Meet with upper management and/or Human Resources to finalize the plan. Analyze proposed changes and alternatives that were made at the meeting, and incorporate them if they allow you to reach your objective without incurring excess cost or experiencing operational problems.

In your file, document the specific reasons why any proposed change/alternative has not been incorporated into the plan. This documentation will assist you later if your final plan is questioned, or if unforeseeable issues arise during implementation. If you do not have union agreement on the plan you intend to implement, contact Employee & Labor Relations to discuss this process and receive guidance on how to proceed.

Contact the employee representative(s) and verbally advise them of what you can and cannot agree to. Prepare a written document outlining the final plan and advise the employee representative(s) of the final plan. You will also need to communicate this information to the affected employees.