Overview
The People & Culture Team Plan Canvas is your annual strategic planning tool designed to help people leaders understand organizational structure, clarify culture, overcome barriers, set critical metrics, prioritize initiatives, build capabilities, and anchor everything under a clear goal. This framework transforms People & Culture from administrative support to strategic organizational development.
Visual Framework
Framework Foundation
Connection to Resolute Leadership System
- Primary Alignment: Question 6 of 7 Questions of Leadership (Employee Experience)
- Curve Integration: Works with People & Culture Leadership Curve for long-term capability building
- Management Link: Natural connection to 5 Questions of Management for execution
Strategic Purpose
Transform people teams from cost centers to strategic growth engines by:
- Creating disciplined focus on employee experience and organizational development
- Aligning people initiatives with business outcomes
- Building systematic employee satisfaction and retention capabilities
- Turning employee experience into competitive advantage
The Canvas Framework
Thinking Approach
Divergent Thinking (Exploration Phase):
- Examine organizational structure, talent gaps, and leadership bottlenecks
- Surface root causes embedded in culture, systems, and leadership models
- Explore culture signals, employee feedback, and engagement patterns
- Analyze patterns across hiring, retention, and performance data
Convergent Thinking (Focus Phase):
- Prioritize highest-impact organizational improvements
- Select strategic initiatives that drive employee satisfaction and performance
- Focus on measurable outcomes that connect to business results
- Align team efforts with organizational capability building
Canvas Sections
1. People
Purpose: Map the organization's current structure, skills, systems, and talent acquisition strengths and weaknesses.
Key Questions to Address:
- What gaps exist in team composition and leadership layers?
- Where are critical skills shortages limiting performance?
- How effective are our performance management systems?
- What challenges exist in talent acquisition and retention?
Analysis Areas:
- Structure: Organizational design, reporting relationships, leadership layers
- Skills & Systems: Capability gaps, performance architecture, development needs
- Performance Architecture: Goal setting, review processes, feedback systems
- Talent Acquisition: Recruitment capabilities, hiring processes, onboarding effectiveness
Output Format:
- Structure: Current organizational design strengths and gaps
- Skills & Systems: Critical capability needs and system improvements
- Performance Architecture: Goal-setting and review process assessment
- Talent Acquisition: Recruitment and onboarding effectiveness evaluation
2. Culture
Purpose: Clarify what values, behaviors, and experiences define your workplace and drive performance.
Key Questions to Address:
- What values and behaviors truly drive our organization?
- How do employees experience our culture daily?
- What cultural differentiators attract and retain talent?
- How effectively do we communicate and reinforce our culture?
Cultural Elements:
- Values: Core principles that guide decision-making and behavior
- Behaviors: Observable actions that demonstrate values in practice
- Differentiators: Unique cultural elements that set the organization apart
- Artifacts: Visible symbols, practices, and experiences that reinforce culture
- Employee Value Proposition (EVP): Clear statement of what employees gain
Output Format:
- Values: 3-5 core values with behavioral descriptions
- Behaviors: Specific actions that demonstrate values
- Differentiators: Unique cultural elements that attract talent
- Artifacts: Cultural symbols, practices, and reinforcement mechanisms
- EVP: Clear employee value proposition statement
3. Challenges & Roadblocks
Purpose: Identify people, process, or leadership barriers blocking organizational growth and performance.
Key Areas to Examine:
- Leadership Gaps: Missing capabilities in management and leadership development
- Process Barriers: Inefficient systems, unclear procedures, communication breakdowns
- Cultural Issues: Misalignment between stated and lived values
- Talent Challenges: Recruitment difficulties, retention issues, skill gaps
- System Limitations: Technology constraints, data access, integration problems
Analysis Framework:
- Be honest about what's missing, misaligned, or broken
- Identify root causes versus symptoms
- Assess impact on employee experience and business performance
- Determine controllable versus external factors
Output Format:
- Categorized list of organizational development barriers
- Impact assessment for each challenge
- Root cause analysis where appropriate
- Resource requirements for addressing issues
4. Key Metrics
Purpose: Define clear measures of people and culture success that connect to business outcomes.
Metric Categories:
- Talent Metrics: Hiring success, time-to-fill, quality of hire
- Retention Metrics: Turnover rates, exit interview insights, tenure patterns
- Engagement Metrics: Employee satisfaction, engagement scores, culture assessment
- Development Metrics: Training completion, internal promotion rates, skill advancement
- Performance Metrics: Goal achievement, performance ratings, 360 feedback
Selection Criteria:
- Choose 3-5 key metrics that people teams can directly influence
- Balance leading indicators with outcome measures
- Ensure metrics reflect employee experience and organizational health
- Align metrics with business goals and strategic priorities
Output Format:
- 3-5 key performance indicators with specific targets
- Measurement methodology and frequency
- Accountability structure for each metric
- Connection to employee experience and business outcomes
5. Strategic Initiatives
Purpose: Identify and prioritize key programs and changes that will significantly improve organizational capability.
Initiative Categories:
- Talent Development: Learning programs, leadership development, skill building
- Culture Building: Values implementation, behavior reinforcement, experience design
- Performance Systems: Goal-setting, feedback mechanisms, reward structures
- Employee Experience: Onboarding, career development, workplace environment
- Organizational Design: Structure optimization, role clarity, communication improvement
Prioritization Framework:
- Impact Assessment: Potential to improve employee satisfaction and business performance
- Resource Requirements: Time, budget, and team investment needed
- Strategic Alignment: Connection to business goals and organizational needs
- Implementation Feasibility: Realistic timeline and change management requirements
Supporting Elements:
- Compensation & Benefits: Programs designed to attract and retain talent
- Engagement & Experience: Initiatives that improve workplace satisfaction and productivity
Output Format:
- 3-5 high-impact strategic initiatives with clear scope
- Implementation timeline and resource requirements
- Success metrics and accountability structure
- Integration with broader organizational strategy
6. Learning & Development
Purpose: Build leadership and capability at all levels to support organizational growth.
Development Areas:
- Leadership Skills: Management capability, coaching, strategic thinking
- Technical Competencies: Job-specific skills, system proficiency, process improvement
- Cultural Alignment: Values integration, behavior modeling, culture building
- Organizational Capability: Change management, collaboration, innovation
Program Types:
- Formal Training: Structured courses, certifications, leadership programs
- Experiential Learning: Mentoring, job rotation, stretch assignments
- System Implementation: Tool training, process improvement, automation
- Cultural Development: Values alignment, behavior change, engagement building
Output Format:
- Skill development priorities aligned to strategic initiatives
- Leadership development programs and learning pathways
- Cultural alignment and engagement activities
- Organizational capability building initiatives
7. Goals
Purpose: Anchor the entire plan with a clear, motivating people and culture goal and measurable outcomes.
Goal Structure:
- Primary Goal: One clear, inspiring statement that captures organizational aspiration
- Supporting Outcomes: 3-5 specific, measurable results that demonstrate success
- Connection Points: Links to business strategy, employee needs, and organizational capabilities
Goal Characteristics:
- Employee-Centric: Focuses on employee satisfaction and development outcomes
- Business-Aligned: Connects to performance, retention, and growth objectives
- Team-Inspiring: Motivates people team members and organizational stakeholders
- Measurable: Enables tracking and accountability
Output Format:
- One primary goal statement (1-2 sentences)
- 3-5 supporting measurable outcomes with specific targets
- Timeline for achievement
- Connection to business strategy and employee value
Implementation Guide
Planning Process
- Preparation Phase (2 weeks):
- Gather employee feedback and organizational performance data
- Assemble cross-functional planning team
- Review previous year's people initiatives and outcomes
- Canvas Workshop (1-2 sessions):
- Work through each section systematically
- Apply divergent and convergent thinking approaches
- Build consensus on priorities and commitments
- Finalization (1 week):
- Refine initiatives and metrics
- Create implementation roadmap
- Establish accountability and review structure
Quarterly Review Cycle
- Quarter Start: Update people insights and organizational conditions
- Mid-Quarter: Assess progress and adjust priorities
- Quarter End: Measure results and plan next quarter
Integration with Leadership Curve
- Use canvas for annual execution and operational focus
- Apply curve for multi-year capability building
- Balance immediate results with long-term development
- Align initiative selection with curve advancement needs
Waymaker Integration
Course Development Applications
- People planning workshop curricula
- Organizational development training
- Leadership development programs
AI and Technology Integration
- Employee experience analysis and pattern recognition
- Performance tracking and predictive analytics
- Automated reporting and dashboard creation
Organizational Development
- Cross-functional people planning sessions
- People strategy alignment with business planning
- Employee experience measurement and improvement
Success Patterns
High-Performing People Teams
- Maintain clear focus on employee experience outcomes
- Balance operational efficiency with capability building
- Integrate people planning with business strategy
- Create systematic approaches to organizational development
Common Implementation Pitfalls
- Initiative Overload: Trying to execute too many changes simultaneously
- Metric Misalignment: Focusing on administrative efficiency over employee experience
- Planning Isolation: Developing people plans without employee input
- Execution Gaps: Creating plans without clear accountability structure
Related Resources
Essential Frameworks
- People & Culture Leadership Curve for capability development
- Employee Experience strategy frameworks
- Performance management systems
Supporting Tools
- Employee experience assessment templates
- People metric dashboard designs
- Initiative planning and tracking systems
Community Resources
- People leadership peer networks
- Industry benchmarking studies
- Best practice sharing platforms
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This framework is part of the Resolute Leadership System, designed to help people leaders create strategic organizational advantages that drive business growth through superior employee experience. For complete implementation support and additional resources, visit resolutemethod.com/resources.
A worked example
Every worked example in the canon uses the same company — Burke & Wills EV, a hypothetical Australian off-road EV maker — so the picture builds across frameworks instead of restarting each time.
# Burke & Wills EV — People & Culture Plan Canvas
Plan year: 2025 (Jan 1 – Dec 31) · Owner: Marcus Webb, People & Culture Director · Reviewed by: Sarah Mitchell, CEO
This is our annual people plan. We're at the inflection from proven R&D to commercial launch — the Wills ships this year, 500 units, zero critical quality issues. We can engineer the best off-road EV in Australia, but we won't ship it without the people to build, sell, and stand behind it. This plan exists to put the right 45 people in the right seats, keep the ones who got us here, and make Burke & Wills the place adventurous, capable people want to build their careers.
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1. People
Structure. We finish 2024 with a lean post–Series A team and a six-person executive layer: Sarah Mitchell (CEO), James Thornton (CCO), plus our COO, CFO, CPO and CTO. Core functional leadership is in place — Emma Richardson (Head of Customer Experience), David Chen (Head of Production), Lisa Park (Marketing Director). The structure is sound at the top; the gap is depth one and two layers down, where launch volume will hit.
Skills & systems. The critical shortages are all on the production and field side: line operators and quality engineers under David Chen to take the Wills from 50 beta units to 500 at scale, and a regional field force to stand up the 12-service-partner network James owns. Performance architecture runs through Waymaker — every role has a one-page role card, goals cascade from the annual goal, and we review on the 1/12th rhythm.
Talent acquisition. We hire 45 people in 2025, weighted to production (Brisbane) and field/commercial. Time-to-fill target is 45 days for individual contributors, 75 for leadership. Onboarding is non-negotiable: every new starter completes the adventure program and ships within their first 90 days against a clear role card.
| Function | 2025 hires | Notes |
|---|---|---|
| Production & Quality (David Chen) | 20 | Line operators, quality engineers — scale to 500 units |
| Commercial & Field (James Thornton) | 12 | Incl. Regional Sales Manager — Queensland (To Be Hired); field support across the 12 partners |
| Customer Experience (Emma Richardson) | 6 | Delivery, Zendesk support, owner success |
| Marketing & Brand (Lisa Park) | 4 | Drive 45% unaided awareness |
| Engineering & Product | 3 | Platform depth ahead of Burke (Yr 2–3) |
| Total | 45 |
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2. Culture
We're building a company in our customers' image — Adventure Alex doesn't compromise capability for sustainability, and neither do we.
Values (with the behaviours that prove them):
| Value | What it looks like here |
|---|---|
| Explorer Spirit | We try the hard thing first. We field-test in the outback, not the lab carpark. |
| Authentic Australian | We build for −10°C to +55°C and 3,500kg tows because real Australians need it, not because it markets well. |
| Sustainable Future | We make the responsible choice the capable one — no green tax on performance. |
| Adventure Together | We solve in the open. Engineering doors stay open; the best idea wins regardless of title. |
Differentiators. Our culture is genuinely Australian and genuinely outback. People don't join a software-flavoured EV startup — they join an expedition that happens to manufacture vehicles in Brisbane.
Artifacts. Friday adventure stories (the team shares where the vehicles — and the people — have been). The annual company expedition. The "Would you take it to the outback?" quality test, applied to every decision, not just every vehicle. Open-door engineering.
EVP — "Join the expedition." You'll build something genuinely new, ship it to real adventurers across remote Australia, and own a piece of the category we're creating. Capability without compromise, for our people as much as our product.
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3. Challenges & Roadblocks
- Talent scarcity at the launch edge. EV production and quality engineers are scarce in Brisbane and courted by larger players. Impact: directly threatens the 500-unit / zero-critical-issue goal. Root cause: small specialist labour pool, not pay. Controllable via early pipeline and the EVP, not by waiting.
- Founding-team dilution. We add 45 people to a small base — culture can thin fast at that hiring rate. Impact: the very Explorer Spirit that built the beta success. Mitigation: adventure-program onboarding for 100% of starters, named culture shapers.
- Field-force cold start. The Queensland Regional Sales Manager is still To Be Hired, and the 12-partner network needs people who can represent us in regional Australia. Impact: brand leadership (45% awareness) and the test-drive→purchase funnel.
- 24-month runway discipline. We're −$5M EBITDA in Year 1 with Series B prep underway. Headcount must track delivery — we hire to ship 500 units, not ahead of it.
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4. Key Metrics
Five measures Marcus and the People function own directly, all reported in Waymaker against the 1/12th rhythm and triangulated with Culture Amp.
| Metric | 2025 target | Source / method |
|---|---|---|
| Strategic hires | 45 filled against plan | Waymaker role cards; 45-day IC / 75-day leadership time-to-fill |
| Employee engagement | 85% | Culture Amp, quarterly pulse |
| Key-talent retention | 90% | Voluntary regretted attrition of identified key talent |
| Adventure-program completion | 100% of new starters | Onboarding tracker (Waymaker Documents) |
| Onboarding-to-contribution | First meaningful ship ≤ 90 days | Role-card milestone in Waymaker |
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5. Strategic Initiatives
- Launch Hiring Engine (Q1–Q3). A disciplined 45-hire campaign, front-loaded into production and field. Build a Brisbane EV-manufacturing pipeline (TAFE partnerships, targeted referral bonuses) so we're not bidding reactively. Owner: Marcus Webb with David Chen and James Thornton. Success: 45 filled, time-to-fill on target, zero launch-critical vacancy past Q2.
- Adventure Onboarding (all year). Every starter completes the adventure program — values immersion, a real field experience with the Wills, and a 90-day role-card plan. Success: 100% completion, manager sign-off at 90 days.
- Culture Shapers Program (all year). Protect the founding culture through the growth surge. Formalise Friday adventure stories, run the annual company expedition, and embed the "Would you take it to the outback?" test in decision rituals. Named culture shapers in each function. Success: 85% engagement held through a near-doubling of headcount.
- Key-Talent Retention (Q1 anchor, all-year cadence). Identify the people who carried us from 50 beta units to launch, give them growth paths into the Burke and Sturt platforms, and protect them through fortnightly manager 1:1s. Success: 90% key-talent retention.
Compensation & benefits. Market-competitive base benchmarked to Brisbane manufacturing/tech, equity for the team building the category, and adventure-aligned benefits (expedition leave, vehicle access). Runway-disciplined — we lead on meaning and ownership, match on cash.
Engagement & experience. Open-door engineering, the annual expedition, and a quarterly Culture Amp loop that closes — every pulse produces a visible action.
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6. Learning & Development
- Leadership. First-time-manager capability for the new layer we're creating beneath the execs — coaching, role-card-based goal setting, and running effective fortnightly 1:1s. Aligned to the Launch Hiring Engine: we promote and stretch, we don't just buy.
- Technical. EV production and quality certification under David Chen — the "zero critical issues across 500 deliveries" standard taught, not assumed. SAP proficiency for production and quality roles.
- Cultural alignment. The adventure program as the front door, then ongoing values reinforcement through Friday stories and the expedition. New leaders are taught to model the four values, not just recite them.
- Systems. Tool fluency by function — HubSpot for commercial and field, Zendesk for support, Waymaker for goals and role cards across everyone.
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7. Goals
Primary goal: Build and protect the team that launches the Wills — hire the 45 people who ship 500 vehicles with zero critical issues, while keeping the founding culture and key talent that got us here.
Supporting outcomes (2025):
| Outcome | Target |
|---|---|
| Strategic hires filled to plan | 45 |
| Employee engagement | 85% |
| Key-talent retention | 90% |
| Adventure-program completion | 100% of new starters |
Connection to the business. This plan is the people half of our consolidated annual goal — launch the Wills successfully into the Australian adventure EV market: 500 units, $50M revenue, +65 NPS, Australia's off-road EV leader. No vehicles ship without the production and quality team; no 12-partner network stands up without the field force; no +65 NPS without the people who deliver and support every owner. We win the year through our people, or we don't win it.
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Monthly Waypoints (1/12th rule)
| Month | Waypoint |
|---|---|
| Jan | Plan locked; Q1 launch-critical roles opened; Queensland RSM search live |
| Feb | First production/quality cohort onboarding; adventure program v2 running |
| Mar | ~12 hires in; Q1 engagement pulse baselined on Culture Amp |
| Apr | Queensland RSM hired; field-force build begins for the 12 partners |
| May | Production hiring at depth for line scale-up; first 90-day role-card reviews |
| Jun | Half-year check: ≥22 hires, engagement tracking to 85%, zero launch-critical vacancy |
| Jul | Field/commercial cohort onboarded ahead of national service network |
| Aug | Culture shapers formalised across all functions; expedition planning opens |
| Sep | Hiring engine winds toward 45; retention conversations with key talent |
| Oct | Annual company expedition; Wills deliveries scaling, CX team at full strength |
| Nov | Q4 engagement pulse; key-talent retention reviewed against 90% |
| Dec | Year close: 45 hired, 85% engagement, 90% retention, 100% adventure-program completion |