Human resource it
Using Information in Human Resources (UIN)
www.pwc.com
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Learning Outcomes and Assessment Criteria
2
1. Understand the research process and different research approaches
Summarise the stages of the research process and compare different data
collection methods
2. Be able to conduct a critical review of information sources in an area of HR /
business practice and analyse the findings
2.1 Identify an area of HR practice for investigation.
2.2 Conduct a critical review of different information sources relevant to the
chosen area of HR/business practice
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Learning Outcomes and Assessment Criteria (continued)
3
3. Be able to draw meaningful conclusions and evaluate options for change
3.1 Draw meaningful conclusions from the review and make justified
recommendations for improvements in practice
4. Know how to deliver clear, business focused reports on an HR issue
4.1 Formulate a business report for identified stakeholders that includes an
appropriate mix of diagrammatic and narrative formats
Assignment Briefing
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Assessment (2,600 words)
5
Your CEO has asked each departmental head to undertake a critical review of
their systems, processes and practices as part of a major organisational change
agenda. You have been asked to review an area of HR/business practice and
present a business report to key stakeholders with recommendations for
improving practice.
Please read “Planning and writing a critical review” for guidance on how to
undertake a critical review and present your findings.
To provide the basis for your report, you have been asked to conduct a critical
review of information sources relevant to the area of practice. (AC 4.1) You should:
Select an area of HR/business practice for investigation and give the reason for
your choice (AC 2.1)
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Assessment (continued)
6
Undertake a critical literature review of different information sources relevant to the
area of practice (at least three) e.g. research digests, academic and professional
literature, online databases, key texts relevant to the selected area of practice. (AC 2.2)
In your write up of the literature review you should:
Explain why you selected each source and the focus of that source
the research approaches and methodologies adopted by the authors of each
source, commenting on the advantages and disadvantages of these different
approaches. (AC1.1 and 2.2)
Evaluate the conclusions from each source
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Assessment (continued)
7
Draw meaningful conclusions from the critical review of the different information
sources. (AC 3.1)
Make justified recommendations to named stakeholders for sustaining and/or
improving practice. (3.1)
Your report structure should include:
Title page (report title and their name, submission date)
Executive summary (overview, methods of analysis, findings, recommendations)
Table of contents (list of numbered sections)
Introduction (terms of reference)
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Assessment (continued)
8
Main body (headings and sub-headings - these could be for each information source
reviewed). Candidates should use a mix of narrative and diagrammatic formats
where appropriate to present their findings
Conclusion (including major inferences and recommendations for change)
Reference list
Appendix if used i.e. information supporting their analysis but not essential to its
explanation
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Assessment (continued)
9
Evidence to be produced/required
A written business report for stakeholders of approximately 2,600 words.
You should relate academic concepts, theories and professional practice to the way
organisations operate, in a critical and informed way, and with reference to key
texts, articles and other publications and by using organisational examples for
illustration.
All reference sources should be acknowledged correctly and a bibliography
provided where appropriate (these should be excluded from the word count).
Demonstrating evidence of wider reading through appropriate referencing will
improve your answer and increase the likelihood of your work achieving a ‘Pass’.
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Module Overview
10
LO1: Understand the research process and different research approaches
LO2: Be able to conduct a critical review of information sources in an area of
HR/business practice and analyse the findings
LO3: Be able to draw meaningful conclusions and evaluation options for change
LO4: Know how to deliver clear, business focussed reports
Learning Outcome 1
Understand The Research
Process and Different
Research Approaches
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Why do we carry out research or an
investigation into HR or management
issues?
Activity 1 (10mins) Group Discussion
12
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Why Carry Out Research?
13
Research is the systematic process of enquiry and investigation in order to
enhance knowledge of a particular issue or problem.
Research can be used to:
Investigate an issue (is there a problem, cause, trend?)
Provide solutions to a problem
Support decision making
Generate and enhance intellectual capital
Benchmark good practice/performance to ensure continuous improvement
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Why Carry Out Research? (continued)
14
Horn (2009) identified 4 reasons:
1. Burning desire’ strategy (personal interest in an area)
2. Replication strategy: apply some sort of research in a different context
(e.g. apply good practice to own organisation)
3. Practical problem strategy: an issue has been highlighted e.g. by survey,
senior management
4. Convenient access strategy: select an area because of the access they
have to specific info or data
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Employee engagement
Reasons for absenteeism
High turnover rates
Introduction of performance related
pay
Talent acquisition and development
Introducing Management
Development
Change Management
Recruitment & /or selection process
E-learning adoption
Social Media software policies
Introduction of performance reviews
Introducing Management
Development
Onboarding & / or inductions
Recruitment & / or selection process
Exit interviews
What Should I do My Research On?
15
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Informing Business Decisions
16
Strategic level - long-term planning, unstructured decisions that have a large
impact e.g. moving into certain markets
Tactical level - medium-term planning. Monitoring performance of the
organisation such as budgets and policies e.g. training needs analysis
Operational level - short-term day-to-day planning, direct the organisation to
meeting medium term goals e.g. setting a weekly production schedule and
resource plan
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Provide examples of research that
you would like to conduct
Try and identify one for each of
Horn’s methods
Extension question: How would
you prioritise research options?
Activity 2 (20mins) In Groups
17
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Priorities
18
Align top priorities in business/HR strategy
Identify your competitive advantage? Build or maintain it
Anticipate concerns/problems that we have/may have
Understand the extent of problem/issue/opportunity
Manage stakeholders power & influence
Maximise/neutralise key external opportunities and threats (e.g. recession,
legislation)
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What are the key stages in the
research process?
Activity 3 (10mins) Group Discussion
19
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Research Process
20
This may include:
Scope of the research
Objective(s)
Research problem or issue (why is it a problem?) and how link strategic objectives
What is good practice (examples and sources)
Research strategy and methods
Cost and resources and project plan
Proposal Design Collect &
analyse data Present &
recommend Implement &
monitor
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Building Your Research
21
Develop a research proposal to review high labour turnover or any topic of
your choosing…
1. What is the research subject & scope?
2. What is the objective of the research?
3. Why is it a problem (sources)?How does this link to your strategic objectives?
4. What is good practice in this area?
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Primary and Secondary Data
22
Public Sector
Data and information collected first hand.
Collected for the study in which it will be used
Private Sector
Data and information from already published
sources - often has drawn a conclusion
about an issue
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Media
23
Types of media include written, electronic and oral
Significant proportion of information/data acquires electronically (e.g. websites,
blogs, podcasts, social networks, wikis and other community groups etc)
Websites e.g CIPD
Blogs
Business data e.g. ONS
Online HR databases e.g.
XpertHR
Social media e.g. facebook, twitter
groups for specific issues/ interests
Wiki (collaborative space- members
create/edit content for shared goal)
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Academic Research
24
Academic - textbooks, journals and research papers (research and good
practice)
Professional - professional bodies provide information on research, statistics,
good practice etc
Organisation - future strategic direction, performance, how using finances,
stakeholder needs
Industry - detailed analysis, information and research within an industry
includes work practices, latest developments, skills and qualifications etc
Regulatory bodies -provide information on legislative/regulatory
requirements and statistics on compliance
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Data
25
Data
• Raw objective facts (e.g. numbers, statistics)
• A collection of unanalysed facts
Information
• Once it has been analysed and a useful meaning established, it becomes information
• Data that has been processed into meaningful form
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What’s the difference between
quantitative and qualitative data?
Which is more useful? Why?
When?
Activity 4 (15mins) Group Discussion
26
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Qualitative and Quantitative Research
27
Qualitative methods involves
collecting, analysing and interpreting
information which is in a nominal form
(such as words, images, surveys etc).
Often qualitative can help us understand
why things are happening.
Quantitative methods involves
collecting, analysing and interpreting
information numerical data, then using
this information to develop further
deeper statistical analysis.
Quantitative Primary
Qualitative Primary
Quantitative Secondary
Qualitative Secondary
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Activity 5 (20mins): In Groups
28
Research topic: Payroll is currently outsourced to an external provider.
The contract is coming to an end and you need to decide whether the
outsourcing arrangement should continue or whether it should be brought
back in-house.
1. Identify 5 sources of data or information you would like to review. Classify
each as primary/secondary/ qualitative/quantitative. Make sure you
include some online sources
2. Prioritise 2 sources of data/information and consider the pros and cons for
each one
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Considerations to Be Made
29
Time and cost to gather data
Relevance/spe cific (e.g.
industry etc.)
Ease of access
Presentation/ appeal / level of interest
Ability to manipulate data
Quality of data e.g. up-to-date, level of detail, sample size,
reliability and validity.
Learning Outcome 2
Be Able to Conduct A Critical
Review of Information Sources
in An Area of HR/Business
Practice and Analyse The
Findings
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Literature Reviews
31
“It is necessary to know what has already been covered and the theories that
have been developed to provide leads and reference points or as the basis for
a grounded theory approach.” Armstrong P. 180 (2011)
Grounded theory approach = inductive method of developing features of a
theory through empirical observations or evidence
There are a number of databases that can be used for example ABI inform,
Emerald, Business Premier
CIPD website links to journals is easy and fast to use
Searches will also reveal subject matter data
https://www.cipd.co.uk/knowledge PLUS…
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Literature Reviews (continued)
32
Informs key people such as stakeholders
Discusses published information in a specific subject area
Analyses existing research
Summaries and synthesises your arguments and the ideas of others
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Benchmarking
33
75% say they were satisfied with the conference.
Need ‘context’ - ‘trend is your friend’
How does that compare with last year? With other conferences?
Benchmarking - comparing data over time, across organisations etc to track
trends
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Justifying Your Research
34
Objective of the research study? Journal article?
Importance of the study / article (high importance vs necessity)
Cost and time
Relevance of any secondary data
Range of complementary methods
Expertise available/ ease of access
Quality of data
Stakeholder engagement
Analysis of data - one off or long term comparison
Complexity of data
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Data Quality
35
Data must be accurate to be able to draw meaningful conclusions.
Data quality can be measured against six dimensions:
Completeness
Uniqueness
Timeliness
Validity
Accuracy
Consistency
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Critically Reviewing Information Sources
36
Recency - How recent is the data? Is it still valid?
Trusted source - Is the source reliable and used by other professionals? Or
just a subjective opinion of an individual?
Accuracy - comparing the same data from other sources validates its
accuracy or inaccuracy - this is often referred to a “triangulation of data”
Relevance - Is the data relevant for your research topic?
Robustness - is there sufficient data over a suitable time period that allows
you to spot trends and patterns?
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Metrics and Standards
37
Internal and External Standards
Consistency of approach
In 2011 the International Organization for Standardization aligning HR practices
for their own benefit as well as their stakeholders.
Developed by experts representing 31 member countries, two experts from the
CIPD who are representing the UK.
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Example Metrics by Function
38
Strategic
Management
Workforce
Planning and
Development
Human Resource
Development
Employee and
Labor Relations
Risk Management
• Break-even Point
• Cost:Benefit Rate
• ROI
• Revenue per FTE
• Net Income
• Net Income Before
Taxes per FTE
• HR Expense to
Operating
Expense Ratio
• Contingent
Representation
Rate
• Vacancy and
Occupancy Rate
• Turnover
• Cost of Turnover
• Turnover Impact
and Impact per
Unintended
Separation
• Retention
• Promotion Rate
• Retirement Risk
• Cost per Hire
• Readiness
• Competency Rate
• Average Training
Cost
• Training Spend
Rate
• Average Training
• Hours
• Training
Participation ate
• Required Training
Completion Rate
• Average
Performance
Rating
• Performance
Ratings
Distribution
• Employee
Relations
Incidents (Total
and Avg.)
• Employee
Engagement
• Span of Control
(Avg and Median)
• EEO Compliance
• Workers' Comp
Cost per Emp
• Workers' Comp
Claims Filled
• Accident Rate
• Number or Internal
Complaints Made
Annually
• Number of
Employment
Practice Claims
Initiated Annually
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Example Metrics by Function (continued)
39
Strategic
Management
Workforce
Planning and
Development
Human Resource
Development
Employee and
Labor Relations
Risk Management
• Time to Start
• Time to
Productivity
• Selection or Yield
Rate
• Offer Decline Rate
• Succession
Breadth
• Succession Depth
• Succession Fill
Rate
• Successor and
High Potential
Retention
• Span of Control
• Internal Pay
Equity
• Internal and
External
Complaints (Total
and Av.)
• Employment
Practices Claims
Initiated
• Employment
Liability Spend
• Costs of
Defending
Employment
Practice Claims
EEO-1 Stats
• Applicant Flow
Data
• Employment
Practices Liability
Data
Learning Outcome 3
Be Able to Draw Meaningful
Conclusions and Evaluation
Options for Change
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HR Data
41
Top level view of HR this year:
HR operations efficiency: HR is controlling HR spending, and
the downward trend of HR spending from 2014 to 2015 has
essentially remained flat from 2015 to 2016, especially if one
considers the costs are not inflation adjusted
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HR Data (continued)
42
Business impact: Business impact of HR has shown
improvements from the last year. Revenue per FTE increased,
indicating that the workforce is becoming increasingly
productive.
Year 2016 2015 Percent Change
Revenue
per FTE
$471,312 $436,857 7.9%
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HR Data (continued)
43
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HR Data (continued)
44
PwC’s Employee Engagement Study1
66.0% 67.0%
59.0%
61.0%
54.0%
56.0%
58.0%
60.0%
62.0%
64.0%
66.0%
68.0%
"My ideas and opinions are valued at my company."
"My workgroup has a climate in which diverse perspectives are valued."
20152 2016
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HR Data (continued)
45
45
60
47
65
49
68
0
10
20
30
40
50
60
70
80
Time to Accept Time to Start
Talent Acquisition Process Times
2014 2015 2016
(Average number of calendar days from
the date a job requisition is approved to the
date an offer is accepted by a hire)
(Average number of calendar days from
the date a job requisition is approved to the
date a new hire begins work)
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HR Data (continued)
46
22.90%
22.60% 22.60%
22.45%
22.50%
22.55%
22.60%
22.65%
22.70%
22.75%
22.80%
22.85%
22.90%
22.95%
First Year of Service Turnaver Rate
2014 2015 2016
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HR Data (continued)
47
Rewards
1,109
1,427
1,039
1,316
1,099
1,374
0
200
400
600
800
1,000
1,200
1,400
1,600
Benefits FTE Radio Compensation FTE Radio
2014 2015 2016
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HR Data (continued)
48
$123
$134
$144
$110
$115
$120
$125
$130
$135
$140
$145
$150
Compensation Function Costs per Employee Served
2014 2015 2016
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Let’s Start by Thinking …
49
HRM practices and
interventions
Improved organisational
performance?
Q1: What different measures
do organisations use to
measure their performance
(KPIs)? How do they know
that they are succeeding?
Q2: In what ways can
HRM practices help
organisations to achieve
or strengthen these
performance measures?
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Balanced Scorecard
50
Communicates performance measures and links strategic and operational
planning.
• To succeed financially, how should we appear to our stakeholders?
Financial
• To achieve our vision, how should we appear to our customers?
Customer
• To satisfy our shareholders and customers, what business processes must we excel at?
Internal Business Processes
• To achieve our vision, how will we sustain our ability to change and improve?
Learning and Growth
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Balanced Scorecard
51
Sources: Ulrich, 1997b; Holbeche. 2001; Mooney, 2001: Ulrich and Brockbank. 2COSb: Boudreau and Ramstad, 2007; CIPD,
2007; Cral, 2007; Marchington and Wilkinson, 2008.
Employee attitudes For instance, measuring levels of engagement through a staff survey,
as well as satisfaction with the HR department and activities
Employee performance These would include measures such as individual productivity and
performance, for example. through annual appraisals and team performance
Employee behaviours For instance, turnover and absenteeism
Health and safety measures Including accident rates
Workforce profile and costs E.g. competencies. talent, proportion of employees at particular grades, total
workforce, salary costs, diversity statistics, talent pool
ROI in HR department E.g. ratio of HR staff to employees, operational cost of the HR department
Cost and efficacy of HR
activities
Such as number of applications per vacancy. training costs per employee,
training satisfaction, speed of response to applicants
Customer outcomes Such as customer satisfaction
What can we
measure? What
should we measure?
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The BSC Measures
52
Vision and Strategy
“To succeed
financially , how
should we
appear to our
stakeholders?”
Objective
KPI
Measures
Targets
Initiatives
“To achieve our
vision, how
should we appear
to our clients and
stakeholders?’
Objective
KPI
Measures
Targets
Initiatives
Objective
KPI
Measures
Targets
Initiatives
“To satisfy our
client and
stakeholders,
what business
processes must
we excel at?”
Objective
KPI
Measures
Targets
Initiatives
“To achieve our
vision, how will
we sustain our
ability to change
and improve?”
Classic balanced scorecard
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Research Considerations
53
What are the objectives?
Cost /benefit e.g. what is the time and cost to gather and analyse the data vs.
potential benefits?
Is the research study relevant/specific enough to the specific requirements of the
organisation?
Does it draw upon good practice/external expertise
Does it involve key stakeholders?
Is there flexibility to manipulate the data/look for correlations as the study
progresses?
Do we have the in-house expertise?
Quality of data (e.g. validity, reliability, level of detail, sample sizes, expertise etc)
Reference authors to show your reading carried out
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Analysing and Interpreting Data
54
Data collection is the systematic recording of information through tables,
spreadsheets, survey scoring, data collection software, etc
Data analysis involves uncovering patterns and trends in the data sets (use of
statistics, year on year analysis, etc)
Data interpretation involves explaining those patterns and trends (evaluating data
and drawing conclusions)
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Data Interpretation - Evaluating Data, Drawing Conclusions
55
Tabulation - tallying totals and identifying patterns revealed through participant
feedback (surveys - counted by hand or compiled through online tool like
SurveyMonkey
Triangulation - when the data you've collected complement each other, therefore
confirming that your collection methods were valid
Compare and contrast - comparing conclusions drawn by others and contrasting for
similarities and differences. Looking for what applies to your organisation
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Data Interpretation - Evaluating Data, Drawing Conclusions (continued)
56
When evaluating employee performance; numbers without narrative is often considered too hard, whereas narrative without the numbers is simply insufficient to justify in a business environment.
HR professionals need to take a balanced approach when providing benchmark data to those that have influence over its change and/or continuation
(E. Hanley - 2009)
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Process of Evaluating Scrutinised Secondary Data Sources for Your Research Project
57
1. Assess overall suitability of the data to research problem and objectives
o Do the measures used match the measures that you need?
o Does the secondary data cover the population about which you need data?
2. Evaluate precise suitability of data for analyses needed to answer research
question and meet objectives
o Validity and reliability of secondary sources will depend on the method of
collection: it is important to discover person or organization responsible for the
data (especially in internet sources)
o Evaluate the process by which the data was collected
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Process of Evaluating Scrutinised Secondary Data Sources for Your Research Project (continued)
58
3. Compare cost/benefit of using alternative sources
o Evaluate the extent to which alternative sources will enable you to answer the
research question and objectives
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Involving named stakeholders
Sustaining current practices
Improving practices
Providing timescales
Recommendations should be action
points for the business to act upon next
You need around 5-6 of these in total
Conclusions and Recommendations
59
Learning Outcome 4
Formulate A Business Report
for Identified Stakeholders that
Includes An Appropriate Mix of
Diagrammatic and Narrative
Formats
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The Report
61
A business report is a document in which the author analyses a business
issue and gives recommendations based on that analysis. It may also be
referred to as writing a business case or a manager’s briefing.
HR practitioners are likely to write business reports to summarise their
investigations into a particular situation:
o For example to explain a difficulty in attracting particular talents during
the recruitment process
o Or to support a proposal to introduce a new initiative for example when
introducing a new learning and development programme.
o Costs associated with doing the activity and not undertaking the
activity what are the benefits, what is the break even
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Write a definition of a stakeholder
Who are the stakeholders in your
organisation?
For given stakeholder groups define:
What evaluation information are they
interested in?
What kind of data would support
evaluation?
How you could communicate it?
Activity 6 (15mins) In Groups - Stakeholder
62
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Who are Your Stakeholders?
63
Stakeholders have ability to use their resources of power to persuade the
organisation to change
Therefore it is necessary to:
o Identify key stakeholders
o Be aware of stakeholders power and interest
o Plan to meet stakeholder needs and expectations
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The Power and Interest Matrix
64
Category A
Minimal effort
Category B
Keep informed
Category C
Keep satisfied
Category D
Key players
Level of interest
L e v e
l o
f p
o w
e r Low
High
Low High
Source: Johnson, G and Scholes, K (1999) Exploring Corporate Strategy, 5th edition,
Prentice Hall Europe. Reprinted with permission.
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Managing Your Data
65
Data, gathered information, can be presented in many different ways to help
make it easier to understand and more interesting to read.
You can use lists, tables, diagrams or charts to display information.
Displaying data visually
It makes the information stand out on a page
It is easier to display using pictures, rather than lots of words
For example, it is easier to show someone a map to illustrate the location of
London , rather than describing it in words.
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Presenting The Information
66
How do you decide how to present the information?
What influences your choice?
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How can Information Be Presented?
67
Organisational norms
Stakeholders’ needs & interests (e.g. what do they need to know)
Level of support/resistance
Type of information e.g. complexity
Number of people
Cost (Break Even, Cost Benefit)
Timescales (e.g. how quickly is the info needed)
Importance/ Impact of the project
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The Structure
68
Your report structure should include:
Title page (report title and their name, submission date)
Executive summary (overview, methods of analysis, findings, recommendations)
Table of contents (list of numbered sections)
Introduction (terms of reference)
Main body (headings and sub-headings - these could be for each information source
reviewed). Candidates should use a mix of narrative and diagrammatic formats
where appropriate to present their findings.
Conclusion (including major inferences and recommendations for change)
Reference list
Appendix if used i.e. information supporting their analysis but not essential to its
explanation
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Writing A Business Report
69
Develop an appropriate writing style
Write simple sentences - one idea -
one sentence
Avoid jargon
Check spelling and grammar
Avoid common grammatical errors
Checklist:
Is there a clear structure?
Is there a clear storyline?
Are your methods clearly explained?
Have you checked all your references?
Does your title reflect your content
accurately?
Have you divided your text with suitable
headings?
Have you eliminated jargon?
Have you checked your spelling and
grammar?
Assessment Briefing
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Assessment (2,600 words)
71
Your CEO has asked each departmental head to undertake a critical review of
their systems, processes and practices as part of a major organisational change
agenda. You have been asked to review an area of HR/business practice and
present a business report to key stakeholders with recommendations for
improving practice.
Please read “Planning and writing a critical review” for guidance on how to
undertake a critical review and present your findings.
To provide the basis for your report, you have been asked to conduct a critical
review of information sources relevant to the area of practice. (AC 4.1) You should:
Select an area of HR/business practice for investigation and give the reason for
your choice (AC 2.1)
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Assessment (continued)
72
Undertake a critical literature review of different information sources relevant to the
area of practice (at least three) e.g. research digests, academic and professional
literature, online databases, key texts relevant to the selected area of practice. (AC 2.2)
In your write up of the literature review you should:
Explain why you selected each source and the focus of that source
the research approaches and methodologies adopted by the authors of each
source, commenting on the advantages and disadvantages of these different
approaches. (AC1.1 and 2.2)
Evaluate the conclusions from each source
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Assessment (continued)
73
Draw meaningful conclusions from the critical review of the different information
sources. (AC 3.1)
Make justified recommendations to named stakeholders for sustaining and/or
improving practice. (3.1)
Your report structure should include:
Title page (report title and their name, submission date)
Executive summary (overview, methods of analysis, findings, recommendations)
Table of contents (list of numbered sections)
Introduction (terms of reference)
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Assessment (continued)
74
Main body (headings and sub-headings - these could be for each information source
reviewed). Candidates should use a mix of narrative and diagrammatic formats
where appropriate to present their findings
Conclusion (including major inferences and recommendations for change)
Reference list
Appendix if used i.e. information supporting their analysis but not essential to its
explanation
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Assessment (continued)
75
Evidence to be produced/required
A written business report for stakeholders of approximately 2,600 words.
You should relate academic concepts, theories and professional practice to the way
organisations operate, in a critical and informed way, and with reference to key
texts, articles and other publications and by using organisational examples for
illustration.
All reference sources should be acknowledged correctly and a bibliography
provided where appropriate (these should be excluded from the word count).
Demonstrating evidence of wider reading through appropriate referencing will
improve your answer and increase the likelihood of your work achieving a ‘Pass’.
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Submission Checklist
76
1. Assignment cover sheet
2. Report (2600 words)
3. Appendices (if any)
4. References/Bibliography
5. Updated Personal Development Plan
6. Updated Key Learning Summary
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Key Learning Summary
77
Reflecting on, and identify below, what you have learnt since last submitted
development plan (if this is the first development plan you have submitted for the
programme, then ignore this box on this occasion). Your learning might encompass
both what you have taken from your study on the programme as well as wider learning
from work-related activities. Your reflection could reflect all or some of these
suggestions: What I have learnt and understand better; What I knew already that has
been reinforced; What I need to reflect on further or think more about; What I can do
now or better; What I’m going to do differently in future back at the workplace.
We recommend that you maintain a full development record (learning log) for CPD
purposes as you go through the programme (this does not have to be submitted with
your assessments). The box below simply asks you to reflect on your key learning
drown from that and how it links (i.e. new development needs that you have identified
PwC
Key Learning Summary (continued)
78
as a result of your learning) subsequently to your updated Development Plan below you
are submitting with your unit assessment.
PwC
This record sheet is for your guidance only - you may present your development
plan in any other format
Development Plan (Setting Objectives)
79
Development Plan
Name: Membership
number:
Covering the
period from:
To:
PwC
Planned outcome
Where do I want to be the end of this period? What do I want to be doing? (This
may be evolutionary or “more of the same”.)
Development Plan (Setting Objectives) (continued)
80
What do I want /
need to learn?
What will I do to
achieve this?
What resources or
support will I
need?
What will my
success criteria
be?
Target dates for
review and
completion
PwC
This record sheet is for your guidance only - you may present your development
record in any other format
Development Record (Record Learning)
81
Development Record
Name: Membership
number:
Covering the
period from:
To:
PwC
Development Record (Record learning) (continued)
82
Key dates What will you do? Why? What did you
learn from this?
How have / will
you use this? Any
further action?
PwC
Key Learning Summary
83
Reflecting on, and identify below, what you have learnt since last submitted
development plan (if this is the first development plan you have submitted for the
programme, then ignore this box on this occasion). Your learning might encompass
both what you have taken from your study on the programme as well as wider learning
from work-related activities. Your reflection could reflect all or some of these
suggestions: What I have learnt and understand better; What I knew already that has
been reinforced; What I need to reflect on further or think more about; What I can do
now or better; What I’m going to do differently in future back at the workplace.
We recommend that you maintain a full development record (learning log) for CPD
purposes as you go through the programme (this does not have to be submitted with
your assessments). The box below simply asks you to reflect on your key learning
drown from that and how it links (i.e. new development needs that you have identified
PwC
Key Learning Summary (continued)
84
as a result of your learning) subsequently to your updated Development Plan below you
are submitting with your unit assessment.
PwC
as a result of your learning) subsequently to your updated Development Plan below you
are submitting with your unit assessment.
RAI
I was always aware of data protection and ensured that the data I worked with was held
and processed in line with our policies which ensure we are in line with data protection
legislation. Further to this awareness, the RAI session really highlighted to me the
importance of data protection across all organisations and how much legislation
surrounded it. While the work I do is in line with legislation, I have learnt that there is
best practice guidance which I should begin to take into account, such as removing the
data which has an ‘expiry date’ from files. In terms of the use of HR data within the
organisation, I will no longer just send reports (such as sickness days) to senior
management without an explanation of what that data means to them. I will send the
Key Learning Summary (continued)
85
PwC
reports with an analysis and any suggestions for improvement my manager and I might
have. To make these suggestions relevant to management, I will keep in mind the
organisations objectives and link it back to them. I feel that HR data is becoming more
important to the organization I work for and recently the HR manager joined a derectors
meeting to discuss an exit interview report she had put together. This is positive and
shows progression towards a culture where HR is involved at strategic level. The
contribution of HR data was very useful to the directors and I think if more to be given to
it, HR could produce new reports new reports of equal use, for example, how staff
engagement and sickness levels are linked.
My objective to learn which functions and processes HR and Payroll have crossover
with is proving trickier than I thought. There is only one person in payroll and two in HR
so we all have extremely busy jobs. Finding time to have these meeting is difficult but
Key Learning Summary (continued)
86
PwC
we both think they are important so I need to ensure we keep pushing to rearrange
missed meetings so that they don’t fizzle out. I have been enjoying working towards my
objective to keep up to date with employment law. Some of the articles in the
newsletters are interesting and I enjoy being able to mention the interesting and
relevant ones to my manager. I feel that I will get a lot out of making time to read these
newsletters throughout my career as there is always something charging or something
new being introduced.
Key Learning Summary (continued)
87
PwC
Development Plan Updates (continued)
88
What do I want / need
to learn?
What will I do to
achieve this?
What resources or
support will I need?
What will my success
criteria be?
I want to learn which
functions and
processes of payroll
and HR crossover and
identify areas where
we can streamline and
improve.
Monthly meetings with
payroll to discuss
processes and solve
any problems as well
as time on the desk
with payroll during the
working day.
I will need support of
my payroll colleague
as well as my line
manager. I will need to
be able to take time off
my desk to sit in a
meeting with payroll or
to sit on the desk with
payroll.
I will know what payroll
does and which
processes crossover
with HR. I will have
identified ways to
streamline processes
and there will be
increased efficiency.
PwC
Sample Updated Development Plan (continued)
89
Target dates for review and completion
Complete June 2016
Review monthly (in the monthly meetings) The last couple of months have been extremely busy
and our meetings have been cancelled. I have been spending time on the desk with payroll during
the working day. I need to make time for these meetings. We have had a couple of these meetings
and they have been productive, we have decided to review our pension provider due to realizing
there are problems on both sides. These meetings are becoming more important because the
payroll lady will soon be going on maternity leave - we are sharing more information to help bridge
any gaps in the near future. I have achieved this and given a report to the finance team
demonstrating the crossover and to help increase efficiency, they are looking into a new HR/Payroll
system.
pwc.com
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