Workforce Planning - Tools & Templates

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Critical Role Identifier Use the Critical Role Identifier alongside the Guide to Identifying Critical Roles to assist with critical role selection and comparison.
Capacity Calculator Tool Use the Capacity Calculator Tool alongside the HR Guide to Support Capacity Planning to assist with team capacity calculations.
Turnover and Recruitment Benchmark Data Sources by Industry This tool lists turnover and recruitment benchmark data sources by industry.
Infographic: Workload 101 for People Leaders Use the Infographic: Workload 101 for People Leaders to equip managers with an understanding of optimal workload and their role in helping maintain it.
Job Redesign Prioritization Tool Use this tool to shortlist and prioritize jobs for redesign.
Job Review Tool Use this tool to conduct a job review; document insights; identify pain points, strengths, and opportunities; and outline modifications to the job.
Job Design Methods Catalog Use this catalog to explore job design methods.
Measuring Workload Working Document Use this working document to record key information, data, and decisions made around workload measurement and recommended interventions.
Measuring Workload Presentation Template Use this presentation template to share workload findings and gain buy-in for the implementation of recommended interventions.
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.

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