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Current Workforce and Succession Plan Status

Organizations with Current Workforce and Succession Plans

On February 23, 2017, CalHR issued a policy requiring California state organizations, agencies, commissions and boards that employ civil services employees to have workforce and succession plans and to report annually on the status of workforce planning and succession management efforts. The figures below represent the count of current plans.​

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​Summary of 2022 Annual Workforce and Succession Plan Survey Results

Summary of 2018 Annual Workforce and Succession Plan Survey Results
​Status ​Workforce Plan ​Succession Plan
​Complete 57 Organizations 49 Organizations
​Outdated 9 Organizations 7 Organization
​In Progress 41 Organizations 41​ Organizations
​Not Started ​8 Organizations ​18 Organizations
​No Response 10 Organizations ​10 Organizations

 

See Your Organization's 2022 Results

​​​Workforce and succession plans help state organizations understand the workforce implications of current and future business operations so that strategies can be developed to proactively ensure a capable workforce is in place to perform the mission and achieve strategic objectives. CalHR analyzes organization workforce plans to identify workforce trends ​that could benefit from statewide solutions.  A summary of 2016 statewide workforce challenges and trends can be viewed in the 2016 Statewide Workforce Planning Report (PDF).

Archive​​

2021 Annual Workforce and Succession Plan Survey Results

2020 Annual Workforce and Succession Plan Survey Results

2019 Annual Workforce and Succession Plan Survey Results 

2018 Annual Workforce and Succession Plan Survey Results 

2017 Annual Workforce and Succession Plan Survey Results ​

What We Track

  • Whether or not your organization has a workforce and/or succession plan.
  • Annual update(s) to your organization's workforce and/or succession plan.
  • Status of your organization's workforce and/or succession plan, if in development.

​How We Track

  • We will require your organization to complete an annual Workforce and Succession Plans Status survey.
  • We will follow up with organizations who indicated complete on their survey response that did not submit their plans.

Give Us Your Feedback 



​Frequently Asked Questions​

 

 

What if we haven’t started our workforce and succession plans?What if we haven’t started our workforce and succession plans?<p>​If your organization hasn’t started either plan you can begin by using the tools and resources located on the <a href="/state-hr-professionals/Pages/workforce-planning-and-succession-management.aspx">Statewide Workforce Planning webpage</a>, including the <a href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx">State of California Workforce Planning Model</a>, and the <a href="/state-hr-professionals/Pages/State-of-California-Succession-Management-Model.aspx">State of California Succession Planning Model</a>. Additionally, we are piloting a new workforce planning cohort based training program whereby organizations will graduate with a workforce plan for their organization. We track the progress of all organizations’ plans on an annual basis. For additional consultative support, contact us at <a href="mailto:wfp@calhr.ca.gov">wfp@calhr.ca.gov</a> or (916) 322-0742. </p>
Can we provide CalHR updates any time during the year?Can we provide CalHR updates any time during the year?<p>​Yes, you can provide updates or submit a completed workforce and succession plans by contacting us at <a href="mailto:wfp@calhr.ca.gov">wfp@calhr.ca.gov</a> or (916) 322-0742.</p>
Will CalHR review and/or audit our workforce and succession plans?Will CalHR review and/or audit our workforce and succession plans?<p>​We do not currently audit plans, but we do review them to ensure minimum requirements have been met. To view the minimum requirements for plans refer to the <a href="http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2901">Workforce and Succession Plans Requirements Policy</a>.</p>
What if we only have either a workforce plan or a succession plan?What if we only have either a workforce plan or a succession plan?<p>​Your organization is required to have both a workforce and a succession plan. If you need assistance developing one or both of the plans you can begin by using the tools and resources located on the <a href="/state-hr-professionals/Pages/workforce-planning-and-succession-management.aspx">Statewide Workforce Planning webpage</a>, including the <a href="/state-hr-professionals/Pages/state-of-california-workforce-planning-model.aspx">State of California Workforce Planning Model</a>, and the <a href="/state-hr-professionals/Pages/State-of-California-Succession-Management-Model.aspx">State of California Succession Planning Model</a>. Additionally, we are piloting a new workforce planning cohort based training program whereby organizations will graduate with a workforce plan for their organization. We track the progress of all organizations’ plans on an annual basis. For additional consultative support, contact us at <a href="mailto:wfp@calhr.ca.gov">wfp@calhr.ca.gov</a> or (916) 322-0742. </p>
How does CalHR define a completed plan?How does CalHR define a completed plan?<p>​A completed plan meets the minimum requirements defined in the <a href="http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2901">Workforce and Succession Plan Requirements Policy</a>.</p>
Will CalHR share our plan with others?Will CalHR share our plan with others?<p>​Plans are not shared publically unless we have permission from your organization. Sharing your organization’s workforce plan adds tremendous value and support for statewide efforts, offering an example that other organizations can learn from.</p>

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