Workforce Planning - Tools & Templates

AI Task Assessment Tool

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

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.

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...

Job Analysis Questionnaire

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

Supply and Demand Forecasting Job Aid

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

Workforce Planning Workbook

Use this tool throughout the workforce planning process to document, track, and evaluate essential information.

Skills Inventory Tool

Use this tool to document the skills that exist in the workforce.

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