Workforce planning foundational preparation template
- Space Sync for Confluence
Purpose: use this template to help gather all the required information needed to develop a team-centric workforce planning work plan
How to use this template:
Use this template to help guide your team to gather information in XX-minute workshop to align your team
Once complete, this should help inform alignment with key stakeholders for approval
Date created | May 24, 2024 |
In-scope teams and point of contact Which teams are in-scope for workforce planning and who is the key contact person that we can liase with? |
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Working group members Who are the key coordinators of this workforce planning process i.e. change manager, PMO, Product Owner, etc? | Add name and role Add name and role Add name and role |
Key stakeholders (to manage) Who do we need to engage, inform and get endorsement from to their team’s involvement during workforce planning? |
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Key stakeholders (approval) Who do we need to approve the workforce planning process? | Add name and role Add name and role Add name and role |
Workforce Planning Objectives
Workforce Planning Key Objective(s) What do we want to get out of the e2e workforce planning process? |
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Key success metrics How do we know workforce planning has achieved the objectives that we’ve set out to achieve? |
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Workforce Planning Process
Key events and process What key events will make up the workforce planning process and what is the purpose of each event? |
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Data required What data will be required as an input or output to the key event? |
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Source of truth Which tool is the data source pulled from i.e who will be our tooling partnerships? |
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Key dependencies What teams do we have a key dependency on, what are we dependent on them for and how are we going to manage them? |
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Key risks What risks do we anticipate and how are we going to manage them? |
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Planning Cycle Process
Use this to help define your e2e workforce planning process.
Step One: Alignment and Planning
Dates:
Key milestones:
Add key milestones here
Step Two: XXX
Key milestones:
Add key milestones here
Step Three: XXX
Key milestones:
Add key milestones here
Step Four: XXX
Key milestones:
Add key milestones here
Step Five: XXX
Key milestones:
Add key milestones here
Defining the workforce planning process | ||
Key Events & PurposeWhat key events will make up the workforce planning process and what is the purpose of each event? | Data RequiredWhat data will be required as an input or output to the key event? | Source of truthWhich tool is the data source pulled from i.e who will be our tooling partnerships? |
The Planning Cycle ProcessWhat does the e2e workforce planning process look like?
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Key DependenciesWhat teams do we have a key dependency on, what are we dependent on them for and how are we going to manage them?
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Key RisksWhat risks do we anticipate and how are we going to manage them?
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Roles & Responsibilities | ||
PersonaWhat personas will be involved throughout the workforce planning process
| ResponsibilitiesWhat do we expect them to do? | |
Change and Comms | ||
AnnouncementsWhat announcements do we need to release during the e2e workforce planning process?
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Feedback ChannelHow are we going to collect feedback from participants throughout the process?
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TrainingWhat are the different types of trainings that we need to deliver, on what topic(s) and when? Who will deliver? What is the model i.e train the trainer or something else?
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Supporting MaterialsWhat materials such as playbooks and step by step instruction guides do we need to publish for users to self serve?
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OthersWhat other change and comms materials do we need?
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Tooling Partnerships | ||
Tool Involvedeg: TeamForm | What do we need the tool to do or provide?eg: people report, Directory data accuracy, Planner, Baseline - refer to TeamForm’s key configuration design decisions for detailed guidance
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