HR Plan templates | Practical HR planning documents

58 HR Plan templates | Practical HR planning documents
UK-specific Editable Instant download 12 months' updates

Our HR plan templates are structured tools used to outline objectives, strategies, and steps for various projects or initiatives, ensuring clear direction and organised execution.

HR Plan templates | Practical HR planning documents
2026 Reviewed

What is the purpose of HR plans?

The purpose of using HR plan templates is to provide a structured framework and guidance for HR professionals to effectively develop and implement various plans and strategies within their organisations. These templates serve several purposes, including:

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Work experience preparation plan

Work experience preparation plan for UK employers, covering placement objectives, activities, supervision, health and safety, support, expectations and practical arrangements.

UK-specific Editable Instant download 12 months' updates
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Meeting plan for highlighting poor behaviour

Our Meeting Plan for Highlighting Poor Behaviour Template streamlines discussions, addressing behavioural issues constructively for a positive work culture.

UK-specific Editable Instant download 12 months' updates
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Cleaner Duties and Cleaning Instructions

A comprehensive cleaner duties and cleaning instructions document outlining daily, weekly, and monthly cleaning responsibilities, hygiene standards, and health and safety requirements.

UK-specific Editable Instant download 12 months' updates
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Contract harmonisation plan

This harmonisation plan template outlines the steps to create a consistent and compliant employment contract template for all employees.

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Flexible working application review meeting plan

Our Flexible Working Application Review Meeting Plan template guides productive discussions, ensuring clear communication and mutual understanding of flexible work arrangements.

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Hybrid working effectiveness review

A structured template to review hybrid working arrangements, assessing performance, attendance, collaboration, and ongoing suitability.

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Absence improvement checklist

Our Absence Improvement Checklist Form Template streamlines tracking and managing employee absences, enhancing productivity and reducing absenteeism.

UK-specific Editable Instant download 12 months' updates
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Long term sick absence management plan

Our Long Term Sick Absence Management Plan Template facilitates structured support for employees on extended sick leave, ensuring consistent management practices.

UK-specific Editable Instant download 12 months' updates
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Equality diversity and inclusion (EDI) action plan

Our Equality Diversity and Inclusion Action Plan template outlines strategies and initiatives to promote a diverse and inclusive workplace, driving positive change.

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Gender transition plan

Gender transition plan for UK employers covering workplace arrangements, communication, confidentiality, records, names, pronouns, facilities, support and review.

UK-specific Editable Instant download 12 months' updates
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Data Protection Impact Assessment (DPIA)

Our Data Protection Impact Assessment (DPIA) Template provides a structured framework for assessing and mitigating data protection risks, ensuring compliance with data privacy regulations.

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Employee Data Privacy Notice

An Employee Data Privacy Notice is a document that explains how an employer will collect, use, and store an employee's personal data.

UK-specific Editable Instant download 12 months' updates
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Employee Forum meeting agenda

Use this agenda to structure effective, inclusive employee forum meetings that support clear communication and action planning.

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Employee Forum terms of reference

A clear guide that sets out the purpose, membership, and operation of your internal employee forum or staff consultation group.

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FAQs - What is the Employee Forum

A helpful FAQ explaining the purpose, structure, and benefits of the employee forum to encourage staff understanding and participation.

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Employee Engagement Plan

An employee engagement plan is a set of strategies and activities designed to increase employee involvement, enthusiasm, and commitment to their work.

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Leadership Development Plan

Our Leadership Development Plan template outlines a structured path for enhancing leadership skills, fostering professional growth and effective management.

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Mentorship Program Plan

Our Mentorship Program Plan template offers a comprehensive framework for implementing a successful mentorship initiative, facilitating skill transfer and personal growth.

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One to One (121) review meeting action plan

One to one review meeting action plan template for UK employers to record employee actions, responsibilities, deadlines, support and follow-up.

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Succession Plan

Our Succession Plan Template strategically outlines a roadmap for identifying and developing internal talent, ensuring a smooth transition and continuity in key roles within the organisation.

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Talent development plan

Our Talent Development Plan provides a structured strategy for enhancing skills and capabilities, promoting professional growth and achievement.

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Training and development plan

Training and development plan for identifying employee learning needs, setting development objectives, recording training actions and reviewing progress.

UK-specific Editable Instant download 12 months' updates
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Work experience plan

Our Work Experience Plan Template streamlines the process, ensuring a well-structured and organised work experience program for students.

UK-specific Editable Instant download 12 months' updates
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Employee Recognition Program

Our Employee Recognition Program boosts morale, motivates staff, and fosters a culture of appreciation and excellence.

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Employee Value Proposition (EVP)

Employee Value Proposition (EVP) framework for UK employers covering reward, culture, development, wellbeing, employee experience and employer brand.

UK-specific Editable Instant download 12 months' updates
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Salary sacrifice program communication plan

Our Salary Sacrifice Program Communication Plan outlines a strategic approach to effectively inform and engage employees about the program, ensuring awareness and participation.

UK-specific Editable Instant download 12 months' updates
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Performance improvement plan (PIP)

If you have concens about the performance of an employee, use this model form template to capture the improvement required, and agree and plan the timescale.

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Investigation plan

Our Investigation Plan Template provides a clear structure for conducting fair, thorough, and compliant workplace investigations, ensuring consistency and efficiency.

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COVID-19 What to do if... quick reference

Use this guide to help employees understand what steps they have to take in a number of scenarios, such as self/household isolating, shielding, positive tests etc.

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Employee Engagement Action Plan

Our Employee Engagement Action Plan template streamlines efforts to enhance staff involvement, satisfaction, and commitment for a thriving workplace.

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Employee Onboarding RACI Chart

Our Employee Onboarding RACI Chart delineates roles, enhancing coordination and accountability throughout the onboarding process.

UK-specific Editable Instant download 12 months' updates
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Environmental, Social, and Governance (ESG) report

Our Environmental, Social, and Governance (ESG) Report template provides a comprehensive overview of a company's sustainability initiatives, social responsibility efforts, and governance practices.

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HR Audit plan

HR audit plan for UK employers covering HR compliance, policies, employee records, recruitment, absence, performance, payroll and improvement actions.

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HR change project plan

An HR change project plan is a structured approach for managing and implementing changes to an organisation's HR policies, procedures, and practices.

UK-specific Editable Instant download 12 months' updates
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HR Compliance Check

This starter pack provides a practical foundation for establishing compliant, consistent, and effective people management practices.

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Insourcing cost modelling

Use this cost modelling template to compare the true cost of continuing to outsource a service with the full financial and operational cost of bringing it in-house.

UK-specific Editable Instant download 12 months' updates
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Performance Appraisal RACI chart

Performance appraisal RACI chart template for UK employers, defining responsibility and accountability for appraisals, objectives, reviews and development.

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Performance Improvement RACI Chart

Our Employee Onboarding RACI Chart delineates roles, enhancing coordination and accountability throughout the performance improvement process.

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Prioritising Mental Health Strategy

Our Prioritising Mental Health Strategy document outlines initiatives and resources to support employee well-being, fostering a healthier and more resilient workforce.

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Recruitment Process RACI Chart

Our Recruitment Process RACI Chart clarifies roles, streamlining hiring workflows and ensuring accountability at every stage.

UK-specific Editable Instant download 12 months' updates
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Training and Development RACI Chart

Our Training and Development RACI Chart delineates responsibilities, ensuring efficient coordination and accountability throughout the learning process.

UK-specific Editable Instant download 12 months' updates
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Employee Share Scheme Communication Plan

Use this Employee Share Scheme Communication Plan for communicating with employees about the share scheme, including launch announcements, updates, and educational materials.

UK-specific Editable Instant download 12 months' updates
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Share Scheme Survey

Use this Share Scheme Survey to gather feedback and insights from employees participating in your company's share scheme.

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Reasonable Adjustment Plan

Reasonable Adjustment Plan template for UK employers to record agreed workplace adjustments, responsibilities, implementation arrangements and review dates.

UK-specific Editable Instant download 12 months' updates
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Return to work plan after Menopause-related absence

Our Return-to-Work Plan after Menopause-related Absence template provides tailored support, easing transition and ensuring employees well-being as they reintegrate into the workplace.

UK-specific Editable Instant download 12 months' updates
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Stay Interview Summary Report

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UK-specific Editable Instant download 12 months' updates
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Redundancy Impact Assessment

Our Redundancy Impact Assessment template assists in evaluating and managing the effects of potential redundancy on employees and operations.

UK-specific Editable Instant download 12 months' updates
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Redundancy implementation plan

Ensure fair, compliant, and transparent redundancy processes with our Redundancy Plan template, designed for UK employers to meet legal requirements.

UK-specific Editable Instant download 12 months' updates
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Retirement plan for employers

Our Retirement Plan for Employers template outlines strategies and options to support employee retirement, ensuring a secure and positive transition for your workforce.

UK-specific Editable Instant download 12 months' updates
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Exit interview preparation plan

Our Exit Interview Preparation Plan template facilitates gathering valuable feedback, identifying patterns, and enhancing employee engagement for better retention and growth.

UK-specific Editable Instant download 12 months' updates
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Exit Interview Summary Report

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UK-specific Editable Instant download 12 months' updates
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Employee Departure Communications Plan

Our Employee Departure Communications Plan Template outlines steps to ensure seamless and respectful communication internally and externally during employee departures, maintaining company reputation and morale.

UK-specific Editable Instant download 12 months' updates
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Drivers Handbook

Our Drivers Handbook simplifies safe driving practices, compliance, and company policies, minimising risks and fostering driver awareness.

UK-specific Editable Instant download 12 months' updates
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First Aider Handbook

Our First Aider Handbook equips designated staff with clear guidance on handling workplace emergencies, ensuring swift and effective responses to incidents.

UK-specific Editable Instant download 12 months' updates
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Health and Safety training matrix

Health and Safety training matrix covering role-specific training requirements, refresher frequencies and key workplace health and safety training areas.

UK-specific Editable Instant download 12 months' updates
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Fire Safety Notice

Fire Safety Notice template for UK workplaces covering fire alarm procedures, evacuation, assembly points, emergency actions and employee responsibilities.

UK-specific Editable Instant download 12 months' updates
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Procedure in the event of an accident

Our Accident Procedure ensures swift and efficient actions are taken in response to workplace incidents, prioritising safety and compliance.

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Safe System of Work (SSOW)

A safe system of work plan that outlines hazards, controls, procedures and responsibilities to ensure tasks are carried out safely and legally.

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How this content is developed and reviewed

The HR Plan templates | Practical HR planning documents is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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