Workforce Planning - Tools & Templates

Workforce Planning Workbook

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

Retention Solutions Catalog

Use this catalog to explore and understand common retention solutions and their ideal uses.

Skills Inventory Job Aid

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

Skills Inventory Tool

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

Workforce Planning Discussion Notebook

Use this template to document workforce need analysis discussions.

Workforce Planning Process Worksheet

Use this tool to work through the elements that will inform the workforce planning process.

Critical Role Identifier

Use this tool to evaluate and classify roles in order to facilitate workforce planning decisions.

Job Family Summary Template

Use this template to capture job-related information for job families.

Future Skills Workbook

Use this workbook to capture key information and decisions throughout the skill assessment process.

Turnover Tracking Tool

Use this tool to record and track turnover data over time.
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