Workforce Planning and Analysis Toolkit

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Evaluate and improve your strategic planning process

 

What essential skills will your organization workforce of the future need to have?

What are the strategic directions of your organization that will impact on the workforce?

What new skills will your organization need to accomplish its goals and objectives?

How will work flow into and out of each part of your organization?




...Find the answers to these, and more, questions with this Workforce Planning and Analysis Toolkit:

  • Measure the results and the efficiency of your planning process.
  • Measure the effectiveness of your demand planning process.
  • Transfer the data into your production planning system.
  • Coordinate planning decisions and flow of goods with your key customers.
  • Rate the quality of the planning and discussion session with your manager.
  • Make the most of your planning time.
  • Leverage your regional ITS architecture in planning for operations.
  • Decide which measure to use when planning a risk assessment, recognizing that the choice is likely to make a big difference in how the risk is perceived and evaluated.
  • Make the best use of resources when planning SQA both tactically and strategically.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Workforce Planning and Analysis Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Workforce Planning and Analysis related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Workforce Planning and Analysis specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Workforce Planning and Analysis Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Workforce Planning and Analysis improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. What is your plan to develop, retrain and retain a workforce with the right skills, values and behaviours in sufficient numbers and in the right locations to deliver your vision for transformed care?

  2. Does your organization analyze human capital data to assess results, identify risks, and ensure that controls are in place to address problems and modify strategies and activities as necessary?

  3. Will remote work have an impact on variable compensation that is based on team efforts, if there is a significant change in how functional teams operate or pay if overly influenced by location?

  4. Is there a plan to establish scale to maximise opportunity for a permanent highly skilled workforce to undertake operations and maintenance at existing renewable energy projects?

  5. How do supply chain leaders ensure the entire workforce, from new hires to stakeholder employees, has what it takes to work effectively in the future supply chain?

  6. When disaster strikes and your plan becomes operational, how well will your workforce cope with the chaos and confusion as you move from the event into recovery?

  7. Is your organization tracking the supply and demand of skills externally and considering the value of skills in your workforce planning and rewards decisions?

  8. Do human capital strategies ensure that your organization has the right balance of supervisory and non supervisory positions to better meet customer needs?

  9. Does your organization have ongoing procedures in place to ensure that succession planning is revisited periodically to adapt to changes in the workforce?

  10. How will the local board coordinate local workforce investment activities with regional economic development activities that are specific to a local area?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Workforce Planning and Analysis book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Workforce Planning and Analysis self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Workforce Planning and Analysis Self-Assessment and Scorecard you will develop a clear picture of which Workforce Planning and Analysis areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Workforce Planning and Analysis Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Workforce Planning and Analysis projects with the 62 implementation resources:

  • 62 step-by-step Workforce Planning and Analysis Project Management Form Templates covering over 1500 Workforce Planning and Analysis project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Baseline: Does a process exist for establishing a cost baseline to measure Workforce Planning and Analysis project performance?

  2. Procurement Audit: Are criteria and sub-criteria set suitable to identify the tender that offers best value for money?

  3. Scope Management Plan: Describe the manner in which Workforce Planning and Analysis project deliverables will be formally presented and accepted. Will they be presented at the end of each phase?

  4. Procurement Audit: Are contract changes after awarding properly justified and executed?

  5. Team Member Status Report: Are your organizations Workforce Planning and Analysis projects more successful over time?

  6. Procurement Audit: Was invitation to tender to each specific contract issued after the evaluation of the indicative tenders was completed?

  7. Quality Management Plan: Were there any deficiencies / issues identified in the prior years self-assessment?

  8. Roles and Responsibilities: Once the responsibilities are defined for the Workforce Planning and Analysis project, have the deliverables, roles and responsibilities been clearly communicated to every participant?

  9. Procurement Audit: Was all the key documentation given to the contracting authority?

  10. Roles and Responsibilities: To decide whether to use a quality measurement, ask how will you know when it is achieved?

 
Step-by-step and complete Workforce Planning and Analysis Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Workforce Planning and Analysis project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Workforce Planning and Analysis project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Workforce Planning and Analysis project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Workforce Planning and Analysis project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Workforce Planning and Analysis project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Workforce Planning and Analysis project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Workforce Planning and Analysis project with this in-depth Workforce Planning and Analysis Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Workforce Planning and Analysis projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Workforce Planning and Analysis and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Workforce Planning and Analysis investments work better.

This Workforce Planning and Analysis All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Workforce Planning and Analysis Checklist Report on INFORMATION.pdf

Checklists:Workforce Planning and Analysis Checklist Report on WORK.pdf

Checklists:Workforce Planning and Analysis Checklist Report on ORGANIZATION.pdf

Checklists:Workforce Planning and Analysis Checklist Report on PLAN.pdf

Checklists:Workforce Planning and Analysis Checklist Report on PROGRAM.pdf

Checklists:Workforce Planning and Analysis Checklist Report on DATA.pdf

Checklists:Workforce Planning and Analysis Checklist Report on WORKFORCE.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Workforce Planning and Analysis Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Workforce_Planning_and_Analysis_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Workforce Planning and Analysis Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Workforce_Planning_and_Analysis.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

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These skills will enrich every part of your life.

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