Workforce Planning - Tools & Templates

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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.
Turnover and Recruitment Benchmark Data Sources by Industry This tool lists turnover and recruitment benchmark data sources by industry.
Supply and Demand Forecasting Job Aid Use this job aid to find advice for conducting job forecasting.

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