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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​​​

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.​


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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 2017 <a href="/workforce-planning/Documents/BCSH%20WFP%202021.pdf" target="_blank">PDF </a><br></p><p>CalFire Succession Plan  2019-2021 <a href="/workforce-planning/Documents/wfp-calfire-sp-2021.pdf" target="_blank">PDF</a><br></p><p>CalOES Succession Plan 2019-2023 <a href="/workforce-planning/Documents/Cal%20OES%20SP%202023%20Accessible%20format.pdf" target="_blank">PDF</a>​<br></p><p>CalOES Workforce Plan 2019-2023  <a href="/workforce-planning/Documents/Cal%20OES%20Workforce%20Plan%202023.pdf" target="_blank">PDF</a>​<br></p><p> CalPERS ​Workforce Plan 2018-2022<br> <a href="https://www.calpers.ca.gov/page/forms-publications/workforce-plan-2018-22" target="_blank">Website</a><br></p><p>CalPERS Succession Plan 2018-2022<br> <a href="https://www.calpers.ca.gov/page/forms-publications/succession-plan-2018-22" target="_blank">Website​</a>​<br></p><p>Cal Student Aid Commission Succession Plan 2019-2022 <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">Webpage​</a><br></p><p> Caltrans CEA Succession 2010 <a title="PDF" href="/Documents/wfp-caltrans-2010-workforce-plan-introduction.pdf" target="_blank">PDF</a> <br></p><p>Commission on Teacher Credentialing Succession Plan 2018-2023 <a href="/workforce-planning/Documents/wfp-ctc-sm-2023.docx.pdf" target="_blank">PDF</a><br></p><p>DCA Workforce and Succession Plan 2022-2026 <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 2022 <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 2018-2023  <a href="/workforce-planning/Documents/wfp-fppc-wfp-sp-2023.pdf" target="_blank">PDF</a></p><p>Housing and Community Development Workforce Plan 2020-2023 <a href="/workforce-planning/Documents/wfp-hcd-wfp-2023.pdf" target="_blank">PDF</a><br></p><p>Housing and Community Development Succession Plan 2020-2023 <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/" target="_blank">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="Workforce Planning and Recruitment's quarterly meeting information" href="/state-hr-professionals/Pages/quarterly-workforce-planning-forum.aspx" target="_blank">Workforce Planning Forum </a></p><p><a href="/state-hr-professionals/Pages/recruiters-roundtable.aspx" target="_blank">State Recruiters Round Table​</a><br><a href="mailto:AB434toolkit@dor.ca.gov" target="_blank">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" target="_blank">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>

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