Workforce Planning

Assessing workforce supply and demand, identifying gaps, and creating talent management solutions needed to fill those gaps as a company's strategy and the talent marketplace evolve.

Documents included in this package


Level 1 - Core

Generating Alignment Between Workforce Planning and Business Strategies.

Creating business alignment of the workforce planning effort requires both a review of the company's strategic direction and initiatives as well as discussions with leadership ... more »

Identifying and Calculating the Internal Supply of Available Talent.

Understanding the current state of talent that is available and deployed across the enterprise is an essential part of workforce planning. It informs the internal "supply" side of ... more »

Projecting Future Headcount Demand Requirements from Business Plans and External Estimates.

An important step in Core workforce planning is to generate a sense of what will be faced in the future when working to maintain the proper level of a workforce that is suited to ... more »

Closing the Projected Headcount Gaps through Talent Management Strategies.

Once the headcount demand analyses are completed, a clear estimate of the headcount needs for the coming year can be developed. What follows is the development of plans to acquire ... more »

The Business Strategy to Headcount Conversion Tool: Translate Strategies into Headcount Impacts to Develop Workforce Plans.

Translate Strategies into Headcount Impacts to Develop Workforce Plans. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Strategic Headcount Demand Tool: Capture, Calculate, and Communicate Projected New Hires and Required Replacements.

Capture, Calculate, and Communicate Projected New Hires and Required Replacements. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »


Level 2 - Advanced

Performing Workforce Segmentation Analysis to Identify the Most Critical Future Headcount Needs.

A workforce segmentation analysis [R] enables a view of the positions that have a disproportionate impact on the meeting of key strategic objectives. These can exist at the ... more »

Identifying External Supply and Talent Availability of Most Business-critical Roles.

A key element of advanced workforce planning is the use of external data to determine current and future availability of the talent needed to fulfill a company’s strategic ... more »

Conducting Critical Workforce Segment Gap Analyses to Prioritize Future Talent Plans.

A talent segment gap analysis identifies where shortages will likely exist in critical talent roles and provides the basis for replacement planning well in advance of the future ... more »

Generating a Critical Talent Plan to Close Projected Gaps.

A critical talent plan defines the specialized and concentrated efforts that will be undertaken for those roles deemed to be of the greatest importance to meeting the ... more »

The Critical Role Headcount Demand Tool: Generate Estimates for New Staffing Requirements in Critical Future Roles.

Generate Estimates for New Staffing Requirements in Critical Future Roles. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Critical Talent Plan Summary Tool: Generate Estimates for Each Workforce Plan Mitigation Strategy to Manage Future Critical Roles.

Generate Estimates for Each Workforce Plan Mitigation Strategy. Manage Future Critical Roles. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »


Level 3 - Emerging

Assessing Current and Future Skills-based Requirements and Gaps to be Filled.

Bringing workforce planning into a skills-based level of assessment requires cataloging the skills required by the positions to be included, identifying the availability of those ... more »

Incorporating Non-employees into Future Planning for More Robust Staffing Strategies.

Contingent workers, consultants, contractors, freelancers, and "gig" workers are terms used to describe individuals external to the organization who are paid to perform a wide ... more »

Building "Future of Work" Considerations into Workforce Planning.

The "Future of Work" is a construct that is based on three major components - forthcoming changes in work method ("what" is done), the makeup of the worker population ("who does ... more »

Generating More Robust Workforce Planning Insights With Advanced Statistical Analyses.

Leveraging advanced analytics to establish the future-based likelihood of headcount gains and losses is a multi-faceted approach to emerging workforce planning. It combines ... more »

The Skills Taxonomy Tool: Define and Organize Job-relevant Skills Used in Different Jobs Across a Company.

Define and Organize Job-relevant Skills Used in Different Jobs. Catalog individual and aggregate availability of skills. [Download Template & Excel File]... more »

The Employee Skills Survey Tool: Enable Employees to Record their Skills Using a Standardized Taxonomy and Proficiency Levels.

Enable Employees to Record their Skills. Use a standardized taxonomy and proficiency levels to identify gaps. [Download Template & Excel File]... more »


Related Documents

Developing a Winning Talent Strategy to Identify Key Capabilities and the Most Appropriate Workforce Mix.

A talent strategy defines the talent needs and associated objectives necessary to meet top business goals. It is both an integral part of the HR strategic plan [R] and a direct ... more »

Conducting Workforce Segmentation to Focus on the Most Valued Positions.

Workforce Segmentation describes the process of categorizing roles in the organization and determining the value of each relative to the strategic objectives of the company. The ... more »

Talent Strategy in Workforce Planning: Deep Dive.

Explore the role of Talent Strategy in Workforce Planning. Review their differences, interactions, and how they combine as part of an integrated process... more »

Talent Strategies Options: Deep Dive.

Explore different types of Talent Strategies & Models. Learn how and when to apply the most effective strategy to secure critical skills & capabilities... more »

Talent Strategy Explainer: Mastering the Fundamentals.

Get started with the fundamentals on Talent Strategy. Uncover its value, latest trends, real-world examples, FAQs and essential resources... more »

Workforce Analytics Explainer: Mastering the Fundamentals.

Get started with the fundamentals on Workforce Analytics. Uncover its value, latest trends, real-world examples, FAQs and essential resources... more »

Contingent Workforce Management Explainer: Mastering the Fundamentals.

Get started with the fundamentals on Contingent Workforce Management. Uncover its value, latest trends, real-world examples, FAQs and essential resources... more »

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