Plan for HR Shared Services
Look before you leap! Engage in detailed planning and design to find the right HR shared service model.
- HR departments need to deliver services with greater efficiency, while at the same time increasing the quality of service, boosting strategic contribution, and becoming a data-driven function. While shared services are a common response to these challenges, they are extremely complex and differ in many ways from one organization to another.
- Large-scale transformations like shared services require a lot of buy-in, but organizations are hesitant to disclose details before they know what the final outcome will be.
Our Advice
Critical Insight
- There is no single HR shared service (HRSS) model that fits everywhere. Use a detailed planning process that identifies objectives, maps the current state, and then explores several options for improvement before deciding on a final recommendation.
Impact and Result
- Follow a detailed planning process to create a shared service model that is tailored to your organization and specifically created to achieve your objectives.
- Ensure employee experience is considered throughout the process so the final product will fit their needs.
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 4-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.
Guided Implementation 1: Create vision for HRSS
- Call 1: Confirm your vision, objectives, and scope are matched to your organization’s needs.
- Call 2: Discuss stakeholders, both within HR and the broader organization, that are necessary to move forward with planning and how to approach them. Review communications plan.
Guided Implementation 2: Document current state
- Call 1: Discuss data collection options for task analysis and choose the most appropriate methodology.
- Call 2: Prepare and conduct an HR stakeholder management survey to understand client satisfaction.
Guided Implementation 3: Develop a framework to support HRSS
- Call 1: Analyze task data to determine the biggest wins for an HRSS model.
- Call 2: Map processes to confirm suitability for HRSS and identify efficiency gains.
- Call 3: Discuss future state scenarios for your organization.
Guided Implementation 4: Prepare to proceed to the next stage
- Call 1: Build a business case and identify success metrics.
Contributors
- Christian York, Director of Client Success, Kira Talent
- Karen Larsen, Senior Business Systems Analyst, TD
- Michel Hebert, Director, Research & Advisory, Info-Tech Research Group
- Michelle Turner, Lead, HR Shared Services, Tangerine
- Nicholas Malcom, Director, HR Operations, UnityPoint Health
- Sandi Conrad, Senior Director, Research & Advisory, Info-Tech Research Group
- Scott Manning, Partner, ScottMadden
- Multiple anonymous sources were also interviewed
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