Example brief: a small manufacturing employer
An employer with 20 employees wants to improve absence records, probation reviews and visibility of agency spending.
Information reviewed
- One employment contract and five selected policies
- Three months of anonymised absence and agency-spend records
- A discussion of current manager processes
Example findings
- Return-to-work records are missing for four of ten recorded absences.
- Two probation reviews lack recorded outcomes.
- Agency-spend reports do not record why cover was required.
Prioritised action plan
| Priority | Action | Owner | Target | Progress measure |
|---|---|---|---|---|
| High | Introduce a return-to-work checklist and manager briefing. | Operations manager | Within 2 weeks | Check completion for each new absence at the next monthly review. |
| High | Complete outstanding probation reviews and add calendar reminders. | Line managers | Within 2 weeks | All due reviews have a recorded outcome. |
| Medium | Add reasons for agency cover to the monthly spending tracker. | Finance lead | Next reporting cycle | Agency costs can be grouped by cover reason. |
What happens next?
Discuss the findings, agree responsibilities and decide which actions to implement first. Optional follow-up support can review completion and emerging trends. Any savings or improvement must be measured against actual data.
In this example, the document review identifies gaps and recommends changes. Full document rewriting and implementation would be separately agreed.
Discuss a review for your business