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Human Resources/Expanding a Professional Development (PD) Plan


Hello Shirley,

thank you for helping the community out.  We appreciate it.

I would like to contact HR/PD Managers about expanding their PD Plan to include a new activity (e.g. attend an online course).  My company has created courses and provides user licences.  If you were sitting at your desk in an HR manager role, which of the following would be your preferred method to hearing from someone about such a topic:

a)  receive a cold call with quick overview of the course and ask if they can be set up with a free trial or demonstration
b)  same as a) but via email.
c) receive an email from a co-worker from within your company that has already used the course and enlightens you about the company and the benefits of adding this to the PD plan.

If you have any tips about what should be included in a first email/call to break the ice that would be great.

I create and sell education courses to engineers to help them attain their professional licence process in Canada.  So far I have sold directly to customers (B2C).   In 2016 I will focus on B2B and work with HR or Professional Development (PD) Managers at companies with mostly engineers.  I would like set up a yearly licencing arrangement so that the engineers in their company can access these courses, and have the HR/PD Manager amend their PD Plans to include a requirement to take the course(s).

I would prefer either B or C because I receive so many emails every day that I cannot catch all of them. If they are not from someone I know or one I am waiting on I probably would delete it.

I do not have engineers, mostly  I have call center employees, however sounds like a good plan.


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Shirley McAllister, CPP, PHR


I can answer questions pertaining to Compensation, Health Benefits, Retirement Plans, Payroll,Payroll taxes, Employee selection, Employee Termination, Training, and Employee Incentives. I have offices in U.S., Canada, UK, South Africa,Australia and NZ. I am most confident in the U.S. and Canadian but have knowledge of the internationals. I do not have extensive knowledge of South Africa, Australia and New Zealand. I do have some Human Resource Knowledge in those areas. Please do not ask me homework questions, I do not have time to answer them.


I currently hold both the U.S. and Canadian Payroll Certifications. I currently hold the SHRM PHR certification. I have worked in the Human Resources area with high emphasis on compensation and benefits for 25 years at the same company. My company is an international company and I work with our International offices whenever there is a Human Resource area needing addressed. I volunteer on the American Payroll Association hotline and have for the last 10 years or so. I answer many questions each week for other payroll and HR professionals, mostly on taxes, benefits and compensation issues. I have been the trustee for our 401K plan for Retirement benefits and our 125 Cafeteria Plan for Health Insurance benefits.

SHRM, National APA, National DOLEA, State National Mentoring Network I.O.M.A. Advisory Board


Boise State University Human Resource Certificate Program PHR through SHRM CPP through American Payroll Association Payroll Administrator and Payroll Supervisor certification through Canadian Payroll Association Published writer of Payroll and Benefit articles in a payroll Publication 25 years experience in an International Company

Awards and Honors
Citation of Merit 8 years in a row for hotline service for A.P.A. Honor Award for child mentoring service through RSVP and National Mentoring A "Pat on the Back" award for outstanding leadership as a Youth Group Leader by "The Salvation Army." Runner up for Employee of the Year at my Company twice and Employee of the month 4 times.

Past/Present Clients
I used to answer questions on when they had a similar quesition and answer section. I volunteer for APA hotline I also belong to several HR forums when I often answer questions

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