Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Employee

What is Employee strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Employee strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Employee strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Employee strategy examples

You'll find below a list of Employee tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
Implement these strategies

Strategies and tactics for scaling through Organisational Optimisation

  • ⛳️ Strategy 1: Revise and standardise job descriptions

    • Conduct a comprehensive review of all existing job descriptions across the organisation
    • Consult with departmental heads to gather input on necessary updates for each role
    • Identify the essential hard and soft skills required for each position
    • Standardise the format and terminology for all job descriptions
    • Implement a review and approval process for updated job descriptions
    • Communicate the updated job descriptions to all employees
    • Develop a repository of all updated job descriptions for easy access
    • Train managers on how to use and interpret the revised job descriptions
    • Update the recruitment and onboarding process to reflect new job descriptions
    • Regularly review and revise job descriptions to ensure they remain relevant

  • ⛳️ Strategy 2: Enhance performance reviews and accountability

    • Revamp the existing performance review process for better clarity and effectiveness
    • Introduce workshops to train managers on conducting constructive performance reviews
    • Incorporate a 360-degree feedback mechanism for more rounded evaluations
    • Set clear KPIs and benchmarks for performance reviews
    • Ensure there is a formal way to document and track feedback
    • Create a regular feedback loop with scheduled check-ins between managers and employees
    • Develop accountability frameworks to clarify responsibilities at the managerial level
    • Encourage a culture of continuous feedback and mentorship within the organisation
    • Evaluate the performance review system periodically and make necessary adjustments
    • Offer tools and resources to help managers provide better support and guidance

  • ⛳️ Strategy 3: Establish a robust recruitment and retention pipeline

    • Partner with educational institutions and job boards to attract top talent
    • Launch targeted marketing campaigns to attract diverse candidates
    • Streamline the recruitment process for efficiency and candidate experience
    • Introduce diversity training and awareness programmes for the recruitment team
    • Develop a robust onboarding programme that immerses new hires into the 'Marathon Way'
    • Create mentorship opportunities to help integrate new employees into the organisation
    • Assess and adjust the workplace environment to be more inclusive and supportive
    • Establish a feedback mechanism to understand employee satisfaction and areas for improvement
    • Introduce career development programmes tailored to employee aspirations
    • Regularly review and update diversity and inclusion policies to ensure alignment with best practices

  • ⛳️ Strategy 4: Instil the 'Marathon Way' in organisational culture

    • Clearly articulate the core values and principles of the 'Marathon Way'
    • Develop training modules to educate employees on the 'Marathon Way'
    • Integrate 'Marathon Way' principles into the onboarding process for new employees
    • Encourage leaders to model and promote the 'Marathon Way' in their daily interactions
    • Provide regular workshops and refreshers on the 'Marathon Way' for all employees
    • Create internal communications that reinforce 'Marathon Way' values
    • Recognise and reward employees who exemplify the 'Marathon Way'
    • Establish mentorship programmes to support the adoption of the 'Marathon Way'
    • Regularly gather feedback to assess understanding and adherence to 'Marathon Way' principles
    • Offer continuous learning opportunities to deepen knowledge of the 'Marathon Way'

  • ⛳️ Strategy 5: Cultivate an optimal work environment

    • Conduct an employee satisfaction survey to identify areas for improvement
    • Introduce ergonomic assessments and enhancements to workspaces
    • Offer wellness programmes that focus on physical, mental, and emotional health
    • Encourage work-life balance with flexible working hours and remote work options
    • Provide regular opportunities for team-building and social interaction
    • Develop a clear career progression framework that aligns with business goals
    • Create an open-door policy to foster transparent communication and feedback
    • Implement regular recognition and rewards programmes to boost morale
    • Establish support systems such as employee assistance programmes
    • Regularly review and update HR policies to adapt to changing employee needs
recruitmentperformance-reviewshr-managerteam-leaderhr-teamrecruitment-team
Implement these strategies

Strategies and tactics for reaching optimal employee performance

  • ⛳️ Strategy 1: Assess and identify performance gaps

    • Conduct a performance review for all 20 employees
    • Identify key performance indicators (KPIs) relevant to each role
    • Organise one-on-one meetings to discuss performance assessments
    • Use feedback to pinpoint areas of improvement
    • Develop a comprehensive skills assessment test
    • Analyse past performance data and trends
    • Set clear and achievable goals for each employee
    • Determine external factors affecting performance
    • Secure employee commitment to the improvement plan
    • Communicate performance expectations clearly

  • ⛳️ Strategy 2: Implement targeted training programs

    • Organise personalised training sessions based on individual needs
    • Enroll employees in relevant online courses or workshops
    • Invite industry experts for guest lectures and seminars
    • Conduct in-house training sessions on soft and technical skills
    • Create a mentorship program pairing senior employees with juniors
    • Invest in e-learning platforms for continuous learning
    • Schedule regular knowledge-sharing meetings
    • Encourage cross-functional team projects
    • Monitor and evaluate training effectiveness
    • Provide resources for self-study and development

  • ⛳️ Strategy 3: Foster a motivating and supportive work environment

    • Recognise and reward high performers monthly
    • Facilitate open communication and feedback loops
    • Encourage team-building activities and social events
    • Promote work-life balance through flexible working hours
    • Establish a wellness program focusing on mental health
    • Provide ergonomic workspaces and necessary resources
    • Develop a clearly defined career progression path
    • Create an inclusive culture valuing diversity and collaboration
    • Regularly review and improve HR policies
    • Solicit employee feedback on workplace satisfaction
performance-gapsemployee-traininghr-managerperformance-analysthr-departmenttraining-and-development-team
Implement these strategies

Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
Implement these strategies

Strategies and tactics for implementing a Recruitment Strategy for Animal Emergency Australia

  • ⛳️ Strategy 1: Utilise multi-channel sourcing

    • Partner with job boards like Seek, Indeed, and Kookaburra to post job openings
    • Establish partnerships with universities for a steady flow of graduate placements
    • Target international markets such as the UK, US, and Canada through social media campaigns
    • Develop an international recruitment campaign focusing on relocation packages
    • Create video content showcasing AEA as a preferred employer
    • Host webinars and virtual career fairs to engage with potential candidates
    • Build a database of passive candidates for future opportunities
    • Collaborate with international recruitment agencies
    • Utilise employee referrals to access local and international talent
    • Review and analyse recruitment metric data to refine strategies

  • ⛳️ Strategy 2: Enhance employer branding and workplace culture

    • Develop a compelling Employee Value Proposition focusing on professional growth
    • Share regular employee success stories on social media platforms
    • Expand mental health initiatives and psychological support programs
    • Organise regular team-building activities and social events
    • Establish a recognition program to reward outstanding contributions
    • Conduct employee surveys to assess satisfaction and gather feedback
    • Regularly review and adjust compensation to remain competitive
    • Offer employee perks such as pet care discounts and health resources
    • Increase presence on employer-review platforms like Glassdoor to improve ratings
    • Implement communication channels to enhance employee morale and engagement

  • ⛳️ Strategy 3: Improve candidate experience and streamline the recruitment process

    • Create a mobile-friendly application process with minimal steps
    • Implement an AI chatbot for initial candidate queries and FAQs
    • Launch a candidate portal for real-time updates during the recruitment process
    • Ensure feedback is provided to candidates within 5 business days after interviews
    • Develop a structured onboarding program with assigned mentors
    • Conduct 90-day post-hire reviews to assess onboarding effectiveness
    • Monitor application drop-off rates and adjust processes to reduce barriers
    • Implement regular candidate experience surveys to gather feedback
    • Standardise communication templates for timely and consistent messaging
    • Introduce automation tools to schedule interviews and manage candidate workflow
recruitmentemployer-brandingrecruitment-managertalent-acquisition-specialisthuman-resourcesmarketing
Implement these strategies

Strategies and tactics for improving employee engagement NPS score

  • ⛳️ Strategy 1: Enhance communication and feedback loops

    • Conduct monthly town hall meetings to share company updates and address employee concerns
    • Implement an anonymous online feedback platform to gather honest employee opinions
    • Establish regular one-on-one check-ins between employees and their direct managers
    • Create cross-departmental teams to work on company-wide projects and initiatives
    • Train managers on effective communication techniques and active listening skills
    • Develop an internal newsletter to keep employees informed about important events and changes
    • Host quarterly focus group sessions to discuss specific areas of employee experience
    • Utilise surveys to gather input on new policies and programmes, ensuring transparency
    • Set up suggestion boxes in the office for employees to propose ideas for improvement
    • Regularly update staff on action taken from feedback to demonstrate responsiveness

  • ⛳️ Strategy 2: Foster a supportive and inclusive work culture

    • Launch a diversity and inclusion programme with regular training sessions
    • Organise quarterly team-building activities to strengthen team bonds and trust
    • Introduce mental health support resources, such as access to a counsellor or wellness app
    • Create employee resource groups for various interests and demographics
    • Ensure managers receive training on recognising and mitigating unconscious bias
    • Provide opportunities for peer recognition, such as an 'Employee of the Month' programme
    • Schedule regular social events and team outings to encourage informal engagement
    • Implement flexible work arrangements, such as remote work and flexible hours
    • Facilitate 'buddy' systems for new employees to ease their integration
    • Maintain an open-door policy for employees to discuss any concerns with HR

  • ⛳️ Strategy 3: Invest in professional development and career growth

    • Offer regular skill enhancement workshops and training sessions to employees
    • Create personalised development plans through annual review meetings
    • Set up a mentorship programme to pair employees with experienced leaders
    • Encourage lateral movement within the company by promoting job shadowing opportunities
    • Sponsor employees to attend relevant external conferences and seminars
    • Provide access to online learning platforms for continuous learning
    • Recognise and reward employees who pursue further education or certifications
    • Establish a clear career path framework to illustrate growth opportunities
    • Conduct regular performance reviews to identify areas for improvement and advancement
    • Allocate funds for higher education scholarships for employees aiming to upskill
engagementfeedbackhuman-resources-managerteam-leaderdiversity-and-inclusion-teamtraining-and-development-team
Implement these strategies

Strategies and tactics for connecting warehouse employees with salaried employees

  • ⛳️ Strategy 1: Create collaborative projects

    • Identify common goals and objectives that require collaboration between warehouse and salaried employees
    • Form cross-functional teams composed of warehouse and salaried employees
    • Host an initial team-building meeting to introduce team members and outline project goals
    • Allocate a project leader to coordinate team activities and ensure participation from all members
    • Schedule regular check-ins to monitor progress and address any team concerns
    • Facilitate brainstorming sessions to encourage contribution from all employees
    • Provide recognition and rewards based on team performance and collaboration
    • Organise presentations for completed projects to company leadership
    • Gather feedback from all team members on the collaborative process
    • Share successful project outcomes company-wide to reinforce the importance of teamwork

  • ⛳️ Strategy 2: Implement a mentorship programme

    • Create a framework for a mentorship programme pairing salaried employees with warehouse employees
    • Define clear objectives and outcomes for the mentorship relationships
    • Solicit volunteer mentors from salaried employees and mentees from warehouse employees
    • Provide training to mentors on effective mentorship skills
    • Arrange a kick-off event to introduce mentors and mentees
    • Schedule regular mentorship meetings, ensuring at least one meeting per month
    • Monitor the progress and effectiveness of each mentorship relationship through surveys and feedback
    • Recognise and celebrate successful mentor-mentee pairings in company communications
    • Adjust the programme framework based on feedback received
    • Encourage mentors to involve mentees in professional development opportunities

  • ⛳️ Strategy 3: Host regular social events

    • Plan monthly social events that encourage interaction between warehouse and salaried employees
    • Create a diverse planning committee with representatives from both groups to organise events
    • Choose themes or activities that are broad and inclusive to ensure wide participation
    • Advertise the social events through multiple channels, such as emails, posters, and internal platforms
    • Design activities within events that require teamwork between warehouse and salaried employees
    • Nominate volunteers to facilitate introductions between employees at events
    • Gather feedback after each event to understand what worked well and what could be improved
    • Recognise and thank volunteers and participants for their contribution to successful events
    • Create a photo album or gallery showcasing event highlights for company-wide viewing
    • Maintain a calendar of social events and ensure it is accessible to all employees
collaborationmentorshipproject-leadermentorplanning-committeecross-functional-team
Implement these strategies

Strategies and tactics for recognising achievements and contributions at employee appreciation events

  • ⛳️ Strategy 1: Create a structured recognition programme

    • Develop clear criteria for what constitutes an achievement or contribution
    • Set up a nomination process where colleagues can recommend peers
    • Establish a review committee to evaluate submissions
    • Create a timeline for regular recognition intervals
    • Design awards or tokens of appreciation that align with company values
    • Communicate the programme criteria to all employees
    • Announce nominations and recognitions during events
    • Incorporate feedback mechanisms for improvements
    • Regularly update the programme to ensure relevance
    • Celebrate recognitions company-wide through newsletters or announcements

  • ⛳️ Strategy 2: Implement a peer recognition system

    • Introduce a digital platform for peers to submit recognition messages
    • Set guidelines for what qualifies as noteworthy recognitions
    • Promote the platform through internal communication channels
    • Highlight peer recognitions during appreciation events
    • Encourage managers to participate actively in the process
    • Share inspiring peer recognition stories at events
    • Provide incentives for participating in the peer recognition process
    • Analyse data from recognitions to identify frequent contributors
    • Include peer recognition statistics in event presentations
    • Review and update the system based on employee feedback

  • ⛳️ Strategy 3: Incorporate creative recognition techniques

    • Organise themed appreciation events to make them memorable
    • Use multimedia presentations to highlight achievements
    • Invite external speakers to emphasise the value of recognition
    • Create personalised thank you notes from management
    • Develop a recognition wall or board in the office space
    • Record video messages from leaders acknowledging contributions
    • Arrange for employee spotlights in company newsletters or online
    • Implement a travelling trophy or symbol for various accomplishments
    • Host surprise recognition announcements during events
    • Incorporate interactive activities celebrating achievements
employee-recognitionappreciation-eventscommittee-membermanagerhuman-resourcesevent-planning
Implement these strategies

Strategies and tactics for implementing formal HRM practices

  • ⛳️ Strategy 1: Initiate structured recruitment process

    • Audit current recruitment process to identify gaps
    • Develop detailed job descriptions and specifications
    • Create a structured interview format and evaluation criteria
    • Implement an applicant tracking system for efficiency
    • Provide recruitment training for hiring managers
    • Partner with local job boards and universities for outreach
    • Implement a referral programme to leverage existing employees' networks
    • Conduct regular recruitment process reviews to ensure effectiveness
    • Monitor the diversity of candidates to promote inclusion
    • Gather feedback from new hires about their recruitment experience

  • ⛳️ Strategy 2: Establish comprehensive performance evaluation system

    • Research and select a suitable performance evaluation framework
    • Train managers on effective evaluation techniques
    • Develop clear, measurable performance goals for each role
    • Implement a platform for continuous performance tracking
    • Schedule regular one-on-one feedback sessions
    • Introduce 360-degree feedback from peers and subordinates
    • Recognise and reward high performers regularly
    • Create individual development plans based on evaluation outcomes
    • Use performance data to inform promotions and pay increases
    • Regularly revise the evaluation system based on feedback

  • ⛳️ Strategy 3: Develop continuous training and development programmes

    • Conduct a training needs analysis for all employees
    • Create a yearly training calendar with various learning opportunities
    • Partner with industry experts for specialised training sessions
    • Implement e-learning platforms for flexible access to courses
    • Encourage cross-functional training to promote versatility
    • Schedule regular workshops on emerging industry trends
    • Offer leadership development programmes for potential future leaders
    • Evaluate training programme effectiveness through employee feedback
    • Allocate budget for external courses and certifications
    • Incorporate on-the-job training and mentorship schemes
recruitmentperformance-evaluationhr-managertraining-coordinatorrecruitmentemployee-development
Implement these strategies

Strategies and tactics for implementing OKRs in Human Resources

  • ⛳️ Strategy 1: Align OKRs with company goals

    • Identify company-wide objectives for the upcoming quarter or year
    • Collaborate with other departments to ensure HR's objectives support the overall company goals
    • Set up a meeting with HR team members to explain the importance of aligning OKRs with company goals
    • Define specific, measurable, achievable, relevant, and time-bound (SMART) objectives for HR
    • Create key results that will measure the achievement of these objectives
    • Assign ownership of each key result to a specific team member
    • Regularly review the alignment between HR OKRs and company goals
    • Adjust HR OKRs as needed based on feedback and changes in company strategy
    • Communicate the aligned OKRs to all HR team members
    • Organise a quarterly review to assess progress and re-align as necessary

  • ⛳️ Strategy 2: Train and engage HR staff

    • Provide OKR training sessions for all HR team members
    • Develop a clear guide or handbook on how OKRs work
    • Use real-world examples to illustrate effective OKRs
    • Set up a Q&A session to address any concerns or questions
    • Establish a mentorship programme where experienced staff can help new team members
    • Encourage open feedback and suggestions on the OKR process
    • Recognise and reward staff who effectively implement and achieve their OKRs
    • Create an OKR implementation team within HR for ongoing support
    • Ensure that all HR staff understand how their individual OKRs align with team goals
    • Regularly check in with HR staff to gauge engagement and understanding

  • ⛳️ Strategy 3: Monitor and evaluate performance

    • Set up a system for regular check-ins on OKR progress
    • Use a dashboard or software to track OKR progress visually
    • Schedule monthly or bi-weekly meetings to discuss OKR status
    • Collect and analyse data related to each key result
    • Provide constructive feedback during check-ins
    • Adjust key results or objectives as necessary based on performance data
    • Encourage self-assessment and team reflection sessions
    • Celebrate milestones and achievements along the way
    • Identify any obstacles or challenges faced and develop action plans to address them
    • Prepare an end-of-quarter report to summarise outcomes and learnings
okrssmart-objectiveshr-manageremployee-mentorhr-teamimplementation-team
Implement these strategies

How to track your Employee strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

Table of contents
Copyright © 2024 Tability