Unit of competency Outline

Date retreived
23/07/2026 1:42 PM AWST

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Formulate a strategic human resource plan

Formulate a strategic human resource plan

Unit of competency
National Code
PSPHR702B
State Code
C8163
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
3.00
Current Release Date
01/11/2012
State Implementation and Classification
Approved Date
07/07/2014
Field of Education
080303 - Human Resource Management
Original Release Date
07/07/2014
Nominal Hours
60
Description
This unit covers formulation of a strategic human resource plan that links the human resource function with the direction of business units and the organisation. It includes identifying key issues, and developing, implementing and evaluating the strategic human resource plan.In practice, strategic human resource planning overlaps with other generalist and specialist workplace activities such as influencing change, shaping diversity management, influencing strategic policy, strategic planning.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication
Notes
Elements and Performance Criteria
1. Identify key human resource issues arising from the organisation's strategic plan
  • 1.1 The organisation's strategic and business plans are analysed to determine key human resource issues.
  • 1.2 Internal/external factors likely to impact upon the workforce profile and future human resource requirements are identified and considered.
  • 1.3 Workforce data is analysed for trends to determine key human resource issues.
  • 1.4 Business units and senior management within the organisation are consulted for information on future requirements.
  • 1.5 Forward planning tools are utilised to predict longer term issues and needs to be addressed in the strategic human resource plan.
2. Develop a plan to meet the human resource requirements of an organisation
  • 2.1 The plan is developed based on data drawn from information sources, consultations with stakeholders, and good practice models, and is consistent with relevant legislative and policy requirements.
  • 2.2 Strategies for workforce planning, workforce management, managing succession and skill shortages are contained in the plan to support the organisation's business vision and provide for the right people to be in the right place at the right time.
  • 2.3 Strategies are included within the plan consistent with the organisation's strategic perspective.
  • 2.4 Risks associated with planned strategies are identified and addressed.
  • 2.5 Resource requirements are identified and a budget is prepared to support the implementation of the plan and performance indicators and timeframes are prepared to provide a basis for monitoring.
3. Implement a human resource plan
  • 3.1 Agreement on the plan is obtained through consultation with other business units within the organisation.
  • 3.2 The human resource plan is documented and communicated to other business units in accordance with the needs of a diverse workforce.
  • 3.3 Systems and tools required to support implementation are identified in accordance with organisational requirements.
  • 3.4 Human resource strategies are implemented in accordance with the plan and are monitored and revised against the budget and key performance indicators.
  • 3.5 Support in implementing the plan is provided to business units in accordance with organisational requirements.
4. Evaluate the effectiveness of the human resource plan
  • 4.1 Ongoing monitoring/evaluation of the plan is undertaken to adjust strategies as needed to take account of new developments or contingencies.
  • 4.2 A reliable and valid evaluation methodology is developed and implemented to formally evaluate outcomes.
  • 4.3 The plan is judged in accordance with its effectiveness in contributing to the achievement of the organisation's strategic goals and business objectives.
  • 4.4 A range of information is utilised and analysed to provide a basis for the judgments to be made in relation to the plan's effectiveness.
  • 4.5 Outcomes of the evaluation are reported with appropriate recommendations for enhancement of the plan, to inform ongoing planning and integrate human resource planning into the organisational planning framework.
The Range Statement provides information about the context in which the unit of competency is carried out. The variables cater for differences between States and Territories and the Commonwealth, and between organisations and workplaces. They allow for different work requirements, work practices and knowledge. The Range Statement also provides a focus for assessment. It relates to the unit as a whole. Text in bold italics in the Performance Criteria is explained here.
Internal and external factors within the organisation's operating environmentmay include:
changed financial or political circumstances
government policies
downsizing or organisation restructuring
future directions for the organisation
opportunities for outsourcing
changes in legislation or core business activities
changes in activities or aspirations of customers
changes in environmental and sustainability practices
organisational changes
labour market shortages
hard to fill positions
hard to attract staff
changes in demographic and social trends
existing skill base in relation to achievement of corporate goals
Workforce datamay include:
analysis of the size, shape and structure of the current workforce
projected future workforce requirements
performance management issues
turnover
separation
transition
redeployment levels
Forward planning toolsmay include:
supply and demand forecasting
scenario planning
Stakeholders may include:
all those individuals and groups both inside and outside the organisation that have some direct interest in the organisation's behaviour, actions, products and services such as:
users of the human resource service
employees at all levels of the organisation
other public sector organisations
inter-agency forums
union and association representatives
boards of management
government
Ministers
Legislative and policy requirementsmay include:
Commonwealth and State/Territory legislation including equal employment opportunity and anti-discrimination law
national and international codes of practice and standards
the organisation's policies and practices
environmental and sustainability policies
government policy
codes of conduct
Strategies to manage the workforcemay include:
recruitment and induction
performance management
learning and development
rotation
acting opportunities
strategies to reduce the incidence of turnover/separation
Sources of information for evaluationmay include:
workforce profile
basic statistical analyses
interviews with stakeholders
surveys
focus groups interviews
research on existing programs
solicited and unsolicited feedback
organisational reviews
workforce management data
exit interviews
The Evidence Guide specifies the evidence required to demonstrate achievement in the unit of competency as a whole. It must be read in conjunction with the Unit descriptor, Performance Criteria, the Range Statement and the Assessment Guidelines for the Public Sector Training Package.
Units to be assessed together
Pre-requisite units that must be achieved prior to this unit:Nil
Co-requisite units that must be assessed with this unit:Nil
Co-assessed units that may be assessed with this unit to increase the efficiency and realism of the assessment process include, but are not limited to:
PSPETHC701A Lead and influence ethical practice in the public sector
PSPHR703A Provide leadership in strategic human resource management
PSPMNGT701B Provide strategic direction
PSPMNGT702A Influence and shape diversity management
PSPMNGT703A Lead and influence change
PSPMNGT704A Undertake enterprise risk management
PSPPOL701A Influence strategic policy
Overview of evidence requirements
In addition to integrated demonstration of the elements and their related performance criteria, look for evidence that confirms:
the knowledge requirements of this unit
the skill requirements of this unit
application of the Employability Skills as they relate to this unit (see Employability Summaries in Qualifications Framework)
strategic human resource plans formulated in a range of (2 or more) contexts (or occasions, over time)
Resources required to carry out assessment
These resources include:
strategic planning guidelines
legislation, policies and procedures relating to strategic human resource planning
workplace information such as mission, vision, strategic and business goals
workplace scenarios and case studies to capture the range of situations likely to be encountered when formulating strategic human resource plans
Where and how to assess evidence
Valid assessment of this unit requires:
a workplace environment or one that closely resembles normal work practice and replicates the range of conditions likely to be encountered when formulating strategic plans, including coping with difficulties, irregularities and breakdowns in routine
strategic human resource plans formulated in a range of (2 or more) contexts (or occasions, over time)
Assessment methods should reflect workplace demands, such as literacy, and the needs of particular groups, such as:
people with disabilities
people from culturally and linguistically diverse backgrounds
Aboriginal and Torres Strait Islander people
women
young people
older people
people in rural and remote locations
Assessment methods suitable for valid and reliable assessment of this competency may include, but are not limited to, a combination of 2 or more of:
case studies
portfolios
questioning
scenarios
authenticated evidence from the workplace and/or training courses
For consistency of assessment
Evidence must be gathered over time in a range of contexts to ensure the person can achieve the unit outcome and apply the competency in different situations or environments
Replaces
State Code National Code Title Type
C3436 PSPHR702A Formulate a strategic human resource plan Unit of competency
Replaced By
State Code National Code Title Type
AWU95 PSPHRM010 Formulate a strategic human resource plan Unit of competency