Workforce Planning has become an integral part of organisational strategy. Lydia Cillie-Schmidt stresses that there are critical success factors for implicating workforce planning in the organisation:

  1. Workforce Planning is integrated with strategic planning
  2. A rigorous but flexible strategic planning process exists
  3. Leaders must be willing to engage in some divergent, “big-picture” thinking and be willing to step away from the day-to-day concerns to create a future vision
  4. Workforce Planning is a collaborative effort, with the Human Resources function and line managers creating Workforce Plans together, with executive level buy-in and support
  5. Workforce Planning is driven and championed by senior management
  6. Workforce Plans are regularly reviewed
  7. The Human Resources function has extensive knowledge

This Toolkit contains 42 tools arranged in eight sections, categorised according to the seven main phases in the Workforce Planning roadmap plus a final section, where everything is put together to make an integrated whole. The tools are based on practical experience by Workforce Planning practitioners, supported by the inputs of researchers and academics.

You can select and adapt any of the tools provided to meet your specific requirements. The tools provided in this Toolkit are divided into the following categories:

  1. Ensuring organisational readiness
  2. Creating context
  3. Understanding current internal and external workforce
  4. Futuring
  5. Gap analysis
  6. Developing and implementing strategies to address the workforce gaps
  7. Monitoring and evaluation
  8. Putting it all together

Each section of the Toolkit deals with the main aspects and steps that should be considered and followed when implementing Workforce Planning. Each tool is explained according to the following headings:

  1. An introduction to the tool and where it fits into the total process
  2. The aim of the tool
  3. A description of what the tool entails, and how and when to use it
  4. Links to other tools
  5. The tool itself
  6. Specific references