Sage & Summit Consulting Client Human Resource Management Assessment Survey

This questionnaire is a quick review of where you currently stand in terms of your human resource management capacity. The answers will guide our discussion about priorities and possible solutions to help you get the best our of your most valuable assets.

	Yes	No	Nor sure
Do your staff know the purpose and direction of your business?	Do your staff know the purpose and direction of your business? Yes	Do your staff know the purpose and direction of your business? No	Do your staff know the purpose and direction of your business? Nor sure
Do your staff know the values and principles by which your business operates?	Do your staff know the values and principles by which your business operates? Yes	Do your staff know the values and principles by which your business operates? No	Do your staff know the values and principles by which your business operates? Nor sure
Do you have a clear set of position descriptions to ensure role clarity and team effectiveness?	Do you have a clear set of position descriptions to ensure role clarity and team effectiveness? Yes	Do you have a clear set of position descriptions to ensure role clarity and team effectiveness? No	Do you have a clear set of position descriptions to ensure role clarity and team effectiveness? Nor sure
Do you have an HR plan that supports your business / strategic plan?	Do you have an HR plan that supports your business / strategic plan? Yes	Do you have an HR plan that supports your business / strategic plan? No	Do you have an HR plan that supports your business / strategic plan? Nor sure
Do you have a succession plan?	Do you have a succession plan? Yes	Do you have a succession plan? No	Do you have a succession plan? Nor sure

Yes

Nor sure

Do your staff know the purpose and direction of your business?

Do your staff know the purpose and direction of your business? Yes

Do your staff know the purpose and direction of your business? No

Do your staff know the purpose and direction of your business? Nor sure

Do your staff know the values and principles by which your business operates?

Do your staff know the values and principles by which your business operates? Yes

Do your staff know the values and principles by which your business operates? No

Do your staff know the values and principles by which your business operates? Nor sure

Do you have a clear set of position descriptions to ensure role clarity and team effectiveness?

Do you have a clear set of position descriptions to ensure role clarity and team effectiveness? Yes

Do you have a clear set of position descriptions to ensure role clarity and team effectiveness? No

Do you have a clear set of position descriptions to ensure role clarity and team effectiveness? Nor sure

Do you have an HR plan that supports your business / strategic plan?

Do you have an HR plan that supports your business / strategic plan? Yes

Do you have an HR plan that supports your business / strategic plan? No

Do you have an HR plan that supports your business / strategic plan? Nor sure

Do you have a succession plan?

Do you have a succession plan? Yes

Do you have a succession plan? No

Do you have a succession plan? Nor sure

	Yes	No	Not Sure
Do you find it easy to recruit and retain quality staff?	Do you find it easy to recruit and retain quality staff? Yes	Do you find it easy to recruit and retain quality staff? No	Do you find it easy to recruit and retain quality staff? Not Sure
Do you have an established process to welcome and integrate new staff?	Do you have an established process to welcome and integrate new staff? Yes	Do you have an established process to welcome and integrate new staff? No	Do you have an established process to welcome and integrate new staff? Not Sure
Do you have internal training processes and manuals?	Do you have internal training processes and manuals? Yes	Do you have internal training processes and manuals? No	Do you have internal training processes and manuals? Not Sure
Do you have a simple and effective process to manage, appraise and reward the performance of your staff?	Do you have a simple and effective process to manage, appraise and reward the performance of your staff? Yes	Do you have a simple and effective process to manage, appraise and reward the performance of your staff? No	Do you have a simple and effective process to manage, appraise and reward the performance of your staff? Not Sure
Do you have an established disciplinary procedure?	Do you have an established disciplinary procedure? Yes	Do you have an established disciplinary procedure? No	Do you have an established disciplinary procedure? Not Sure
Do you staff know what actions or misdemeanours will not be tolerated?	Do you staff know what actions or misdemeanours will not be tolerated? Yes	Do you staff know what actions or misdemeanours will not be tolerated? No	Do you staff know what actions or misdemeanours will not be tolerated? Not Sure
Do you have a staff recognition program?	Do you have a staff recognition program? Yes	Do you have a staff recognition program? No	Do you have a staff recognition program? Not Sure

Yes

Not Sure

Do you find it easy to recruit and retain quality staff?

Do you find it easy to recruit and retain quality staff? Yes

Do you find it easy to recruit and retain quality staff? No

Do you find it easy to recruit and retain quality staff? Not Sure

Do you have an established process to welcome and integrate new staff?

Do you have an established process to welcome and integrate new staff? Yes

Do you have an established process to welcome and integrate new staff? No

Do you have an established process to welcome and integrate new staff? Not Sure

Do you have internal training processes and manuals?

Do you have internal training processes and manuals? Yes

Do you have internal training processes and manuals? No

Do you have internal training processes and manuals? Not Sure

Do you have a simple and effective process to manage, appraise and reward the performance of your staff?

Do you have a simple and effective process to manage, appraise and reward the performance of your staff? Yes

Do you have a simple and effective process to manage, appraise and reward the performance of your staff? No

Do you have a simple and effective process to manage, appraise and reward the performance of your staff? Not Sure

Do you have an established disciplinary procedure?

Do you have an established disciplinary procedure? Yes

Do you have an established disciplinary procedure? No

Do you have an established disciplinary procedure? Not Sure

Do you staff know what actions or misdemeanours will not be tolerated?

Do you staff know what actions or misdemeanours will not be tolerated? Yes

Do you staff know what actions or misdemeanours will not be tolerated? No

Do you staff know what actions or misdemeanours will not be tolerated? Not Sure

Do you have a staff recognition program?

Do you have a staff recognition program? Yes

Do you have a staff recognition program? No

Do you have a staff recognition program? Not Sure

	Yes	No	Not sure
Do your staff know more about their rights and responsibilities than you do?	Do your staff know more about their rights and responsibilities than you do? Yes	Do your staff know more about their rights and responsibilities than you do? No	Do your staff know more about their rights and responsibilities than you do? Not sure
Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination?	Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination? Yes	Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination? No	Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination? Not sure
Could you confidently defend a claim against your business?	Could you confidently defend a claim against your business? Yes	Could you confidently defend a claim against your business? No	Could you confidently defend a claim against your business? Not sure
Do your HR policies, and contracts comply with HR legislation?	Do your HR policies, and contracts comply with HR legislation? Yes	Do your HR policies, and contracts comply with HR legislation? No	Do your HR policies, and contracts comply with HR legislation? Not sure

Yes

Not sure

Do your staff know more about their rights and responsibilities than you do?

Do your staff know more about their rights and responsibilities than you do?

Yes

Do your staff know more about their rights and responsibilities than you do?

No

Do your staff know more about their rights and responsibilities than you do?

Not sure

Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination?

Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination?

Yes

Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination?

No

Do you have a set of core HR policies that mitigate workplace risks such as health and safety, bullying, harassment, and discrimination?

Not sure

Could you confidently defend a claim against your business?

Could you confidently defend a claim against your business?

Yes

Could you confidently defend a claim against your business?

No

Could you confidently defend a claim against your business?

Not sure

Do your HR policies, and contracts comply with HR legislation?

Do your HR policies, and contracts comply with HR legislation? Yes

Do your HR policies, and contracts comply with HR legislation? No

Do your HR policies, and contracts comply with HR legislation? Not sure

Sage & Summit Consulting
Client Human Resource Management Assessment Survey

Survey Overview

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* 1. What your first and last name?

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* 2. Business Name?

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* 3. Your phone number?

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* 4. Your email address?

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* 5. Do you know what level of HR risk you currently have?

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* 6. Do you have employment contracts?

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* 7. Can you leave your business in the hands of your staff for any period of time? For example, can you go on holiday for two weeks?

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* 8. Rate the following aspects of strategic alignment.

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* 9. Please evaluate you current HR processes.

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* 10. Evaluate your position in terms of legal issues?