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Workforce Planning Toolkit

​CalHR's Statewide Workforce Planning provides helpful tools to assist and empower departments in their workforce and succession planning efforts.

New and Revised

Updated 12/7/16

NEW: CalHR Statewide Onboarding Program

NEW Article: What Each Generation Wants in a Workplace - Governing

NEW Article: 3 Steps for Bridging the Gap With New Hires - Government Executive

NEW Article: 5 Ways to Make Sure Your Best Employees Never Want to Leave - Joan Garry Consulting

NEW Article: How to Make Your One-on-Ones with Employees More Productive - Harvard Business Review

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Analyze Workforce DataAnalyze Workforce Data<p> <a href="/Documents/wfp-workforce-data-analysis-methodology.pdf" target="_blank">CalHR Workforce Data Analysis Methodology </a> | <a title=" CalHR Workforce Data Analysis Methodology - Text Only (RTF)" href="/Documents/wfp-workforce-data-analysis-methodology.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Workforce Data Analysis Methodology - </span>Text Only (RTF)</a> </p><p> <a title="Access training materials from the Developing a Workforce Plan training series" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">Developing a Workforce Plan Training Materials </a></p><p> <a title="CalHR Workforce Plan Template" href="/Documents/wfp-workforce-plan-template.docx" target="_blank">CalHR Workforce Plan Template</a> </p><p> <a title="Identify key positions affected by attrition in your department" href="/Documents/wfp-risk-assessment-flowchart-with-intro.pdf" target="_blank"> CalHR Classification Risk Assessment Flowchart </a> | <a title=" CalHR Classification Risk Assessment Flowchart - Text Only (RTF)" href="/Documents/wfp-risk-assessment-flowchart-with-intro.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Classification Risk Assessment Flowchart - </span>Text Only (RTF)</a></p><p> <a title="Compare your department's demographics to all State employees" href="/state-hr-professionals/Pages/workforce-planning-statistics.aspx" target="_blank"> CalHR State Employee Demographics </a></p><p><a href="/state-hr-professionals/Documents/leadership_succession_planning_survey.pdf" target="_blank">Leadership Succession Planning Survey </a>| <a href="/state-hr-professionals/Documents/leadership_succession_planning_survey.rtf" target="_blank">Text Only (RTF)</a> - To request a SurveyMonkey version email <a href="mailto:wfp@calhr.ca.gov">wfp@calhr.ca.gov</a>. Please note, the survey was designed for CalHR and may have to be tailored to fit the unique needs of your organization.</p><p> <a title="State of California Workforce Planning Model" href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx" target="_blank">State of California Workforce Planning Model </a>- Phase 2 </p><p> <a title="Download current state worker retirement data from CalPERS" href="/Documents/wfp-calpers-2015-state-worker-retirements.pdf" target="_blank">Current State Worker Retirement Data</a> | <a title="Current State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2015-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">Current State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> 2014 <a title="Download 2014 retirement data from CalPERS" href="/Documents/wfp-calpers-2014-state-worker-retirements.pdf" target="_blank">State Worker Retirement Data</a> | <a title="State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2014-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> <a title="Download CalHR's Competency Dictionary" href="/Documents/wfp-calhr-competency-dictionary.pdf" target="_blank">CalHR Competency Dictionary</a> | <a title="CalHR Competency Dictionary - Text Only (RTF)" href="/Documents/wfp-calhr-competency-dictionary.rtf" target="_blank"> <span class="hidden-off-screen">CalHR Competency Dictionary - </span>Text Only (RTF)</a> </p><p> <a title="State of California Leadership Competency Model" href="/Documents/wfp-State-of-California-Leadership-Competency-Model.pdf" target="_blank">State of California Leadership Competency Model</a> </p><p> <a title="Identify your department's future workforce needs starting at the division level" href="/Documents/wfp-workforce-planning-survey-and-development-tool.pdf" target="_blank"> CalHR Survey & Development Tool </a> | <a title=" CalHR Survey & Development Tool - Text Only (RTF)" href="/Documents/wfp-workforce-planning-survey-and-development-tool.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Survey & Development Tool - </span>Text Only (RTF)</a> (request the <a href="mailto:wfp@calhr.ca.gov?Subject=Request%20Online%20Survey%20and%20Development%20Tool" target="_blank">online version</a>)</p><p> <a title="Download BOE's Projected Workforce Needs Matrix Template" href="/Documents/wfp-boe-workforce-needs-matrix-template.pdf" target="_blank">BOE Projected Workforce Needs Matrix</a> | <a title="BOE Projected Workforce Needs Matrix - Text Only (RTF)" href="/Documents/wfp-boe-workforce-needs-matrix-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Projected Workforce Needs Matrix - </span>Text Only (RTF)</a></p><p> <a title="Download BOE's Supply and Demand Gap Analysis Template" href="/Documents/wfp-boe-supply-demand-template.pdf" target="_blank">BOE Supply and Demand Gap Analysis</a></p><p> <a title="Compare workforce data to the Bureau of Labor Statistics' statistics on employment" href="http://www.bls.gov/bls/employment.htm" target="_blank">BLS Statistics on Employment</a></p><p> <a title="Census data on state government employment by job type from 1960 to 2012" href="http://www.governing.com/gov-data/public-workforce-salaries/state-government-employment-by-agency-job-type-current-historical-data.html" target="_blank"> Census Bureau State Government Employment Statistics</a></p><p> <a title="Compare your department's workforce needs with California's current labor market and economic trends" href="http://www.labormarketinfo.edd.ca.gov/" target="_blank">EDD California Labor Market Information</a></p>
Begin a Workforce PlanBegin a Workforce Plan<p> <a title=" - Text Only (RTF)" href="/Documents/wfp-workforce-data-analysis-methodology.rtf" target="_blank"><span class="hidden-off-screen"> - </span></a> <a href="/Documents/wfp-workforce-data-analysis-methodology.pdf" target="_blank"> CalHR Workforce Data Analysis Methodology </a> | <a title=" CalHR Workforce Data Analysis Methodology - Text Only (RTF)" href="/Documents/wfp-workforce-data-analysis-methodology.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Workforce Data Analysis Methodology - </span>Text Only (RTF)</a></p><p> <a title="Access training materials from the Developing a Workforce Plan training series" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">Developing a Workforce Plan Training Materials </a></p><p> <a title="Download this list to learn about the roles and responsibilities of the Workforce Planning Steering Committee and Important Contributors" href="/Documents/wfp-steering-committee-and-important-contributors.pdf" target="_blank"></a> | <a title=" - Text Only (RTF)" href="/Documents/wfp-steering-committee-and-important-contributors.rtf" target="_blank"> <span class="hidden-off-screen"> - </span>Text Only (RTF)</a> <a title="CalHR Workforce Planning Steering Committee Roles and Responsibilities " href="/Documents/wfp-steering-committee-roles-and-responsibilities.pdf" target="_blank"> CalHR Steering Committee Roles and Responsibilities </a></p><p> <a title="CalHR Workforce Planning Model Comparison Matrix" href="/Documents/wfp-workforce-planning-model-comparison-matrix.pdf" target="_blank"> CalHR Workforce Planning Model Comparison Matrix </a></p><p> <a title="Begin or refine a workforce plan with this detailed template" href="http://media.calhr.ca.gov/docx/wfp-workforce-plan-template.docx" target="_blank"></a> <a title="CalHR Workforce Plan Template" href="/Documents/wfp-workforce-plan-template.docx" target="_blank"> CalHR Workforce Plan Template </a></p><p> <a title="Identify your department's future workforce needs starting at the division level" href="/Documents/wfp-workforce-planning-survey-and-development-tool.pdf" target="_blank"> CalHR Survey & Development Tool </a> | <a title=" CalHR Survey & Development Tool - Text Only (RTF)" href="/Documents/wfp-workforce-planning-survey-and-development-tool.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Survey & Development Tool - </span>Text Only (RTF)</a> (request the <a href="mailto:wfp@calhr.ca.gov?Subject=Request%20Online%20Survey%20and%20Development%20Tool" target="_blank">online version</a>)</p><p> <a title="Follow CalHR's seven steps to develop a solid workforce plan" href="/state-hr-professionals/Pages/State-of-California-Seven-Step-Workforce-Planning-Model.aspx" target="_blank"> </a><a title="State of California Workforce Planning Model" href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx" target="_blank">State of California Workforce Planning Model </a> - Phase 1 </p><p> <a title="State of California Leadership Competency Model" href="/Documents/wfp-State-of-California-Leadership-Competency-Model.pdf" target="_blank"> State of California Leadership Competency Model </a></p><p>Article Jan 2016: <a href="https://www.entrepreneur.com/article/253234" target="_blank"> <span style="text-decoration:underline;"> <font color="#0066cc">4 Strategic Planning Exercises That You Should Do Annually</font></span></a>, Entrepreneur</p><p>Article Dec 2015: <a href="http://leadership.thunderbird.edu/blog/leadership-solutions-getting-buy-in-from-senior-management" target="_blank"> <span class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" data-hs-cos-type="text" data-hs-cos-general-type="meta_field"> <span style="text-decoration:underline;"> <font color="#0066cc">Leadership Solutions: Getting Buy-in from Senior Management.</font></span></span></a> Thunderbird Executive Education</p><p>Article Apr 2009: <a title="Bersin The Modern Approach to Workforce Planning" href="http://fm.sap.com/data/upload/files/the_modern_approach_to_workforce_planning.pdf" target="_blank">The Modern Approach to Workforce Planning,</a> Bersin</p><p> <a title="Download BOE's Projected Workforce Needs Matrix Template" href="/Documents/wfp-boe-workforce-needs-matrix-template.pdf" target="_blank">BOE Projected Workforce Needs Matrix</a> | <a title="BOE Projected Workforce Needs Matrix - Text Only (RTF)" href="/Documents/wfp-boe-workforce-needs-matrix-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Projected Workforce Needs Matrix - </span>Text Only (RTF)</a></p><p> <a title="Download BOE's Supply and Demand Gap Analysis Template" href="/Documents/wfp-boe-supply-demand-template.pdf" target="_blank">BOE Supply and Demand Gap Analysis</a></p><p> <a title="CalTech Tools and Templates for Effective Workforce Planning" href="http://cio.ca.gov/opd/wp/tools_templates.html" target="_blank">CalTech Tools and Templates for Effective Workforce Planning</a></p><p> <a title="Department of Finance Strategic Plan Guidelines" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.pdf" target="_blank">DOF Strategic Plan Guidelines</a> | <a title="DOF Strategic Plan Guidelines - Text Only (RTF)" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.rtf" target="_blank"> <span class="hidden-off-screen">DOF Strategic Plan Guidelines - </span>Text Only (RTF)</a></p>
Best PracticesBest Practices<p> <a title="State of California Workforce Planning Model" href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx" target="_blank">State of California Workforce Planning Model  </a></p><p> <a title="State of California Succession Planning Model" href="/state-hr-professionals/Pages/State-of-California-Succession-Planning-Model.aspx" target="_blank">State of California Succession Planning Model </a></p><p> <a title="State of California Leadership Competency Model" href="/Documents/wfp-State-of-California-Leadership-Competency-Model.pdf" target="_blank"> State of California Leadership Competency Model </a></p><p>Article Jan 2016: <a href="https://www.entrepreneur.com/article/253234" target="_blank"> <span style="text-decoration:underline;"> <font color="#0066cc">4 Strategic Planning Exercises That You Should Do Annually</font></span></a>, Entrepreneur</p><p>Article May 2014: <a title="IBM " href="http://businessofgovernment.org/sites/default/files/Best%20Practices%20for%20Succession%20Planning%20in%20Federal%20Government%20STEMM%20Positions.pdf" target="_blank"> Best Practices for Succession Planning in Federal Government STEMM Positions,</a> IBM</p><p>Article Apr 2009: <a title="Bersin The Modern Approach to Workforce Planning" href="http://fm.sap.com/data/upload/files/the_modern_approach_to_workforce_planning.pdf" target="_blank">The Modern Approach to Workforce Planning,</a> Bersin</p><p>Article Nov 2008: <a title="planning for the next generation" href="http://www.mckinsey.com/~/media/mckinsey/dotcom/client_service/public%20sector/pdfs/mck%20on%20govt/leadership%20and%20talent/tg_planning_next_generation.ashx" target="_blank"> Transforming Government "Planning for the Next Generation</a>, Mckinsey & Company</p><p> <a title="Department of Finance Strategic Plan Guidelines" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.pdf" target="_blank">DOF Strategic Plan Guidelines</a> | <a title="DOF Strategic Plan Guidelines - Text Only (RTF)" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.rtf" target="_blank"> <span class="hidden-off-screen">DOF Strategic Plan Guidelines - </span>Text Only (RTF)</a></p><p> <a title="United States General Accounting Office Succession Planning Best Practices" href="http://www.gao.gov/assets/120/110391.pdf" target="_blank">United States General Accounting Office Succession Planning Best Practices</a></p><p> <a title="United States Office of Personnel Management Guidance for Agency-Specific Diversity and Inclusion Strategic Plans" href="/Documents/wfp-opm-guidance-for-agency-specific-diversity-and-inclusion-strategic-plans.pdf" target="_blank"> United States Office of Personnel Management Guidance for Agency-Specific Diversity and Inclusion Strategic Plans </a></p><p> <a title="United States Office of Personnel Management Workforce Planning Best Practices " href="http://www.opm.gov/services-for-agencies/hr-line-of-business/migration-planning-guidance/workforce-planning-best-practices.pdf" target="_blank"> United States Office of Personnel Management Workforce Planning Best Practices</a> </p>
Evaluate a Workforce planEvaluate a Workforce plan<p> <a href="/Documents/wfp-Workforce-and-Succession-Plan-Checklist.pdf">Workforce and Succession Plan Checklist</a> | <a href="/Documents/wfp-Workforce-and-Succession-Plan-Checklist.rtf">Text Only (RTF)</a></p><p> <a title="Follow CalHR's seven steps to develop a solid workforce plan" href="/state-hr-professionals/Pages/State-of-California-Seven-Step-Workforce-Planning-Model.aspx" target="_blank"> </a><a title="State of California Workforce Planning Model" href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx" target="_blank">State of California Workforce Planning Model </a> - Phase 5 </p>
Examples & Guides from Other StatesExamples & Guides from Other States<p> <a title="State of Alaska Workforce Planning Desk Reference and Guide" href="http://doa.alaska.gov/dop/fileadmin/StatewidePlanning/pdf/WorkforcePlanningDeskReferenceAndGuide.pdf"> State of Alaska Workforce Planning Desk Reference and Guide</a> </p><p> <a title="State of Delaware Workforce Planning Guide" href="http://delawarepersonnel.com/orgdev/documents/workforce_guide.pdf">State of Delaware Workforce Planning Guide</a></p><p> <a title="State of Minnesota Workforce Planning Resources" href="http://www.mmb.state.mn.us/ag-serv/wfp">State of Minnesota Workforce Planning Resources</a></p><p> <a title="State of Ohio Workforce Planning Overview" href="http://wfp.das.ohio.gov/LinkClick.aspx?fileticket=G273W4jcMbU%3D">State of Ohio Workforce Planning Overview</a></p>
Examples of Workforce and Succession Plans - State of CaliforniaExamples of Workforce and Succession Plans - State of California<p> <a href="/Documents/calhr-workforce-plan-2016-to-2021.pdf" target="_blank">CalHR Workforce Plan 2016 - 2021</a></p><p> <a title="CalOES 2015 Workforce Plan" href="/Documents/wfp-CalOES-workforce-plan-2015.pdf" target="_blank">CalOES 2015 Workforce Plan</a></p><p> <a title="CalPERS 2014 workforce strategic plan" href="https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwjB57z3_cDLAhUI8GMKHVgkD8AQFggdMAA&url=https://www.calpers.ca.gov/docs/forms-publications/2014-workforce-strategic-plan.pdf&usg=AFQjCNEAJlVByqmq8URKvRicewbJND4wsg&sig2=ofqKzmuVUiJFdgrfRzrBSQ" target="_blank">CalPERS 2014 Workforce Strategic Plan</a></p><p> <a title="Download CalPERS succession planning presentation" href="/Documents/wfp-calpers-presentation-succession-planning.pdf" target="_blank">CalPERS Succession Planning Efforts</a> | <a title="CalPERS Succession Planning Efforts - Text Only (RTF)" href="/Documents/wfp-calpers-presentation-succession-planning.rtf" target="_blank"> <span class="hidden-off-screen">CalPERS Succession Planning Efforts - </span>Text Only (RTF)</a></p><p> <a title="CalHR Workforce Plan" href="http://www.calstrs.com/general-information/leadership-development-succession-plan" target="_blank">CalSTRS Leadership Development and Succession Plan</a></p><p> <a title="CalSTRS Workforce Strategy Plan" href="/Documents/wfp-Workforce-Strategy-Plan-FY13-17%20(2).pdf" target="_blank">CalSTRS Workforce Strategy Plan</a></p><p> <a title="Download Caltrans 2010 Administrative Occupational Group Workforce Plan" href="/Documents/wfp-caltrans-2010-workforce-plan-admin-series.pdf" target="_blank">Caltrans 2010 Administrative Occupational Group Workforce Plan</a></p><p> <a title="Download Caltrans 2010 Workforce Plan" href="/Documents/wfp-caltrans-2010-workforce-plan-introduction.pdf" target="_blank">Caltrans 2010 Workforce Plan</a> | <a title="Caltrans 2010 Workforce Plan - Text Only (RTF)" href="/Documents/wfp-caltrans-2010-workforce-plan-introduction.rtf" target="_blank"> <span class="hidden-off-screen">Caltrans 2010 Workforce Plan - </span>Text Only (RTF)</a></p><p> <a title="Download Caltrans 2010 CEA Succession Plan" href="/Documents/wfp-caltrans-2010-CEA-succession-plan.pdf" target="_blank">Caltrans 2010 CEA Succession Plan</a></p>
Generations in the WorkplaceGenerations in the Workplace<p> <a title="Watch the recorded webinar Maximizing the Strengths of a Multi-Generational Workplace" href="https://youtu.be/crVvc6giACA" target="_blank">Maximizing the Strengths of a Multi-Generational Workplace </a></p><p> <a title="Download current state worker retirement data from CalPERS" href="/Documents/wfp-calpers-2015-state-worker-retirements.pdf" target="_blank">Current State Worker Retirement Data</a> | <a title="Current State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2015-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">Current State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> 2014 <a title="Download 2014 retirement data from CalPERS" href="/Documents/wfp-calpers-2014-state-worker-retirements.pdf" target="_blank">State Worker Retirement Data</a> | <a title="State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2014-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p>Article October 2016: <a href="http://www.governing.com/topics/mgmt/gov-government-employee-cross-generation-survey.html">What Each Generation Wants in a Workplace</a>, Governing</p><p>Article January 2016: <a href="http://www.govexec.com/excellence/promising-practices/2016/01/3-steps-bridging-generation-gap-new-hires/125238/">3 Steps for Bridging the Gap With New Hires</a>, Government Executive</p><p>Article Sep 2015: <a href="https://www.td.org/Publications/Magazines/The-Public-Manager/Archives/2015/September/Silver-Tsunami-Still-at-Sea?mktcops=c.govt~c.human-capital&mktcois=c.public-sector~c.knowledge-management" target="_blank"> Silver Tsunami Still at Sea</a>, Association for Talent Development</p><p>Article Nov 2013: <a title="Article: Millennial Searchers" href="http://www.nytimes.com/2013/12/01/opinion/sunday/millennial-searchers.html?_r=1&" target="_blank">Millennial Searchers</a>, New York Times</p><p>Article Nov 2008: <a title="planning for the next generation" href="http://www.mckinsey.com/~/media/mckinsey/dotcom/client_service/public%20sector/pdfs/mck%20on%20govt/leadership%20and%20talent/tg_planning_next_generation.ashx" target="_blank"> Transforming Government "Planning for the Next Generation</a>, Mckinsey & Company</p><p> <a title="BOE Mentoring Program Handbook" href="/Documents/wfp-boe-mentoring-program-handbook.pdf" target="_blank">BOE Mentoring Program Handbook</a></p>
Guides & TemplatesGuides & Templates<p> <a title="State of California Workforce Planning Model" href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx" target="_blank">State of California Workforce Planning Model </a> <a title="Follow CalHR's seven steps to develop a solid workforce plan" href="/state-hr-professionals/Pages/State-of-California-Seven-Step-Workforce-Planning-Model.aspx" target="_blank"></a> <a title="Follow CalHR's seven steps to develop a solid workforce plan" href="/state-hr-professionals/Pages/State-of-California-Seven-Step-Workforce-Planning-Model.aspx" target="_blank"></a></p><p> <a title="State of California Succession Planning Model" href="/state-hr-professionals/Pages/State-of-California-Succession-Planning-Model.aspx" target="_blank">State of California Succession Planning Model </a></p><p> <a title="Download CalHR's Workforce Planning Strategic Action Plan and Progress Report" href="/Documents/wfp-strategic-action-plan-and-progress-report.pdf" target="_blank"> CalHR Workforce Planning Strategic Action Plan and Progress Report </a> | <a title=" CalHR Workforce Planning Strategic Action Plan and Progress Report - Text Only (RTF)" href="/Documents/wfp-strategic-action-plan-and-progress-report.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Workforce Planning Strategic Action Plan and Progress Report - </span>Text Only (RTF)</a> </p><p> <a title="CalHR Workforce Plan Template" href="/Documents/wfp-workforce-plan-template.docx" target="_blank">CalHR Workforce Plan Template </a> </p><p>Article Apr 2009: <a title="Bersin The Modern Approach to Workforce Planning" href="http://fm.sap.com/data/upload/files/the_modern_approach_to_workforce_planning.pdf" target="_blank">The Modern Approach to Workforce Planning</a>, Bersin</p><p>Article May 2002: <a title="WisdomNet " href="http://tshra.org/Misc/Effective%20Succession%20Planning.pdf" target="_blank">Effective Succession Planning: The Public Sector Imperative,</a> WisdomNet</p><p> <a title="BOE Mentoring Program Handbook" href="/Documents/wfp-boe-mentoring-program-handbook.pdf" target="_blank">BOE Mentoring Program Handbook</a></p><p> <a title="Download BOE's Employee Skills Gap Template" href="/Documents/wfp-boe-employee-skills-gap-template.pdf" target="_blank">BOE Employee Skills Gap</a></p><p> <a title="Download BOE's Knowledge Transfer Action Plan Template" href="/Documents/wfp-boe-knowledge-transfer-action-plan-template.pdf" target="_blank">BOE Knowledge Transfer Action Plan</a> | <a title="BOE Knowledge Transfer Action Plan - Text Only (RTF)" href="/Documents/wfp-boe-knowledge-transfer-action-plan-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Knowledge Transfer Action Plan - </span>Text Only (RTF)</a></p><p> <a title="Download BOE's Knowledge Skills and Training Inventory Template" href="/Documents/wfp-boe-knowledge-skills-training-template.pdf" target="_blank"> BOE Knowledge, Skills, and Training Inventory</a> | <a title=" BOE Knowledge, Skills, and Training Inventory - Text Only (RTF)" href="/Documents/wfp-boe-knowledge-skills-training-template.rtf" target="_blank"> <span class="hidden-off-screen"> BOE Knowledge, Skills, and Training Inventory - </span>Text Only (RTF)</a></p><p> <a title="Download BOE's Projected Workforce Needs Matrix Template" href="/Documents/wfp-boe-workforce-needs-matrix-template.pdf" target="_blank">BOE Projected Workforce Needs Matrix</a> | <a title="BOE Projected Workforce Needs Matrix - Text Only (RTF)" href="/Documents/wfp-boe-workforce-needs-matrix-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Projected Workforce Needs Matrix - </span>Text Only (RTF)</a></p><p> <a title="Download BOE's Sample Workforce Action Plan" href="/Documents/wfp-boe-sample-workforce-action-plan-template.pdf" target="_blank">BOE Sample Workforce Action Plan</a> | <a title="BOE Sample Workforce Action Plan - Text Only (RTF)" href="/Documents/wfp-boe-sample-workforce-action-plan-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Sample Workforce Action Plan - </span>Text Only (RTF)</a></p><p> <a title="Download BOE's Supply and Demand Gap Analysis Template" href="/Documents/wfp-boe-supply-demand-template.pdf" target="_blank">BOE Supply and Demand Gap Analysis</a></p><p> <a title="Download BOE's Workforce Planning Lessons Learned Template" href="/Documents/wfp-boe-wfp-lessons-learned-template.pdf" target="_blank">BOE Workforce Planning Lessons Learned</a> | <a title="BOE Workforce Planning Lessons Learned - Text Only (RTF)" href="/Documents/wfp-boe-wfp-lessons-learned-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Workforce Planning Lessons Learned - </span>Text Only (RTF)</a></p><p> <a title="Download CalPERS Executive Readiness Assessment Form" href="/Documents/wfp-calpers-readiness-assessment-form.pdf" target="_blank">CalPERS Executive Readiness Assessment Form </a> | <a title="CalPERS Executive Readiness Assessment Form - Text Only (RTF)" href="/Documents/wfp-calpers-readiness-assessment-form.rtf" target="_blank"> <span class="hidden-off-screen">CalPERS Executive Readiness Assessment Form - </span>Text Only (RTF)</a></p><p> <a title="Download CalPERS Executive Succession Planning Guide" href="/Documents/wfp-calpers-executive-succession-planning-guide.pdf" target="_blank">CalPERS Executive Succession Planning Guide </a> | <a title="CalPERS Executive Succession Planning Guide - Text Only (RTF)" href="/Documents/wfp-calpers-executive-succession-planning-guide.rtf" target="_blank"> <span class="hidden-off-screen">CalPERS Executive Succession Planning Guide - </span>Text Only (RTF)</a></p><p> <a title="Download CalPERS Leader Development Plan form" href="/Documents/wfp-calpers-leader-development-plan.pdf" target="_blank">CalPERS Leader Development Plan</a> | <a title="CalPERS Leader Development Plan - Text Only (RTF)" href="/Documents/wfp-calpers-leader-development-plan.rtf" target="_blank"> <span class="hidden-off-screen">CalPERS Leader Development Plan - </span>Text Only (RTF)</a></p><p> <a title="CalTech Effective Workforce and Succession Planning for California's IT Workforce" href="http://cio.ca.gov/opd/pdf/wp/EffectiveWorkforcePlanning.pdf" target="_blank">CalTech Effective Workforce and Succession Planning for California's IT Workforce</a></p><p> <a title="Download the New Employee Onboarding Plan from the Department of Technology" href="http://www.cio.ca.gov/opd/pdf/New_Employee_Onboarding_Plan_Template.docx" target="_blank">CalTech Onboarding Plan</a></p><p> <a title="Download a list of questions to ask new employees at 30, 60, and 90 days from the Department of Technology" href="http://www.cio.ca.gov/opd/pdf/30-60-90_Day_Check_In_Interview_Questions.docx" target="_blank"> CalTech Onboarding 30/60/90 Day Check-In Questions</a></p><p> <a title="CalTech Tools and Templates for Effective Workforce Planning" href="http://cio.ca.gov/opd/wp/tools_templates.html" target="_blank">CalTech Tools and Templates for Effective Workforce Planning</a></p><p> <a title="Department of Finance Strategic Plan Guidelines" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.pdf" target="_blank">DOF Strategic Plan Guidelines</a> | <a title="DOF Strategic Plan Guidelines - Text Only (RTF)" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.rtf" target="_blank"> <span class="hidden-off-screen">DOF Strategic Plan Guidelines - </span>Text Only (RTF)</a></p><p> <a title="United States Office of Personnel Management Guidance for Agency-Specific Diversity and Inclusion Strategic Plans" href="/Documents/wfp-opm-guidance-for-agency-specific-diversity-and-inclusion-strategic-plans.pdf" target="_blank"> United States Office of Personnel Management Guidance for Agency-Specific Diversity and Inclusion Strategic Plans </a></p>
Implement a Workforce PlanImplement a Workforce Plan<p> <a title="Download CalHR's Workforce Planning Strategic Action Plan and Progress Report" href="/Documents/wfp-strategic-action-plan-and-progress-report.pdf"> CalHR Workforce Planning Strategic Action Plan and Progress Report </a> | <a title=" CalHR Workforce Planning Strategic Action Plan and Progress Report - Text Only (RTF)" href="/Documents/wfp-strategic-action-plan-and-progress-report.rtf"> <span class="hidden-off-screen"> CalHR Workforce Planning Strategic Action Plan and Progress Report - </span>Text Only (RTF)</a></p><p> <a title="Begin or refine a workforce plan with this detailed template" href="https://jobs.ca.gov/pdf/workforce%20plan%20template.docx"></a><a title="CalHR Workforce Plan Template" href="/Documents/wfp-workforce-plan-template.docx">CallHR Workforce Plan Template </a></p><p> <a title="Follow CalHR's seven steps to develop a solid workforce plan" href="/state-hr-professionals/Pages/State-of-California-Seven-Step-Workforce-Planning-Model.aspx"> </a> <a title="State of California Workforce Planning Model" href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx">State of California Workforce Planning Model </a> <a title="Follow CalHR's seven steps to develop a solid workforce plan" href="/state-hr-professionals/Pages/State-of-California-Seven-Step-Workforce-Planning-Model.aspx"></a> - Phase 4 </p><p> <a title="Download BOE's Sample Workforce Action Plan" href="/Documents/wfp-boe-sample-workforce-action-plan-template.pdf">BOE Sample Workforce Action Plan</a> | <a title="BOE Sample Workforce Action Plan - Text Only (RTF)" href="/Documents/wfp-boe-sample-workforce-action-plan-template.rtf"> <span class="hidden-off-screen">BOE Sample Workforce Action Plan - </span>Text Only (RTF)</a> </p>
Knowledge TransferKnowledge Transfer<p> <a title="Download the updated and revised presentation of Maximizing the Strengths of a Multigenerational Workplace" href="/Documents/wfp-revised-presentation-maximizing-the-strengths-of-a-multigenerational-workplace.pdf"> </a> | <a title=" - Text Only (RTF)" href="/Documents/wfp-revised-presentation-maximizing-the-strengths-of-a-multigenerational-workplace.rtf"> <span class="hidden-off-screen"> - </span>Text Only (RTF)</a><a title="Access training materials from the Developing a Workforce Plan training series" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx">Developing a Workforce Plan Training Materials </a></p><p> <a title="Watch the recorded webinar Maximizing the Strengths of a Multi-Generational Workplace" href="https://youtu.be/crVvc6giACA">Maximizing the Strengths of a Multi-Generational Workplace </a></p><p> <a title="Download CalHR's Competency Dictionary" href="/Documents/wfp-calhr-competency-dictionary.pdf"> CalHR Competency Dictionary </a> | <a title=" CalHR Competency Dictionary - Text Only (RTF)" href="/Documents/wfp-calhr-competency-dictionary.rtf"> <span class="hidden-off-screen"> CalHR Competency Dictionary - </span>Text Only (RTF)</a></p><p> <a title="State of California Leadership Competency Model" href="/Documents/wfp-State-of-California-Leadership-Competency-Model.pdf"> State of California Leadership Competency Model </a></p><p> <a title="Download current state worker retirement data from CalPERS" href="/Documents/wfp-calpers-2015-state-worker-retirements.pdf">Current State Worker Retirement Data</a> | <a title="Current State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2015-state-worker-retirements.rtf"> <span class="hidden-off-screen">Current State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> 2014 <a title="Download 2014 retirement data from CalPERS" href="/Documents/wfp-calpers-2014-state-worker-retirements.pdf">State Worker Retirement Data</a> | <a title="State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2014-state-worker-retirements.rtf"> <span class="hidden-off-screen">State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p>Article Sep 2015: <a href="https://www.td.org/Publications/Magazines/The-Public-Manager/Archives/2015/September/Silver-Tsunami-Still-at-Sea?mktcops=c.govt~c.human-capital&mktcois=c.public-sector~c.knowledge-management"> Silver Tsunami Still at Sea</a> - Development</p><p>Article May 2014: <a title="A new survey shows most governments are experiencing more retirements and also hiring more" href="http://www.governing.com/topics/mgmt/gov-survey-finds-increase-state-and-local-government-employee-retirements-hiring.html"> State and Local Government Retirements Are on the Rise</a>, The Wallace Foundation</p><p>Article Nov 2008: <a title="planning for the next generation" href="http://www.mckinsey.com/~/media/mckinsey/dotcom/client_service/public%20sector/pdfs/mck%20on%20govt/leadership%20and%20talent/tg_planning_next_generation.ashx"> Transforming Government "Planning for the Next Generation</a>, Mckinsey & Company</p><p> <a title="BOE Mentoring Program Handbook" href="/Documents/wfp-boe-mentoring-program-handbook.pdf">BOE Mentoring Program Handbook</a></p><p> <a title="Download BOE's Knowledge Transfer Action Plan Template" href="/Documents/wfp-boe-knowledge-transfer-action-plan-template.pdf">BOE Knowledge Transfer Action Plan</a> | <a title="BOE Knowledge Transfer Action Plan - Text Only (RTF)" href="/Documents/wfp-boe-knowledge-transfer-action-plan-template.rtf"> <span class="hidden-off-screen">BOE Knowledge Transfer Action Plan - </span>Text Only (RTF)</a></p><p> <a title="Download CalPERS Informal Mentoring Initiative presentation" href="/Documents/wfp-calpers-presentation-informal-mentoring-initiative.pdf">CalPERS Informal Mentoring Initiative </a></p><p> <a title="Download the CalPERS Informal Mentoring Toolkit for Executives and Senior Leaders" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-executives-and-senior-leaders.pdf"> CalPERS Informal Mentoring Toolkit for Executives and Senior Leaders</a> | <a title=" CalPERS Informal Mentoring Toolkit for Executives and Senior Leaders - Text Only (RTF)" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-executives-and-senior-leaders.rtf"> <span class="hidden-off-screen"> CalPERS Informal Mentoring Toolkit for Executives and Senior Leaders - </span>Text Only (RTF)</a></p><p> <a title="Download the CalPERS Informal Mentoring Toolkit for Managers and Supervisors" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-managers-and-supervisors.pdf">CalPERS Informal Mentoring Toolkit for Managers and Supervisors</a> | <a title="CalPERS Informal Mentoring Toolkit for Managers and Supervisors - Text Only (RTF)" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-managers-and-supervisors.rtf"> <span class="hidden-off-screen">CalPERS Informal Mentoring Toolkit for Managers and Supervisors - </span>Text Only (RTF)</a></p><p> <a title="CalSTRS Leadership Development and Succession Plan" href="http://www.calstrs.com/general-information/leadership-development-succession-plan">CalSTRS Leadership Development and Succession Plan</a></p><p> <a title="CalTech Effective Workforce and Succession Planning for California's IT Workforce" href="http://cio.ca.gov/opd/pdf/wp/EffectiveWorkforcePlanning.pdf">CalTech Effective Workforce and Succession Planning for California's IT Workforce</a></p><p> <a title="CalTech Tools and Templates for Effective Workforce Planning" href="http://cio.ca.gov/opd/wp/tools_templates.html">CalTech Tools and Templates for Effective Workforce Planning</a></p><p> <a title="Download Caltrans Knowledge Transfer Guidebook" href="https://www.google.com/url?q=http://www.dot.ca.gov/docs/ct_knowledge_transfer_guidebook.pdf&sa=U&ved=0ahUKEwiirKGVgsHLAhVB8mMKHYb_D2UQFggEMAA&client=internal-uds-cse&usg=AFQjCNEsJvvngvIjD_0r-MuecRVznFWmzg">Caltrans Knowledge Transfer Guidebook</a></p><p> <a title="DGS Knowledge Transfer Management Toolkit" href="http://www.dgs.ca.gov/ohr/Resources/Toolkits/KnowledgeTransferManagementToolkit.aspx">DGS Knowledge Transfer Management Toolkit</a></p>
Learning ManagementLearning Management<p> <a title="Download CalHR's Competency Dictionary" href="/Documents/wfp-calhr-competency-dictionary.pdf"> CalHR Competency Dictionary </a> | <a title=" CalHR Competency Dictionary - Text Only (RTF)" href="/Documents/wfp-calhr-competency-dictionary.rtf"> <span class="hidden-off-screen"> CalHR Competency Dictionary - </span>Text Only (RTF)</a></p><p> <a title="State of California Leadership Competency Model" href="/Documents/wfp-State-of-California-Leadership-Competency-Model.pdf"> State of California Leadership Competency Model </a></p><p> <a title="Download BOE's Employee Skills Gap Template" href="/Documents/wfp-boe-employee-skills-gap-template.pdf"> BOE Employee Skills Gap Template</a></p><p> <a title="Download BOE's Knowledge Skills and Training Inventory Template" href="/Documents/wfp-boe-knowledge-skills-training-template.pdf"> BOE Knowledge, Skills, and Training Inventory</a> | <a title=" BOE Knowledge, Skills, and Training Inventory - Text Only (RTF)" href="/Documents/wfp-boe-knowledge-skills-training-template.rtf"> <span class="hidden-off-screen"> BOE Knowledge, Skills, and Training Inventory - </span>Text Only (RTF)</a></p><p> <a title="CalTech Tools and Templates for Effective Workforce Planning" href="http://cio.ca.gov/opd/wp/tools_templates.html">CalTech Tools and Templates for Effective Workforce Planning</a></p><p> <a title="Watch the recorded webinar to learn about OSHPD's free learning management software called TRAIN" href="https://youtu.be/055leXPvOOU"> OSHPD TRAIN Learning Management Software Introduction</a> (also available in <a title="Download a PDF version of the recorded webinar" href="/Documents/wfp-intro-to-TRAIN-software-presentation.pdf">PDF format</a> | <a title="PDF format - Text Only (RTF)" href="/Documents/wfp-intro-to-TRAIN-software-presentation.rtf"> <span class="hidden-off-screen">PDF format - </span>Text Only (RTF)</a>)</p><p> <a title="Download the EULA for OSPHD's TRAIN learning management software" href="/Documents/wfp-EULA-for-TRAIN-software.pdf">OSHPD TRAIN Learning Management Software End-User License Agreement</a> | <a title="OSHPD TRAIN Learning Management Software End-User License Agreement - Text Only (RTF)" href="/Documents/wfp-EULA-for-TRAIN-software.rtf"> <span class="hidden-off-screen">OSHPD TRAIN Learning Management Software End-User License Agreement - </span>Text Only (RTF)</a></p>
NetworkingNetworking<p> Sign up for the <a href="mailto:%20wfp@calhr.ca.gov" target="_blank">Workforce Planning Email Listserv </a>- Prior to sending emails to the Workforce Planning Listserv read the <a href="/Documents/wfp-listserv-etiquette.pdf" target="_blank">Workforce Planning Etiquette</a> | <a href="/Documents/wfp-listserv-etiquette.rtf" target="_blank">Text Only (RTF)</a></p><p> <a title="Statewide Workforce Planning and Recruitment's quarterly meeting information" href="/state-hr-professionals/Pages/quarterly-workforce-planning-coordinators-meeting.aspx" target="_blank">Quarterly Workforce Planning Professionals Meeting </a></p><p> <a title="Upcoming State Recruiters Round Table meetings" href="http://www.staterecruiters.org/upcoming-meetings/" target="_blank">State Recruiters Round Table</a></p><p> <a title="download a list of individuals who can answer questions about special assignments at their departments" href="/Documents/wfp-special-assignments-resource-list.pdf" target="_blank">Special Assignments List</a> | <a title="Special Assignments List - Text Only (RTF)" href="/Documents/wfp-special-assignments-resource-list.rtf" target="_blank"> <span class="hidden-off-screen">Special Assignments List - </span>Text Only (RTF)</a></p>
RecruitmentRecruitment<p> <a title="Statewide Recruitment" href="/state-hr-professionals/Pages/Statewide-Recruitment.aspx" target="_blank">Statewide Recruitment </a>- Get information about upcoming recruitment events and classifications with increased recruitment needs</p><p> Contact the <a title="Statewide Recruiter" href="mailto:Brandon.Littlejohn@calhr.ca.gov" target="_blank"> Statewide Recruiter </a></p><p> <a title="Identify your department's future workforce needs starting at the division level" href="/Documents/wfp-workforce-planning-survey-and-development-tool.pdf" target="_blank"> CalHR Survey & Development Tool </a> | <a title=" CalHR Survey & Development Tool - Text Only (RTF)" href="/Documents/wfp-workforce-planning-survey-and-development-tool.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Survey & Development Tool - </span>Text Only (RTF)</a> (request the <a href="mailto:wfp@calhr.ca.gov?Subject=Request%20Online%20Survey%20and%20Development%20Tool" target="_blank">online version</a>)</p><p> <a title="State of California Leadership Competency Model" href="/Documents/wfp-State-of-California-Leadership-Competency-Model.pdf" target="_blank"> State of California Leadership Competency Model </a></p><p>Article Feb 2016: <a href="https://www.shrm.org/hrdisciplines/staffingmanagement/articles/pages/5-recruiting-trends-2016.aspx" target="_blank"> <font color="#0066cc">5 Recruiting Trends for 2016</font></a>, SHRM</p><p> <a title="Download BOE's Projected Workforce Needs Matrix Template" href="/Documents/wfp-boe-workforce-needs-matrix-template.pdf" target="_blank">BOE Projected Workforce Needs Matrix</a> | <a title="BOE Projected Workforce Needs Matrix - Text Only (RTF)" href="/Documents/wfp-boe-workforce-needs-matrix-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Projected Workforce Needs Matrix - </span>Text Only (RTF)</a></p><p> <a title="CalTech Effective Workforce and Succession Planning for California's IT Workforce" href="http://cio.ca.gov/opd/pdf/wp/EffectiveWorkforcePlanning.pdf" target="_blank">CalTech Effective Workforce and Succession Planning for California's IT Workforce</a></p><p> <a title="CalTech Tools and Templates for Effective Workforce Planning" href="http://cio.ca.gov/opd/wp/tools_templates.html" target="_blank">CalTech Tools and Templates for Effective Workforce Planning</a></p><p> <a title="Upcoming State Recruiters Round Table meetings" href="http://www.staterecruiters.org/upcoming-meetings/" target="_blank">State Recruiters Round Table</a></p>
RetentionRetention<p> <a title="Access training materials from the Developing a Workforce Plan training series" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">Developing a Workforce Plan Training Materials </a></p><p> <a title="Recruitment and Retention Program page" href="/state-hr-professionals/Pages/Recruitment-and-Retention-Program.aspx" target="_blank"> CalHR Recruitment and Retention Program </a></p><p> <a title="Watch the recorded webinar Maximizing the Strengths of a Multi-Generational Workplace" href="https://youtu.be/crVvc6giACA" target="_blank">Maximizing the Strengths of a Multi-Generational Workplace </a></p><p> <a title="Download current state worker retirement data from CalPERS" href="/Documents/wfp-calpers-2015-state-worker-retirements.pdf" target="_blank">Current State Worker Retirement Data</a> | <a title="Current State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2015-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">Current State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> 2014 <a title="Download 2014 retirement data from CalPERS" href="/Documents/wfp-calpers-2014-state-worker-retirements.pdf" target="_blank">State Worker Retirement Data</a> | <a title="State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2014-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> <a title="Identify your department's future workforce needs starting at the division level" href="/Documents/wfp-workforce-planning-survey-and-development-tool.pdf" target="_blank"> CalHR Survey & Development Tool </a> | <a title=" CalHR Survey & Development Tool - Text Only (RTF)" href="/Documents/wfp-workforce-planning-survey-and-development-tool.rtf" target="_blank"> <span class="hidden-off-screen"> CalHR Survey & Development Tool - </span>Text Only (RTF)</a> (request the <a href="mailto:wfp@calhr.ca.gov?Subject=Request%20Online%20Survey%20and%20Development%20Tool" target="_blank">online version</a>)</p><p><a href="/state-hr-professionals/pages/Onboarding.aspx" target="_blank">CalHR Statewide Onboarding Program</a></p><p>Article August 2016: <a href="https://hbr.org/2016/08/how-to-make-your-one-on-ones-with-employees-more-productive">How to Make Your One-on Ones with Employees More Productive</a>, Harvard Business Review</p><p>Article May 2014: <a title="A new survey shows most governments are experiencing more retirements and also hiring more" href="http://www.governing.com/topics/mgmt/gov-survey-finds-increase-state-and-local-government-employee-retirements-hiring.html" target="_blank"> State and Local Government Retirements Are on the Rise</a>, The Wallace Foundation</p><p>Article Mar 2014: <a title="Forbes article: Why Companies Fail To Engage Today's Workforce: The Overwhelmed Employee" href="http://www.forbes.com/sites/joshbersin/2014/03/15/why-companies-fail-to-engage-todays-workforce-the-overwhelmed-employee/" target="_blank"> Why Companies Fail To Engage Today's Workforce: The Overwhelmed Employee</a>, Forbes</p><p>Article: <a href="http://www.joangarry.com/keep-best-employees/">5 Ways to Make Your Best Employees Never Want to Leave</a>, Joan Garry Consulting</p><p> <a title="BOE Mentoring Program Handbook" href="/Documents/wfp-boe-mentoring-program-handbook.pdf" target="_blank">BOE Mentoring Program Handbook</a></p><p> <a title="CalTech Effective Workforce and Succession Planning for California's IT Workforce" href="http://cio.ca.gov/opd/pdf/wp/EffectiveWorkforcePlanning.pdf" target="_blank">CalTech Effective Workforce and Succession Planning for California's IT Workforce</a></p><p> <a title="Download the New Employee Onboarding Plan from the Department of Technology" href="http://www.cio.ca.gov/opd/pdf/New_Employee_Onboarding_Plan_Template.docx" target="_blank">CalTech Onboarding Plan</a></p><p> <a title="Download the Onboarding Pre-Arrival Checklist from the Department of Technology" href="http://www.cio.ca.gov/opd/pdf/Onboarding_Checklist_PreArrival.docx" target="_blank">CalTech Onboarding Pre-Arrival Checklist</a></p><p> <a title="Download a list of questions to ask new employees at 30, 60, and 90 days from the Department of Technology" href="http://www.cio.ca.gov/opd/pdf/30-60-90_Day_Check_In_Interview_Questions.docx" target="_blank"> CalTech Onboarding 30/60/90 Day Check-In Questions</a></p><p> <a title="CalTech Tools and Templates for Effective Workforce Planning" href="http://cio.ca.gov/opd/wp/tools_templates.html" target="_blank">CalTech Tools and Templates for Effective Workforce Planning</a></p>
Succession PlanningSuccession Planning<p> <a title="State of California Succession Planning Model" href="/state-hr-professionals/Pages/State-of-California-Succession-Planning-Model.aspx" target="_blank">State of California Succession Planning Model </a></p><p><a href="/state-hr-professionals/Documents/leadership_succession_planning_survey.pdf">Leadership Succession Planning Survey </a>| <a href="/state-hr-professionals/Documents/leadership_succession_planning_survey.rtf">Text Only (RTF)</a> - To request a SurveyMonkey version email wfp@calhr.ca.gov. Please note, the survey was designed for CalHR and may have to be tailored to fit the unique needs of your organization.</p><p> <a title="CalHR Readiness Assessment" href="/Documents/wfp-candidate-application-form.pdf" target="_blank"> CalHR Candidate Application </a></p><p> <a href="/Documents/wfp-readiness-assessment.pdf" target="_blank"> CalHR Readiness Assessment </a></p><p> <a title="Access training materials from the Developing a Workforce Plan training series" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">Developing a Workforce Plan Training Materials </a></p><p> <a title="Watch the recorded webinar Maximizing the Strengths of a Multi-Generational Workplace" href="https://youtu.be/crVvc6giACA" target="_blank">Maximizing the Strengths of a Multi-Generational Workplace </a> </p><p> <a title="Download current state worker retirement data from CalPERS" href="/Documents/wfp-calpers-2015-state-worker-retirements.pdf" target="_blank">Current State Worker Retirement Data</a> | <a title="Current State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2015-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">Current State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> 2014 <a title="Download 2014 retirement data from CalPERS" href="/Documents/wfp-calpers-2014-state-worker-retirements.pdf" target="_blank">State Worker Retirement Data</a> | <a title="State Worker Retirement Data - Text Only (RTF)" href="/Documents/wfp-calpers-2014-state-worker-retirements.rtf" target="_blank"> <span class="hidden-off-screen">State Worker Retirement Data - </span>Text Only (RTF)</a> </p><p> <a title="State of California Leadership Competency Model" href="/Documents/wfp-State-of-California-Leadership-Competency-Model.pdf" target="_blank"> State of California Leadership Competency Model </a></p><p>Article Feb 2016: <a href="http://www.governing.com/topics/mgmt/col-government-workforce-importance-succession-planning.html" target="_blank"> <span style="text-decoration:underline;"> <font color="#0066cc">Why Governments Need to Ramp Up Succession Planning</font></span></a>, Governing</p><p>Article Sep 2015: <a href="https://www.td.org/Publications/Magazines/The-Public-Manager/Archives/2015/September/Silver-Tsunami-Still-at-Sea?mktcops=c.govt~c.human-capital&mktcois=c.public-sector~c.knowledge-management" target="_blank"> Silver Tsunami Still at Sea</a></p><p>Article May 2014: <a title="IBM " href="http://businessofgovernment.org/sites/default/files/Best%20Practices%20for%20Succession%20Planning%20in%20Federal%20Government%20STEMM%20Positions.pdf" target="_blank"> Best Practices for Succession Planning in Federal Government STEMM Positions,</a> IBM</p><p>Article May 2014: <a title="A new survey shows most governments are experiencing more retirements and also hiring more" href="http://www.governing.com/topics/mgmt/gov-survey-finds-increase-state-and-local-government-employee-retirements-hiring.html" target="_blank"> State and Local Government Retirements Are on the Rise</a>, The Wallace Foundation</p><p>Article Apr 2009: <a title="Bersin The Modern Approach to Workforce Planning" href="http://fm.sap.com/data/upload/files/the_modern_approach_to_workforce_planning.pdf" target="_blank">The Modern Approach to Workforce Planning</a>, Bersin</p><p>Article Nov 2008: <a title="plannng for the next generation" href="http://www.mckinsey.com/~/media/mckinsey/dotcom/client_service/public%20sector/pdfs/mck%20on%20govt/leadership%20and%20talent/tg_planning_next_generation.ashx" target="_blank"> Transforming Government "Planning for the Next Generation</a>, Mckinsey & Company</p><p>Article May 2002: <a title="WisdomNet " href="http://tshra.org/Misc/Effective%20Succession%20Planning.pdf" target="_blank">Effective Succession Planning: The Public Sector Imperative,</a> WisdomNet</p><p> <a title="BOE Mentoring Program Handbook" href="/Documents/wfp-boe-mentoring-program-handbook.pdf" target="_blank">BOE Mentoring Program Handbook</a></p><p> <a title="Download CalPERS Executive Readiness Assessment Form" href="/Documents/wfp-calpers-readiness-assessment-form.pdf" target="_blank">CalPERS Executive Readiness Assessment Form </a> | <a title="CalPERS Executive Readiness Assessment Form - Text Only (RTF)" href="/Documents/wfp-calpers-readiness-assessment-form.rtf" target="_blank"> <span class="hidden-off-screen">CalPERS Executive Readiness Assessment Form - </span>Text Only (RTF)</a></p><p> <a title="Download CalPERS Executive Succession Planning Guide" href="/Documents/wfp-calpers-executive-succession-planning-guide.pdf" target="_blank">CalPERS Executive Succession Planning Guide </a> | <a title="CalPERS Executive Succession Planning Guide - Text Only (RTF)" href="/Documents/wfp-calpers-executive-succession-planning-guide.rtf" target="_blank"> <span class="hidden-off-screen">CalPERS Executive Succession Planning Guide - </span>Text Only (RTF)</a></p><p> <a title="Download CalPERS Leader Development Plan form" href="/Documents/wfp-calpers-leader-development-plan.pdf" target="_blank">CalPERS Leader Development Plan</a> | <a title="CalPERS Leader Development Plan - Text Only (RTF)" href="/Documents/wfp-calpers-leader-development-plan.rtf" target="_blank"> <span class="hidden-off-screen">CalPERS Leader Development Plan - </span>Text Only (RTF)</a></p><p> <a title="CalTech Effective Workforce and Succession Planning for California's IT Workforce" href="http://cio.ca.gov/opd/pdf/wp/EffectiveWorkforcePlanning.pdf" target="_blank">CalTech Effective Workforce and Succession Planning for California's IT Workforce</a></p><p> <a title="CalTech Tools and Templates for Effective Workforce Planning" href="http://cio.ca.gov/opd/wp/tools_templates.html" target="_blank">CalTech Tools and Templates for Effective Workforce Planning</a></p><p> <a title="United States General Accounting Office Succession Planning Best Practices" href="http://www.gao.gov/assets/120/110391.pdf" target="_blank">United States General Accounting Office Succession Planning Best Practices</a></p>
Training about Workforce and Succession PlanningTraining about Workforce and Succession Planning<p> <a title="Free on-demand trainings on a variety of workforce planning topics" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx"> Statewide Workforce Planning and Recruitment Unit Trainings Page </a></p>

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