Category Archives: General

24 Things I Learned about Behavioral Science This Weekend

I’ve made it pretty clear that I’m a nerd of many facets. Recently I listened to an episode of Freakonomics on behavioral science and really enjoyed it, so I listened to it all over again, took notes, and created lessons for you guys from them since it was just that good. Enjoy!

  1. We need to make it safe to have conversations others won’t naturally have. That’s how you make innovation an integral part of what you do, not an after the fact, bolt-on, clunky process. The more comfortable people are in making innovative comments, the more innovation you’ll have. The more “danger” people face in making innovative comments, the less you’ll have.
  2. Economics focuses on a perfect world. Behavioral economics focuses on real behaviors from real people in an imperfect world. Don’t assume all else will remain the same when you make a change in the workplace. There will be some unintended consequence, either for good or ill.
  3. Don’t assume cash is the answer to motivating people. They highlight a newspaper losing customers that brought in an agency to help them use non-cash incentives to retain subscribers, and they were incredibly effective (see #6).
  4. Use role playing to demonstrate new techniques. Don’t rely on PowerPoint or even something as interactive as employee video communicatins just to get the point across, especially when the interaction requires dialogue. Role playing might be a bit uncomfortable at first, but it’s better than facing a new situation unprepared.
  5. Behavior trick #1 to get what you want: get some background on the “why” when you get a question/complaint. Use that in your counter. For example, “I want to cancel this subscription because I’m busy, have a full time job, and my kids are growing up so they need my attention” would warrant a response such as “Oh! Did you realize you could get reduced price movie tickets for you and your children with this subscription?”
  6. Behavior trick #2 to get what you want: using social norming (peer pressure) to help drive behaviors. “Many people in similar situations do xyz.” That pressures us to follow the norm and not take our own path, even if the norm seems to be against our own best interests at the time. “Most people choose x, but you can choose y or z” led to triple the conversion rate.
  7. Behavior trick #3 to get what you want: loss aversion is powerful. Basically, this means that it hurts us more to lose something than the pleasure of gaining something of equal value, even if we don’t particularly like what we have! Script: “I’d hate to see you miss out on that…”
  8. Reframe statements to be positive. Calls using positivity and the techniques above were 3x more successful with an 80% save customer/avert loss metric. Wow!
  9. More on social norming: we feel a sense of comfort doing what others do and mild anxiety of doing what others don’t. It’s the “herd mentality” at work.
  10. Human beings survive on inference (guessing about a situation based on known facts), so copying others is a fairly safe bet. people pay for big brands because they think there’s less chance of it being catastrophically awful.
  11. If you can play these emotions in other people you can get them to do what you want. In a position with a lot of influence opportunity but little hierarchical position power, this is a big deal. We are extremely irrational creatures, even though we like to think we are good at rationalizing things. Newsflash: we’re not. (click to tweet)
  12. The funny part is that these ideas aren’t new, they’re just being rediscovered and proven with empirical data. Shakespeare, Solomon, and others throughout history have used ideas like these to get their points across.
  13. Plus, advertising firms have been using these techniques for years–now they are gaining exposure elsewhere and for other types of situations.
  14. Moment of joy! They turn to HR/employment and bring on the Chief Analytics Officer from Cornerstone OnDemand, Michael Houseman. He talks about his mission to help companies hire and keep the best employees by analyzing all the potential factors of employment:  prehire assessment results, when the person was hired (or left), supervisor, shift, wages, overtime, etc.
  15. There is some correlation of pay vs longevity: pay enables people to stay longer. Data shows that a 10% increase in pay delivers a 5% decrease in quitting behavior.
  16. You know that “warm fuzzy” feeling someone gets from a raise? Research shows that feeling only lasts 1-4 weeks. (click to tweet)
  17. Wages are a lever you can use to drive behaviors, but other things keep your turnover low, and are less costly. For instance, finding better supervisor fit is a great opportunity.
  18. But seriously, how important is a supervisor in the employment relationship? The supervisor accounts for about as much reason someone will stay as all other factors (culture, job, wages, etc.) combined. Huge.
  19. Research shows that raw talent only predicts about 10-15% of success. This is the myth of “A players.”
  20. Measuring honesty in employment–people claiming honest were 33% more likely to be fired for policy violations. (click to tweet)
  21. The issue is in asking people if they are honest. Dishonest people are likely to answer falsely, and honest people are more likely to admit when they have faults here, skewing the numbers.
  22. The real way to measure honesty: applicants were asked about computer skills and level of tech savvy, then a couple screens later they were tested. Researchers compared the results of both data sets. In the end two groups emerged: one was honest and one was “creative” in their responses (cheating/lying, in other words).
  23. Honest employees tested better on virtually every performance metric, except for one: sales.
  24. And my personal favorite: employee web browser choice can indicate job proficiency. In their studies Chrome/Firefox users are better employees on every metric. They can’t speak to why that is or what the cause is, but the simple answer is they suspect users that are informed about technology and concerned with productivity will actively choose another browser and not rely on the built in (and poor overall choice) of Internet Explorer.

 So, what was most interesting for you? Anything truly surprising? 

Forget About Employee Appreciation Day

employee appreciation day signEmployee Appreciation Day is upon us (March 6th, for those who are dying to know). While you all know that I am a firm believer in the power of employee recognition (whether it’s formal, peer to peer, or anything else in between), I am also a fan of making it part of your culture, not an annual event. The simple analogy is this: would you wait until a specific day of the year to tell your family, significant other, or children that you love and appreciate them? Probably not!

Thanks to my good friend Trish McFarlane sharing the top 3 things leaders shouldn’t do on March 6th, I wanted to kick in 3 more tips for managers that want to skip this whole Employee Appreciation Day nonsense. Enjoy!

  1. Don’t make it complicated. The process for thanking someone is simple. You approach them, thank them for something specific they have done, and go on with your day. This is appreciation at its most fundamental level, and despite the simplicity it has been shown to have an incredible effect on employee happiness and engagement.
  2. Don’t be lame. “Thanks for doing a good job” isn’t really that motivating, and it isn’t likely to reinforce behaviors you want to see repeated. How about “Thanks for providing clarity on that project meeting–it really helped me to understand what’s going on and be prepared for what’s coming in the next phase.” See the difference?
  3. Don’t be generic. If you want to include something monetary, be personal. A good example: I used to work with a young lady who had a goal to visit each baseball stadium around the US in her lifetime. When it came time for a project reward, her manager purchased a nice ticket stub scrapbook for her to track where she had been complete with photos of her and friends enjoying the games. That $20 purchase meant more to her than a $100 generic gift card because it was something deeply personal for her. Another fun example: a local HR Director buys a bag of dollar store goodies for birthday celebrations and each employee gets something. The other employees vote on what to give each other and why, and it gives everyone a chance to join in the fun and makes each “treasure” a personal experience.

What ideas do you have for avoiding Employee Appreciation Day in favor of a continuous culture of employee recognition? Do you have any managers that do this well? 

Employee Communications: Stop Emailing Your Employees

employee communicationsEmployee communications are dominated by email

According to a recent survey, up to 28% of our time is spent creating, reading, and replying to emails at work. In the average workweek that’s about 11 hours of time that you won’t get back, and we do that every single week.

There’s something else I’d like you to consider trying this week: video.

I am a firm believer in the power of video for learning and for communication purposes.

  • It’s personal.
  • It’s easy to create.
  • It conveys emotion and meaning.
  • It helps to explore complex topics.
  • And so much more!

While I know we can’t completely get away from sending emails to our employees, I think we could do a better job of incorporating video into the overall communications we use to increase opens, clicks, and overall understanding. And no, you don’t have to be a 10,000-employee organization with a dedicated video team on staff. This is incredibly simple.

And if you happen to be one of those people who think video isn’t going to “catch on,” you should take a second and recall those individuals that printed emails because they knew that that whole “email thing” was just a fad.

So, why use video for employee communications?

In the comment above, you can easily swap out “marketers” and put your own name in there. People are used to seeing and interacting with video content online. Some studies show that up to 75% of executives watch business-related videos online each week. This isn’t just for your front line employees–it can be a valuable tool for your C-suite as well.

I shared a case study of how ADP used video for their open enrollment communications (not only to share information, but to actually drive specific behaviors). Check out How to Increase Benefits at No Cost for more info.

Try it for just 30 seconds

One of my friends used to walk around with a small handheld camera (and now we all have phones that can do this just as well). He would grab a manager and ask them to talk for 30 seconds about how they help to manage career development for their employees, and then he would post those on the internal network so that employees could see and learn from those little clips. What was the impact?

  • The managers weren’t out more than one or two minutes of time.
  • He could get them talking on things they might not normally bring up with employees.
  • And he (HR) was seen as bringing value to the employee/employer relationship through facilitating these discussions.

Explainer videos

As far as the type of video that we’d use, the “explainer” type is probably most common. Here’s a simple way to start: think about the top three questions you receive from employees that you have a hard time responding to via email due to the complexity or sensitivity. Here are a few examples:

  • How does our FSA work?
  • What will our tuition reimbursement plan cover?
  • What are the career development options available for my position?

Then, take 30-60 seconds to create a short video explaining how that works in plain language your employees can understand.

Seriously, it’s as simple as that!

If you’d like some more research and ideas on video and how it can be used, check out the infographic below. Continue reading →

How to Learn HR for Free: A Practical Guide

Update: I published a newer version of this. You can find it here: 40+ Free HR Training Sources

——

Recently on LinkedIn I saw someone asking how to learn HR. Specifically he was trying to learn compensation when he didn’t have a background/foundation in the topic. The people in the comments made some good suggestions, but many of them involved expensive certifications, workshops, and other similar costly avenues. Coming from a background of smaller organizations with limited budgets (and understanding the personal budget of a new HR pro), I know that most of those suggestions are not possible for a significant number of people. Today we’ll look at how to learn HR from the ground up in some of the most practical, and inexpensive, ways possible.

Whether you’re just thinking about getting into HR, you’re just starting out, or you have some experience behind you and you want to grow your skill set, you’re going to walk away from this article with some good ideas on how to do that.

how to learn hr skills

First, Let’s Flash Back to 2009

In 2009 when I started this blog, I was thinking a lot about recent HR grads and the world of HR education. Let’s revisit, because it sets up the rest of this article nicely as far as a true need for HR-related information.

HR education isn't all it's cracked up to be. The colleges and universities are living in a different age. And although some of them are trying to upgrade with technology, they're still using textbooks as the major instructional material. And who writes those textbooks? Well, I'm sure they're smart people, but for the most part, they are not involved with the day-to-day business world. For some students in technology-rich fields, their college education may be obsolete by the time they graduate. This scathing comment from a recent study:

“College was a total waste of time and money. Computer courses are bordering on obsolete by graduation. There were not nearly enough computer courses in my degree program. I gained no skills to get me a job.”
— anonymous computer information systems grad

Maybe it's time for someone to offer something revolutionary in terms of HR education?

Here's a novel idea. Why don't we take some measure (not all, mind you) of education from the HR blogs that already exist? There are dozens (hundreds?) of wonderful people pouring their hearts and efforts into maintaining a blog that describes the ins and outs of human resources. What if schools had some sort of HR education curriculum that required—or at the very least suggested—its students study from those actively participating in the field? How revolutionary would that be?

I only found out about the prevalence of the blogosphere when I was nearly finished with college. And that was only through my own personal research on topics that are unrelated to human resources. I stumbled across a few blogs and loved the community-like atmosphere and the availability of information.

I have long believed that to be great in HR you need to go beyond the knowledge that formal education offers. That’s only about 20% of what is necessary to be great in this profession. The other 80% is learned afterward in various ways.

ways to learn human resources

Qualitative Data Comes First

Back when I was a wee lad just thinking about entering the HR profession, I had a mission. This was pre-LinkedIn, so there was no easy way for me to do this. I spent hours scouring websites for local and regional companies and then emailing the HR contacts from the website with a few questions. Unfortunately I don’t have the exact list of questions any more, but here are a few of them:

  • What is the average day like for someone working in human resources?
  • What sort of training or education did you have that prepared you for this job?
  • What is the biggest challenge you regularly face?
  • What’s the best thing about your job?

I received dozens of responses from all of those hours of work. I actually created a few research papers in college based on that information, but more than that, it helped me get a glimpse into the world of HR that my classmates did not. This concept is going to come into play again in just a moment, but I wanted to introduce it here first. The purpose is to gather qualitative data about what to focus on and that will guide future learning. Without it the learning is haphazard and without structure.

As you know I am a firm believer in using books for learning (the latest in the series on that is about making a leadership reading list), but I’m staying away from that medium for purposes of this post because they are not free and because I want to focus on nontraditional ways to learn this information.

How to Learn HR Skills for Free

Remember the example I started this article with of the young man looking to learn more about compensation? Here’s the first half of the response I provided:

Surprised nobody here has mentioned Payscale.com for free research, white papers, etc.

Let’s analyze that, shall we?

First, I mention a vendor website. Payscale sells compensation data and tools to businesses. So why would I recommend them? Because they have a wealth of free resources, white papers, webinars, and other information on their site. I could spend a day just reading and listening to the content there and have the equivalent of a basic college level compensation course work of information in my brain. And it cost me nothing but a little time. As far as how to learn HR, that’s not a bad way to go.

And the fun thing is that this is just one vendor. There are hundreds, and many of the larger ones provide these same free tools to help us. Not sure where to go? Here are a few suggestions just to get you thinking. I spent half an hour researching these for you guys and this is just scratching the surface!

Recruiting

Talent Management

Compensation

Benefits

Training

HR Technology/Various

Now, obviously when these types of companies are sharing these resources their ultimate goal is to use them as marketing to drive you to their products, but you’re certainly not obligated to purchase anything. These resources are free, and you should take advantage of them.

How to Learn HR (And Get Paid To Do It)

I’ve written fairly extensively on getting into HR, breaking into the profession, etc. On the job training still one of the best ways to explore experiential learning, and if  you can lock in a job, you get paid while you’re learning.

More info on those topics:

You might assume that you have to have some of this education in order to get a job in HR, but it’s certainly not the case. Plenty of people move into an HR career without that sort of education or knowledge.

One thing that is worth noting here: your job will not cover all types of things you can learn in HR. That is why it’s important for you to keep up the momentum in the other tactics listed here so your learning does not suffer and you don’t get stuck in that job forever. If you keep learning and growing, you’ll be ready for the next step on the career ladder when it’s time to make that move.

How to Learn HR from Real People

Now, the other half of the response I provided to the request for information is equally important. Here it is:

Try to find some people in your local HR community that “do” compensation and spend an hour or two with each to understand what works for them, what doesn’t, and what they would have liked to know if they had to start over.

This is exactly what I did when I started learning human resources, and it’s still a powerful tactic today. Again, with tools like LinkedIn this makes the whole thing so much easier.

When I hear from people just getting into the field, one of the first things I recommend is for them to find some trusted contacts to start building out their network. Over the years I have been able to connect with hundreds of great HR pros, and some of them have amazing specialties.

For instance, one lady I coached during PHR/SPHR prep last year is a compensation and tax whiz. If I have questions on how to handle taxes for an employee, I could easily pick up the phone or shoot her an email. If I have questions about incentives and motivation, I’ll reach out to Paul.  Heck, if I just need a pick me up I’ll read anything Steve Browne writes.

Get the picture? We don’t have to feel like we are in this thing all alone. We also don’t have to figure out every single piece of it by ourselves without help or support. There are so many great resources and people out there that we can connect with. Figuring out how to learn HR is not just a solo act.

While the web has helped with this and made it more easy to scale up, it has also made some of those connections more shallow. That’s why I also think it’s critical to build a local network of people as well. Within my local area I have a couple dozen HR pros I could call today if I had a question or just wanted to hash out an HR problem I’m dealing with.

That took time, trust, and effort to build, but I started with just one person who took pity on me as an introvert and introduced herself to me at a SHRM chapter workshop all those years ago. I’ll always remember that first interaction. If you’re looking to build out your own network, I’d encourage you to connect with your local chapter. Being a member is helpful, but the best benefits come when you volunteer on the SHRM chapter board and really get involved.

How to Learn HR: Blogs

Read. A. Blog.

Okay, so not all blogs are worth reading. True. However, if you have curated content from someone you trust, that can help to keep the quality high and give you some good, free knowledge. This has been another key part of my learning strategy, especially in those crucial early months when I was just trying to understand how this whole thing worked.

When I talk with college students about HR, I tell them that with a degree specifically in human resources they know about 20% of what they need to be successful. The rest comes from experience, additional learning sources, networking, etc. I always point them to blogs, because those were a major part of my informal education beyond college. I can still remember reading two PHENOMENAL writers, Frank Roche and Chris Ferdinandi, and I can easily trace some of the philosophies I have about how I do HR back to things I read from those two individuals. There are certainly others, but those were the first two I really ran across and latched onto as I was working on understanding HR.

So, how do you find blogs? The HR Carnival is a “traveling” blog collection of some good content in the HR/recruiting space. I recently wrote one themed on Strategic HRM, and I would encourage you to check it out it if you haven’t already.

Otherwise, check out the sites I link to regularly. I don’t link to low quality blogs or sites that I don’t know.

Pro tip: use a tool like Feedly to double your blog reading speed.

If you want to know how to learn human resources management, blogs provide a very easy way to do that.

How to Learn HR: HR Podcasts

Okay, maybe you’re not a huge fan of reading. I have two things to say:

  1. Get over it. You’ll need to use that skill often and it’s better to practice it and do it well than try to avoid it and do it poorly. :-)
  2. There are other options besides just reading.

Over the past few years several great HR podcasts have surfaced and they are free and provide great information that you can listen to at work, at home, in the car, on a run, feeding a baby at 3am… Yeah, something has to keep me awake when I’m feeding the little guy and it might as well be educational, right? :-)

Here are some of the best HR podcasts you can catch. Pro tip: certified HR pros can get recertification credits for listening to HR podcasts!

  • HR Happy Hour – I’ve been a listener of this show from the very first HR Happy Hour episode, and it has been amazing to follow. Steve Boese has really delivered some great information and entertainment for his audience. The topics for the show (employer branding, the future of HR, technology, and work/life balance, for example) are varied, but the friendly, conversational nature makes it easy for anyone to become an addicted listener.
  • Drive Thru HR was designed to be a captivating and easy-to-digest lunch discourse that covers topics relevant to HR professionals. Each 30-minute episode features a guest speaker who shares her or his knowledge and experience in human resources. Our hosts and special guest cover a wealth of topics, including HR Technology, Recruiting, Talent Management, Leadership, Organizational Culture and Strategic HR, every day at 12:00 pm Central Time.
  • Xenium HR for Small Business podcast focuses on HR topics of interest to all HR professionals, whether at a small business or not.
  • Ultimate Software has a selection of podcasts on key topics of interest to HR and payroll professionals, delivered to your desktop on-demand. This series is presented by Ultimate customers and other industry thought leaders on topics that can contribute to company success.
  • CIPD publishes a new podcast on the first Tuesday of every month. Each episode is like a short radio show, focusing on a workplace or people management topic.
  • SuccessFactors doesn’t update their podcast any more, but there are dozens of great episodes of People Performance Radio you can still use to learn more about HR.

How to Learn HR: HR Videos

The other medium to explore is video. I ran across a few YouTube channels that would be worth checking out for some great content to dig into. While you’re not getting 2-3 hour lectures (I’m sure you can find that if you’re really interested!), you are getting information that will help you to learn HR and improve your knowledge.

  • SHRM (link) I haven’t mentioned SHRM anywhere else in this article because much of what they offer is not free and is hidden behind the pay wall. However, the content on their YouTube channel is free high quality.
  • MeetTheBossTV (link) I have followed MeetTheBoss for a while now and really like the executive viewpoints, the high quality video, and the interesting discussions. This is not all HR content, but I found over 30 minutes of HR specific, strategic discussions within a minute or two of searching.
  • Human Resources Magazine (link) while they haven’t updated their channel in a while, I found some great content that would be worth reviewing.

Learning HR doesn’t have to be difficult or painful! Yes, some lessons have to come with experience and a series of trial and error, but you can pick up much of the knowledge you need from these types of resources.

  • What questions do you have about how to learn HR?
  • What is your biggest challenge in this area?
  • What has worked for you?

Pros and Cons of the HR Business Partner Structure

I had a question come in that I thought would be good to get some feedback from you guys on. She asked:

Do you know of any current companies that have an HR business partner model (healthcare would be ideal….but I will take any)? I have to do research on 3 different businesses for a project.

What are the pros and cons of that structure?

I told her I would reach out to the community (you!) for input. If you have suggestions, tips, or ideas, just leave a comment below and I’ll make sure she sees them. Thanks!

My response

Pros: having the HR folks embedded in the business units is important from a flexibility/speed standpoint. A company locally won an award a few years back for their employee engagement practices, and they attributed it to moving from a siloed HR model to an HR model with a generalist “embedded” in some of the key business units. They were able to react quickly to the needs of the business unit and were very familiar with the products/services the unit offered, allowing them to customize HR service delivery that was going to lead to the best customer experience. [Note, if you’re going to be pitching this model to move to, then this is the best way to do it–by describing the business results, not just HR results.]

Cons: this can be more expensive, especially if there are multiple people on the HR team doing similar duties and duplicating efforts. From what I have seen this is typically the #1 reason companies move away from that model. They want to save money by consolidating HR practices/practitioners. It can also lead to fractured HR practices if they are not established at the top level–unit 1 does it this way, unit 2 does it that way. I know of a local company (government contractor) that moved to a shared model away from an embedded business partner model and the employees went berserk because they couldn’t get answers, the support was awful, etc.

Running, Calories, and Manager Communication

runningIf you’ve followed for a while you know I enjoy running (I’m on MapMyRun, if you’d like to connect!) I’m also a bit of a nutrition nut due to a high school stint in wrestling, several years of running marathon distances and longer, and generally being a nerd. One thing that I have learned over time, and studies have backed up this observation, is that all of us consistently overestimate the calories we burn and underestimate our intake. Let’s repeat for clarity’s sake:

We consistently overestimate the calories we burn and underestimate what we consume.

It’s a part of being human to want to maximize our successes and minimize things that detract from our performance. As I thought through this idea (on a run, of course) I considered the parallel in the workplace when it comes to communication.

Managers overestimate the amount of communication provided and underestimate the amount of desired feedback.

Put simply, managers think they are communicating plenty. They think they are rockstars at communication and have it completely taken care of. At the same time their employees feel clueless and out of the loop. They are not getting sufficient information to do their jobs well and wish the manager would share more often.

Same principle: we want to maximize the activities we do (Wow! I communicated that well. I rock!) and minimize things that detract from that (Well, if the employees listened more then they would know what’s going on.)

One thing I do now for sure–in all of the thousands of employees I have met over the years, I have yet to come into contact with one that told me, “My manager communicates too much.”

When in doubt, share information. The best leaders know that sharing information is more powerful than holding onto it in the long run, even when you have to communicate with difficult team members.

What are your thoughts on manager feedback and communication? 

HR Project Management: The Ultimate Guide

HR Project Management Skills are Powerful Tools–Do You Have Them?

When you look at a list of key HR competencies, one thing that often is lacking is a good set of project management skills. While it’s easy to try and segment the human resources profession away from the project manager role, I see it as a core part of what we have to do. Today we’ll go over some of the key aspects of HR project management, what it is, where it fits into your career, and how to use it.

What is HR Project Management?

hr project management diagram

It is very much what it sounds like–the use of project management skills for HR projects/purposes. Think about some of the key skills a project manager has that we value from an employer standpoint:

  • Managing a budget
  • Managing a timeline
  • Managing people/resources
  • Ensuring stakeholders are in the communication loop
  • Developing change management plans

It’s difficult for some people to do one of those well, and a good project manager can handle all of that and more. So it’s easy to see how we can use those types of skills to our advantage in a human resources role. The various projects we have to carry out (some examples of those are listed below) need good project management principles to guide them and ensure their success.

HR Project Management Examples

The easiest way for me to understand a concept is through examples of seeing it in action, so I thought we could go through a few to explore the aspects of this competency. These are just a surface glance and not in depth, detailed project plans, but it’s still a good look at how the disciplines work together.

Benefits Change

Scenario: Benefit costs with current providers have become untenable. Management has requested evaluation of other providers to reduce costs, even if it means reducing the level of quality.

HR Project management role:

  1. Work with management to establish specific objectives (how much cost reduction? how much quality deterioration is acceptable? what is the timeline? etc.)
  2. Develop a set of requirements from those objectives. That set of requirements will be the foundation for your RFP (request for proposal) that you use when talking to vendors.
  3. Contact vendors with the RFP, collect bids, and make a selection based on key factors (price is key in this example).
  4. Complete transition to new provider, terminate relationship with previous vendor, and continue post-implementation activities.

HR Project Management RFP Process

HRIS Implementation

Scenario: Your company has been growing and is ready for a new HRIS to help maintain employee records and facilitate some of the HR processes that occur. You have gone through the selection process and are now in the final stages leading up to implementation of the system. You know that it’s critical to get this last step correct in order to hit the ground running. The program will mainly be used for HR purposes (you and one other team member), but there is a manager self service portion as well that you expect to use to reduce time spent answering questions from managerial staff.

HR Project management role:

  1. Work with the provider as soon as you have a working version to learn the ins and outs of the system. If you are doing the training for other staff instead of the provider, make sure you go through the process of using the tool like one of the other staff. For instance, log in as a manager and use the self service portion so you fully understand the capabilities.
  2. Develop a training plan for educating all pertinent staff on the operation of the system, including the need for security and compliance with data.
  3. Work with provider on a launch plan. This could include dedicated support from the provider, especially in the early days when many new users need assistance.
  4. Develop a feedback system so that users can funnel questions, requests, etc. back to you.

Transitioning to Shared HR Services

Scenario:

Your company has had embedded HR generalists in business units for the past several years. Over that time it has become more costly, more difficult to maintain standards, and is a frustration for business units to have that budget “hit.” The leadership has decided to move to a more centralized model of delivering HR services and has asked you to evaluate that proposition.

HR Project management role:

  1. Begin researching the level of staff needed to meet current requirements via a shared model and compare that with existing HR headcount to determine how many will have to be reassigned/terminated. Create a draft budget that will cover running the new HR delivery model.
  2. Lay out a plan for what sort of service will be delivered best by a shared model and which might be more difficult to administer (employee relations, for example).
  3. Determine what other below-the-surface areas will be affected by this. While it will help ensure a specific standard of service, it could also make managers unhappy because they no longer have dedicated resources. These types of items will need to be incorporated into the change management communication plan to ensure they are addressed at some point of the implementation phase.
  4. Prepare a presentation with your findings and recommendations for the leadership team.

As you can see, there are a variety of projects that can use these types of skills. These examples were written with you as the head of the HR team having to carry this out, but in some organizations there are actually dedicated HR project management professionals in place to handle these sorts of tasks. Let’s look at how that works.

HR Project Management Job Description

Let’s qualify the role the same way we start developing our jobs in the workplace–with a description. Now, as I said, we usually don’t see a significant number of dedicated HR project management jobs, but it’s instead part of a larger HR role. The bigger the organization the more likely there is a dedicated position just for managing the human resources projects. Here’s a sample description:

The HR Project Manager is responsible for the management of HR projects to include managing project budgets, resources (internal and/or external), timelines, risks and third party vendors. Responsible for overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals.

Responsibilities

Project-Based Customer Relationship Management
• Establish and maintain relationships with the business units and key partner groups to understand their business needs, ensure alignment on objectives, and ensure ongoing buy-in across all project activities.

Strategic Planning and Project Initiation
• Translate business objectives into projects with clearly defined scope, timing, deliverables, resources, and key measures of success.
• Formulate and continually re-assess the appropriate project management approach and project management skill set / resourcing mix across internal and external partners to ensure all project tasks are successfully completed.
• Create project plans, including timelines and milestones.
• Negotiate sufficient resources from HR sub-teams, IT, Corporate Communications, business units, and other groups as appropriate.
• Effectively set and communicate project expectations to team members and stakeholders.
• Define project success criteria and communicate to team throughout project life cycle.
• Manage and coordinate HR-related project activity resulting from business unit acquisitions.

Project Execution
• Manage ongoing project plans, budgets, resources, and vendors.
• Facilitate meetings and drive project issues through to resolution.
• Develop and deliver progress reports, proposals, requirements documentation and presentations.
• Proactively manage and communicate ongoing changes in project scope, identify potential crises and devise contingency plans.
• Coach, mentor, motivate and lead project team members. Influence project team to take positive action and accountability for their assigned work.
• Manage Requests for Proposals (RFP's) with vendors relating to HR projects.

Change Management
• Identify all stakeholders, both direct and indirect, and determine level of involvement needed for project success.
• Work closely with Change Management Manager and Corporate Communications to ensure appropriate change management activities are defined and included in all project plans.

Post-Implementation Transition and Evaluation
• Support the ongoing development of best practices and tools for HR project management and execution.
• Conduct project post mortems and create recommendations in order to identify successful and unsuccessful project elements.
• Ensure comprehensive and seamless project post-implementation transition.

Qualifications

Degrees/Designations:
Bachelor's degree preferred with a specialization in management or related field

System Knowledge/Experience:
Minimum 5 years working knowledge of HR systems, processes, trends, and best practices
Previous HR project management experience required, including demonstrated ability to manage multiple projects simultaneously with different stakeholder sets
Advanced experience with HR project management tools and methods to include risk management, strategic planning and change management
Strong interpersonal, organizational, analytical, presentation and critical thinking skills
Demonstrates ability to build mutually-productive relationships and interact with senior management and key partner groups (e.g., IT, Corporate Communications, HR, business units)
HR Project planning and strategy concepts
HR project management skills

HR Project Management Plan

failing to plan planning to failSuccessful projects start with a plan. We’ve all heard the old adage:

Failing to plan is like planning to fail.

So how do we start? Here are the 5 key steps in the management process:

  1. Project conception
  2. Project planning
  3. Project launch/execution
  4. Project control
  5. Project close

While it looks like a short list, it covers a broad and deep set of requirements, responsibilities, and more. Each of the pieces of the sample job description above fit into a piece of this five step process.

Developing a project management plan means that you have taken the time to think through the steps and what resources, time, people, etc. will be necessary to accomplish each. In addition, you’ll need to think about risks to the project and what you can do to mitigate that risk.

Speaking of risk, one interesting idea that my friend Alison Green has discussed in the past is the value of conducting a “pre-mortem” on a project. We are pretty much all doing “post-mortem” reviews of projects (you are, right?!?) to determine what went well, what went poorly, etc. They are great tools for helping to refine our processes over time. However, the downside is that the project is already finished, and any lessons learned can’t help to improve the results.

Enter the pre-mortem.

This is basically a meeting that is held in the middle of the project where stakeholders gather to discuss what kinds of things could hamper implementation or reduce the impact of the intended results. In other words, what could go wrong? This information is then used to improve the project in real time instead of waiting until it’s over to make any sort of adjustments.

Human Resources Issues in Project Management

Let’s take a step back for a second and look at the broader picture of the organization and what sorts of challenges that might present themselves. A specific one that I have observed in the past is the responsibility of a project manager for the results without the accompanying authority over the employees to enforce deadlines.

For example, an engineer reports to the Director of Engineering, but his Project Manager needs him to focus on a specific task. Without that position power of being “the boss,” it could introduce challenges for the project lead to get things done. This could be due to performance issues on the part of the engineer, or it could be due to competing priorities from the project lead and the supervisor.

This is a big reason why I am such a fan of influence and leadership skills (check out the leadership reading list if you haven’t already for more on this topic). A friend of mine is a superstar project manager. I kid him that his life is dictated by spreadsheets. However, that attention to detail allows him to run multimillion dollar projects seemingly with ease. In addition, his demeanor makes him instantly likable, which contributes to the long-term success of his projects because he can easily get along with employees, leadership, customers, and other stakeholders.

I’m describing this because I know that while you won’t find “be nice” on any list of key project manager skills, I know from experience–it’s one that pays significant dividends.

HR Project Management Jobs

While I touched on the availability of these positions earlier, I think it’s important to note the career implications of this specific skill set. For starters, it’s something that HR pros need to understand, especially as they advance up the career ladder (no matter what HR job title they have).

Being able to pull off successful projects is a significant career booster and can help to lead to new opportunities of increasing responsibility. I know that might be understood, but I wanted to be sure and highlight the importance of this specific career skill.

Wrapping Up

Today we looked at a fairly broad slice of the HR project management world. Without extending this to the length of a book, I do want to mention that we didn’t even talk about software or systems that can help with this type of planning. Why? Because laying software over a broken planning process doesn’t solve the problem, and in some cases it can make it even worse.

It’s important to define and understand the key principles of project management and how that ties into HR. Once you have done that you can begin exploring tools to help you accomplish your goals. I’d love to hear from some of you on these questions:

  • What sort of HR projects have you completed in the past?
  • Any specific HR applications of lessons learned that might be valuable to share?
  • What are your thoughts on specific applications of HR project management?