Workforce Planning - Tools & Templates

Workforce Needs and Talent Gaps Worksheet

Use this worksheet to record workforce needs and talent gaps.

Optimize the Workforce Mix Workbook

Use this workbook to identify a recommended workforce mix and validate the recommendation.

Turnover and Recruitment Benchmark Data Sources by Industry

This tool lists turnover and recruitment benchmark data sources by industry.

The Role of People Leaders Worksheet

Use this worksheet to explore the current landscape of the role of people leaders in your organization and reflect on insights to shape a future-ready people leader role.

Stay Conversation Guide

Use this guide to conduct stay conversations with employees that help anticipate and address signs of potential turnover.

Flight Risk Assessment Tool for Managers

Use this tool to equip managers to conduct effective and consistent flight risk assessments of key talent.

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis, including calculating the cost of turnover.

Retention Solutions Catalog

Use this catalog to explore and understand common retention solutions and their ideal uses.

Turnover Tracking Tool

Use this tool to record and track turnover data over time.

Cost of Turnover Tool

Use this tool to calculate the cost of turnover.

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