print logo
Main Content Anchor

Workforce Planning Toolkit

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

New and Revised​​​

To provide guidance and incorporate legislative changes to GC 19797 ​the following tools have been updated as of 12/19/2023​:

​​*For prior versions of the tools listed above, please contact us at wfp@calhr.ca.gov.​


​Tools by Category

Give Us Your Feedback

 

 

Analyze Workforce DataAnalyze Workforce Data<p>​​<a title="Bureau of Labor Statistics on Employment" href="http://www.bls.gov/bls/employment.htm" target="_blank">Bureau of Labor Statistics on Employment</a><br></p><p>CalHR Classification Risk Assessment Flowchart <a href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.pdf" target="_blank">PDF </a>​<br></p><p><strong>*Updated</strong><strong>*</strong>CalHR Competency Survey Rev 11/2023 <a href="/workforce-planning/Documents/wfp-competency-identification-survey-rev-11-2023.pdf" target="_blank">PDF</a>​<br></p><p>CalHR Key Position Worksheet <a href="/workforce-planning/Documents/Key%20Positions%20Worksheet.pdf" target="_blank">PDF</a><br></p><p>CalHR <a title="Position Risk Assessment Calculator" href="/workforce-planning/Documents/Position%20Risk%20Assessment%20Calculator.xlsx" target="_blank">Position Risk Assessment Calculator</a> <a title="PDF" href="/workforce-planning/Documents/Position%20Risk%20Assessment%20Calculator.pdf" target="_blank">PDF</a>​</p><p>CalHR WFP Survey Development Tool <a href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20Development%20Tool.dotx" target="_blank">DOCx </a>| <a href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20Development%20Tool.pdf" target="_blank">PDF</a>​<br></p><p>CalHR Workforce Data Analysis Methodology <a title="workforce data analysis methodology" href="/workforce-planning/Documents/Workforce%20Data%20Analysis%20Methodology.pdf" target="_blank">PDF</a> <span class="hidden-off-screen">​ CalHR Workforce Data Analysis Methodology - </span></p><p>CalHR Workforce Data Workbook Template <a title="calhr workforce data workbook template" href="/workforce-planning/Documents/Workforce%20Data%20Workbook.xlsx" target="_blank">XLSX</a></p><p>CalHR Workforce Data Workbook 2022 Instructions <a href="/workforce-planning/Documents/Workforce%20Data%20Workbook%20Instructions%202022.pdf" target="_blank">PDF</a>​<br></p><p> <strong>*Updated*</strong>CalHR Workforce Plan Template <br><a href="/workforce-planning/Documents/wfp-workforce-plan-template.pdf">PDF</a> | <a href="/workforce-planning/Documents/wfp-workforce-plan-template.docx">DOCx</a> | <a href="/workforce-planning/Documents/wfp-workforce-plan-template-blank.docx">Blank Template DOCx</a>​​​<br></p><p><a href="/state-hr-professionals/Pages/workforce-planning-statistics.aspx" target="_blank">CalHR Workforce Planning Statistics</a></p><p><a title="CalHR Workforce Planning Trainings" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">CalHR Workforce Planning Trainings</a></p><p>CDTFA Employee Skills Gap Template <a href="/Documents/wfp-cdtfa-employee-skills-gap-template.pdf" target="_blank">PDF</a></p><p>CDTFA Knowledge, Skills, and Training Inventory <a href="/workforce-planning/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF</a>​​​<br></p><p>CDTFA Supply and Demand Gap Analysis Template <a href="/Documents/wfp-cdtfa-supply-demand-template.pdf" target="_blank">PDF</a></p><p>CDTFA Workforce Needs Matrix <a href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.pdf" target="_blank">PDF</a> <br></p><p>DCSS Workforce Data Workbook Template <a title="DCSS Workforce Data Workbook Template" href="https://calhr.ca.gov/workforce-planning/Documents/DCSS%20Workforce%20Data%20Workbook%20Template.xlsx" target="_blank">XLSX</a></p><p>DCSS Workforce Data Reporting Dashboard Template <a href="/workforce-planning/Documents/DCSS%20Workforce%20Data%20Reporting%20Dashboard%20Template.pdf" target="_blank">PDF</a>​<br></p><p><a title="Employment Development Department - California Labor Market Information" href="http://www.labormarketinfo.edd.ca.gov/" target="_blank">Employment Development Department - California Labor Market Information</a> <a href="/workforce-planning/Documents/Labor%20Market%20Research%20Handout.pdf" target="_blank">PDF</a>​<br></p><p>Labor Market Research <a href="/workforce-planning/Documents/Labor%20Market%20Research%20Handout.pdf" target="_blank">PDF</a>​​<br></p><p>*<strong>Updated*</strong> Leadership Succession Planning Survey Rev. 11/2023 <a href="/workforce-planning/Documents/wfp-leadership-succession-planning-survey-rev-11-2023.pdf" target="_blank">PDF</a>​ <br><span style="font-size:1em;"><strong>Note: </strong>The survey was designed for CalHR and may need to be customized to fit the unique needs of your organization.​</span></p><p><a title="State of California Competency Models " href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models </a></p><p> <a title="State of California Workforce Planning Model - Phase 2 " href="https://calhr.ca.gov/state-hr-professionals/Pages/phase-2-gather-and-analyze-organizational-data-for-the-workforce-plan.aspx" target="_blank">State of California Workforce Planning Model - Phase 2</a> </p><p><a href="/Pages/statewide-reports.aspx" target="_blank">Statewide Civil Service Demographic Statistical Reports</a></p><p><a href="/Pages/workforce-analysis.aspx" target="_blank">Statewide Civil Service Departmental Demographic Reports</a><a href="/Pages/statewide-reports.aspx" target="_blank"></a></p>
Begin a Workforce and Succession PlanBegin a Workforce and Succession Plan<p>​​​​​​Article 2018: <a href="https://www.gacities.com/Resources/Reference-Articles/A-State-and-Local-Government-Leader%e2%80%99s-Guide-to-Bui.aspx" target="_blank">A State and Local Government's Guide to Building the Public Workforce of the Future,​</a> eRepublic</p><p>Article 2018:<a href="https://hcmg.wbresearch.com/downloads/the-2018-hcmg-state-of-human-capital-management-in-government-report" target="_blank"><span>Developing the Strategies and Technologies to Support America's Workforce,​​</span> </a>Human Capital Management in Government<br></p><p>Article Jan 2016: <a title="4 Strategic Planning Exercises That You Should Do Annually" href="https://www.entrepreneur.com/article/253234" target="_blank">4 Strategic Planning Exercises That You Should Do Annually</a>, Entrepreneur</p><p>CalHR Steering Committee Roles and Responsibilities <a title="steering committee roles and responsibilities" href="/workforce-planning/Documents/Steering%20Committee%20Roles%20and%20Responsibilities.pdf" target="_blank">PDF</a> <br></p><p><strong>*Updated*</strong> CalHR Succession Plan Template  <a href="/workforce-planning/Documents/wfp-succession-management-plan-template.pdf" target="_blank">PDF</a> | <a href="/workforce-planning/Documents/wfp-succession-management-plan-template.docx" target="_blank">DOCx </a>| <a href="/workforce-planning/Documents/wfp-succession-management-plan-template-blank.docx" target="_blank">Blank Template DOCx ​</a>​​<br></p><p><span style="font-size:1em;">CalHR Workforce Data Analysis Methodology </span><a title="workforce data analysis methodology" href="/workforce-planning/Documents/Workforce%20Data%20Analysis%20Methodology.pdf" target="_blank" style="font-size:1em;">PDF</a><span style="font-size:1em;"> </span></p><p>CalHR Workforce Planning Survey Development Tool <a href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20Development%20Tool.dotx" target="_blank">DOCx</a>​ |<a href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20Development%20Tool.pdf" target="_blank">PDF</a>​​<br></p><p><strong>*Updated*</strong> CalHR Workforce Plan Template <a href="/workforce-planning/Documents/wfp-workforce-plan-template.pdf">PDF</a> | <a href="/workforce-planning/Documents/wfp-workforce-plan-template.docx">DOCx </a>| <a href="/workforce-planning/Documents/wfp-workforce-plan-template-blank.docx">Blank Template DOCx</a>​​​<br></p><p><a title="CalHR Workforce Planning Trainings" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">CalHR Workforce Planning Trainings</a></p><p>CDTFA Employee Skills Gap Template <a href="/Documents/wfp-cdtfa-employee-skills-gap-template.pdf" target="_blank">PDF</a></p><p>CDTFA Knowledge, Skills, and Training Inventory <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF</a> <br></p><p>CDTFA Supply and Demand Gap Analysis Template <a href="/Documents/wfp-cdtfa-supply-demand-template.pdf" target="_blank">PDF</a></p><p>CDTFA Workforce Needs Matrix <a href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.pdf" target="_blank">PDF</a> |<br></p><p> <a title="State of California Competency Models" href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models</a></p><p><a title="Workforce Planning Model Phase 1" href="/state-hr-professionals/Pages/Phase-1---Set-the-Strategic-Direction-for-the-Workforce-Plan.aspx" target="_blank">State of California Workforce Planning Model - Phase 1 </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-Management-Model.aspx" target="_blank">State of California Succession Management Model </a></p><p> <a href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models</a><br></p><p>Occupational Information Network <a href="https://www.onetonline.org/" target="_blank">O*Net Online</a></p><p><a href="/workforce-planning/Documents/wfp-onet-standard-occupational-codes-soc-mapping-to-state-classifications-scoma.xlsx">O*Net Standard Occupational Code to State Classifications Mapping</a>​<a href="https://www.onetonline.org/" target="_blank">​</a><br></p><p>DOF Strategic Plan Guidelines <a title="PDF" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.pdf" target="_blank">PDF</a> <br></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><br></p>
Employee DevelopmentEmployee Development<p>​​​​​​​Advancing Your State Career: Professional Development Resources for State Employees <a href="/workforce-planning/Documents/wfp-advancing-your-state-career.pdf">PDF</a>​<br></p><p><a href="/Training/Pages/CalHR-Course-Information.aspx" target="_blank">CalLearns Course to Competency Mapping ​</a>​<br></p><p><a title="CalHR ​Non-Traditional Apprenticeship Program" href="/employees/Pages/apprenticeship-programs.aspx" target="_blank">CalHR ​Non-Traditional Apprenticeship Program​</a></p><p>CDT Premier Advantage California eLearning (PACe) Course to CalHR Competency Mapping <a href="/workforce-planning/Documents/CDT%20PACe%20Courses%20Mapped%20to%20CalHR%20Competencies.pdf" target="_blank">PDF</a> | ​​​<a href="/workforce-planning/Documents/CDT%20PACe%20Courses%20Mapped%20to%20CalHR%20Competencies.xlsx" target="_blank">XLS</a>​<br></p><p>CDTFA Employee Skills Gap Template <a href="/Documents/wfp-cdtfa-employee-skills-gap-template.pdf" target="_blank">PDF</a></p><p>CDTFA Knowledge, Skills, and Training Inventory <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF </a><br></p><p>Division Training Plan Sample <a href="/workforce-planning/Documents/Division%20Training%20Plan%20Sample.pdf" target="_blank">PDF </a><br></p><p><a href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models</a></p>
Evaluate Workforce and Succession PlansEvaluate Workforce and Succession Plans<p><strong>​​​*Updated* </strong>CalHR Succession Management Plan Checklist  Rev 12/2023 <a href="/workforce-planning/Documents/wfp-succession-management-plan-checklist-2023.pdf" target="_blank">PDF</a> | <a href="/workforce-planning/Documents/Succession%20Management%20Plan%20Checklist_2023.docx" target="_blank">DOCx </a>​| <br></p><p><strong>​​*Updated* ​</strong>CalHR Workforce Plan Checklist  Rev 12/2023 <a href="/workforce-planning/Documents/wfp-workforce-plan-checklist-2023.pdf" target="_blank">PDF </a> | <a href="/workforce-planning/Documents/Workforce%20Plan%20Checklist_2023.docx">DOCx </a>​​​<br></p><p> <a title="Workforce Planning Model Phase 5" href="/state-hr-professionals/Pages/Phase-5---Evaluate-the-Workforce-Plan.aspx" target="_blank">State of California Workforce Planning Model - Phase 5 </a></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" target="_blank"> 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" target="_blank">State of Delaware Workforce Planning Guide</a></p><p> <a href="https://mn.gov/mmb/assets/mn-state-workforce-report-2015_tcm1059-154960.pdf" target="_blank">State of Minnesota Workforce Planning Report</a></p><p> <a title="State of Ohio Workforce Planning Overview" href="http://wfp.das.ohio.gov/LinkClick.aspx?fileticket=G273W4jcMbU%3D" target="_blank">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="/state-hr-professionals/Documents/wfp-calhr-wfp.pdf" target="_blank">CalHR Workforce Plan 2018 - 2021</a></p><p><a href="/workforce-planning/Documents/CalHR%20Succession%20Plan.pdf" target="_blank">CalHR Succession Plan 2017-2021</a>​<br></p><p> BCSH 2017 Workforce Plan <a href="/workforce-planning/Documents/BCSH%20WFP%202021.pdf" target="_blank">PDF </a><br></p><p>CalFire Succession Plan <a href="/workforce-planning/Documents/wfp-calfire-sp-2021.pdf" target="_blank">PDF</a><br></p><p>CalOES Succession Plan <a href="/workforce-planning/Documents/Cal%20OES%20SP%202023%20Accessible%20format.pdf" target="_blank">PDF</a>​<br></p><p>CalOES 2023 Workforce Plan <a href="/workforce-planning/Documents/Cal%20OES%20Workforce%20Plan%202023.pdf" target="_blank">PDF</a>​<br></p><p> CalPERS Workforce Plan <a href="https://www.calpers.ca.gov/page/forms-publications/workforce-plan-2018-22" target="_blank">PDF​</a><br></p><p>CalPERS 2018 Succession Plan <a href="https://www.google.com/url?client=internal-element-cse&cx=001779225245372747843:bay2jf0erxa&q=https://www.calpers.ca.gov/page/forms-publications/succession-plan-2018-22&sa=U&ved=2ahUKEwjmkdfs3e-EAxW8E0QIHS85ABgQFnoECAQQAg&usg=AOvVaw3dxPTH9wawfh72iU5owM6y" target="_blank">PDF</a>​<br></p><p>Cal Student Aid Commission Succession Plan <a href="/workforce-planning/Documents/wfp-csac-sm-2022.pdf" target="_blank">PDF</a><br></p><p> CalSTRS Leadership Development & Succession Plan <a href="https://www.calstrs.com/leadership-development-and-succession-plan#body_file-8f1ae7b6-cb78-42b9-b956-1f15088ba5fd" target="_blank">PDF</a><br></p><p> Caltrans 2010 CEA Succession <a title="PDF" href="/Documents/wfp-caltrans-2010-workforce-plan-introduction.pdf" target="_blank">PDF</a> </p><p>Commission on Teacher Credentialing Succession Plan <a href="/workforce-planning/Documents/wfp-ctc-sm-2023.docx.pdf" target="_blank">PDF</a><br></p><p>DCA Workforce and Succession Plan <a href="https://www.google.com/url?client=internal-element-cse&cx=001779225245372747843:uopx5iwl8os&q=https://www.dca.ca.gov/publications/workforceplan.pdf&sa=U&ved=2ahUKEwjb7_nZ3--EAxWaIjQIHZwZB7QQFnoECAIQAQ&usg=AOvVaw1JKduoVKUKcNN7NhIm7myi" target="_blank">​PDF</a><br></p><p>Dept. of Managed Healthcare Workforce and Succession Plan <a href="/workforce-planning/Documents/wfp-dmhc-wfp-sp-2023.pdf" target="_blank">PDF</a><br></p><p>Fair Political Practices Commission Workforce and Succession Plan <a href="/workforce-planning/Documents/wfp-fppc-wfp-sp-2023.pdf" target="_blank">PDF</a></p><p>Housing and Community Development Workforce Plan <a href="/workforce-planning/Documents/wfp-hcd-wfp-2023.pdf" target="_blank">PDF</a><br></p><p>Housing and Community Development Succession Plan <a href="/workforce-planning/Documents/wfp-hcd-sp-2023.pdf" target="_blank">PDF</a>​​<br></p>
Generations in the WorkplaceGenerations in the Workplace<p>​ <a href="https://youtu.be/crVvc6giACA" target="_blank">Maximizing the Strengths of a Multi-Generational Workplace</a> video</p><p><a href="/state-hr-professionals/Pages/workforce-planning-statistics.aspx" target="_blank">Workforce Planning Statistics </a>webpage</p><p>CDTFA Mentoring Program Handbook <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> <br></p><p>Article October 2016: <a href="http://www.governing.com/topics/mgmt/gov-government-employee-cross-generation-survey.html" target="_blank">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/" target="_blank">3 Steps for Bridging the Gap With New Hires</a>, Government Executive</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></p> <p> <a title="State of California Succession Planning Model" href="/state-hr-professionals/Pages/State-of-California-Succession-Management-Model.aspx" target="_blank">State of California Succession Management Model </a></p><p>Transition Plan Template <a href="/workforce-planning/Documents/Transition%20Plan%20Template.pdf" target="_blank">PDF</a>​​<br></p><p>CalHR Governance Charter Sample Template <a href="/workforce-planning/Documents/Governance%20Charter%20Sample%20Template.pdf" target="_blank">PDF</a><br></p><p>CalHR Mentorship Model <a href="/workforce-planning/Documents/CalHR%20Mentorship%20Model%20June%202022.pdf" target="_blank">PDF</a><br></p><p><strong>*Updated* </strong>CalHR Succession Management Plan Template <a href="/workforce-planning/Documents/wfp-succession-management-plan-template.pdf" target="_blank">PDF</a> | <a href="/workforce-planning/Documents/wfp-succession-management-plan-template.docx" target="_blank">DOCx</a> | <a href="/workforce-planning/Documents/wfp-succession-management-plan-template-blank.docx" target="_blank">Blank Template DOCx</a>​<br></p><p>CalHR Workforce Data Workbook Template <a title="calhr workforce data workbook template" href="/workforce-planning/Documents/Workforce%20Data%20Workbook.xlsx" target="_blank">XLSX</a><br></p><p>CalHR Workforce Data Workbook Instructions <a href="/workforce-planning/Documents/Workforce%20Data%20Workbook%20Instructions%202022.pdf" target="_blank">PDF</a>​<br></p><p>*<strong>Updated* </strong>CalHR Workforce Plan Template <a href="/workforce-planning/Documents/wfp-workforce-plan-template.pdf">PDF</a> | <a href="/workforce-planning/Documents/wfp-workforce-plan-template.docx">DOCx</a> | <a href="/workforce-planning/Documents/wfp-workforce-plan-template-blank.docx">Blank Template DOCx</a>​​​<br></p><p> CDTFA Employee Skills Gap <a title="Download BOE's Employee Skills Gap Template" href="/Documents/wfp-cdtfa-employee-skills-gap-template.pdf" target="_blank">PDF</a> <br></p><p> CDTFA Knowledge Transfer Action Plan <a title="Download BOE's Knowledge Transfer Action Plan Template" href="/Documents/wfp-cdtfa-knowledge-transfer-action-plan-template.pdf" target="_blank">PDF</a> <span class="hidden-off-screen"><a title="BOE Knowledge Transfer Action Plan - Text Only (RTF)" href="/Documents/wfp-cdtfa-knowledge-transfer-action-plan-template.rtf" target="_blank">BOE Knowledge Transfer Action Plan -</a></span></p><p>CDTFA Knowledge, Skills, and Training Inventory <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF </a><br></p><p>CDTFA Mentoring Program Handbook <a title="PDF" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF </a><br></p><p> ​CDTFA Projected Workforce Needs Matrix <a title="Download BOE's Projected Workforce Needs Matrix Template" href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.pdf" target="_blank">PDF</a>       <span class="hidden-off-screen"><a title="BOE Projected Workforce Needs Matrix - Text Only (RTF)" href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.rtf" target="_blank">BOE Projected Workforce Needs Matrix -</a></span></p><p> CDTFA Sample Workforce Action Plan <a title="Download BOE's Sample Workforce Action Plan" href="/Documents/wfp-cdtfa-sample-workforce-action-plan-template.pdf" target="_blank">PDF</a> <br></p><p> CDTFA Supply and Demand Gap Analysis <a title="Download BOE's Supply and Demand Gap Analysis Template" href="/Documents/wfp-cdtfa-supply-demand-template.pdf" target="_blank">PDF</a> <br></p><p> CDTFA Workforce Planning Lessons Learned <a title="Download BOE's Workforce Planning Lessons Learned Template" href="/Documents/wfp-boe-wfp-lessons-learned-template.pdf" target="_blank">PDF</a>     <span class="hidden-off-screen"><a title="BOE Workforce Planning Lessons Learned - Text Only (RTF)" href="/Documents/wfp-boe-wfp-lessons-learned-template.rtf" target="_blank">BOE Workforce Planning Lessons Learned -</a></span></p><p> CalPERS Executive Readiness Assessment Form <a title="Download CalPERS Executive Readiness Assessment Form" href="/Documents/wfp-calpers-readiness-assessment-form.pdf" target="_blank">PDF </a> <br></p><p> CalPERS Executive Succession Planning Guide <a title="Download CalPERS Executive Succession Planning Guide" href="/Documents/wfp-calpers-executive-succession-planning-guide.pdf" target="_blank">PDF</a>          <span class="hidden-off-screen"><a title="CalPERS Executive Succession Planning Guide - Text Only (RTF)" href="/Documents/wfp-calpers-executive-succession-planning-guide.rtf" target="_blank">CalPERS Executive Succession Planning Guide -</a></span></p><p> CalPERS Leader Development Plan <a title="Download CalPERS Leader Development Plan form" href="/Documents/wfp-calpers-leader-development-plan.pdf" target="_blank">PDF</a>     <span class="hidden-off-screen"><a title="CalPERS Leader Development Plan - Text Only (RTF)" href="/Documents/wfp-calpers-leader-development-plan.rtf" target="_blank">CalPERS Leader Development Plan -</a></span></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>​​CalHR Governance Charter Sample Template <a title="Sample Committee Charter " href="/workforce-planning/Documents/Sample%20Committee%20Charter.pdf" target="_blank">PDF</a> <br></p><p><strong>*Updated* </strong>CalHR Workforce Plan Template <a href="/workforce-planning/Documents/wfp-workforce-plan-template.pdf">PDF</a> | <a href="/workforce-planning/Documents/wfp-workforce-plan-template.docx">DOCx</a> | <a href="/workforce-planning/Documents/wfp-workforce-plan-template-blank.docx">Blank Template DOCx</a>​ - see Appendix J: Action Plan<br></p><p>CDTFA Sample Action Plan Template <a href="/Documents/wfp-cdtfa-sample-workforce-action-plan-template.pdf" target="_blank">PDF</a> <br></p><p> <a title="Workforce Planning Model Phase 4" href="/state-hr-professionals/Pages/Phase-4---Implement-Strategies.aspx" target="_blank">State of California Workforce Planning Model - Phase 4</a> </p>
Knowledge TransferKnowledge Transfer<p>​​2008-2012 CalPERS Total Active and Inactive Members <a href="/workforce-planning/Documents/2008-12%20CalPERS%20Total%20Active%20and%20Inactive%20State%20Members.pdf" target="_blank">PDF</a> <br></p><p>2018 CalPERS State Worker Service Retirements <a href="/workforce-planning/Documents/CalPERS%20State%20Worker%20Service%20Retirements%202018.pdf" target="_blank">PDF</a><br></p><p><a href="/Training/Pages/CalHR-Course-Information.aspx" target="_blank">CalLearns Course to Competency Mapping ​</a>​<br></p><p>CalHR Mentorship Model <a href="/workforce-planning/Documents/CalHR%20Mentorship%20Model%20June%202022.pdf" target="_blank">PDF</a>​​<br></p><p><a title="CalHR Non-Traditional Apprenticeship Program​" href="/employees/Pages/apprenticeship-programs.aspx" target="_blank">CalHR Non-Traditional Apprenticeship Program​​</a><br></p><p><a href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">CalHR Workforce Planning Trainings </a></p><p> CalPERS Informal Mentoring Toolkit for Executives and Senior Leaders <a title="CalPERS Informal Mentoring Toolkit for Executives and Senior Leaders" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-executives-and-senior-leaders.pdf" target="_blank">PDF</a><br></p><p> CalPERS Informal Mentoring Toolkit for Managers and Supervisors <a title="CalPERS Informal Mentoring Toolkit for Managers and Supervisors" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-managers-and-supervisors.pdf" target="_blank">PDF</a> <br></p><p> <a title="CalSTRS Leadership Development and Succession Plan" href="http://www.calstrs.com/general-information/leadership-development-succession-plan" target="_blank">CalSTRS Leadership Development and Succession Plan</a></p><p>CDTFA Mentoring Program Handbook <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> <br></p><p>CDTFA Employee Skills Gap Template <a href="/Documents/wfp-cdtfa-employee-skills-gap-template.pdf" target="_blank">PDF</a></p><p>CDTFA Knowledge, Skills, and Training Inventory <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF</a> <br></p><p>CDTFA Knowledge Transfer Action Plan Template <a href="/Documents/wfp-cdtfa-knowledge-transfer-action-plan-template.pdf" target="_blank">PDF</a> <br></p><p>Division Training Plan Sample <a href="/workforce-planning/Documents/Division%20Training%20Plan%20Sample.pdf" target="_blank">PDF </a><br></p><p><a href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models</a></p><p>Video: <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>
NetworkingNetworking<p><a href="https://data.ca.gov/about" target="_blank">CalData Professional Network​</a><br></p><p> <a href="/Training/Pages/ca-network-learning-professionals.aspx" target="_blank">California Network of Learning Professionals Forum</a> includes the E-Learning, Leadership Development, Staff Development, and Learning Management System special interest groups<br></p><p><a href="https://www.govops.ca.gov/who-we-are/grcc/">Governance, Risk Management and Compliance Council​</a> (GRCC)<br></p><p><a href="https://od4ca.com/" target="_blank">Organizational Development for CA State Government​</a> (ODSIG)<br></p><p> <a title="Statewide Workforce Planning and Recruitment's quarterly meeting information" href="/state-hr-professionals/Pages/quarterly-workforce-planning-forum.aspx" target="_blank">Quarterly Workforce Planning Forum </a></p><p><a href="/state-hr-professionals/Pages/recruiters-roundtable.aspx">State Recruiters Round Table​</a><br><a href="mailto:AB434toolkit@dor.ca.gov">Web Accessibility Community of Practice​​</a><br></p><p>Connect with one of the many organizations who've successfully completed our <a href="/workforce-planning/Pages/CalHR-Workforce-Planning-and-Succession-Management-Programs.aspx">Workforce and Succession Management Programs</a><br>​<br></p><p> Sign up for the <a title="Workforce Planning Email Listserv" href="mailto:%20wfp@calhr.ca.gov" target="_blank">Workforce Planning Email Listserv</a> and the <br></p><ul><li>​Listserv Etiquette <a href="/workforce-planning/Documents/Listserv%20Etiquette.pdf" target="_blank">PDF</a></li><li>Statewide Workforce Planning Community Team Page (open to employees of State Departments only)​ included with Listserv Subscription<br></li></ul><br>
RecruitmentRecruitment<p>​​<a title="CalHR Career Ambassador Program" href="/state-hr-professionals/Pages/Career-Ambassador-Program.aspx" target="_blank">CalHR Career Ambassador Program</a></p><p>CalHR Competency Identification Survey <a title="CalHR Competency Identification Survey" href="/workforce-planning/Documents/Competency%20Identification%20Survey.pdf" target="_blank">PDF</a> | <a title="request online version" href="mailto:wfp@calhr.ca.gov?subject=Request%20Competency%20Identification%20Survey" target="_blank">online version</a><br></p><p><a href="/employees/Pages/apprenticeship-programs.aspx" title="CalHR Non-Traditional Apprenticeship Program" target="_blank">CalHR Non-Traditional Apprenticeship Program​</a>​​<br></p><p><a title="Statewide Recruitment" href="/state-hr-professionals/Pages/Statewide-Recruitment.aspx" target="_blank">CalHR Statewide Recruitment </a>- Access recruitment materials, upcoming recruitment events, and contact the CalHR Statewide Recruitment Coordinator</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"> </a>CalHR Workforce Planning Survey & Development Tool <a title="Workforce Planning Survey and Development Tool" href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20and%20Development%20Tool.pdf" target="_blank">PDF</a> | <a title="Request online version" href="mailto:wfp@calhr.ca.gov?subject=Request%20Workforce%20Planning%20Survey%20and%20Development%20Tool%20(Online%20Version)" target="_blank">online version</a> </p><p>CDTFA Workforce Needs Matrix <a href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.pdf" target="_blank">PDF</a><br></p><p> <a title="State of California Competency Models" href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models</a></p><p> <a title="Upcoming State Recruiters Round Table meetings" href="/state-hr-professionals/Pages/recruiters-roundtable.aspx" target="_blank">State Recruiters Round Table</a></p>
RetentionRetention<p>​2008-2012 CalPERS Total Active and Inactive Members <a href="/workforce-planning/Documents/2008-12%20CalPERS%20Total%20Active%20and%20Inactive%20State%20Members.pdf" target="_blank">PDF </a>| <a href="/workforce-planning/Documents/2008-12%20CalPERS%20Total%20Active%20and%20Inactive%20State%20Members%20RTF.rtf" target="_blank">RTF</a></p><p>2018 CalPERS State Worker Service Retirements <a href="/workforce-planning/Documents/CalPERS%20State%20Worker%20Service%20Retirements%202018.pdf" target="_blank">PDF</a></p><p>Article: <a href="http://www.joangarry.com/keep-best-employees/" target="_blank">5 Ways to Make Your Best Employees Never Want to Leave</a>, Joan Garry Consulting</p><p>Article August 2016: <a href="https://hbr.org/2016/08/how-to-make-your-one-on-ones-with-employees-more-productive" target="_blank">How to Make Your One-on Ones with Employees More Productive</a>, Harvard Business Review</p><p><a title="CalHR Career Ambassador Program" href="/state-hr-professionals/Pages/Career-Ambassador-Program.aspx" target="_blank">CalHR Career Ambassador Program</a><br></p><p>CalHR Mentorship Model <a href="/workforce-planning/Documents/CalHR%20Mentorship%20Model%20June%202022.pdf" target="_blank">PDF</a>​<br></p><p><a title="CalHR Non-Traditional Apprenticeship Program​" href="/employees/Pages/apprenticeship-programs.aspx" target="_blank">CalHR Non-Traditional Apprenticeship Program​​</a><br>​​<a title="CalHR Statewide Onboarding Program" href="/state-hr-professionals/pages/Onboarding.aspx" target="_blank" style="font-size:1em;">CalHR Statewide Onboarding Program</a></p><p> CalHR Workforce Planning Survey & Development Tool <a title="Workforce Planning Survey and Development Tool" href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20and%20Development%20Tool.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20and%20Development%20Tool%20RTF.rtf" target="_blank">RTF</a> | <a href="mailto:wfp@calhr.ca.gov?subject=Request%20Workforce%20Planning%20Survey%20and%20Development%20Tool%20(Online%20Version)" target="_blank">online version</a> </p><p>CDTFA Employee Skills Gap Template <a href="/Documents/wfp-cdtfa-employee-skills-gap-template.pdf" target="_blank">PDF</a></p><p>CDTFA Knowledge, Skills, and Training Inventory <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF</a> <br></p><p>CDTFA Mentoring Program Handbook <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> <br></p><p>Division Training Plan Sample <a href="/workforce-planning/Documents/Division%20Training%20Plan%20Sample.pdf" target="_blank">PDF </a><br></p><p>Video: <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>
Succession ManagementSuccession Management<p>​​​CalHR Candidate Application <a href="/workforce-planning/Documents/Candidate%20Application.pdf" target="_blank">PDF</a>​<br></p><p>CalHR Classification Risk Assessment Flow Chart <a href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.pdf" target="_blank">PDF </a>​<br></p><p>*<strong>Updated</strong>* CalHR Competency Identification Survey <br>Rev 11/2023 <a href="/workforce-planning/Documents/wfp-competency-identification-survey-rev-11-2023.pdf" target="_blank">PDF</a> (to request a SurveyMonkey version email <a href="mailto:wfp@calhr.ca.gov" target="_blank">wfp@calhr.ca.gov​</a>)</p><p><strong>*Updated* </strong>Leadership Succession Planning Survey Rev 11/2023 <a href="/workforce-planning/Documents/wfp-leadership-succession-planning-survey-rev-11-2023.pdf" target="_blank">PDF</a>​​<br></p><p>CalHR Key Position Worksheet <a href="/workforce-planning/Documents/Key%20Positions%20Worksheet.pdf" target="_blank">PDF </a><br></p><p>CalHR Mentorship Model <a href="/workforce-planning/Documents/CalHR%20Mentorship%20Model%20June%202022.pdf" target="_blank">PDF</a>​<br></p><p><a title="CalHR Non-Traditional Apprenticeship Program​" href="/employees/Pages/apprenticeship-programs.aspx" target="_blank">CalHR Non-Traditional Apprenticeship Program​​</a><br><span style="font-size:1em;">CalHR </span><a title="Position Risk Assessment Calculator" href="/workforce-planning/Documents/Position%20Risk%20Assessment%20Calculator.xlsx" target="_blank" style="font-size:1em;">Position Risk Assessment Calculator</a><span style="font-size:1em;"> | printable </span><a title="PDF" href="/workforce-planning/Documents/Position%20Risk%20Assessment%20Calculator.pdf" target="_blank" style="font-size:1em;">PDF</a><span style="font-size:1em;">​​</span></p><p><strong>*Updated* </strong>CalHR Readiness Assessment <br>Leadership Competencies <a href="/workforce-planning/Documents/wfp-readiness-assessment-leadership-competencies-rev-nov-2023.pdf" target="_blank">PDF</a>​​<br></p><p>CalHR <a title="State of California Competency Model" href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Model</a></p><p>CalHR <a title="State of California Succession Planning Model" href="/state-hr-professionals/Pages/State-of-California-Succession-Management-Model.aspx" target="_blank">State of California Succession Management Model </a></p><p><a href="/Documents/wfp-calhr-succession-plan-final.pdf" target="_blank">CalHR Succession Plan 2017-2021</a></p><p><strong>*Updated* </strong>CalHR Succession Management Plan Template <a href="/workforce-planning/Documents/wfp-succession-management-plan-template.pdf">PDF </a>| <a href="/workforce-planning/Documents/wfp-succession-management-plan-template.docx">DOCx</a> | <a href="/workforce-planning/Documents/wfp-succession-management-plan-template-blank.docx">Blank Template DOCx</a>​​​<br></p><p>CalHR Transition Plan Template <a href="/workforce-planning/Documents/Transition%20Plan%20Template.pdf" target="_blank">PDF</a>​<br></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>video</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>CDTFA Mentoring Program Handbok <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> <br></p><p> CalPERS Executive Readiness Assessment Form <a title="Download CalPERS Executive Readiness Assessment Form" href="/Documents/wfp-calpers-readiness-assessment-form.pdf" target="_blank">PDF</a><br></p><p> CalPERS Executive Succession Planning Guide <a title="Download CalPERS Executive Succession Planning Guide" href="/Documents/wfp-calpers-executive-succession-planning-guide.pdf" target="_blank">PDF </a>​<br></p><p> CalPERS Leader Development Plan <a title="Download CalPERS Leader Development Plan form" href="/Documents/wfp-calpers-leader-development-plan.pdf" target="_blank">PDF</a> <br></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 Planning and Succession ManagementTraining about Workforce Planning and Succession Management<p> <a title="Free on-demand trainings on a variety of workforce planning topics" href="/state-hr-professionals/Pages/Workforce-Planning-Trainings.aspx" target="_blank">CalHR Statewide Workforce Planning Unit Trainings Page</a></p><p><a href="/workforce-planning/Pages/CalHR-Workforce-Planning-and-Succession-Management-Programs.aspx" target="_blank">CalHR Workforce Planning and Succession Management Programs </a></p>

Supporting Page
Link Back to Top