Workforce Planning Survey Development Tool

Division/Program Area:

Name and Title of Person Completing Survey:

Define the three most critical functions in your division/program area:

What classifications are currently being utilized to complete these functions?

Classification	Function

For the classifications identified, has a review been completed to determine if duty statements and job specifications align with job functions? ☐ Yes or ☐ No

If you answered “Yes,” skip Questions 4-5 and proceed to Question 6. If you answered “No,” continue completing the survey.

Do you currently have adequate staffing to fulfill your division’s/program area’s critical functions? ☐ Yes or ☐ No

Identify the reason:

Inadequate number of established positions? ☐ Yes or ☐ No

Is your division/program area currently in the process of establishing more positions? ☐ Yes or ☐ No

Retirements occurring? ☐ Yes or ☐ No

Are you currently recruiting? ☐ Yes or ☐ No

Are you utilizing Training and Development opportunities? ☐ Yes or ☐ No

Retention issues? ☐ Yes or ☐ No

Have you identified the reason for the lack of retention?

☐ Yes ☐ No ☐ Unknown

If “Yes,” define the reason:

Are you currently recruiting? ☐ Yes or ☐ No

Are you utilizing Training and Development opportunities? ☐ Yes or ☐ No

Unable to fill vacancies? ☐ Yes or ☐ No

Define the reason you are unable to fill vacancies:

Please specify the classifications and number of positions needed:

Classification	Number of Positions Needed

Have you identified work efficiencies that may assist in reducing work functions? ☐ Yes or ☐ No

Do you anticipate changes to your workforce needs or critical functions based on upcoming legislative changes, shifts in organizational missions, customer expectations, technology, or other environmental factors?

☐ Yes or ☐ No

If “Yes,” describe the anticipated change:

Will the anticipated change(s) likely result in a decrease of classification need? ☐ Yes ☐ No ☐ Unknown

If “Yes,” what classification(s) will decrease in need? ☐ Unknown

Do you anticipate an increase in classification need?
☐ Yes ☐ No ☐ Unknown

If “Yes,” what classification(s) will need to increase or be established?

How many positions will be needed? _________________________

Please identify any current critical needs your division/program area requires assistance to meet your workforce planning goals:

Please list any other factors you would like the Workforce Planning Coordinator to know: