Introduction to the Workforce Planning Template:

A workforce planning template paints a picture of what the workforce is doing, versus where it wants to go. It merges this picture with the company’s strategic goals to predict shortfalls in current staffing.

It’s basically a plan for making sure the business has the right staff, with the right skill sets, at the right time. 

It's a critical business process which shouldn't be ignored.

Why?

Let me tell you...

Do you remember the summer of 2012? The greatly anticipated London 2012 Olympic games?

I do. Up until now, my recollection of the games was a good one. Crowds of people, warm weather, a buzzing atmosphere, and feelings of pride and excitement. As far as I knew, it went super smoothly.

Little did I know what was happening behind the scenes. 

The Olympic committee were in dire straits. They hadn't anticipated the number of people coming in and out of London. The city and Olympic Park were fit to burst, but they were massively short on people to manage the growing crowds.

Emergency calls were made to the British Army and hundreds of military personnel trooped in to save the day and keep the streets safe.

Disaster averted, and people like me were none the wiser. I can't say the same for the people on the Olympic committee though. They had to pay over £80 million in penalties, because they failed to plan their workforce!

If only they'd come to Process Street. We’ve created this workforce planning template to help you analyze, forecast and plan workforce supply and demand. This template will ensure you have the right people, with the right skills, in the right places, at the right time to fulfill your strategic objectives.

Process Street is super-powered checklists. It’s the easiest way to manage your recurring tasks, procedures and workflows. Create a template and run individual checklists for each member of your team. You can check tasks off as you work through them, set deadlines, add approvals, assign tasks, and track each team member's progress. You can also connect to thousands of Apps through Zapier and automate your workflows even more.

Complete checklist details

Complete the checklist details by filling in the fields below.

Understand the Company Strategy:

Define the vision for the future workforce

Describe the future vision of the workforce.

Define the top 5 organizational goals and objectives

Define the organizations top five goals

Understand Current Supply & Future Demand:

Analyze the current workforce

Review the top five organizational goals and answer the following questions to assess if your current workforce is strong enough to meet these goals.

Overview of the organization's top 5 goals: 

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Forecast future requirements

Review the top five organizational goals and answer the following questions to assess what future resource is needed to meet these goals.

Overview of the organization's top 5 goals: 

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Conduct a gap analysis

Using the information gathered in tasks 7 and 8, complete this Gap Analysis checklist 

This will determine where the gaps are between your current workforce and the workforce that's needed to meet the organizational goals. 

Summarize the findings from the gap analysis here. 

Summarize the gaps, identify risks & highlight areas of focus

Answer the following questions to summarize the gaps, identify risks & highlight areas of focus.

Create the Action Plan:

Define five priority actions to focus on

Using information gathered in tasks 7 -10, define five priority actions that will help achieve organizational goals.

Give a description of each action

Describe the priority actions, identified in task 12, below. 

List the stakeholders, timescale, and financial resources required to implement the action.

Make sure you record the progress made (when applicable).

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Get Approval:

Create a proposal and send to the Board for approval

Create a workforce planning proposal using the details captured in this checklist.

Upload this proposal so board members can review and approve it. 

Board Approval:

Will be submitted for approval:
  • Create a proposal and send to the Board for approval
    Will be submitted

Evaluate & Monitor:

Review and evaluate progress made

It's important to review, evaluate and update the workforce plan with the progress made. 

You can either select the review date in the field below, or you can use the dynamic due dates feature to automatically set a date.

Find out more about setting dynamic due dates here

Sources:

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