Your HR checklist for 2015

It’s nearly the end of the year already: how is your planning for 2015 going? Is it something you’ve already done – or are you going to do it over the summer?

Either way, here’s a checklist to help you with the HR planning. We find that so often business owners set sales goals, expenditure budgets and marketing plans – but forget about the HR side of things.

And after all, if you don’t have enough people (or the right people), you’ll struggle to achieve the rest of your business goals.

Here's your HR checklist for 2015:

  • Sales targets and KPIs: If you’re setting sales targets (and you should!), these need to translate directly into Key Performance Indicators (KPIs) for each of your sales people. That way, they know exactly what’s required of them. Involve your team in setting the KPIs; make sure the KPIs are SMART; and tie in with the company goals for the year.
  • Staffing needs: When you’re setting individual KPIs for your sales team, you might realise that perhaps the target sales numbers are rather high and unachievable. If that’s the case, you need to look at your staffing needs. It’s better to do this now, rather than wait too long and fall behind your plans.
  • Accountability sheets: Once you’ve set the KPIs, you need to keep monitoring your team. One of the ways to do this is through accountability sheets. These are filled out by your staff member each week prior to the one-to-one meeting with their manager and it provides a talking point and a clear overview of their actual “activity” for the week prior. Taking the data off this and loading into an excel graph is a great visual tool for providing feedback.
  • Weekly one-to-one meetings: The weekly team meetings are great, but there will be certain issues that aren’t appropriate for all to hear. That’s why you need to spend a bit of time with every employee each week. It doesn’t need to be a long, formal meeting – just the right amount of time for them to mention any issues, and for you to respond. Again, imagine you’re coaching the All Blacks: the coach spends time with individual players working on individual skills, as well as working with the team as a whole. You need to do the same for your team.
  • Weekly team meetings: As the business leader or manager, it’s your job to guide your team; keep motivating them; direct them; and resolve any issues. The only way to do that is with weekly team meetings. Trust us, meeting less often just doesn’t work. Imagine you’re leading the All Blacks: does the coach work with them constantly, or just before each game? Or each season? Imagine your employees are the All Blacks, and that it’s your job to coach them to success.
  • Training budgets and training plans: Let’s face it; even the All Blacks need to lift their game sometimes! Likewise, your team will need help improving their skills, too. And everyone will have different needs: some people might need a boost with negotiating skills. Others might need a hand with time management. If you want to get the best out of your team, you need to help them where they need help. So it’s important to create a training plan for each individual, and include it in your budget. It won’t happen by itself!
  • Succession plans: The All Blacks are still winning playing well, even though Graham Henry retired in 2011 and Steve Hansen is now coaching the team. That’s no accident; Graham Henry began mentoring Steve Hansen as far back as 2004. In other words: you can’t have a succession plan in place early enough. 

Do you have all of these things in place in your business?

Or does even thinking about them cause you some anxiety?

If you’re not sure how to approach some of these HR planning tasks, or you need some guidance in figuring out your approach, Recruit NZ is here to help you.

As your strategic HR and recruitment partners we’re here to help guide you through all the nitty gritty tasks involved in managing your team. We’ll help you to coach your team – and your business – to success, so that 2015 is a winning year for you.

Next step: Get coaching and hands-on help for your HR in 2015 

Please contact us for a free and friendly chat to see how we can help you with any aspects of HR or recruitment.
Either give us a call on
09 280 3977 or email
Or if you’d prefer, you can schedule a 15-minute phone meeting online:

To meet your goals, you need a successful team. Here’s your HR checklist for a winning year ahead.

Contact us to find out how we can help your business.

The following two tabs change content below.
Tanya Gray is your strategic HR partner, passionate about driving clients’ productivity with innovative solutions and collaboration.

Similar Posts