Tools & Templates

Workforce Analysis and Planning Guide

Use this guide to support HR employees facilitating the workforce planning process.

Workforce Planning Workbook

Use this tool throughout the workforce planning process to document, track, and evaluate essential information.

Workforce Planning PESTLE Analysis Template

Use this template to conduct a PESTLE analysis of the external environments affecting talent management today.

Workforce Planning SWOT Analysis Template

Use this template to conduct a SWOT analysis and evaluate the organization's current state of talent management.

Critical Role Identifier

Use this tool to evaluate and classify roles in order to facilitate workforce planning decisions.

Workforce Planning Management Summary

Use this template to help stakeholders understand workforce analyses and important information.

Job Rotation Tracking Tool

Use this tool to track relevant information from incoming job rotation applications.

Job Rotation Interview Guide and Assessment Template

Use this template to facilitate panel interviews of job rotation applicants.

Job Rotation Plan Assignment Template

Use this template to confirm job rotation details for the rotatee and their manager.

Job Rotation Performance and Development Plan

Use this template to create a tailored development plan for job rotation participants.
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