Templates

30-60-90 day plan for HR business partners

On this page
  1. What makes an HRBP's ramp different
  2. The 30-60-90 day plan
  3. The people data baseline
  4. What "on track" looks like at each checkpoint
  5. A filled example
  6. Working with the centers of expertise
  7. What the HR director owes the new HRBP
  8. Mistakes that stall a new HRBP
  9. Adapting the plan
  10. Questions people ask

An HR business partner is hired to change the quality of people decisions in a part of the business, and almost none of the levers are theirs directly. Compensation sits with the comp team, hiring with talent acquisition, investigations with employee relations, and the decisions themselves with the business leaders. A 30-60-90 day plan for an HR business partner has to build credibility with those leaders fast, ground the partner's advice in data the leaders trust, and show by day 90 that something in the client group is being done differently because of them.

This page is for the HR director or CHRO writing the plan. For an HR manager who runs operations and compliance, use the 30-60-90 day plan for HR managers. For the general version, see the 30-60-90 day plan template for new hires.

What makes an HRBP's ramp different

The role's value depends on being invited into the room where decisions are made, and leaders only invite people who help them. A new HRBP who arrives with a framework and a list of initiatives tends to be politely sidelined. One who arrives with good questions, then a clear view of the client group's people data, then a useful opinion on a real decision, gets pulled in.

So the plan moves from listening to evidence to advice. Month one is relationships and a data baseline. Month two is the first real people process, usually a talent review or a reorganization, run well. Month three is a people plan the senior leader owns.

The 30-60-90 day plan

30-60-90 day plan — [Name], HR Business Partner, [client group]
Reports to: [HR director]    Start date: [date]
Client leader: [name, title]    Headcount: [N]    Locations: [list]
HRIS: [e.g. Workday / SuccessFactors / other]    Finance partner: [name]

DAYS 1-30 — Learn the business and its people
Goals:
- Meet the senior leader in week one: their business priorities,
  what they need from HR, what the last HRBP did well and badly
- Meet every leader to at least the second level; ask about their
  team's biggest people risk and hardest open role
- Meet each center of expertise: compensation, talent acquisition,
  employee relations, learning, HR operations
- Review every open employee relations matter and any recent
  investigation outcomes for the group
- Attend the leader's staff meeting and a business review
Deliverables by day 30:
- A people data baseline for the client group (see below)
- A one-page summary of what leaders said, grouped into themes
Check-in: day 30, with HR director; brief the client leader

DAYS 31-60 — Run one people process well
Goals:
- Own the people agenda item in the leader's staff meeting
- Prepare and run the next talent review or calibration for the
  group, or partner on a live reorganization if one is underway
- Bring one data-backed recommendation to a real decision
  (a promotion, a backfill, a team structure, a retention offer)
- Agree a cadence with each CoE for the group's needs
Deliverables by day 60:
- Talent review output: ratings, succession for critical roles,
  flight risks with actions and owners
- A list of the group's critical roles and their bench strength
Check-in: day 60

DAYS 61-90 — Set the people agenda
Goals:
- Draft a people plan for the next two to four quarters with
  [2-3] priorities, owners and measures
- Agree it with the client leader and present it at staff meeting
- Start the first action on each priority
Deliverables by day 90:
- An agreed people plan with the first actions underway
- A quarterly people review format the leader will use
Check-in: day 90 — full review against this plan

The people data baseline

The day-30 baseline is what turns the HRBP's opinions into advice leaders can test. Pull it from the HRIS and the CoEs, not from memory, and show trends rather than single points. Keep it to one or two pages that a busy leader will read.

AreaWhat to includeQuestion it answers
Headcount and structureHeadcount by team, spans of control, layers, open requisitionsIs the organization shaped for the work?
AttritionVoluntary and involuntary, regretted vs non-regretted, by team and tenure bandWhere are we losing people we wanted to keep?
HiringTime to fill and offer acceptance for the group's rolesCan we replace and grow fast enough?
EngagementLatest survey results by team, with response ratesWhich teams are struggling, and are we hearing from them?
Pay and performanceRating distribution, pay position against ranges, promotion rateAre we rewarding and growing the right people?
Exit themesReasons from exit interviews over the last yearWhy do people actually leave?

Exit interview data is often the richest and least used part of the baseline; the guide on how to analyse exit interview data covers how to turn free-text reasons into themes that hold up in front of a leader.

What "on track" looks like at each checkpoint

CheckpointOn trackWorth a direct conversation
Day 30Second-level leaders know the HRBP and have raised real issues with them; the baseline is built and shows at least one surpriseThe HRBP has met mostly HR colleagues; the baseline is a standard dashboard with no interpretation
Day 60The talent review ran on time with honest discussion; leaders bring decisions to the HRBP before making themThe talent review was a ratings-entry exercise; leaders call HR only after a problem has happened
Day 90The client leader presents the people plan as their own; first actions have startedThe plan is a list of HR programs; the leader has not read it

A filled example

HRBP: Kenji Watanabe (invented), hired to partner with the head of customer operations, a group of about 450 people across three contact centers.

Day 30: Met all 14 second-level leaders. The baseline showed voluntary attrition was concentrated among agents with six to eighteen months of tenure in one site, and exit themes pointed to schedule changes made with little notice. One team lead had 28 direct reports.

Day 60: Ran the group's talent review; three of nine critical roles had no ready successor. Brought a recommendation to split the 28-person team, backed by that team's survey results and attrition, which the leader approved.

Day 90: The people plan had three priorities: reduce early-tenure attrition at the one site by fixing schedule notice practices with workforce management, build successors for the three uncovered critical roles, and cap spans at a level the leaders agreed. The leader presented it at her staff meeting, and the schedule notice change was in place for the next scheduling cycle.

Working with the centers of expertise

A new HRBP can fail by doing the CoEs' work themselves, building a comp analysis or running a recruiting search because it feels faster, and then having no time for the advisory work. Agree in the first month what each CoE provides to the client group and how requests flow. The HRBP's job is to bring the business context to the specialist and to bring the specialist's answer back in a form the leader can act on. Where an employee relations team exists, the HRBP stays informed and advises the leader, but does not run investigations unless the organization's model says so.

What the HR director owes the new HRBP

  • An introduction to the client leader that sets expectations on both sides, including what the HRBP will and will not do.
  • HRIS reporting access or an analyst who can pull the baseline in the first two weeks.
  • The history: open cases, recent reorganizations, past talent review outputs and any friction between the group and HR.
  • Backing when the advice is unwelcome. An HRBP who tells a leader that a planned reorganization creates a risk needs to know their own manager will support them.

Mistakes that stall a new HRBP

MistakeWhat it looks likeFix
Program-firstLaunching a new initiative in month two before understanding the businessEvery priority in the people plan traces to the baseline or the listening tour
Order-takerProcessing leader requests without challengeBring one data-backed recommendation to a real decision by day 60
Senior-leader onlyClose to the head of the group, unknown to the managers belowMeet every second-level leader in the first 30 days
Doing the specialists' workNo time left for the advisory roleAgree request flows with each CoE in month one

Adapting the plan

  • Senior HRBPs covering several groups: run the listening tour and baseline per group, but write a single people plan with shared priorities where they overlap.
  • HRBPs without CoEs, common in smaller companies: the role becomes closer to an HR generalist, so add the operational and compliance items from the HR manager plan, and screen for that breadth with the HR generalist screening questions.
  • Joining during a reorganization or layoff: the day-60 process is the reorganization itself; involve legal and the employee relations team from the start and push the people plan to after it closes.

Questions people ask

How is an HR business partner's plan different from an HR manager's?

An HR manager usually owns HR operations and compliance for a site or company: cases, the compliance calendar, HRIS and payroll. An HR business partner is embedded with one or more business leaders and is judged on whether people decisions in that group get better: organization design, talent, retention and workforce planning. The specialist work goes to centers of expertise.

Who should an HR business partner meet in the first 30 days?

Every leader in the client group down to at least the second level, the leader's own manager, the finance partner for the group, and the HR centers of expertise they will rely on: compensation, talent acquisition, employee relations, learning and HR operations. Skip-level conversations with a sample of employees round out the picture.

Should a new HRBP take on employee relations cases?

They should know about every open case in their client group from week one, but in most organizations with an employee relations team, the investigation itself stays with that team. The HRBP's role is to advise the leader, spot patterns and make sure the business follows through on outcomes.

What should an HR business partner deliver by day 90?

A people plan for the client group that the senior leader has agreed to and started acting on, built from the data baseline and the talent review. It should cover a small number of priorities, such as retention in a critical team or a span-of-control fix, with owners and measures.