Workforce Planning - Tools & Templates

Retention Plan Presentation Template

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

Supply and Demand Forecasting Job Aid

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

Skills Inventory Job Aid

Use this job aid to prepare to implement a skills inventory in the organization.

Turnover and Recruitment Benchmark Data Sources by Industry

This tool lists turnover and recruitment benchmark data sources by industry.

Cost of Turnover Tool

Use this tool to calculate the cost of turnover.

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.

Generative AI Task Assessment Tool

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

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.
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