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Current Workforce and Succession Plan Status

Organizations with Current Workforce and Succession Plans

On February 23, 2017, CalHR issued a policy requiring California state departments, agencies, commissions and boards that employ civil services employees to have workforce and succession plans and to report annually on the status of workforce and succession planning efforts. The figures below represent the count of current plans.

 

​Summary of 2018 Annual Workforce and Succession Plan Survey Results

​Status​Workforce Plan​Succession Plan
​Complete49 Organizations​34 Organizations
​Outdated​3 Organizations​3 Organization
​In Progress33 Organizations​39 Organizations
​Not Started​17 Organizations​24 Organizations
​No Response​19 Organizations​21 Organizations

 

See Your Organization's 2018 Results

Workforce and succession plans help state organizations understand the workforce implications of current and future business operations so that strategies can be developed to proactively ensure a capable workforce is in place to perform the mission and achieve strategic objectives.  CalHR analyzes department workforce plans to identify workforce trends that could benefit from statewide solutions.  A summary of 2016 statewide workforce challenges and trends can be viewed in the 2016 Statewide Workforce Planning Report (PDF).

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2017 Annual Workforce and Succession Plan Survey Results | RTF

What We Track

  • Whether or not your organization has a workforce and/or succession plan.
  • Annual update(s) to your organization's workforce and/or succession plan.
  • Status of your organization's workforce and/or succession plan, if in development.

​How We Track

  • We will require your organization to complete an annual Workforce and Succession Plans Status survey.
  • We will follow up with organizations who indicated complete on their survey response that did not submit their plans.

​Frequently Asked Questions

 

 

What if we haven’t started our workforce and succession plans?What if we haven’t started our workforce and succession plans?<p>​If your organization hasn’t started either plan you can begin by using the tools and resources located on the <a href="/state-hr-professionals/Pages/workforce-planning.aspx">Statewide Workforce Planning webpage</a>, including the <a href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx">State of California Workforce Planning Model</a>, and the <a href="/state-hr-professionals/Pages/State-of-California-Succession-Planning-Model.aspx">State of California Succession Planning Model</a>. Additionally, we are piloting a new workforce planning cohort based training program whereby organizations will graduate with a workforce plan for their organization. We track the progress of all organizations’ plans on an annual basis. For additional consultative support, contact us at <a href="mailto:wfp@calhr.ca.gov">wfp@calhr.ca.gov</a> or (916) 322-0742. </p>
Can we provide CalHR updates any time during the year?Can we provide CalHR updates any time during the year?<p>​Yes, you can provide updates or submit a completed workforce and succession plans by contacting us at <a href="mailto:wfp@calhr.ca.gov">wfp@calhr.ca.gov</a> or (916) 322-0742.</p>
Will CalHR review and/or audit our workforce and succession plans?Will CalHR review and/or audit our workforce and succession plans?<p>​We do not currently audit plans, but we do review them to ensure minimum requirements have been met. To view the minimum requirements for plans refer to the <a href="http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2901">Workforce and Succession Plans Requirements Policy</a>.</p>
What if we only have either a workforce plan or a succession plan?What if we only have either a workforce plan or a succession plan?<p>​Your organization is required to have both a workforce and a succession plan. If you need assistance developing one or both of the plans you can begin by using the tools and resources located on the <a href="/state-hr-professionals/Pages/workforce-planning.aspx">Statewide Workforce Planning webpage</a>, including the <a href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx">State of California Workforce Planning Model</a>, and the <a href="/state-hr-professionals/Pages/State-of-California-Succession-Planning-Model.aspx">State of California Succession Planning Model</a>. Additionally, we are piloting a new workforce planning cohort based training program whereby organizations will graduate with a workforce plan for their organization. We track the progress of all organizations’ plans on an annual basis. For additional consultative support, contact us at <a href="mailto:wfp@calhr.ca.gov">wfp@calhr.ca.gov</a> or (916) 322-0742. </p>
How does CalHR define a completed plan?How does CalHR define a completed plan?<p>​A completed plan meets the minimum requirements defined in the <a href="http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2901">Workforce and Succession Plan Requirements Policy</a>.</p>
Will CalHR share our plan with others?Will CalHR share our plan with others?<p>​Plans are not shared publically unless we have permission from your organization. Sharing your organization’s workforce plan adds tremendous value and support for statewide efforts, offering an example that other organizations can learn from.</p>

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