{"id":21614,"date":"2020-02-13T17:29:54","date_gmt":"2020-02-13T17:29:54","guid":{"rendered":"https:\/\/www.process.st\/templates\/workforce-planning-template\/"},"modified":"2024-02-29T01:22:20","modified_gmt":"2024-02-29T01:22:20","slug":"workforce-planning-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/workforce-planning-template\/","title":{"rendered":"Workforce Planning Template"},"content":{"rendered":"<section id=\"introduction-to-the-workforce-planning-template\">\n<h2>Introduction to the Workforce Planning Template:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iFt_IXqh0WkTTnvXoNlCXg.png\" alt=\"Introduction to the Workforce Planning Template:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iFt_IXqh0WkTTnvXoNlCXg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>A workforce planning template&nbsp;<a href=\"https:\/\/www.poppulo.com\/blog\/workforce-planning-model\/\" rel=\"nofollow noopener\" target=\"_blank\">paints a picture<\/a> of what the workforce is doing, versus where it wants to go. It merges this picture with the company\u2019s strategic goals to predict shortfalls in current staffing.<\/p>\n<p>It\u2019s basically a <strong>plan for making sure the&nbsp;business has the right staff, with the right <a href=\"https:\/\/hr.nih.gov\/workforce\/workforce-planning\" rel=\"nofollow noopener\" target=\"_blank\">skill sets,&nbsp;<\/a>at the right time.&nbsp;<\/strong><\/p>\n<p>It's a critical business process which&nbsp;shouldn't be ignored.<\/p>\n<p><em>Why? <\/em><\/p>\n<p>Let me tell you...<\/p>\n<p>Do you remember the summer of 2012? The greatly anticipated London 2012 Olympic games?<\/p>\n<p>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.<\/p>\n<p>Little did I know what was happening behind the scenes.&nbsp;<\/p>\n<p>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.<\/p>\n<p>Emergency calls were made to the British Army and hundreds of military personnel trooped in to save the day and keep the streets safe.<\/p>\n<p>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&nbsp;<a href=\"https:\/\/www.cipd.co.uk\/Images\/workforce-planning-guide_tcm18-42735.pdf\" rel=\"nofollow noopener\" target=\"_blank\">\u00a380 million in penalties,&nbsp;<\/a>because they failed to plan their workforce!<\/p>\n<p>If only they'd come to&nbsp;<a href=\"https:\/\/www.process.st\" rel=\"nofollow noopener\" target=\"_self\">Process Street<\/a>. We\u2019ve created this workforce planning template to help you <strong>analyze, forecast and plan workforce supply and demand.<\/strong> This template will ensure you have the right people, with the right skills, in the right places, at the right time to <a href=\"https:\/\/www.shrm.org\/resourcesandtools\/hr-topics\/technology\/pages\/louch-workforce-planning.aspx\" rel=\"nofollow noopener\" target=\"_blank\">fulfill your strategic objectives<\/a>.<\/p>\n<p><a href=\"https:\/\/www.process.st\" rel=\"nofollow noopener\" target=\"_self\">Process Street<\/a> is <strong>super-powered checklists<\/strong>. It\u2019s the easiest way to manage your recurring tasks, procedures and workflows. <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-template-overview\/\" rel=\"nofollow noopener\" target=\"_self\">Create a template<\/a> and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_self\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_self\">add approvals<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_self\">assign tasks<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_self\">track each team member's progress<\/a>. You can also <a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_self\">connect to thousands of Apps<\/a> through <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> and automate your workflows even more.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"complete-checklist-details\">\n<h2>Complete checklist details<\/h2>\n<div class=\"text-content\">\n<p><strong>Complete<\/strong> the checklist <strong>details<\/strong> by filling in the fields <strong>below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Select the date the workforce plan was created\/last updated <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Define the purpose &amp; scope of the workforce plan <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"understand-the-company-strategy\">\n<h2>Understand the Company Strategy:<\/h2>\n<\/section>\n<section id=\"define-the-vision-for-the-future-workforce\">\n<h2>Define the vision for the future workforce<\/h2>\n<div class=\"text-content\">\n<p><strong>Describe<\/strong> the future <strong>vision<\/strong> of the <strong>workforce.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Future workforce vision <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"define-the-top-5-organizational-goals-and-objectives\">\n<h2>Define the top 5 organizational goals and objectives<\/h2>\n<div class=\"text-content\">\n<p><strong>Define<\/strong> the organizations <strong>top five goals<\/strong>:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Goal 1 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Goal 2 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Goal 3 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Goal 4 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Goal 5 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"understand-current-supply--future-demand\">\n<h2>Understand Current Supply &amp; Future Demand:<\/h2>\n<\/section>\n<section id=\"analyze-the-current-workforce\">\n<h2>Analyze the current workforce<\/h2>\n<div class=\"text-content\">\n<p><strong>Review<\/strong> the top five organizational<strong> goals<\/strong> and <strong>answer<\/strong> the following <strong>questions<\/strong> to <strong>assess<\/strong> if your current <strong>workforce<\/strong> is <strong>strong<\/strong> enough to meet these <strong>goals<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Overview of the organization's top 5 goals:&nbsp;<\/h5>\n<p>{{form.Goal_1}}<\/p>\n<p>{{form.Goal_2}}<\/p>\n<p>{{form.Goal_3}}<\/p>\n<p>{{form.Goal_4}}<\/p>\n<p>{{form.Goal_5}}<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the age profile of the workforce? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the gender profile of the workforce? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the evident workforce risks? i.e. aging workforce, long tenure, etc... <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What opportunities are there for internships or work experience programmes? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Which roles are critical to the business? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is there a reliance upon Expert Workers, Operational or Ad Hoc workers? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are these posts difficult to fill? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is there a need to make your workforce more flexible? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do recruitment difficulties create issues for the provision of essential services e.g. cost of overtime, employing agency staff? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What problems do you have with retaining the right employees? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Why do people leave the business? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are specific skills being lost? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the current skills, competencies and strengths of the workforce? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the key development needs for the different staff groups in your service? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"forecast-future-requirements\">\n<h2>Forecast future requirements<\/h2>\n<div class=\"text-content\">\n<p><strong>Review<\/strong> the top five organizational<strong> goals<\/strong> and <strong>answer<\/strong> the following <strong>questions<\/strong> to <strong>assess <\/strong>what future <strong>resource <\/strong>is<strong> needed <\/strong>to meet these <strong>goals.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Overview of the organization's top 5 goals:&nbsp;<\/h5>\n<p>{{form.Goal_1}}<\/p>\n<p>{{form.Goal_2}}<\/p>\n<p>{{form.Goal_3}}<\/p>\n<p>{{form.Goal_4}}<\/p>\n<p>{{form.Goal_5}}<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What budget changes are you anticipating and how will this impact your staffing requirements? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What new roles need to be developed to meet changing needs? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the changes in customer expectations? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What skills and competencies are required? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Will there be a need to re-structure your service\/teams? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What future products\/services will be provided by your organization? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the workforce implications of these future products\/services? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What future skills and competencies are required? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-a-gap-analysis\">\n<h2>Conduct a gap analysis<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Using the information gathered in tasks 7 and 8, complete this <a href=\"https:\/\/app.process.st\/templates\/Gap-Analysis-Template-nnZx31CjnJ-ReclBXsVBBQ\/view\/tasks\/kkQBqsB3GpmbPmTv0H5FpQ\" rel=\"nofollow noopener\" target=\"_blank\" title=\"Gap Analysis checklist\">Gap Analysis checklist<\/a>&nbsp;<\/strong><\/p>\n<p>This will determine <strong>where<\/strong> the <strong>gaps<\/strong> are between your <strong>current workforce<\/strong> and the workforce that's <strong>needed<\/strong> to meet the organizational <strong>goals.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Summarize<\/strong> the <strong>findings<\/strong> from the gap <strong>analysis<\/strong> here.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Gap analysis findings <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"summarize-the-gaps-identify-risks--highlight-areas-of-focus\">\n<h2>Summarize the gaps, identify risks &amp; highlight areas of focus<\/h2>\n<div class=\"text-content\">\n<p><strong>Answer<\/strong> the following <strong>questions<\/strong> to summarize the <strong>gaps<\/strong>, identify <strong>risks<\/strong> &amp; highlight areas of <strong>focus.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What does the organizational structure look like now and what do we want the structure to look like in the future? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is staff workload significantly increasing or decreasing? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are technologies driving changes to your structure or productivity? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Out of the identified critical roles, to achieving organizational objectives, are there any challenges in filling these? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are people costs likely to rise in line with expected revenues? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the costs of hiring? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the costs of developing capability? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are your core capabilities strong enough? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Does the workforce have the right demographic structure and diversity? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is there an appropriate balance of operations, innovation, project, development and managerial positions? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are the lines of business structured effectively? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What skills are required to deliver on future strategy? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the impact of digitization on processes, data storage, people development, recruitment? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-the-action-plan\">\n<h2>Create the Action Plan:<\/h2>\n<\/section>\n<section id=\"define-five-priority-actions-to-focus-on\">\n<h2>Define five priority actions to focus on<\/h2>\n<div class=\"text-content\">\n<p>Using information gathered in <strong>tasks 7 -10<\/strong>, define <strong>five priority actions<\/strong> that will help <strong>achieve<\/strong> organizational <strong>goals.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Priority action 1 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Priority action 2 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Priority action 3 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Priority action 4 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Priority action 5 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"give-a-description-of-each-action\">\n<h2>Give a description of each action<\/h2>\n<div class=\"text-content\">\n<p><strong>Describe<\/strong>&nbsp;the priority <strong>actions,<\/strong> identified in task 12<strong>,<\/strong> <strong>below.<\/strong>&nbsp;<\/p>\n<p>List the <strong>stakeholders<\/strong>, <strong>timescale<\/strong>, and <strong>financial resources<\/strong> required to <strong>implement<\/strong> the action.<\/p>\n<p>Make sure you <strong>record<\/strong> the <strong>progress<\/strong> made (when applicable).<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>{{form.Priority_action_1}}<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Describe this action: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the timescale for this action? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What financial resources are required? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What progress has been made? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>{{form.Priority_action_2}}<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Describe this action: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the timescale for this action? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What financial resources are required? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What progress has been made? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>{{form.Priority_action_3}}<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Describe this action: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the timescale for this action? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What financial resources are required? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What progress has been made? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>{{form.Priority_action_4}}<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Describe this action: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the timescale for this action? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What financial resources are required? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What progress has been made? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>{{form.Priority_action_5}}<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Describe this action: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the timescale for this action? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What financial resources are required? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What progress has been made? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"get-approval\">\n<h2>Get Approval:<\/h2>\n<\/section>\n<section id=\"create-a-proposal-and-send-to-the-board-for-approval\">\n<h2>Create a proposal and send to the Board for approval<\/h2>\n<div class=\"text-content\">\n<p><strong>Create<\/strong> a workforce planning <strong>proposal<\/strong> using the <strong>details<\/strong> captured in this <strong>checklist<\/strong>.<\/p>\n<p><strong>Upload<\/strong> this <strong>proposal<\/strong> so board members can review and <strong>approve<\/strong> it.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Workforce planning proposal <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"board-approval\">\n<h2>Board Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Create a proposal and send to the Board for approval<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"evaluate--monitor\">\n<h2>Evaluate &amp; Monitor:<\/h2>\n<\/section>\n<section id=\"review-and-evaluate-progress-made\">\n<h2>Review and evaluate progress made<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>It's important to review, evaluate and update the workforce plan with the progress made.&nbsp;<\/strong><\/p>\n<p>You can either <strong>select<\/strong> the review <strong>date<\/strong> in the field <strong>below<\/strong>, or you can use the <strong>dynamic due dates<\/strong> feature to <strong>automatically<\/strong> set a <strong>date.<\/strong><\/p>\n<p><strong>Find out more<\/strong> about setting dynamic due dates&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\" title=\"here\">here<\/a>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of next review <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Sources&nbsp;<\/h4>\n<ul>\n<li><a href=\"https:\/\/hr.nih.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">National Institutes of Health<\/a> - <a href=\"https:\/\/hr.nih.gov\/workforce\/workforce-planning\" rel=\"nofollow noopener\" target=\"_blank\">What are the phases of Workforce Planning?<\/a><\/li>\n<li><a href=\"http:\/\/www.knowledge.scot.nhs.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">NHS Scotland<\/a> - <a href=\"http:\/\/www.knowledge.scot.nhs.uk\/workforceplanning\/resources\/blank-workforce-plan-template-(nhs-grampian).aspx\" rel=\"nofollow noopener\" target=\"_blank\">Workforce Plan Template&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.poppulo.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Poppulo<\/a> - <a href=\"https:\/\/www.poppulo.com\/blog\/workforce-planning-model\/\" rel=\"nofollow noopener\" target=\"_blank\">Workforce Planning Model: Stages, Benefits &amp; Pitfalls<\/a><\/li>\n<li><a href=\"https:\/\/www.cipd.co.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">CIPD<\/a> - <a href=\"https:\/\/www.cipd.co.uk\/Images\/workforce-planning-guide_tcm18-42735.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Workforce Planning Practice&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.shrm.org\/\" rel=\"nofollow noopener\" target=\"_blank\">SHRM<\/a> - <a href=\"https:\/\/www.shrm.org\/resourcesandtools\/hr-topics\/technology\/pages\/louch-workforce-planning.aspx\" rel=\"nofollow noopener\" target=\"_blank\">Workforce Planning Is Essential to High-Performing Organizations<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Related Checklists&nbsp;<\/h4>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-background-check\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Background Check<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-relations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Relations<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/recruitment-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Recruitment Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-streamline-the-hiring-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Ari Meisel's How to Streamline the Hiring Process Guide<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-hiring\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Checklist Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Management Monthly Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-questions\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Questions Survey<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Training Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#copywriter\" rel=\"nofollow noopener\" target=\"_blank\">Copywriter Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#customermanager\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#customerrep\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Representative Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#editor\" rel=\"nofollow noopener\" target=\"_blank\">Editor Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#graphic\" rel=\"nofollow noopener\" target=\"_blank\">Graphic Designer Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#HR\" rel=\"nofollow noopener\" target=\"_blank\">HR Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#IT\" rel=\"nofollow noopener\" target=\"_blank\">IT Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#marketing\" rel=\"nofollow noopener\" target=\"_blank\">Marketing Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#receptionist\" rel=\"nofollow noopener\" target=\"_blank\">Receptionist Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#sales\" rel=\"nofollow noopener\" target=\"_blank\">Sales Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#software\" rel=\"nofollow noopener\" target=\"_blank\">Software Developer Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#web\" rel=\"nofollow noopener\" target=\"_blank\">Web Designer Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#webdev\" rel=\"nofollow noopener\" target=\"_blank\">Web Developer Job Description Template<\/a><\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/training-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Training Plan Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/training-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/templates\/employee-evaluation-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Evaluation Form<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-evaluation-form\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/templates\/employee-transition-plan\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Transition Plan<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-transition-plan\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"Gap%20Analysis%20Template\" rel=\"nofollow\">Gap Analysis Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Gap%20Analysis%20Template\" rel=\"nofollow\"><\/a><a href=\"HR%20Strategic%20Plan\" rel=\"nofollow\">HR Strategic Plan<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"HR%20Strategic%20Plan\" rel=\"nofollow\"><\/a><a href=\"Employee%20Satisfaction%20Survey\" rel=\"nofollow\">Employee Satisfaction Survey<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Employee%20Development%20Plan%20Template\" rel=\"nofollow\">Employee Development Plan Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Employee%20Development%20Plan%20Template\" rel=\"nofollow\"><\/a><a href=\"HIPAA%20Compliance%20Checklist\" rel=\"nofollow\">HIPAA Compliance Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"HIPAA%20Compliance%20Checklist\" rel=\"nofollow\"><\/a><a href=\"Holiday%20Leave%20Application%20Checklist\" rel=\"nofollow\">Holiday Leave Application Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Holiday%20Leave%20Application%20Checklist\" rel=\"nofollow\"><\/a><a href=\"Vacation%20Request%20Form\" rel=\"nofollow\">Vacation Request Form<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Vacation%20Request%20Form\" rel=\"nofollow\"><\/a><a href=\"Business%20Needs%20Assessment\" target=\"_self\" rel=\"nofollow noopener\">Business Needs Assessment<\/a><\/p>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to the Workforce Planning Template: A workforce planning template&nbsp;paints a picture of what the workforce is doing, versus where it wants to go. It merges this picture with the company\u2019s strategic goals to predict shortfalls in current staffing. 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