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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.

​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​

 

 

Analyze Workforce DataAnalyze Workforce Data<p>​These resources are focused on demographics and benchmarks. They can help you better understand your workforce risk. <br></p><ul><li><a href="/state-hr-professionals/Pages/Annual-Census-2022.aspx">2022 Annual Census of Employees in State Civil Service Report​</a> - CalHR<br></li><li>CalHR Classification Risk Assessment Flowchart <a href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.pdf" target="_blank">PDF </a>​</li><li><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;"> </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></li><li>CDTFA Workforce Needs Matrix <a href="/Documents/wfp-cdtfa-workforce-needs-matrix-template.pdf" target="_blank">PDF</a> </li><li><a title="Employment Development Department - California Labor Market Information" href="http://www.labormarketinfo.edd.ca.gov/" target="_blank" style="font-size:1em;">Employment Development Department - California Labor Market Information</a><span style="font-size:1em;"> </span><a href="/workforce-planning/Documents/Labor%20Market%20Research%20Handout.pdf" target="_blank" style="font-size:1em;">PDF</a><span style="font-size:1em;">​</span></li><li>Labor Market Research <a href="/workforce-planning/Documents/Labor%20Market%20Research%20Handout.pdf" target="_blank">PDF</a>​​</li><li>​<a href="/Pages/statewide-reports.aspx" target="_blank">Statewide Civil Service Demographic Statistical Reports</a></li><li><a href="/Pages/workforce-analysis.aspx" target="_blank">Statewide Civil Service Departmental Demographic Reports</a></li></ul>
Best PracticesBest Practices<p><span style="font-size:1em;">These are some miscellaneous resources to help you put in place best practices while working on your plan.<br></span></p><ul><li><span style="font-size:1em;">CalHR Steering Committee Roles and Responsibilities <a href="/workforce-planning/Documents/Steering%20Committee%20Roles%20and%20Responsibilities.pdf" target="_blank">PDF</a></span><a href="/workforce-planning/Documents/Steering%20Committee%20Roles%20and%20Responsibilities.pdf" target="_blank" style="font-size:1em;">​</a></li><li><span style="font-size:1em;">​</span><span style="font-size:1em;">Occupational Information Network </span><a href="https://www.onetonline.org/" target="_blank" style="font-size:1em;">O*Net Online</a></li><li><a href="/workforce-planning/Documents/wfp-onet-standard-occupational-codes-soc-mapping-to-state-classifications-scoma.xlsx" target="_blank">O*Net Standard Occupational Code to State Classifications Mapping</a></li></ul>
CompetenciesCompetencies<p>​​These resources can help you assess competencies and skills in your workforce plan.<br></p><ul><li><a href="/workforce-planning/Documents/WORKBOOK%20-%20Skills%20and%20Competencies.pdf">WORKBOOK - Skills and Competencies.pdf</a></li><li><a href="/workforce-planning/Documents/APPENDICES%20-%20Skills%20and%20Competencies.pdf">APPENDICES - Skills and Competencies.pdf</a>​​</li><li>CDTFA Employee Skills Gap Template <a href="/Documents/wfp-cdtfa-employee-skills-gap-template.pdf" target="_blank">PDF</a></li><li>CDTFA Knowledge, Skills, and Training Inventory <a href="/workforce-planning/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF</a></li><li><a href="/Training/Pages/competencies.aspx" target="_blank">State of California Competency Models</a></li><li>CalHR Competency Identification Survey <a href="/workforce-planning/Documents/Competency%20Identification%20Survey.pdf" target="_blank">PDF</a> | <a href="mailto:wfp@calhr.ca.gov?subject=Request%20Competency%20Identification%20Survey" target="_blank">online version​</a><br></li></ul><p></p><p>​<br></p>
Employee DevelopmentEmployee Development<p>​These resources can help you develop strategies for building talent for succession within your plan.<br><ul><li><a href="/Training/Pages/CalHR-Course-Information.aspx">CalLearns Course to Competency Mapping</a> ​​</li><li>CDT Premier Advantage California eLearning (PACe) Course to CalHR Competency Mapping <a href="/workforce-planning/Documents/CDT%20PACe%20Courses%20Mapped%20to%20CalHR%20Competencies.pdf">PDF</a> | ​​​<a href="/workforce-planning/Documents/CDT%20PACe%20Courses%20Mapped%20to%20CalHR%20Competencies.xlsx">XLS</a>​<br></li><li>Division Training Plan Sample <a href="/workforce-planning/Documents/Division%20Training%20Plan%20Sample.pdf">PDF​</a> ​</li></ul></p>
Examples of Workforce and Succession Plans - State of CaliforniaExamples of Workforce and Succession Plans - State of California<p><span style="font-size:1em;">​​Here are the plans other CA state departments have put together.<br></span></p><ul><li><span style="font-size:1em;"><a href="/workforce-planning/Documents/FTB%20Workforce%20Plan%2021-24.pdf">Franchise Tax Board Workforce Plan</a></span></li><li><span style="font-size:1em;"><a href="/workforce-planning/Documents/FTB%20%20Workforce%20Plan%202021-2024%20Addendum.pdf">Franchise Tax Board Workforce Plan Addendum</a></span></li><li><span style="font-size:1em;"><a href="/workforce-planning/Documents/EDD%20Succession%20Plan%20-%20CalHR%20Updates%20FINAL.pdf">Employment Development Department Succession Management Plan</a></span></li><li><span style="font-size:1em;"><a href="/workforce-planning/Documents/CDI%20Workforce%20and%20Succession%20Plan%202024-2027.pdf">Department of Insurance Combined Plan</a></span></li><li><span style="font-size:1em;"><a href="/workforce-planning/Documents/1%20-%20wfp-workforce-plan-Cannabis%20Control%20Appeals%20Panel%202024%20FINAL.pdf">Cannabis Control Appeals Panel Combined Plan</a></span></li><li><span style="font-size:1em;"><a href="/workforce-planning/Documents/Workforce_Plan_2022_Addendums_Signature.pdf">CalSTRS Workforce Plan</a></span></li><li><span style="font-size:1em;"><a href="/workforce-planning/Documents/Leadership_Development_2022_Addendums_Signature.pdf">CalSTRS Succession Plan</a>​​​</span></li></ul>
Guides & TemplatesGuides & Templates <p>​​​These are miscellaneous resources that may be helpful.<br></p><ul><li>Transition Plan Template <a href="/workforce-planning/Documents/Transition%20Plan%20Template.pdf" target="_blank">PDF</a>​​<br></li><li> 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> </li></ul><p><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><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><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>
Knowledge TransferKnowledge Transfer<p>​​These resources can help you make strategies so key knowledge doesn't get lost.<br></p><ul><li>CalHR Mentorship Model <a href="/workforce-planning/Documents/CalHR%20Mentorship%20Model%20June%202022.pdf" target="_blank">PDF</a>​​</li><li>​ 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></li><li> 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> </li><li>CDTFA Mentoring Program Handbook <a title="cdtfa mentoring program handbook" href="/workforce-planning/Documents/CDTFA%20Mentoring%20Program%20Handbook.pdf" target="_blank">PDF</a> </li><li>CDTFA Knowledge, Skills, and Training Inventory <a href="/Documents/wfp-cdtfa-knowledge-skills-training-template.pdf" target="_blank">PDF</a> </li><li>CDTFA Knowledge Transfer Action Plan Template <a href="/Documents/wfp-cdtfa-knowledge-transfer-action-plan-template.pdf" target="_blank">PDF</a> </li><li>Division Training Plan Sample <a href="/workforce-planning/Documents/Division%20Training%20Plan%20Sample.pdf" target="_blank">PDF </a></li></ul>
NetworkingNetworking<p>​These are various professional networks relating to aspects of Workforce Planning. ​​</p><p></p><ul><li><a href="/Training/Pages/ca-network-learning-professionals.aspx" target="_blank">California Network of Learning Professionals Forum</a> </li><li><a href="https://www.govops.ca.gov/who-we-are/grcc/" target="_blank">Governance, Risk Management and Compliance Council​</a> (GRCC)</li><li><a href="https://od4ca.com/" target="_blank">Organizational Development for CA State Government​</a> (ODSIG)</li><li><a href="/state-hr-professionals/Pages/workforce-planning-forum.aspx" target="_blank">Workforce Forum or Coffee Chat</a></li><li><a href="/state-hr-professionals/Pages/recruiters-roundtable.aspx" target="_blank">State Recruiters Round Table​</a></li></ul> <p></p><p><span style="font-size:1em;"></span></p>
RecruitmentRecruitment<p>​​​These resources can help develop strategies to bring in new employees.<br></p><ul><li><a title="CalHR Career Ambassador Program" href="/state-hr-professionals/Pages/Career-Ambassador-Program.aspx" target="_blank">CalHR Career Ambassador Program</a></li><li><a href="/employees/Pages/apprenticeship-programs.aspx" title="CalHR Non-Traditional Apprenticeship Program" target="_blank" style="font-size:1em;">CalHR Non-Traditional Apprenticeship Program​</a><span style="font-size:1em;">​​</span></li><li><a title="Statewide Recruitment" href="/state-hr-professionals/Pages/Statewide-Recruitment.aspx" target="_blank">CalHR Statewide Recruitment</a></li></ul>
RetentionRetention<p>​These resources can help you build strategies for keeping employees and reducing turnover.<br></p><ul><li>​​<a title="CalHR Statewide Onboarding Program" href="/state-hr-professionals/pages/Onboarding.aspx" target="_blank" style="font-size:1em;">CalHR Statewide Onboarding Program</a></li><li> CalHR Workforce Planning Survey & Development Tool <a href="/workforce-planning/Documents/Workforce%20Planning%20Survey%20Development%20Tool.pdf" target="_blank">PDF</a>​<br></li></ul>
Succession ManagementSuccession Management<p>​​​​​​​These resources will help you make sure that there is a plan in place for your key positions. <br></p><ul><li>CalHR Candidate Application <a href="/workforce-planning/Documents/Candidate%20Application.pdf" target="_blank">PDF</a>​</li><li>CalHR Classification Risk Assessment Flow Chart <a href="/workforce-planning/Documents/Classification%20Risk%20Assessment%20Flowchart.pdf" target="_blank">PDF </a>​</li><li><strong>​</strong>Leadership Succession Planning Survey <a href="/workforce-planning/Documents/wfp-leadership-succession-planning-survey-rev-11-2023.pdf" target="_blank">PDF</a></li><li><a href="/workforce-planning/Documents/Key%20Position%20Identification%20Survey-3.2025.pdf">Key Position Identification Survey PDF</a><br></li><li><a href="/workforce-planning/Documents/Competency%20Identification%20Survey-2025.pdf">Competency Identification Survey PDF​​</a>​<br></li><li>CalHR Key Position Worksheet <a href="/workforce-planning/Documents/Key%20Positions%20Worksheet.pdf" target="_blank">PDF </a></li><li><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></li><li>CalHR Readiness Assessment Leadership Competencies <a href="/workforce-planning/Documents/wfp-readiness-assessment-leadership-competencies-rev-nov-2023.pdf" target="_blank">PDF</a>​​</li><li>CalHR Transition Plan Template <a href="/workforce-planning/Documents/Transition%20Plan%20Template.pdf" target="_blank">PDF</a>​​</li><li>​​ 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></li><li> 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>​</li><li> CalPERS Leader Development Plan <a title="Download CalPERS Leader Development Plan form" href="/Documents/wfp-calpers-leader-development-plan.pdf" target="_blank">PDF</a> </li></ul>
TrainingsTrainings<p>We have trainings available on CalLearns if you are interested in taking one of our courses.<br></p><ul><li><a href="https://gcc02.safelinks.protection.outlook.com/?url=https://calhr.geniussis.com/Registration.aspx?AID%3D4231&data=05%7c02%7c%7c073431b49f0c4a5cde3d08dcbca09d73%7cbb877949684d468288c4c07448a5cb92%7c0%7c0%7c638592645246620227%7cUnknown%7cTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7c0%7c%7c%7c&sdata=LH77j7Fw2/RTOpOM1EQG5cWL%2Bst8DXpHFxjCo6epDWQ%3D&reserved=0">Succession Management Overview 2024 </a></li><li><a href="https://gcc02.safelinks.protection.outlook.com/?url=https://calhr.geniussis.com/Registration.aspx?AID%3D4230&data=05%7c02%7c%7c073431b49f0c4a5cde3d08dcbca09d73%7cbb877949684d468288c4c07448a5cb92%7c0%7c0%7c638592645246625975%7cUnknown%7cTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7c0%7c%7c%7c&sdata=WYsDEKBiscROLJmQ5CTtdKZdTV14r9SLvyD7oHSwiYk%3D&reserved=0">Workforce Planning Overview 2024 ​</a><br></li></ul>

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