business to find managers with the necessary
qualifications.
16
Help Wanted, 212.
Measurable Gap
17
Kevin Butler and Dona E. Roche-Tarry, “Succession Planning: Putting an Organization’s
Knowledge to Work:
<http://www.nature.com/cgitaf/DynaPage.taf?file=/nbt/journal/v20/n2/full/nbt0202201>
18
Harvard Business School, Harvard Business Essentials: Hiring and Keeping the Best People
(Boston: Harvard Business School Press, 2002), 105.
Education:
Work experience:
Management experience:
Positions held here:
Personal goals:
Hobbies:
Unused skills:
19
Help Wanted, 212.
20
Help Wanted, 213.
22
MANAGEMENT
21
Government of Ontario, <www.gov.on.ca/OMAFRA/english/busdev/facts/99-045.htm>.
22
Help Wanted, 216.
This employee handbook has been prepared for your information and
understanding of the policies, practices and benefits of XYZ Corporation.
PLEASE READ IT CAREFULLY. Upon completion of your review of this
handbook, please sign the statement below, and return to your personnel
representative by the due date. A reproduction of this acknowledgment
appears at the back of this booklet for your records.
(Employee signature)
Please return by:
(Date)
President
Administrative
Assistant
Employee
5. CONCLUSION
2. Accounting
& managing
3. Producing
&
assembling
4.Packaging,
mailing &
inventory
Employee Attributes
Examples of Needed Skills
Interpersonal Interviewing/counselling
Organizational Roofing
Decision making/judgment Verbal and written communication
Tactile Leadership
Typing/word processing Problem solving
Plumbing
Examples of Needed Knowledge/Experience
Self-motivated Innovative
Customer-oriented Results-oriented
Team-player Competitive insight
Flexibility/adaptability Detail-oriented
23
Saskatchewan Labour, <www.labour.gov.sk.ca/MinWageCan/>
Education:
Work experience:
Management experience:
Personal goals:
Hobbies:
Unused skills:
This employee handbook has been prepared for your information and
understanding of the policies, practices and benefits of XYZ Corporation.
PLEASE READ IT CAREFULLY. Upon completion of your review of this
handbook, please sign the statement below, and return to your personnel
representative by the due date. A reproduction of this acknowledgment
appears at the back of this booklet for your records.
(Employee signature)
2.3 Attendance
2.9 Smoking
3.1 Salary/Wage
3.3 Benefits
3.4 Perks
3.9 Lateness
5.1 Retirement