Organizations with Current Workforce and Succession Plans
According to CalHR Policy 2901 - Workforce and Succession Plan Requirements all California state organizations that have civil services employees must have workforce and succession plans and report every year on their progress.
What We Track
- If an organization has a current workforce and/or succession plan.
- Actions taken to address any significant underutilizations.
- The progress of action items in the plans.
- Workforce challenges and risks organizations face.
How We Track
- Organizations are asked to fill out an annual survey available from July 1-31. They must submit their current workforce and succession plans for compliance review.
- CalHR checks each plan to make sure it follows CalHR Policy 2901.
2024 Workforce and Succession Management Plan Survey Results Overview
A total of 42 organizations had current workforce and succession management plans, nine had only Workforce Plans, two had only Succession Management Plans, 62 had neither, and seven organizations did not respond.
Compliance Rate
CalHR reviewed each current plan for compliance with CalHR Policy 2901. Here are the levels of compliance with the policy components.
Workforce Challenges
Survey respondents shared the workforce challenges and risks their organizations are facing, whether they have plans or not. Overall, retention and knowledge transfer were the biggest challenges, with retention being the top concern.
