Workforce Planning, Human Resource Planning

Written by Max | Edited by johntalaguit
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    Business partners planning in an office

    How to Know What Positions and Jobs Are Needed

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    (Before reading this topic, be sure to read the definitions and various steps in the staffing process to notice where this topic fits in the overall process.)

    Basic Guidelines to Develop a Staffing Plan

    © Copyright Carter McNamara, MBA, PhD

    First, Some General Principles About Staffing Planning

    The staffing plan specifies what positions, jobs, and/or roles will be needed by the organization, usually over the next year, along with how they will be organized into the organization, including who they will report to and how they will work together.

    When developing a plan, whether it’s a staffing plan a strategic plan, or a business plan, the process of the planning is as important — if not more important — than the plan (document) itself. So don’t undervalue the process of developing the plan. You will likely learn a lot as you develop it.

    If yours is a new or small company and you don’t have much experience in workforce planning, then consider getting help from experts in human resources. You might need only a few hours of consultation.

    But before you get help, realize that you probably already know a lot that could be put in the first draft of the plan. You — or with a small team — write down what you think for the first draft of the plan, consider getting input from others with credible feedback, adjust the drafted plan, start to implement it — and then change it as you go along. Don’t worry about getting it perfect.

    Finally, don’t go into great detail about each of the positions, jobs, and/or roles for now. You can go into more detail in the next step of staffing, How to Design a New Job — a New Position or Role.

    Formal Means to Identify Staffing Needs and a Staffing Plan

    Personnel planning (also referred to as workforce planning or human resources planning) is made much easier if the organization has been conducting some form of strategic or business planning about the overall organization. Good plans should result in action plans that specify who will be doing what and by when in order to achieve the overall goals of the plans.

    The nature of those actions often suggests the types of expertise (or personnel) needed to do the actions in a timely manner. Those needs in personnel usually result in staffing plans that specify what jobs or roles are needed and by when.

    Do not be discouraged if your organization does not have a formal, written strategic or business plan (although if you don’t, you should aim to do written plans soon) It’s very likely that much of the information, that would be in those plans, is already in the minds of the leaders in the organization. In that case, use that information to begin to draft a staffing plan.

    The process is usually in the following order. (The extent to which the steps are done depends on how many resources the organization has for extensive, formal planning. For example, large, well-established organizations would integrate other activities than those listed below, such as analysis of demographic trends, forecasts of retirements of current personnel, and succession planning.) The following steps are to help the reader begin to think strategically about staffing needs.

    1. The strategic plan specifies strategic goals and strategies or objectives to achieve each goal. (Smaller organizations often do not include strategies, and focus instead on objectives for each goal.)

    2. The strategic plan produces an action plan (or operational plan) that specifies actions or tasks that must be done in order to implement each strategy and/or achieve each objective. Ideally, the action plan lists the resources needed to address the strategy or objective. These resources include, for example, funding, facilities, and expertise (people).

    3. A staffing plan is created by grouping similar types of expertise and tasks. Those similarities often are grouped into various jobs or positions. This phase is sometimes referred to as the job analysis. (Note that anyone who’s ever worked in an established organization already has some sense of various different types of activities, or jobs, and how they might be grouped together — so they probably already know more than they realize about this stage of workforce planning.)

    You can learn more about staffing planning by reviewing some of the resources in the section Additional Perspectives on Personnel Planning below.

    Informal Means to Identify Staffing Needs

    Frankly, most personnel planning, especially in small- to medium-sized organizations, is probably done on an informal basis. Often, managers realize the need for a new organizational role when employees continue to report being short-handed and mention that certain tasks are not being done. This issue can point to the need for new positions. (This issue can also point to other causes, for example, inadequate supervision or training.)

    Below, are some sample staffing plans. You’ll see that there are a variety of formats.

    Return to Staffing for the next step in the staffing process.

    Additional Perspectives on Personnel Planning (Workforce Planning, Human Resources Planning)

    Learn More in the Library’s Blogs Related to Human Resource Planning

    In addition to the articles on this current page, see the following blogs which have posts related to Human Resource Planning. Scan down the blog’s page to see various posts. Also, see the section “Recent Blog Posts” in the sidebar of the blog or click on “Next” near the bottom of a post in the blog.

    For the Category of Human Resources:

    To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

    Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


    Max