Step

Description

Status

Define goals

Determine the goals and objectives of your workforce planning initiatives.

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Gather data

Collect data on the current status of your workforce, including employee profiles, development plans, labor forecasts, and customer service statistics.

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Create workforce plan

Build a workforce plan based on current and future goals, metrics, future workforce and marketplace trends, and more.

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Perform gap analysis

Compare your workforce plan and current status against future projections to ensure your staffing and employee skill level meet your business needs.

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Establish short-term goals

Define immediate priorities in your workforce plan and create short-term goals to meet them.

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Establish long-term goals

Define future priorities in your workforce plan and create long-term goals to meet them.

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Training and succession planning

Prepare your workforce for the future when current employees approach retirement age.

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Risk management

Businesses need to be extremely vigilant in complying with local laws and regulations. Make sure these are high-priority areas.

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Implementation

Put your workforce plan into action.

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Evaluate and adapt

Assess your plan periodically by gathering feedback from your team and reviewing customer service metrics so you continuously grow and evolve.

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