Take an inventory of available data and assess data quality against client needs to create a plan to achieve the desired future state. Use the HR Metrics Workbook to record:

  • An inventory of data sources and related information.
  • Client needs for HR data.
  • Key metrics to track progress.
  • Data governance accountabilities.
  • An audit of data source quality.
  • Metrics definitions, formulas, and source systems.
  • A plan to reach the desired future state.

Use this workbook to develop the data plan.

Solution Set Steps

  1. Establish project rationale
    • HR Metrics Workbook
  2. Align & select metrics
  3. Harvest & display metric data
  4. Analyze & take action


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