Workforce & Workstream Planning & Analysis (WP&A) serves as a foundational element for managing an organization’s human capital. It enables organizations to strategically meet current and future workforce needs and prevents unnecessary disruptions in maintaining a steady-state workforce. Workforce & workstream planning further assists organizations by ensuring that positions are filled by the right employees with the necessary competencies and that the workforce meets future organizational goals and objectives. The more effective the development and execution of the workforce plan, the more the organization is able to leverage its human capital to accomplish its strategic goals. The primary elements of the workforce analysis methodology involve a review of the following: (1) Mission critical occupations and competencies; (2) Supply – evaluate the current headcount of the organization including anticipated retirements and separations, and identify the current skills and competencies of the workforce; (3) Demand – forecast the optimal headcount and competencies needed to meet the needs of the organization in the future; identify skills and competencies needed in mission-critical occupations in the future workforce; (4) Gap Analysis – evaluate the gap between the supply and demand analyses. The Gap Analysis identifies headcount and competency surpluses and deficiencies. From the Gap Analysis the following are derived: Future Headcount Gap & Future Competency Gap; (5) Workflow of personnel across the business. Additionally, a workforce analysis should include a review of the following: (1) Workforce activity analysis; (2) Demographics (including age, distribution, and tenure); (3) Industry trends; (4) Projections (retirements, separations, etc.); (5) Workforce diversity; (6) Educational pipelines (particularly regarding sources of new hires); (7) Supervisor ratio; (8) Labor market supply (including unemployment rates); (9) Risk analysis (to minimize the impact on the workforce due to restructuring); (10) Consideration of strategies to close gaps, such as succession planning, target recruitment, training programs, restructuring, retention, strategies, etc.

1. All rights reserved. Subject to general limitations, some copyrighted material(s) are deemed fair use(s) based
on this program(s) intentions to stimulate creativity for the enrichment of the general public, comment,
criticism, research, news reporting, teaching, and scholarship. Cited work(s) are the property of the author(s)
/ copyright holders.
Richard Swartzbaugh

2. 2
Executive Summary
Workforce Planning & Analysis (WP&A) serves as a foundational element for managing an organization’s human
capital. It enables organizations to strategically meet current and future workforce needs and prevents unnecessary
disruptions in maintaining a steady-state workforce. Workforce planning further assists organizations by ensuring that
positions are filled by the right employees with the necessary competencies and that the workforce meets future organizational
goals and objectives. The more effective the development and execution of the workforce plan, the more the organization is
able to leverage its human capital to accomplish its strategic goals.
The primary elements of the workforce analysis methodology involve a review of the following: (1) Mission critical
occupations and competencies; (2) Supply – evaluate the current headcount of the organization including anticipated
retirements and separations, and identify the current skills and competencies of the workforce; (3) Demand – forecast the
optimal headcount and competencies needed to meet the needs of the organization in the future; identify skills and
competencies needed in mission-critical occupations in the future workforce; (4) Gap Analysis – evaluate the gap between
the supply and demand analyses. The Gap Analysis identifies headcount and competency surpluses and deficiencies. From the
Gap Analysis the following are derived: Future Headcount Gap & Future Competency Gap; (5) Workflow of personnel across
the business.
Additionally, a workforce analysis should include a review of the following: (1) Workforce activity analysis; (2)
Demographics (including age, distribution, and tenure); (3) Industry trends; (4) Projections (retirements, separations, etc.);
(5) Workforce diversity; (6) Educational pipelines (particularly regarding sources of new hires); (7) Supervisor ratio; (8) Labor
market supply (including unemployment rates); (9) Risk analysis (to minimize the impact on the workforce due to
restructuring); (10) Consideration of strategies to close gaps, such as succession planning, target recruitment, training
programs, restructuring, retention, strategies, etc.
Workforce Planning & Analysis

3. 3
Executive Summary
Workforce Planning & Analysis
The following table and illustrations incorporate steps from the Office of Personnel Management (OPM) model and
best practice research, tailored to the private sector.

4. 4
Executive Summary ………………………………………………………………………........................................ 2
1. Sample Workflow Analysis …………………..………………………………………………………………. 5
A. Workflow Level One ……………………………………………………………………………………. 8
B. Workflow Level Two ……………………………………………………………………………………. 9
C. Workflow Level Three ………………………………………………………………………………….. 10
TMS Table of Contents Page(s)
Workforce Planning & Analysis

5. 5
1. Sample Workflow Analysis - Foundational Systems & Processes
Various Sources
Workforce Planning & Analysis

6. 6Various Sources
Workforce Planning & Analysis
1. Sample Workflow Analysis - Foundational Systems & Processes (Continued)

7. 7Various Sources
Workforce Planning & Analysis
1. Sample Workflow Analysis - Foundational Systems & Processes (Continued)

8. 8
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level One
Various Sources

9. 9
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Two
Various Sources

10. 10
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three
Various Sources

11. 11
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

12. 12
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

13. 13
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

14. 14
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

15. 15
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

16. 16
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

17. 17
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

18. 18
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

19. 19
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

20. 20
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

21. 21
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

22. 22
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

23. 23
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

24. 24
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

25. 25
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

26. 26
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

27. 27
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

28. 28
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

29. 29
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

30. 30
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

31. 31
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

32. 32
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

33. 33
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

34. 34
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

35. 35
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

36. 36
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

37. 37
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

38. 38
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

39. 39
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

40. 40
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

41. 41
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

42. 42
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

43. 43
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

44. 44
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

45. 45
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

46. 46
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

47. 47
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

48. 48
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

49. 49
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

50. 50
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

51. 51
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

52. 52
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

53. 53
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources

54. 54
Workforce Planning & Analysis
1. Sample Workflow Analysis – Level Three (Continued)
Various Sources