Workforce Planning Template

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Workforce Planning Template
Developed by Brian OMara-Croft Visual
Congruence Information Design www.visualcongruenc
e.com
NOTE This template has been created primarily
for promotional purposes by Visual Congruence
Information Design. Although you may use it
freely, Visual Congruence assumes no
responsibility or liability for its use. It may
be used by businesses and/or non-profit
organizations, but may not be resold in any form.
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Annual Workforce Plan
ltName of preparergtltDate of preparationgt
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Alignment with mission, vision values
Mission, vision and values
The mission, vision and values of ltnamegt
How this program is in alignment
This workforce plan aligns with the mission,
vision and values
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Primary roles and programs
Primary roles of HR function
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Primary programs managed by HR
Program
Primary accountability
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Demographic profile
Turnover
Service
Age
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Education
Diversity
Other
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Recruitment initiatives
University students
Online efforts
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In the workforce
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Current vacancies
Recent or anticipated
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Hard-to-fill positions
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Synopsis of available workforce data (attrition,
etc.)
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Analysis of current budget needs
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Analysis of current organizational structure
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Analysis of training needs
Short-term
Need
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Longer-term
Need
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Analysis of new skill sets required
Short-term
Need
Priority
Proposed Activities
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Analysis of reward/recognition programs
Program
Analysis
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Analysis of performance expectations / issues
Expectation / issue
Analysis
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Analysis of impact of legislation
Legislation
Response
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Succession planning needs
Position
Short Term Activities
Long Term Activities
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• Use copies of the preceding templates for
• Demand for skills/services vs. current workforce
  capability (gap analysis)
• Availability of required/desired talent
• Allocation of budget and other resources
• Innovative recruitment and retention strategies
• Opportunity to reduce workforce and/or eliminate
  redundant positions
• Total compensation and strategies related to same
• Means of closing gaps on desired competencies
• Communication plan
• Accountabilities for execution of workforce plan
• Ongoing metrics and review process