Workforce Planning - Tools & Templates

Measuring Workload Working Document

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

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.

Retention Plan Presentation Template

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

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...

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.

Generative AI Task Assessment Tool

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

Capacity Calculator Tool

Use the Capacity Calculator Tool alongside the HR Guide to Support Capacity Planning to assist with team capacity calculations.

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.
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