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HR STRATEGY TEMPLATE
This HR Strategy Template is 186 PowerPoint slides of hr & org strategy storylines, plans, frameworks, org charts , analysis , icons, examples, templates, and more. Designed by human resource leaders and McKinsey consultants, the HR strategy template covers HR strategy , org strategy, org design , strategic alignment, financials, the employee journey (hiring, onboarding , development, evaluation, advancement), HR plans & initiatives, culture , values , compensation design, and much more.
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WHAT DOES THE HR & ORG STRATEGY TEMPLATE COVER?
The HR & Org Strategy template has everything you need to create an amazing HR & Org presentation. The template agenda starts with the Year in Review & Current State, covering wins, metrics , org structure, key metrics, headcount, and current initiatives. The agenda then covers Next Year's Goals, outlining key HR & Org goals, KPIs , metrics, budgets, initiatives and more. Then the agenda dives into the details of the HR & Org strategies and initiatives covering how the team is going to improve every aspect of the Employee Journey from recruiting, onboarding, development, evaluation, promotions. The next part of the agenda covers Org Design , which dives into headcount, layers, career tracks, org consolidation, and team composition. The last agenda section covers Culture & Compensation. In addition, you get tons of extra frameworks, icons, and slides to customize your presentation. Furthermore, you can generate ideas for strategies and initiatives utilizing our free guides on Org Strategy, The Employee Journey & Culture , and Org Design . Take a look at all 186 pages of the template below.
ALL 186 PAGES OF THE HR STRATEGY TEMPLATE
The Table of Contents for the Human Resources & Organizational Strategy Template:
1. Title Page 2. The HR Team's Mission 3. HR Strategy Agenda Slide 4. HR Team & Org Wins 5. HR KPI Performance 6. Company Org Chart 7. US Org Headcount Map 8. World Headcount Map 9. Org Current State Metrics 10. Headcount Chart 11. Headcount by Function Chart 12. HR & Org Strategy Framework 13. HR Strategy Scorecard 14. Next Year's HR & Org Goals 15. HR Goals 16. Company Goals, & Budget 17. Employee Engagement Heatmap 18. HR Initiatives & Progress 19. Human Resources Budget 20. Improve the Employee Journey 21. Employee Journey Framework 22. Employee Journey Initiatives 23. Employee Survey Results 24. Employee Journey Goals / KPIs 25. Talent Acquisition Funnel 26. 5C Onboarding Strategies 27. Employee Development Initiatives 28. Employee Assessment Strategy 29. HCM Platform Strategy 30. HCM Project Plan 31. Change Management Template 32. Employee Journey Strategy 33. Strategic Org Design 34. Org Design Framework 35. Core Competency Strategy 36. Cascading Goals & KPIs 37. Job Career Ladder Template 38. Headcount Reduction 39. Manager Headcount Reduction 40. Centers of Excellence Consolidation 41. Employee Certification Chart 42. Employee Mix Trend Chart 43. Organizational Chart 44. Elevate the Culture & Comp 45. Company Culture Framework 46. Company Culture Scorecard
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139. Org Design Fundamentals 140. Org Design Elements 141. Org Structure & Roles 142. Types of Org Structures 143. Matrix vs. Functional vs BUs 144. HR & Org Benchmarking 145. Span of Control 146. The Right Leaders 147. ROLES Framework 148. Employee Journey 149. Building Blocks of Culture 150. Culture Strategy 151. Examples of Culture Strategy 152. Potential Company Values 153. Values Example 154. Norms Best Practices 155. Amazon Meeting Norms 156. Employee Journey Questions 157. List of Employee Journey Ideas 158. Google’s Employee Journey 159. Comp & Benefits Framework 160. Company Environment 161. Culture Transformation Plan 162. Employee Diagnostic Results 163. Diagnostic Survey (1/2) 164. Diagnostic Survey (2/2) 165. HR / Employee Worksheets 166. SMART Goal Worksheet 167. ROLES Worksheet 168. Will Skill Matrix 169. Will Skill Template 170. Sources of Power 171. Personal Power Plan 172. High Performing Teams 173. Team Charter 174. Extended Team Charter (1/2) 175. Extended Team Charter (2/2) 176. Functional Roadmaps 177. Roadmap PowerPoint Template 178. Roadmap Excel Template 179. Project Planning Exercise 180. Project Plan Template 181. Project Scorecard Exercise 182. Project Management Scorecard 183. Problem Statement Exercise 184. Problem Statement Template 185. KPI Worksheet 186. Terms of Use
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Human Resources Strategic Plan Templates
This HR strategy presentation template is 186 PowerPoint slides of hr & org strategy storylines, plans, frameworks, org charts, analysis, icons, examples, templates, and more. Designed by human resource leaders and McKinsey consultants, the HR strategic plan template covers HR strategy , org strategy, org design , strategic alignment, financials, the employee journey (hiring, onboarding, development, evaluation, advancement), HR plans & initiatives, culture, values, compensation design, and much more.
HR & Powerpoint Organizational Chart Templates
Human Resources & Organizational Strategy
This section covers the fundamental building blocks of your HR strategy, including the clear articulation of your HR team's mission.
Company Organization & Structure
Gain clarity and insight into your company's organizational structure with comprehensive org charts, visualize your workforce distribution with US and world headcount maps, and evaluate key organizational metrics
Headcount & Workforce Management
Dive into headcount analysis to make informed decisions about workforce management, explore headcount reduction strategies, and design career ladders to foster employee growth .
Employee Journey & Engagement
Build an engaged and productive workforce by improving the employee journey through efficient hiring, seamless onboarding, continuous development initiatives, and understanding employee sentiments with survey results.
Talent Acquisition & Development
Discover the power of an effective talent acquisition funnel to attract and retain top talent, utilize 5C onboarding strategies to ensure a successful integration, and develop employees with thoughtful initiatives for continuous growth.
Human Capital Management (HCM) & Technology
Strategize your Human Capital Management (HCM) with a comprehensive platform strategy, effectively plan HCM projects , and navigate organizational change with a robust change in human resources strategic plan template.
Culture & Compensation
Elevate your company culture and compensation design with frameworks that reinforce your values, and utilize scorecards to track the effectiveness of culture initiatives.
Core Values & Core Competencies
Define and uphold your core values, align your core competencies with your organizational strategy, and develop initiatives to strengthen these foundational elements.
Performance & Strategy Frameworks
Ensure alignment across your organization with cascading goals and KPIs, utilize milestone frameworks to track progress, and leverage powerful 3-box frameworks for strategic decision-making.
Employee Certification & Assessment
Implement employee certification processes for skill validation and use employee assessment strategies to identify potential and areas of growth.
Company Norms & Employee Journey Strategy
Establish company norms for efficient collaboration, and design a cohesive employee journey strategy that aligns with your organizational goals.
Retention Initiatives & High Performing Teams
Implement retention strategies to nurture talent, create team charters to foster high performing teams, and drive a culture of continuous improvement .
Company Culture Initiatives & Employee Diagnostic Results
Drive cultural transformation with well-defined culture initiatives, and gain valuable insights into your organization's strengths and areas for improvement through employee diagnostic surveys.
Compensation Framework & Procurement Prioritization
Craft a comprehensive compensation framework that aligns with your organizational goals, and prioritize strategic procurement to optimize resource allocation with this human resources strategic plan template.
Project Planning & Problem Statement Exercise
Utilize project planning templates to ensure successful execution of your HR initiatives, and conduct problem statement exercises to address organizational challenges effectively.
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Blog Human Resources 6 Steps to Create a Strategic HR Plan [With Templates]
6 Steps to Create a Strategic HR Plan [With Templates]
Written by: Jessie Strongitharm Aug 25, 2022
The backbone of any successful business is the people and processes behind it — that’s why creating a human resources (HR) plan is key. This strategic document drives your business forward by evaluating where your workforce is at, and comparing it to future needs.
Without an HR plan, organizations can suffer from issues that would have otherwise been avoided. From productivity pitfalls to costly employee turnover , there’s no shortage of risks you can sidestep if you do human resource planning in advance.
Not sure where to start? No worries. I’ve outlined six steps you can take to create an effective HR plan that ensures your organization is well-staffed and well-served. You’ll also find a variety of HR templates that you can customize in just a few clicks — no design expertise required.
Click to jump ahead:
What is human resource planning?
- Assess employees’ current skill levels
- Forecast your labor needs based on available information
- Revisit your organizational design
- Outline how you will manage, motivate and retain talent
- Align your workforce planning with your budget
- Establish KPIs for your human resource planning objectives
Human resource planning is the process of considering the current and future “people needs” of an organization.
This involves evaluating an organization’s workforce structure and protocols to ensure operational goals are met, productivity stays high and future demands for labor and talent can be fulfilled. Staying updated with industry trends using the LinkedIn People Directory can help achieve this.
The result of this process is the creation of an HR plan, which typically takes the form of a written document sometimes autogenerated using HR software . These documents tend to follow a similar structure to most strategic business plans and are created on an annual basis, by HR managers or company leaders.
Check out the template below for an example.
This eye-catching, one-page HR Strategic Plan Template offers a concise summary of your human resource planning efforts, so you can easily share info with colleagues.
Just swap out the text and visual assets for those of your choosing in Venngage’s editor , and you’re off to the races.
6 steps to create a strategic HR plan
Ready to create a strategic plan for the human resources that power your business? Here are six steps to help you succeed at the human resource planning process.
1. Assess current employees’ skill levels
The first step to creating a future-forward HR plan is to assess employees’ current skill sets, and compare them to your operational needs moving forward. This will help you identify gaps and inform any hiring of new employees.
Employees’ skill levels can be assessed by reviewing their work history, hard and soft skills and professional growth over time.
Using a matrix is a great way to understand where the skill gaps in your current workforce exist. Below is an example that describes the skills needed for different marketing roles.
Don’t need it for marketing specifically? No worries — you can fully customize this template by swapping in your own text to examine any human resource gaps.
Another way to assess skills is by giving employees a questionnaire they can fill out. This Employee Competency Assessment Template does just that.
Based on the information collected, you’ll get a sense of what positions best suit each individual, and whether any upskilling or hiring is required.
2. Forecast your labor needs based on available information
Next in your strategic strategic HR management plan, you’ll want to consider the future. This involves accounting for any upcoming changes to your workforce, so operations can continue without error.
When forecasting labor needs, the following should be considered:
- Planned promotions
- Upcoming retirements
- Layoffs
- Personnel transfers
- Extended leaves of absence (i.e. maternity/paternity leave)
Beyond those, it’s a good idea to assess the impact of external conditions on your labor needs during your human resource planning. For example, new technological developments may decrease the amount of employees you require to operate your business.
3. Revisit your organizational design
Organizational design is the process of structuring the way a business operates so it can best achieve its goals. This is hugely important when it comes to your human resource planning process!
With a clear understanding of your organization’s strategic objectives in mind, reviewing your organizational design allows you to understand the staffing requirements you’ll need to succeed at them. This means taking into account your organizational structure and chains of command, as well as how work gets done and the way information flows.
From there, you’ll be able to see which departments need more team members so it can accomplish the organization’s objectives.
An easy way to get started is by using an organizational flow chart.
With its color coding and layout, even a new manager can quickly look at this chart to identify the people responsible for leading teams and making decisions.
And if there are any changes, it’s easy to to reflect them in the chart itself. All you need to do is customize the text and visual assets in Venngage’s Chart Maker as desired.
Not quite your style? There’s plenty of other organizational chart templates to choose from.
Here’s an organizational chart that’s perfect for small businesses that have limited employees. One quick look, and you’re good to go.
The bottom line is, no matter how big or small your business may be, you should always revisit your organizational design to optimize your workforce management and business operations.
Related: Types of Organizational Structure [+ Visualization Tips]
4. Outline how you will manage, motivate and retain talent
In this day and age, it’s a known fact that companies must provide more than just a paycheque to attract and retain talent, and encourage growth.
It’s true — studies have shown employees are more engaged in their work when they feel it is meaningful, fulfilling and slightly challenging. So your human resource plan should consider how to inspire such feelings, and what actions you can take to motivate employees to stay. (Hint: a strong HR training and development program is key.)
The talent management infographic template below is a great way to begin.
Using this process chart , you can detail the steps you’ll take to retain the talent you have. Reference it as needed in your human resource planning.
Another great way to keep staff motivated and geared towards their professional growth is by coming up with ideas for employee development . Facilitating a company culture that champions continuous learning guarantees your team will feel supported and challenged in all the right ways.
The two employee development plan templates below will help you do just that.
Though both templates are geared towards healthcare organizations, it’s easy to customize their content in Venngage to promote the continuous learning and development of employees in any industry.
As a result, your employees will be able to reach their full potential, while simultaneously supporting the long-term goals of your organization.
Related: 6 Employee Development Ideas for Efficient Training
5. Align your workforce planning with your budget
Let’s face it, human resources ain’t cheap.
Meaning, if you struggle at organizing and monitoring your HR budget, you’re bound to overspend on your initiatives —and no financially savvy business wants that.
That’s why I recommend including financial information in your HR planning process, so you can reference your budget and expenses as needed. This includes not only hiring and training costs but also the complexities of managing a global payroll for diverse teams.
Ensuring this allows you to stay within range as you work towards achieving your strategic goals for human capital . Plus, you don’t need to use one that contains walls of text and wack-loads numbers. Check out the clean and cheery option below — it’s as easy to fill out as it is to understand.
And if you’re looking to compare a forecasted budget to previous annual spending when strategizing your HR budget, the Budget Comparison Infographic Template below will help.
The bar graph is a great data visualization of annual expenses, organized by category. Just add (or import) any values to Venngage’s editor, swap out the text, and you’re ready to compare with ease.
Related: 10+ Expense Report Templates You Can Edit Easily
6. Establish KPIs for your human resource planning objectives
Measurable results are important when it comes to your HR planning processes, because they indicate whether your strategy is working or not.
Keeping those metrics in mind, your company can make adjustments and improve upon any future plans — AKA strategize for future success in business. That’s why your human resource plan should include info re: the specific key performance indicators (KPI) you’ll be measuring.
KPIs are established to help determine if HR strategies and plans are working. Much like those used for evaluating the performance of marketing or sales plan , KPIs for human resources are measurable results that indicate an organization’s success at achieving predetermined goals.
These may take the form of headcounts, turnover rates, demographic information, time to hire and employee satisfaction scores.
Here’s one employee satisfaction survey you can use to understand your workforce better.
When you’re ready to organize those HR KPIs in a document, the recruiting template below is perfect for keeping tabs at a glance.
Related: 10+ Customizable HR Report Templates & Examples
How do I make an HR plan?
After you’ve collected the data you need, you’ll want to convey this info in an engaging, professional manner for easy referencing and sharing amongst colleagues. Given this, using Venngage is the best route to go.
Here are the simple steps to help you bring an actionable HR plan to life:
- Outline the information you would like to include in your strategic hr plan
- Pick the human resource planning templates that best suits your needs
- Customize the templates’ text and visual assets so they speak to your organization
- Apply your company’s brand guidelines with a few clicks using Venngage’s automated branding feature, My Brand Kit
- Download and share as desired
Note: sharing is available free-of-charge. However, the option to download your creations and access features like My Brand Kit and Team Collaboration are available with a Business plan .
FAQ about HR plans
How long should an hr plan be .
There are no hard and fast rules when it comes to the length of an HR plan. That being said, if you’re going to share it with colleagues, you probably don’t want to create a 20+ page document. One to five pages should suffice.
Try to be as concise as possible when relaying the facts, and use data visualizations wherever possible to save room.
Do I need an HR contingency plan?
In the same way creating an HR plan is a proactive move that helps your organization account for future needs, it’s a good idea to devise an HR contingency plan. This ensures there’s a back-up plan in place should your initiatives not go as expected.
For example, if you’ve identified that you need five new hires to keep up with consumer demand, but the talent pool is lacking, a contingency plan could house suggestions for restructuring your workforce to mitigate this.
In other words, it’s best-practice to hope for the best, but prepare for the worst.
Is an HR plan different from an employee development plan?
Yes. While an HR plan is a strategic document describing how an organization addresses its personnel-related needs at a high-level, an employee development plan outlines the processes needed to help an individual achieve their professional goals.
Even though the human resource planning process may involve outlining some employee development tactics, it is not unique to each employee as in the case of an employee development plan.
Make your HR planning processes effortless
You don’t need a crystal ball to feel confident about your people moving forward. With a solid HR plan and strategy in place, you’ll prime your workforce — and all business endeavors — to succeed in even the most competitive of markets.
Just remember this: human resources planning, and creating strategic business plans in general, doesn’t have to be exhausting.
With Venngage’s huge selection of professionally-designed templates and easy-to-use editor, all it takes is a few minutes to produce a polished document perfect for all your needs. Sign up for free today !
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