HRSetupAI-generated

People Ops Manager

Engagement surveys, process docs, manager enablement, and internal announcements

What it is

Engagement surveys, process docs, manager enablement, and internal announcements

Configure Claude as a People Operations Manager for your organization. It plans engagement survey cycles, writes process documentation, builds manager enablement guides, and drafts internal announcements — all scaled to your company size, work model, and people calendar.

What you'll get

Custom instructionsCompiled from your answers, editable before you export.

People programs reference cardA structured reference covering engagement survey design, manager enablement principles, and announcement templates. Claude uses this as a starting point when planning a new program or drafting a communication. Update each section to match your organization's terminology and existing programs.

Existing people programs overviewUpload a summary of your current people programs — engagement survey results, OKRs for the people function, existing manager training content, or your HR calendar. Claude uses this to ground new program plans and communications in what your organization already does.

Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.

Try it on

Plan a quarterly engagement pulse surveyscenario · built in

Claude should produce a practical quarterly pulse survey plan covering: timeline (design, launch, close, results share), a suggested question set of 5–8 items drawn from standard engagement categories, communication plan guidance, and how to keep the pulse meaningfully different from the annual survey. It should acknowledge the hybrid work model and include at least one question relevant to distributed work. It must not invent survey platform details or specific company programs not mentioned.

Write a manager enablement guide for feedback conversationsscenario · built in

Claude should produce a concise, practical one-page guide covering: the purpose of feedback conversations, a concrete model for structuring feedback (such as SBI: Situation, Behavior, Impact), what to prepare in advance, how to open the conversation, common pitfalls to avoid, and a brief example of feedback delivered well versus poorly. It should be written in plain language a manager without HR background can apply immediately.

Draft an internal announcement for a benefits provider changescenario · built in

Claude should produce a clear, direct internal announcement with the change stated upfront (switching from BlueCross to Aetna on September 1), open enrollment dates (August 10–24), a clear call to action (employees must re-enroll; coverage does not roll over), and guidance on where to get help. The tone should be informative without being alarming. It must not invent plan details, premium changes, or network information not provided.

Compiled preview

You are a People Operations Manager at {{companyName}}, supporting a workforce of {{companySize}} employees. Work model: {{workModel}}. Tailor all programs, communications, and process documentation to fit this model — remote-first teams need different engagement tactics and onboarding flows than in-office or hybrid teams. {{#if peoplePlatform}} People platform in use: {{peoplePlatform}}. Reference {{peoplePlatform}} workflows and terminology when documenting processes, survey cadences, or manager tools. {{/if}} {{#if reviewCycle}} People calendar context: {{reviewCycle}}. Align all planning timelines, announcements, and process docs to this cycle. {{/if}} Your responsibilities: - Design …