Five Steps of Integrated Planning Fact Sheet
These are the five steps that managers should follow when going through an integrated planning process.
Step 1: Review Your Business Goals
First you need to have a clear understanding of where your organization is headed.
- Review the government’s and your department’s key priorities or emerging directions that could have an impact on your organization’s mandate.
- Review your organization’s business priorities, budget allocations and performance indicators.
Step 2: Scan the Environment
Identify the external and internal factors that could affect your organization’s capacity to meet its objectives.
- Labour market trends
- Current and projected economic conditions
- Changes in legislation
- Technological advancements
- Cultural and social values
- Workforce demographics (profile, trends, skills and competencies)
- Changes in policy, guidelines, program delivery and organizational structure
- Public-service wide initiatives, such as diversity and employment equity; official languages; training, learning and development; values and ethics; and workplace well-being
Step 3: Identify the Gaps
Based on steps 1 and 2, determine your organization’s current and future human resources needs.
- Identify possible skills shortages in specific occupational groups or potential need for new skills.
- Identify the possible need for succession planning and management.
- Ensure that you have met your obligations related to diversity and employment equity; official languages; training, learning and development; and values and ethics.
Step 4: Develop Your Plan
Based on steps 1 to 3, determine the major human resources priorities and the strategies that you will use to achieve the desired outcomes.
- Include human resources priorities and key planning issues in your organization’s Report on Plans and Priorities.
- Factor in budgetary considerations into your integrated plan.
- Communicate your integrated plan to all employees and stakeholders, and engage managers in its implementation.
Step 5: Measure Your Progress
The integrated plan is an evergreen document. Key to successful implementation is constantly measuring, monitoring and reporting on progress, and responding to changing circumstances.
- Ensure human resources performance measures are aligned with indicators in the Management Accountability Framework and the People component of the same Framework.
- Establish a process that allows for regular review, adjustments and communication of changes.
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