HR Workforce Planning & Resourcing Toolkit

Preparing for Tomorrow’s Workforce Today, at Least Risk &

Cost to Your Organisation

©2015 Optimum Performance HR Consultants

Sneak Preview

Fact: The combination of consistently low birth rates since world war two combined with rapidly increasing baby-boomer retirements is creating a global resourcing phenomenon. In many countries for the first time the number of people forecast to enter the workforce will be exceeded by those planning to leave it

Fact: Strategic Workforce Planning now constitutes a critical management issue within those organisations seeking to ensure the ongoing availability of the right people at the right time, and at least cost and risk to the businessFact: In the vast majority of organisations we have worked with to date the Human Resources Department is neither equipped or resourced to unilaterally change this status – quo

Conclusion: Astute organisations will embrace Workforce Planning as an integral component of the annual strategic planning process. Astute Human Resources Departments will find a way to rise to this challenge

Financial Plan

Workforce Plan

Business Plan

The Key Elements of Organisational Strategic Planning

Dispelling the Myths……

Despite what many Human Resources professionals may think Strategic Workforce Planning is not a complicated nor complex discipline to master. And contrary to what others may say, it does not require systems integration or a large up-front software investment in order to be effectively implemented.

What it does require however is: -

• A knowledgeable, capable and engaged Human Resources Department;

• A dedicated resource, albeit not necessarily on a full-time basis;

• A well-structured, cross-functional steering committee incorporating all key-stake-holders;

• An integrated set of Excel Spreadsheets that can facilitate and automate much of the workforce forecasting process;

• Automated forecasting

process

• Multi-layered committee structure

• Professional acumen &

depth of knowledge

• Common vision, understanding & appetite

Human Resources

Synergy

Competent Facilitator

Software Capability

Governance Structure

Our Simple Solution….

Welcome to our totally re-vamped HR Workforce Planning & Resourcing Toolkit. A comprehensive software package that enables every HR Department to facilitate effective Workforce Planning in their organisation at a price that they can afford!

From just $1,995 you will receive: -

• A comprehensive Instruction Manual that will enhance your knowledge, understanding and professional acumen;

• An integrated set of Excel Spreadsheets that will produce detailed labour demand forecasts and costing models for designated departments and the corporation as a whole;

• An introductory tutorial program that will get you started and headed in the right direction;

Our Workforce Planning & Resourcing

Instruction Manual

Over 100 pages in length, our Workforce

Planning & Resourcing

Instruction Manual contains detailed

guidelines, models, process maps

template forms and costing models, all

contained within the following eight

modules

The Essential Pre-Requisites For Success

Labour Demand Planning – Environmental Scanning

Labour Demand Planning – Scenario Planning

Labour Demand Planning - Forecasting

Labour Supply Planning- Environmental Scanning

Labour Supply Planning- Scenario Planning

Labour Supply Planning - Forecasting

Long –Term Sustainability Planning

HR Workforce Planning and Resourcing Toolkit

Division: Manufacturing Date:

Prepared By: Workforce Planning Steering Committee Report: Divisional Reporting Structure

Index Division Name Go to Divisional

Reports Delete Division

1 Manufacturing

2 Quality

3 Distribution

Inserting the divisions that you wish to use for Workforce

Planning within your organisation

Division: Manufacturing Date:Prepared By: Workforce Planning Steering CommitteeReport: Approved Job Families

Job Families Starting Head-count Specific Roles Incorporated Delete

Assemblers 100

Technicians 50

Supervisors 30

Inserting the designated Job Families and starting FTE

headcounts you wish to use within each Division

HR Workforce Planning and Resourcing Toolkit

Division: ManufacturingDate:Prepared By: Workforce Planning Steering CommitteeReport: Key Forecasting Criteria

KPI Measure KPI Measure KPI Measure

Customer DemandSelect from drop down or type in measure…

Capital ExpenditureSelect from drop down or type in measure…

TurnoverSelect from drop down or type in measure…

Product Offering (Enhanced)Select from drop down or type in measure…

Business Process Re-EngineeringSelect from drop down or type in measure…

RetirementsSelect from drop down or type in measure…

Investment/fundingSelect from drop down or type in measure…

Systems/TechnologySelect from drop down or type in measure…

Leave ReplacementSelect from drop down or type in measure…

Mergers/ AcquisitionsSelect from drop down or type in measure…

Government LegislationSelect from drop down or type in measure…

Long Term AbsencesSelect from drop down or type in measure…

Growth Factors:(select from drop down menu) Business Operational Factors Workforce Replacement Factors

Expansionary/Rapid

+ + +

Establishing the key data you wish to

capture & utilise as the basis for future Labour Demand Forecasting

(To be incorporated into the Environmental

Scanning Process)

HR Workforce Planning and Resourcing Toolkit

HR Workforce Planning and Resourcing Toolkit

Forecasting future workforce Headcount

& Job Families for your preferred Workforce Planning timeframe

(I.e. 1 to 3 years ahead)

Division: Manufacturing Date Prepared: Prepared By: Workforce Planning Committee Report: Workforce Demand Forecast (Existing/Required)

Job Family

FYE

CURRENT APPROVED HEADOUNT

LABOUR GROWTH FACTORS FORECAST REVISED

HEADCOUNT

LABOUR REPLACEMENT

FACTORS

COMBINED LABOUR

RESOURCING FORECAST

As at End of Previous

Financial Year

Business Growth

Business Operations

Total Projected Positions Required

As at end of Next Financial

Year

Total Projected

Replacement Positions Required

Total Positions Required (Growth &

Replacement)

NBR FTE’s +/- FTE’s +/- FTE’s +/- FTE’s +/- FTE’s + FTE’s +/- FTE’s

Assemblers 2015 100 +125 +10 +135 235 +30 +165

2016 235 +125 -25 +100 335 +40 +140

2017 335 +100 +10 +110 445 +50 +160

HR Workforce Planning and Resourcing Toolkit

Labour Demand Forecast Manufacturing Division

Budgeted Headcount Previous Financial

Year

Business Growth Projections

Business Operations Projections

Total Projected Positions Required

Forecast Headcount at End of Financial Year

Total Projected Replacement

Positions

Total Projected Positions to be

Resourced

Nbr of FTE’s +/- FTE’s +/- FTE’s +/- FTE’s +/- FTE’s +/- FTE’s +/- FTE’s

Assemblers

FYE 2015 100 125 10 135 235 30 165

FYE 2016 235 125 -25 100 335 40 140

FYE 2017 335 100 10 110 445 50 160

Technicians

FYE 2015 50 45 5 50 100 10 60

FYE 2016 100 45 -5 40 140 15 55

FYE 2017 140 45 5 50 190 20 70

Supervisors

FYE 2015 30 30 5 35 65 5 40

FYE 2016 65 30 0 30 95 10 40

FYE 2017 95 30 5 35 130 15 50

Totals All Job Families

FYE 2015 180 200 20 220 400 45 265

FYE 2016 400 200 -30 170 570 65 235

FYE 2017 570 175 20 195 765 85 270

Consolidating your individual Job Family

forecasts into one overall Labour Demand

forecast for each Division within your

organisation

Labour Supply Risk Assessment Manufacturing Division

Projected Growth

Positions Required

Projected Operations Required

Projected Replacement

Positions Required

Projected Total

Positions Required

Projected Internal

Appointments

Projected External

Hires

Labour Market Factors

Recruitment Factors

Risk Profile

+/- FTE’s +/- FTE’s +/- FTE’s +/- FTE’s +/- FTE’s +/- FTE’s FAV UNF N/C FAV UNF N/C Assemblers 1 Low

FYE 2015 125 10 30 165 165 X X

FYE 2016 125 -25 40 140 140 X X

FYE 2017 125 10 50 185 185 X X

Technicians 1 Medium

FYE 2015 45 5 10 60 60 X X

FYE 2016 45 -5 15 55 55 X X

FYE 2017 45 5 20 70 70 X X

Supervisors 1 High

FYE 2015 30 5 5 40 40 X X

FYE 2016 30 0 10 40 40 X X

FYE 2017 30 5 15 50 50 X X

Divisional Totals

FYE 2015 200 20 45 265 265

FYE 2016 200 -30 65 235 235

FYE 2017 200 20 85 305 305

HR Workforce Planning and Resourcing Toolkit

Identifying Labour Supply critical risk

Job Families requiring specific

interventions

Stephen MooreFounding Director

Optimum Performance HR Consultants

Hi there, thankyou for visiting our range of HR Management Toolkits and support services. We hope that you like what you see! In considering whether to place an order, there are a few things I thought you might like to know as follows:-

• All of our Toolkits/Support Tools have been hand-crafted, based upon custom design work we have previously undertaken with a diverse range of clients over the past 19 years

• They have not been designed to replace “the big end of town” but rather to provide every sized HR Department in every sized organisation with an opportunity to produce quality outcomes that will exceed CEO/Senior Management Team expectations at prices everyone can afford!

• We know that they are practical, that they are contemporary and that they are effective because our clients have told us so! Perhaps this is why they are currently utilised by hundreds of organisations in more than 20 countries around the globe!

What are you waiting for?

Our Simple Solution….

Welcome to our totally re-vamped HR Workforce Planning & Resourcing Toolkit. A comprehensive software package that enables every HR Department to facilitate effective Workforce Planning a price that they can afford!

From just $1,995 you will receive: -

• A comprehensive Instruction Manual that will enhance your knowledge, understanding and professional acumen;

• An integrated set of Excel Spreadsheets that will produce detailed labour demand forecasts and costing models for designated departments and the corporation as a whole;

• An introductory tutorial program that will get you started and headed in the right direction;

Order your copy from our on-line shop now!