Client HR Plan Template
Client HR Plan Template Drive your clients HR programs.

HR Plan template for HR Consultant Clients

The Client HR Plan template is used by HR Consultants and provides a framework and a menu of HR topics used to create an HR strategy or HR philosophy for their clients. This downloadable Word document is used to guide and drive HR programs and take the guesswork out of creating consistent HR initiatives.
 

Preview This Template
Template - Preview
 

Preview This Template
Completed Example - Preview

Overview

HR Plan - also commonly referred to as a HR Strategy - is a tool to help businesses align their organizational goals with their HR capabilities. A  HR plan is all about creating alignment around your small business client’s people, processes, and operating philosophies. It’s a way to position strategic human resources management as the catalyst for amplifying broader business or organizational goals. The ability for organizations to define and achieve their objectives, therefore, becomes tied directly to the internal HR strategies enabling them to take shape.

From a more practical, hands-on perspective, however, HR strategy is a “long-term plan that dictates HR practices through an organization,” including recruiting, hiring, onboarding, performance management, learning and development, compensation, succession planning, etc.

This Client HR Plan zip download includes 2 documents available for you:

  • Client HR Plan Template: a working document that you can modify. 
  • Client HR Plan Example: a completed HR plan. It shows "example" in blue in the header. You can also use this document as your base to customize. 

Why Use the Client HR Plan Template & Example

  • Provides a standardized and consistent approach in creating a HR Plan.

  • HR Consultant uses the completed document to execute the HR Plan.

  • Some of the contents can be used for sharing with managers or all staff to clarify the HR strategy, philosophy, or policy.

Benefits of the Client HR Plan Template & Example

  • It reinforces to the client that you’re transparent by providing details for your proposal and quote.
  • It demonstrates that recruiting and hiring involves a significant number of steps.
  • You reinforce that you are ethical and provide different rates for different tasks.
  • It manages your client’s expectations so there are no surprises.
  • It provides you with a planning tool with deadlines.

Download the Client HR Plan Template & Example

Download the Client HR Plan Template & Example! These templates are included in the HR Consulting Kit, a comprehensive kit that features templates & best practices to set up & manage your HR consulting practice.


Tips for working with the Client HR Plan Template & Example

  • The HR Plan is an important piece of document as it sets the HR strategy for the accomplishment of the company's goals. Therefore, be thorough and don't rush through the process. 
  • The template is to be used as a guide and provides a good starting point. As each business is different, tweak the template as you see fit.
  • Provide the questions to the leadership team ahead of the HR Planning meeting so that they can prepare feedbacks. Let them know how you can be reached at should they need clarification on any of the items before the meeting.

  • “…What a great product! I cannot emphasize enough how delighted I am with it…Your work is thorough, detailed, comprehensive, thought provoking, well laid out, easy to work with, professional, and great value. Thank you and compliments on a job very well done.”

    Grant Hodgins, B.Comm | CEO, Hodgins Auctioneers Inc.
  • "...I wish I had this product years ago! It is an invaluable tool for time and resource-strapped HR departments to quickly turn out quality HR practices and procedures..."

    Coleen Hunter | National Director, Human Resources, PharmaSave
  • I just wanted to write to say that ConnectsUs HR™ for Consultants is truly a gift. I've been searching for this type of support with other service providers with no luck. The templates and Resource Center you have created are so helpful, and provide a comprehensive menu of topics, best practices and well-written content that would have taken months to create from scratch. In most cases, my clients don't want to wait long to see results. I am very thankful to have found your product that makes me look so good!

    Thank you again!

    A new and thankful customer

    Stacey Messner | Principle Consultant | staceymessner.com
  • “…We were constantly “reinventing” the wheel when it came to establishing even the most basic administrative policies, procedures and templates (we were constantly “borrowing” examples from our sister organizations).  Your product provides us with virtually everything we were looking for in one nice, neat customizable package.”

    Brenda Taillefer | Executive Assistant, Athabasca Watershed Council
  • "...We needed a starting point for everything from policies to manager resources and got so much more."

    Karen Buchanan | Office Manager, BCTIA (BC Technologies Industry Association)
  • "... We had a menu of everything we could possibly need to quickly create HR best practices. The toolkit helped me understand what every small business should have in place."

    Salina Visram Landstad | Partner, Creative Spirits