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Effectively Manage the HR Policy Portfolio

Take protective action to build a robust HR policy portfolio and free up HR’s time.

  • Organizations face difficulties in establishing policy priorities, struggle with drafting clear policy documents, and lack the proper communication and enforcement policies.
  • Misalignment with organizational culture has the highest negative impact on policy effectiveness. In writing and revising policies, organizations must ensure that the existing policies align with the culture.

Our Advice

Critical Insight

  • Well-managed HR policies ensure things run smoothly and consistently by guiding employees and managers.
  • Once effective policies are in place and communicated appropriately, they should reduce employee confusion and uncertainty, which frees up the time that HR would have spent answering questions and dealing with inappropriate behavior.

Impact and Result

  • Use McLean & Company’s HR Needs and Priority Assessment Tool to establish your HR policy priorities.
  • Draft robust policies using a standard policy framework and following appropriate language guidelines.
  • Involve managers and employees in revising policy drafts.
  • Ensure all policy documents are communicated properly and stored in an accessible location that is available at any time.
  • Include a progressive discipline policy to enforce policies. Make managers responsible for enforcement to ensure fairness and consistency.

Effectively Manage the HR Policy Portfolio Research & Tools

2. Write and revise effective HR policies

Establish a standard framework for policy writing and the revision process.

3. Communicate and enforce HR policies

Ensure employee compliance using a policy management tool like myPolicies.

4. McLean Academy Learning Snapshot

Watch this learning snapshot for an introduction to managing risk.

HR Policy Management

An active membership is required to access McLean Academy
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This program has been approved for continuing professional development (CPD) hours under Section A of the Continuing Professional Development (CPD) Log of the Human Resource Professionals Association (HRPA).

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McLean & Company is recognized by SHRM and can award Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®.

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HR Certification Institute’s® official seal confirms that McLean & Company meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.

How to complete this course:

Use these videos, along with the Project Blueprint deck above, to gain an understanding of the subject. Start with the Introduction, then move through each of the Course Modules. At the end of each Module, you will be required to complete a short test to demonstrate your understanding. You will complete this course when you have completed all of the course tests.

  • Number of Course Modules: 4
  • Estimated Completion Time: 1.5 hours

Learning Outcome

Determine how to effectively prioritize, write, and communicate policies to ensure fairness and consistency.

Learning Objectives

By the end of this course, learners will be able to:

  • Explain the difference between a policy, guideline, and procedure.
  • Articulate how to identify and prioritize required HR policies.
  • Draft an effective policy using the five building blocks.
  • Identify appropriate methods to communicate and enforce policies.

Course Modules

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Module 1

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Module 2

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Module 3

About McLean & Company

McLean & Company is an HR research and advisory firm providing practical solutions to human resources challenges via executable research, tools, diagnostics, and advisory services that have a clear and measurable impact on your business.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your HR problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 6 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Establish your HR policy priorities
  • Call 1: Discuss HR policy risks.
  • Call 2: Identify HR policy gaps and prioritize policy drafts and reviews.

Guided Implementation 2: Write and revise effective HR policies
  • Call 1: Discuss HR policy building blocks.
  • Call 2: Review policy drafts and revisions.

Guided Implementation 3: Communicate and enforce HR policies
  • Call 1: Identify HR policy communication and continuous maintenance strategy.
  • Call 2: Determine policy enforcement and progressive discipline policy.


  • Hannah Barkley, Human Resources Manager, Ross Video
  • Mark Steurer, HR Director, Home Sales Company, Inc.
  • Martha McIver, VP Canada Human Resources, CBRE Canada
  • Sherry Adams, Executive Director of HR, City of Brampton
  • Tammy Osborne, Human Resources Generalist, Safran Electronics Canada