Workforce Planning - Tools & Templates

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.

Headcount Planning Tool

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

Preparation Tool

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

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...

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis, including calculating the cost of turnover.

Cost of Turnover Tool

Use this tool to calculate the cost of turnover.

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 Analysis Questionnaire

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