Workforce Planning Toolkit

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.

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

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

• Workforce Plan, Succession​ Management & Combined Plan​​ Checklists​
  

• 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 Workforce and Succession​ Plan​ Templates
  

• 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 Data Workbook Template & Instructions​
  

• 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.
  
  

​Additional Resources

We want to make sure you have the resources to build a great plan.​ Click on the category to get a brief description and list of resources. The resources here are for those who want to dive a bit deeper into Workforce Planning and Succession Management. ​

​​Resources by Category​