Workforce Planning - Tools & Templates

Measuring Workload Presentation Template

Use this presentation template to share workload findings and gain buy-in for the implementation of recommended interventions.

Measuring Workload Working Document

Use this working document to record key information, data, and decisions made around workload measurement and recommended interventions.

Generative AI Task Assessment Tool

Use this tool to evaluate roles and tasks for their potential exposure to automation due to generative AI.

Generative AI Workforce Planning Implications Tool

Use this tool to understand how generative AI will impact the workforce based on use cases within the organization.

Microlearning: Keep Your Best and Brightest – A Manager’s Guide to Stay Conversations

Stay conversations, or stay interviews, are an important element in preventing employee turnover, yet some organizations tend to overlook them. This microlearning is a...

Workforce Planning Discussion Guide

Use this guide to facilitate workforce planning conversations.

Retention Plan Presentation Template

Use this template to present the organization’s retention plan to stakeholders.

Preparation Tool

Use this tool to get ready to begin the headcount planning process.

Headcount Planning Tool

Use this tool to gather and evaluate headcount requests made by department leaders, and finalize a headcount plan.

Internal Hiring Workbook

Use this tool to assist in the development of your internal talent mobility program by documenting the outcomes of activities and decisions throughout the project and...
Contact Us