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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

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?

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?

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?

Key success metrics

How do we know workforce planning has achieved the objectives that we’ve set out to achieve?

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?

Data required

What data will be required as an input or output to the key event?

Source of truth

Which tool is the data source pulled from i.e who will be our tooling partnerships?

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?

Key risks

What risks do we anticipate and how are we going to manage them?

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

Dates:

Key milestones:

  • Add key milestones here

Step Three: XXX

Dates:

Key milestones:

  • Add key milestones here

Step Four: XXX

Dates:

Key milestones:

  • Add key milestones here

Step Five: XXX

Dates:

Key milestones:

  • Add key milestones here

Defining the workforce planning process

Key Events & Purpose
What key events will make up the workforce planning process and what is the purpose of each event?
Data Required
What data will be required as an input or output to the key event?
Source of truth
Which tool is the data source pulled from i.e who will be our tooling partnerships?
The Planning Cycle Process
What does the e2e workforce planning process look like?

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?

Key Risks
What risks do we anticipate and how are we going to manage them?

Roles & Responsibilities

Persona
What personas will be involved throughout the workforce planning process

Responsibilities
What do we expect them to do?

Change and Comms

Notifications
What notifications do we need to release during the the e2e workforce planning process?

Feedback Channel
How are we going to collect feedback from participants throughout the process?

Training
What 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?

Supporting Materials
What materials such as playbooks and step by step instruction guides do we need to publish for users to self serve?

Others
What other change and comms materials do we need?

Tooling Partnerships

Tool Involved
eg: 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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