Workforce Planning Toolkit

We have two kinds of resources in our Toolkit. Our Essential Resources are listed first. They are the resources we recommend you start with and have open while you build your plan. After that, we have additional resources which include examples of plans from other departments.

Essential Resources:

Here is where you can find the necessary tools to build Workforce and Succession Management Plans. These instructions and tools are all you need to create compliant plans. Below, you will find a brief description of the tools.

These models are the instructions for creating the plans. Use the tools below as you follow along with the models.

• State of California Workforce Planning Model
• State of California Succession Management Model

These checklists layout all policy requirements. Use them to help build and check your plan. They will help your plan meet policy.

• Workforce Plan
• Succession Management
• Combined Plan

You don’t need to start with a blank page! Use the templates as the starting point for building your plans. They contain sections for everything a plan needs.

• Workforce Plan
• Succession Management
• Combined Workforce and Succession Plan

This workbook will give you data on retirement risk and age demographics. It’s an important part of determining the retirement risk and recruitment strategies for your plan. Use it during phase 2 of the Workforce Plan model.

• Workforce Data Workbook Template & Instructions