Workforce Planning - Tools & Templates

Critical Role Identifier

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

Workforce Planning Process Worksheet

Use this tool to work through the elements that will inform the workforce planning process.

Workforce Planning Discussion Notebook

Use this template to document workforce need analysis discussions.

Workforce Planning Discussion Guide

Use this guide to facilitate workforce planning conversations.

Supply and Demand Forecasting Job Aid

Use this job aid to find advice for conducting job forecasting.

Stay Interview Guide

Use this guide to help managers conduct conversations with employees to gain insights into their level of engagement, satisfaction with job responsibilities, and intent...

Job Family Summary Template

Use this template to capture job-related information for job families.

Future Skills Workbook

Use this workbook to capture key information and decisions throughout the skill assessment process.

Job Analysis Questionnaire

Use this template to gather information about new and existing roles.

Case Studies: Optimize the Global Talent Mobility Program

Refer to these case studies for examples of successful and challenged global mobility programs.
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