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HR Strategy Audit Templates

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42 views

HR Strategy Audit Templates

Uploaded by

hr.shivammotorstata
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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HR Strategy

Audit Templates
Checklist, Prioritization Matrix
& Action Plan
HR Strategy Audit Questions
Instructions

Rate your current HR strategy using the following questions and rating scale:
 1 = Not at all
 2 = Somewhat or inconsistent
 3 = Mostly
 4 = Completely

1 2 3 4

PURPOSE
Is your strategy clear about its purpose and what it needs to achieve?

RELEVANCE
Does the strategy clearly reflect the business priorities?

STRATEGIC FOCUS AREAS


Does the strategy focus on 3-5 clear strategic focus areas?

INCLUSION OF CORE AREAS


Does your strategy have adequate focus on DEIB, ESG and employee
engagement, aligned to the organizational purpose?

EXTERNAL ENVIRONMENT
Does the strategy adequately consider industry, legislative and external
factors?

TRANSLATION AND COMMUNICATION


Is the strategy translated for various audiences, based on their needs?

EXECUTION ROADMAP
Is there a clear execution roadmap that drives implementation across
different functional areas and levels, including risks to be monitored?

INVESTMENT REQUIREMENTS
Does the strategy outline the investments required for success?

MEASUREMENT
Are key performance indicators and measurement metrics and
cadences outlined?

GOVERNANCE
Is it clear where and how, where and when decisions regarding the HR
strategy and its execution are made?
Prioritization Matrix
Instructions

1. Use the scores to identify areas where actions are required to improve the overall effectiveness and impact of
your HR strategy:
 1 = Potential gap or pain point to be addressed
 2 = Some gaps exist which could present issues and pain points
 3 = Could require some focus
 4 = Strength to leverage

2. Based on your unique business context, think about the impact of these focus areas and the effort required
to close the gap, to guide prioritization.
 Effort: How much time and resources will be required to implement
 Impact: How will this make an impact in the short to medium term

4 quadrants of the Prioritization Matrix


 Quick wins - Low effort & high impact: These are quick wins that can easily be
implemented while also yielding a significant impact. This is a good place to start.
 Prioritize - High effort & high impact: These are important focus areas to prioritize and focus
on, as they will require effort to implement, but will make a significant impact. It is best to manage
this as bigger projects with dedicated focus.
 Deprioritize - Low effort & low impact: These focus areas are important to maintain and adjust
when things change, however do not require a dedicated focus for now. These require
incremental review and adjustments.
 Revisit later - High effort & low impact: These focus areas should be parked for now and revisited
in the future to see if still relevant. These may be deprioritized in future or move into another
category as the business evolves.

Area 1 Area 3

Revisit Later Prioritize Area 2 Area 4

Effort

Deprioritize Quick Wins

Impact
Action Plan
Instructions

Use this template to define an action plan with timelines and clear accountabilities to ensure the actions that you
have identified are successfully implemented:

Action Responsible
Resources needed Priority Start date Due date
person

E.g. Create an HR strategy  Input from marketing on


1-pager for managers to wording and design
translate the strategy and  Support from the October
Head of EX Medium March 2025
highlight their role in Intranet team to host the 2024
shaping the employee one-pager on the
experience Leadership section

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