What Assets Does OptimaHR Create to Build a Strong HR Foundation?

October 11, 2024

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When partnering with small and medium-sized businesses, OptimaHR believes in laying a solid HR foundation through key strategic assets. These assets help create clarity, consistency, and growth opportunities within your company — all essential for sustainable success. Here’s an inside look at the three essential assets we offer right from the start, designed to support your people and business goals.

1. Comprehensive Policy Manual: Setting Clear Expectations

The first asset we deliver is a customized policy manual — a crucial document that outlines the rules, expectations, and responsibilities for both the employer and employees.

This isn’t just about “what employees must do,” but equally about what employees can expect from the company. When everyone understands their roles and the company’s commitments, it builds trust and transparency. For many small to medium businesses without dedicated HR teams, having a clear policy manual is a game changer in reducing misunderstandings and fostering a positive work environment.

2. Employee Experience Journey Map: Understanding the Lifecycle

Our second asset is a workshop focused on the employee experience journey map, an invaluable tool that tracks all stages of an employee’s lifecycle — from attraction and hiring, through development, to departure.

At OptimaHR, we emphasize the importance of deeply understanding how employees feel and experience your company at every step. We engage with leadership and employees alike, including those new to the company and seasoned veterans, to gain a full picture of practical realities and emotional touchpoints.

This journey mapping allows us to:

  • Identify pain points and opportunities for improvement
  • Create benchmarks to measure progress over time
  • Align people processes with your overall business strategy

By continuously improving the employee experience, you position your company as an employer of choice, helping to attract and retain top talent.

3. Skills Matrix: Mapping Strengths and Identifying Gaps

The third asset is the Skills Matrix — a powerful tool that helps both employers and employees visualize the competencies needed across positions and teams.

With a well-developed Skills Matrix, businesses can:

  • Understand the exact skills required for each role
  • Pinpoint existing strengths and skill gaps within teams
  • Create accurate and targeted job descriptions for hiring
  • Improve accountability and performance management
  • Plan for succession and internal mobility

Succession planning is especially critical for small and medium-sized businesses where team members often wear multiple hats. The Skills Matrix supports smooth transitions when employees move roles or leave the company by identifying transferable skills and training needs.

Why These Assets Matter for Your Business

For many companies without a full-time HR department, these foundational assets help bridge critical gaps in people management. OptimaHR’s fractional HR services make it accessible to build these tools without the overhead of hiring a full HR team.

Together, the policy manual, employee journey map, and skills matrix provide a comprehensive HR base that supports clarity, engagement, and growth. These assets empower you to build better strategies, improve employee experiences, and ultimately enhance business performance.

Conclusion: Building Your HR Foundation with OptimaHR

Creating a strong HR foundation is essential for businesses looking to grow sustainably and retain talent. At OptimaHR, we customize these foundational assets to fit your company’s unique culture and goals.

If you’re a small or medium-sized business searching for fractional HR solutions that deliver strategic value and employee-focused assets, let’s talk. We’re here to help you create the right tools that make HR work for your team.

Ready to strengthen your HR foundation? Contact OptimaHR today to learn more about how our fractional HR services can deliver the assets your business needs.

Video transcript

When we going to work with a company, we offer three assets right from the start and we believe that this creates an HR base. With that, included is our policy manual, what are our rules, what are our expectations, but also what can employees expect from us? What are we responsible to deliver to? If we have that for employees coming in, it creates a really solid base. From there we also like to go through two different workshops; the employee experience journey map is incredibly important because it goes through all stages of an employee’s lifecycle when they’re at a company. It’s so important to understand how an employee feels, what their process is, what the practicality and logistics are within that life stage, and so we go right from attraction all the way from departure. If we can sit down with not only the the employer, but as well as other employees, maybe people have been there for a long time, people who have just come into the company, we can better understand the process that we can improve on. It’s also something that we can go back to and see your improvement, so it allows for a benchmark for the planning and the strategy going forward. If we can connect all of those people processes to our original strategy, we can have an improved employee experience which by all means makes you employer of choice.

Our next asset would be the Skills Matrix. The Skills Matrix is so important for the functionality of an employer as well as an employee. If you have a Skills Matrix, we can understand the skills that are needed in each position, we can understand the skills needed in each team, and we can understand where the skills lie within your company. From there, we can make proper job descriptions, we can hold people accountable when somebody leaves, we can find where the skill gaps are, we can allow a better job posting if now you’re going to recruit, you know who you’re trying to find and maybe the skills that have left the company. Coming in, we can understand that what we need to train people in and what we want to develop.  We can also do a lot of succession planning, so as people are leaving the company. we can understand where they’re going to go, and they might not be leaving the company altogether, maybe they just wanted to move into a different position. What skills are relatable to one another, how can we make sure that their skills are being challenged in a way this most successful for the employee, and at the end of the day, what is best for the whole company and the team?