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Integrated planning handbook for deputy ministers and senior managers


Legislative Base and Other Drivers of Human Resources Planning

Integrated Planning Environment Chart

PSMA (FAA; PSEA)

Establishes the employer's responsibility to:

  • Identify the current and future needs of the PS
  • Determine the HR requirements of the PS
  • Provide for the allocation and effective utilization of HR in the PS

Accountability act

Establishes the accountability for the performance of any assigned duties in relation to the administration of the department

Guidance for deputy ministers document

  • Sets out the responsibilities and multiple accountabilities of DMs
  • “ Deputy Ministers ensure they have the right people, work environment and capacity to ensure the department’s success […] Effective departmental management requires careful integration of HR management planning with the planning of departmental activities.”

Clerk’s corporate priorities

Auditor general’s findings

  • Absence of comprehensive HR planning integrated with operational business plans
  • PS not doing effective, efficient and economical recruitment
  • Key recruitment elements & strategies should be included in HR Plans

Management accountability framework

  • Accountability instrument that assesses the general obligations DMs carry to the Government Management Board and to the Secretary of the TB for the overall management capacity and performance of their department

People component

“Departments and agencies have the people, work environment and focus on building capacity and leadership to assure success and a confident future for the PS of Canada”

2005-2006 Indicators:

  • Do you have an HR plan?
  • Do you have a process in place to integrate HR and Business Planning?

Staffing management accountability framework

  • Accountability instrument to report to the PSC on the management on staffing systems and on the use of delegated staffing authorities

Integrated planning principles and process

Six Principles

  • Planning takes place at all levels
  • Planning is information driven
  • Planning identifies risks and challenges
  • Planning is transparent, values-based and well communicated
  • Regular reporting on integrated planning takes place
  • Planning efforts are monitored, measured and evaluated

Integrated planning calendar

Five-Step approach to determining and building for current and future needs

  1. Determine your business goals
  2. Scan the environment
  3. Conduct a gap analysis
  4. Set HR priorities to help achieve business goals
  5. Measure, monitor and report on progress

Integrated Planning Tools

  • Integrated HR and business planning tool kit
  • Integrated planning : handbook for deputy ministers and senior managers
  • Succession planning and management tool
  • Succession planning and management tool for senior managers
  • Succession planning and management tool for managers
  • Integrated planning templates (under development)


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