HR policies and governance for Plotted Developers: a short code for claims, leads and buyer conversations
Plot sales run on trust, speed and word of mouth. A short set of written rules on claims, leads and what may be said to buyers protects the buyer, the staff and the owner.
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Share your requirementsWhy HR policies and governance matters in plotted developers
Plotted developers often have few policies and many habits. One executive claims fuel at one rate, another at a different one. Leads stay with whoever collected them. A salesman tells a buyer that a road is approved when it is not yet, and the owner finds out when the buyer calls.
A policy set of a few pages is enough to start. It covers travel and expense claims, ownership and follow-up of leads, dealings with brokers, what staff may and may not say about approvals, roads and possession, and how concerns are raised. The legal content of what may be said should be confirmed with a qualified professional, then written in plain words.
How to set it up
1. List the five decisions that keep arising
For example claim rates, lead ownership, broker commission talk, weekend work and discounts. Write a draft rule for each.
2. Confirm the sensitive points with an expert
What may be said about approvals and possession, and how discounts are offered, should be checked with a qualified professional.
3. Write in plain language
Short sentences, examples and a one-line reason. A seller should be able to read a rule in two minutes.
4. Brief the team and take a signature
Walk through the code in a meeting, answer questions and file a signed copy. Use the documentation process to store it.
5. Review after a year
Ask staff which rules were unclear or unworkable, and adjust. Record the date of each version.
Check these first
Before changing anything, find out what is true today. These take an afternoon and use your own records.
- Ask three executives what they may say about an unapproved road, and compare their answers.
- Compare travel claim rates between two executives with similar routes.
- See whether any lead rule exists in writing.
- Check that each employee has a signed copy of the code.
GullyHR can do this with you. Read how we approach HR policies and governance in general, or share your requirements and we will tell you where to start.
Questions owners ask
Who owns a lead, how long follow-up is theirs, when it passes to the team and what happens when someone leaves. Keep it short and apply it the same way to everyone.
It helps by setting a clear line, but staff also need training and consistent action when someone crosses it. Policy plus example plus consequence is the pattern.
The owner, with advice from a qualified professional on sensitive points. HR helps draft, but the final wording is the owner's decision.