Notion – HR Project Plan Template

This template is perfect for organising your HR department and keeping everything on-track. Today’s human resources teams don’t just handle payroll, onboarding, and offboarding. They’re also responsible for a wide range of projects and internal processes to ensure the success of every employee. But without a central system for managing work and priorities, HR teams struggle to keep up with everything on their plate and this Notion template can help.

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What you need before purchase

Basic knowledge of how to use Notion
Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

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After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

Click on the template download link in Gumroad
When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
The template will now be available in your own Notion account

For ongoing use, the steps are:

Login to Notion and select the template you want to view
Click on the Duplicate link in the top-right of your screen to create a copy to use
You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again

The importance of having an HR Project Plan

The HR project plan is usually the first crucial step for HR professionals before they even begin to think about setting up or revising HR policies.

An HR Project Plan (or HR Proposal) should include the HR Scope & Objectives, HR Milestone Timelines (or HR Calendars), HR Costs or Resources, HR Risks. It is important for this plan to be realistic and easily achieved on schedule. The plan has to include milestones that are achievable, deadlines that are feasible, HR costs that are realistic and HR risks that can be mitigated.

The HR Project Plan is the topmost top level HR plan; it’s basically where everything begins. A project plan will help you design your HR initiatives (for example: setting up an HR Information System, conducting a compensation review, etc.) by establishing HR Milestones. HR milestones are a series of events or tasks that need to be completed in order to reach the final HR project goal. HR plans have to be broken down into smaller steps so as not to become overwhelming and difficult to manage.

The first step is for HR professionals, managers and directors to work together on an HR Project Plan. HR Project Managers should lead this initial HR planning process, specifying possible HR project timelines (HR Calendars) and HR budgets (HR Costs). HR managers will provide the input on HR objectives (or HR Scope), implementation challenges/issues, staff changes, training requirements and possibly HR benefits. Having an HR Project Plan in place before you actually set HR policies will help HR administrators identify which HR laws and HR management tools fit HR initiatives.

Always remember that an HR Project Plan has to be realistic, achievable and within your HR budget. Never overspend or overpromise when it comes to HR projects as this could land you in hot water with your management team.

Notion – HR Project Plan Template