Workforce Planning Toolkit

We have two kinds of resources in our Toolkit. Our Essential Resources are listed first. They are the resources we recommend you start with and have open while you build your plan. After that, we have additional resources which include examples of plans from other departments.

Essential Resources:

Here is where you can find the necessary tools to build Workforce and Succession Management Plans. These instructions and tools are all you need to create compliant plans. Below, you will find a brief description of the tools.

State of California Workforce Planning Model and State of California Succession Management Model

These models are the instructions for creating the plans. Use the tools below as you follow along with the models.

Workforce Plan, Succession Management & Combined Plan Checklists

These checklists layout all policy requirements. Use them to help build and check your plan. They will help your plan meet policy.

Workforce Plan, Succession Management & Combined Workforce and Succession Plan Templates

You don't need to start with a blank page! Use the templates as the starting point for building your plans. They contain sections for everything a plan needs.

Workforce Data Workbook Template & Instructions

This workbook will give you data on retirement risk and age demographics. It's an important part of determining the retirement risk and recruitment strategies for your plan. Use it during phase 2 of the Workforce Plan model.

Additional Resources

We want to make sure you have the resources to build a great plan. Click on the category to get a brief description and list of resources. The resources here are for those who want to dive a bit deeper into Workforce Planning and Succession Management.

Resources by Category

Analyze Workforce Data

Best Practices

Competencies

Employee Development

Examples of Workforce and Succession Plans - State of California

Guides & Templates

Knowledge Transfer

Networking

Recruitment

Retention

Succession Management

Trainings

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Workforce Planning Toolkit

Essential Resources:

State of California Workforce Planning Model and State of California Succession Management Model

Workforce Plan, Succession​ Management & Combined Plan​​ Checklists​

Workforce Plan​, Succession Management & Combined Workforce and Succession​ Plan​ Templates

Workforce Data Workbook Template & Instructions​

​Additional Resources

​​Resources by Category​

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Workforce Plan, Succession Management & Combined Plan Checklists

Workforce Plan, Succession Management & Combined Workforce and Succession Plan Templates

Workforce Data Workbook Template & Instructions

Additional Resources

Resources by Category