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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

Updated Categories 1/9/2020

  • Analyze Workforce Data
  • Begin a Workforce and Succession Plan
  • Evaluate Workforce and Succession Plans 
  • Examples of Workforce and Succession Plans - State of California
  • Generations in the Workplace
  • Guides and Templates
  • Implement a Workforce Plan
  • Knowledge Transfer
  • Networking
  • Recruitment
  • Retention
  • Succession Management

​Tools by Category

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Analyze Workforce DataAnalyze Workforce Data<p> 2018 State Worker Retirement Data <a title="2018 state worker retirement data" href="/state-hr-professionals/Documents/CalPERS%20State%20Worker%20Service%20Retirements%20July%202018.pdf" target="_blank">PDF</a></p><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></p><p>CalHR Classification Risk Assessment Flowchart <a title="PDF" href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.pdf" target="_blank">PDF </a>| <a title="RTF" href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">New</span>: CalHR Competency Identification Survey <a title="calhr competency identification survey" href="/workforce-planning/Documents/Competency%20Identification%20Survey.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/Competency%20Identification%20Survey.rtf" target="_blank">RTF</a> | <a title="request online version" href="mailto:wfp@calhr.ca.gov?subject=Request Competency Identification Survey" target="_blank">online version</a></p><p><span class="ms-rteStyle-Bold">New</span>: CalHR Key Position Worksheet <a href="/workforce-planning/Documents/Key%20Positions%20Worksheet.pdf" target="_blank">PDF</a> | <a href="/workforce-planning/Documents/Key%20Positions%20Worksheet.rtf" target="_blank">RTF</a></p><p>CalHR Survey and Development Tool <a title="calhr 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 title="request online version" href="mailto:wfp@calhr.ca.gov?subject=Request Workforce Planning Survey and Development Tool (Online Version)" target="_blank">online version</a></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> | <a title="rtf version" href="/workforce-planning/Documents/Workforce%20Data%20Analysis%20Methodology.rtf" target="_blank">RTF</a> <span class="hidden-off-screen"> CalHR Workforce Data Analysis Methodology - </span></p><p><span class="ms-rteStyle-Bold">New</span>: 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><span class="ms-rteStyle-Bold">New</span>: CalHR Workforce Data Workbook Instructions <a title="calhr workforce data workbook instructions" href="/workforce-planning/Documents/Workforce%20Data%20Workbook%20Instructions.pdf" target="_blank">PDF</a> | <a href="/workforce-planning/Documents/Workforce%20Data%20Workbook%20Instructions%20RTF.rtf" target="_blank">RTF</a></p><p> <span class="ms-rteStyle-Bold">Revised</span>: CalHR Workforce Plan Template <a title="calhr workforce plan template" href="/workforce-planning/Documents/Workforce%20Plan%20Template.docx" target="_blank">DOCX</a> | Blank Template <a title="blank template" href="/workforce-planning/Documents/Blank%20Workforce%20Plan%20Template.docx" target="_blank">DOCX</a></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="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF </a>| <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.rtf" target="_blank">RTF</a></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> | <a href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.rtf" target="_blank">RTF</a></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></p><p>Leadership Succession Planning Survey <a title="Leadership Succession Planning Survey" href="/state-hr-professionals/Documents/leadership_succession_planning_survey.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/state-hr-professionals/Documents/leadership_succession_planning_survey.rtf" target="_blank">RTF</a> | <a href="mailto:wfp@calhr.ca.gov" target="_blank">online version</a>. <span class="ms-rteStyle-Bold">Note</span>: The survey was designed for CalHR and may need to be customized to fit the unique needs of your organization.</p><p><span class="ms-rteStyle-Bold">New</span>: MIRS Data Aquisition Flowchart <a title="mirs data acquisition flowchart" href="/workforce-planning/Documents/MIRS%20Data%20Acquisition%20Flowchart.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/MIRS%20Data%20Acquisition%20Flowchart%20RTF.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">New</span>: MIRS Fields and Definitions <a title="mirs fields and definitions" href="/workforce-planning/Documents/MIRS%20Fields%20and%20Definitions.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/MIRS%20Fields%20and%20Definitions%20RTF.rtf" target="_blank">RTF</a></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 title="Statewide Civil Service Demographica Statistical Reports" href="/Pages/statewide-reports.aspx" target="_blank">Statewide Civil Service Demographica Statistical Reports</a></p>
Begin a Workforce and Succession PlanBegin a Workforce and Succession Plan<p><span class="ms-rteStyle-Bold">New</span>: Article 2018: <a href="https://calhr.ca.gov/workforce-planning/Documents/Article%20-%20Building%20the%20Public%20Workforce%20of%20the%20Future.pdf" target="_blank">A State and Local Government's Guide to Building the Public Workforce of the Future</a>, eRepublic</p><p><span class="ms-rteStyle-Bold">New</span>: Article 2018: <a title="Developing the Strategies and Technologies to Support America's Workforce" href="https://calhr.ca.gov/workforce-planning/Documents/Article%20-%20State%20of%20HCMG%20Report.pdf" target="_blank">Developing the Strategies and Technologies to Support America's Workforce</a>, Human Capital Management in Government</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> | <a title="rtf version" href="/workforce-planning/Documents/Steering%20Committee%20Roles%20and%20Resp%20RTF.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">Revised</span>: CalHR Succession Plan Template <a href="/workforce-planning/Documents/Succession%20Plan%20Template.docx" target="_blank">DOCX</a> | <a title="RTF" href="/workforce-planning/Documents/Succession%20Plan%20Template.rtf" target="_blank">RTF</a></p><p> CalHR Survey and Development Tool <a title="calhr 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 title="request online version" href="mailto:wfp@calhr.ca.gov?subject=Request Workforce Planning Survey and Development Tool (Online Version)" target="_blank">online version </a></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> | <a title="rtf version" href="/workforce-planning/Documents/Workforce%20Data%20Analysis%20Methodology.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">Revised</span>: CalHR Workforce Plan Template <a title="calhr workforce plan template" href="/workforce-planning/Documents/Workforce%20Plan%20Template.docx" target="_blank">DOCX </a>| Blank Template <a title="blank template" href="/workforce-planning/Documents/Blank%20Workforce%20Plan%20Template.docx" target="_blank">DOCX</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="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF</a> | <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.rtf" target="_blank">RTF</a></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> | <a href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.rtf" target="_blank">RTF</a></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></p><p>DOF Strategic Plan Guidelines <a title="PDF" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.pdf" target="_blank">PDF</a> | <a title="RTF" href="/Documents/wfp-department-of-finance-strategic-plan-guidelines.rtf">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 Workforce and Succession PlansEvaluate Workforce and Succession Plans<p><span class="ms-rteStyle-Bold">Revised</span>: CalHR Succession Plan Checklist <a href="/workforce-planning/Documents/Succession%20Plan%20Checklist.pdf" target="_blank">PDF</a> | <a href="/workforce-planning/Documents/Succession%20Plan%20Checklist.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">Revised</span>: CalHR Workforce Plan Checklist <a title="workforce plan checklist" href="/workforce-planning/Documents/Workforce%20Plan%20Checklist.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/Workforce%20Plan%20Checklist.rtf" target="_blank">RTF</a></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">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="/state-hr-professionals/Documents/CalHR%20Succession%20Plan.pdf" target="_blank">CalHR Succession Plan 2017-2021</a></p><p> <span class="ms-rteStyle-Bold">New</span>: BCSH 2017 Workforce Plan <a href="/workforce-planning/Documents/BCSH%20WFP%202021.pdf" target="_blank">PDF </a>| <a href="/workforce-planning/Documents/BCSH%20WFP%202021.rtf" target="_blank">RTF</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> <span class="ms-rteStyle-Bold">New</span>: <a title="CalPERS 2018 Workforce Plan" href="https://www.calpers.ca.gov/page/forms-publications/workforce-plan-2018-22/what-is-workforce-planning" target="_blank">CalPERS 2018 Workforce Plan</a></p><p><span class="ms-rteStyle-Bold">New</span>: <a title="CalPERS 2018 Succession Plan" href="https://www.calpers.ca.gov/page/forms-publications/succession-plan-2018-22" target="_blank">CalPERS 2018 Succession Plan</a></p><p> <span class="ms-rteStyle-Bold">New</span>: <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> Caltrans 2010 Workforce Plan <a title="PDF" href="/Documents/wfp-caltrans-2010-workforce-plan-introduction.pdf" target="_blank">PDF</a> | <a title="RTF" href="/Documents/wfp-caltrans-2010-workforce-plan-introduction.rtf" target="_blank"> <span class="hidden-off-screen">Caltrans 2010 Workforce Plan - </span>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 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><span class="ms-rteStyle-Bold">New</span>: CDTFA Mentoring Program Handbook <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.rtf" target="_blank">RTF</a></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>CalHR Governance Charter Sample Template <a href="/workforce-planning/Documents/Governance%20Charter%20Sample%20Template.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/Governance%20Charter%20Sample%20Template.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">New</span>: 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><span class="ms-rteStyle-Bold">New</span>: CalHR Workforce Data Workbook Instructions <a title="calhr workforce data workbook instructions" href="/workforce-planning/Documents/Workforce%20Data%20Workbook%20Instructions.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/Workforce%20Data%20Workbook%20Instructions%20RTF.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">Revised</span>: CalHR Workforce Plan Template <a title="calhr workforce plan template" href="/workforce-planning/Documents/Workforce%20Plan%20Template.docx" target="_blank">DOCX</a> | Blank Template <a title="blank template" href="/workforce-planning/Documents/Blank%20Workforce%20Plan%20Template.docx" target="_blank">DOCX</a></p><p> <span class="ms-rteStyle-Bold">Revised</span>: CalHR Succession Plan Template <a title="PDF" href="/workforce-planning/Documents/Succession%20Plan%20Template.docx" target="_blank">PDF </a>| <a title="RTF" href="/workforce-planning/Documents/Succession%20Plan%20Template.rtf" target="_blank">RTF</a></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> | RTF</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> | <a title="BOE Knowledge Transfer Action Plan - Text Only (RTF)" href="/Documents/wfp-cdtfa-knowledge-transfer-action-plan-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Knowledge Transfer Action Plan - </span>RTF</a></p><p>CDTFA Knowledge, Skills, and Training Inventory <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF </a>| <a title=" BOE Knowledge, Skills, and Training Inventory - Text Only (RTF)" href="/Documents/wfp-cdtfa-knowledge-skills-training-template.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">New</span>: CDTFA Mentoring Program Handbook <a title="PDF" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF </a>| <a title="RTF" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.rtf" target="_blank">RTF</a></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> | <a title="BOE Projected Workforce Needs Matrix - Text Only (RTF)" href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.rtf" target="_blank"> <span class="hidden-off-screen">BOE Projected Workforce Needs Matrix - </span>RTF</a></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> | <a title="BOE Sample Workforce Action Plan - Text Only (RTF)" href="/Documents/wfp-cdtfa-sample-workforce-action-plan-template.rtf" target="_blank">RTF</a></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> | RTF</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> | <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>RTF</a></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> | <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>RTF</a></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> | <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>RTF</a></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> | <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>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>CalHR Governance Charter Sample Template <a title="Sample Committee Charter " href="/workforce-planning/Documents/Sample%20Committee%20Charter.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/Sample%20Committee%20Charter.rtf" target="_blank">RTF</a> </p><p><span class="ms-rteStyle-Bold">Revised</span>: CalHR Workforce Plan Template <a title="calhr workforce plan template" href="/workforce-planning/Documents/Workforce%20Plan%20Template.docx" target="_blank">DOCX</a> | Blank Template <a title="blank template" href="/workforce-planning/Documents/Blank%20Workforce%20Plan%20Template.docx" target="_blank">DOCX</a>, see Appendix C</p><p>CDTFA Sample Action Plan Template <a href="/Documents/wfp-cdtfa-sample-workforce-action-plan-template.pdf" target="_blank">PDF</a> | <a href="/Documents/wfp-cdtfa-sample-workforce-action-plan-template.rtf" target="_blank">RTF</a></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> 2018 State Worker Retirement Data <a title="2018 state worker retirement data" href="/state-hr-professionals/Documents/CalPERS%20State%20Worker%20Service%20Retirements%20July%202018.pdf" target="_blank">PDF</a></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> | <span class="hidden-off-screen"> CalPERS Informal Mentoring Toolkit for Executives and Senior Leaders - </span><a title="rtf version" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-executives-and-senior-leaders.rtf" target="_blank">RTF</a></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> | <span class="hidden-off-screen">CalPERS Informal Mentoring Toolkit for Managers and Supervisors - </span><a title="rtf version" href="/Documents/wfp-calpers-informal-mentoring-toolkit-for-managers-and-supervisors.rtf" target="_blank">RTF</a></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><span class="ms-rteStyle-Bold">New</span>: CDTFA Mentoring Program Handbook <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.rtf" target="_blank">RTF</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> | <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.rtf" target="_blank">RTF</a></p><p>CDTFA Knowledge Transfer Action Plan Template <a href="/Documents/wfp-cdtfa-knowledge-transfer-action-plan-template.pdf" target="_blank">PDF</a> | <a href="/Documents/wfp-cdtfa-knowledge-transfer-action-plan-template.rtf" target="_blank">RTF</a></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>
Learning ManagementLearning Management<p><a title="State of California Competency Models" href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models</a></p><p> CDTFA Employee Skills Gap Template <a title="Download BOE's Employee Skills Gap Template" href="/Documents/wfp-boe-employee-skills-gap-template.pdf" target="_blank"> PDF</a> | RTF</p><p> CDTFA Knowledge, Skills, and Training Inventory <a title="Download BOE's Knowledge Skills and Training Inventory Template" href="/Documents/wfp-boe-knowledge-skills-training-template.pdf" target="_blank"> PDF</a> | <a title=" BOE Knowledge, Skills, and Training Inventory - Text Only (RTF)" href="/Documents/wfp-boe-knowledge-skills-training-template.rtf" target="_blank">RTF</a></p>
NetworkingNetworking<p><span class="ms-rteStyle-Bold">New</span>: <a title="CalData Professional Network" href="https://www.govops.ca.gov/eureka-institute/ca-open-data/" target="_blank">CalData Professional Network</a></p><p> <span class="ms-rteStyle-Bold">New</span>: <a href="/Training/Pages/training-officers-meetings.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</p><p><span class="ms-rteStyle-Bold">New</span>: Connect with one of the many organizations who've successfully completed our <a title="Workforce Planning and Succession Management Programs" href="/workforce-planning/Pages/CalHR-Workforce-Planning-and-Succession-Management-Programs.aspx" target="_blank">Workforce Planning and Succession Management Programs</a></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> Sign up for the <a title="Workforce Planning Email Listserv" href="mailto:%20wfp@calhr.ca.gov" target="_blank">Workforce Planning Email Listserv </a></p><p><a title="State Recruiters Round Table meetings" href="/state-hr-professionals/Pages/recruiters-roundtable.aspx" target="_blank">State Recruiters Round Table</a></p>
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><span class="ms-rteStyle-Bold">New</span>: CalHR Competency Identification Survey <a title="CalHR Competency Identification Survey" href="/workforce-planning/Documents/Competency%20Identification%20Survey.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/Competency%20Identification%20Survey.rtf" target="_blank">RTF</a> | <a title="request online version" href="mailto:wfp@calhr.ca.gov?subject=Request Competency Identification Survey" target="_blank">online version</a></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="rtf version" href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20and%20Development%20Tool%20RTF.rtf" target="_blank">RTF</a> | <a title="Request online version" href="mailto:wfp@calhr.ca.gov?subject=Request Workforce Planning Survey and Development Tool (Online Version)" 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> | <a href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.rtf" target="_blank">RTF</a></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>2018 State Worker Retirement Data <a title="2018 state worker retirement data" href="/state-hr-professionals/Documents/CalPERS%20State%20Worker%20Service%20Retirements%20July%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></p><p><a title="CalHR Statewide Onboarding Program" href="/state-hr-professionals/pages/Onboarding.aspx" target="_blank">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 Workforce Planning Survey and Development Tool (Online Version)" 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> | <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">New</span>: CDTFA Mentoring Program Handbook <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.rtf" target="_blank">RTF</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>
Succession ManagementSuccession Management<p><span class="ms-rteStyle-Bold">New</span>: CalHR Candidate Application <a href="/Documents/wfp-candidate-application-form.pdf" target="_blank">PDF </a>| <a href="/workforce-planning/Documents/Candidate%20Application.rtf" target="_blank">RTF</a></p><p>CalHR Classification Risk Assessment Flow Chart <a title="PDF" href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.pdf" target="_blank">PDF </a>| <a title="PDF" href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">New</span>: CalHR Competency Identification Survey <a href="/workforce-planning/Documents/Competency%20Identification%20Survey.pdf" target="_blank">PDF </a>| <a href="/workforce-planning/Documents/Competency%20Identification%20Survey.rtf" target="_blank">RTF </a>(to request a SurveyMonkey version email <a href="mailto:wfp@calhr.ca.gov" target="_blank">wfp@calhr.ca.gov</a>)</p><p><span class="ms-rteStyle-Bold">New</span>: CalHR Key Position Worksheet <a href="/workforce-planning/Documents/Key%20Positions%20Worksheet.pdf" target="_blank">PDF </a>| <a href="/workforce-planning/Documents/Key%20Positions%20Worksheet.rtf" target="_blank">RTF</a></p><p><span class="ms-rteStyle-Bold">New</span>: CalHR Readiness Assessment <a href="/workforce-planning/Documents/Readiness%20Assessment%20Leadership%20Competencies.pdf" target="_blank">PDF </a>| <a href="/workforce-planning/Documents/Readiness%20Assessment%20Leadership%20Competencies.rtf" target="_blank">RTF</a></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><span class="ms-rteStyle-Bold">Revised</span>: CalHR Succession Plan Template <a href="/workforce-planning/Documents/Succession%20Plan%20Template.docx" target="_blank">DOCX </a>| <a href="/workforce-planning/Documents/Succession%20Plan%20Template.rtf" target="_blank">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="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><span class="ms-rteStyle-Bold">New</span>: CDTFA Mentoring Program Handbok <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> | <a title="rtf version" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.rtf" target="_blank">RTF</a></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> | <a title="CalPERS Executive Readiness Assessment Form - Text Only (RTF)" href="/Documents/wfp-calpers-readiness-assessment-form.rtf" target="_blank">RTF</a></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> | <a title="CalPERS Executive Succession Planning Guide - Text Only (RTF)" href="/Documents/wfp-calpers-executive-succession-planning-guide.rtf" target="_blank">RTF</a></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> | <a title="CalPERS Leader Development Plan - Text Only (RTF)" href="/Documents/wfp-calpers-leader-development-plan.rtf" target="_blank">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>
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">CalHR Workforce Planning and Succession Management Programs </a></p>

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