Workforce Planning - Implementation Toolkit (Excel XLSX)

EMPLOYEE TRAINING EXCEL DESCRIPTION

Editor Summary Workforce Planning - Implementation Toolkit is an XLSX toolkit (with supplemental ZIP) by Gerard Blokdijk that guides workforce planning projects through a 3-step process and a RDMAICS data-driven improvement cycle (Recognize, Define, Measure, Analyze, Improve, Control and Sustain). Read more Includes a quick-edition PDF with 49 requirements, a Self-Assessment Excel Dashboard with 995 case-based questions across 7 core areas, auto-generated RACI output, and 62 implementation templates covering over 1,500 project requirements. Sold as a digital download on Flevy with immediate digital download.

Use this toolkit when an organization needs to establish, diagnose, or operationalize workforce planning and management processes from baseline assessment through implementation tracking.

  HR leaders defining measurable workforce goals and accountabilities using the Excel scorecard and auto-generated RACI Matrix to assign owners and timelines.
  Workforce planners conducting maturity diagnostics and gap analysis via the 995-question Self-Assessment and radar-chart dashboard.
  HR project managers running implementation sprints using the 62 step-by-step project management templates covering 1,500+ requirements.

The 3-step process and RDMAICS data-driven improvement cycle reflect a consultative diagnose-plan-implement approach to change.

The Workforce Planning Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Workforce Planning/Management related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the Workforce Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation.

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Workforce Planning improvements can be made.

The Self-Assessment Excel Dashboard; with the Workforce Planning Self-Assessment and Scorecard you will develop a clear picture of which Workforce Planning areas need attention, which requirements you should focus on and who will be responsible for them:

•  Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
•  Gives you a professional Dashboard to guide and perform a thorough Workforce Planning Self-Assessment
•  Is secure: Ensures offline data protection of your Self-Assessment results
•  Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Workforce Planning projects with the 62 implementation resources. There are 62 step-by-step Workforce Planning Project Management Form Templates covering over 1500 Workforce Planning project requirements and success criteria.

TOPIC FAQ

What is RDMAICS and how does it apply to workforce planning?

RDMAICS is a data-driven improvement cycle referenced in the toolkit and stands for Recognize, Define, Measure, Analyze, Improve, Control and Sustain. The approach is used to organize assessment and improvement activities across workforce planning projects, structuring work from initial recognition through sustaining changes with RDMAICS.

What should a workforce planning self-assessment measure to be useful?

A useful workforce planning self-assessment measures requirements across core process areas, collects case-based evidence, and produces maturity visuals and scorecards. The toolkit’s Self-Assessment includes 995 case-based questions organized into 7 core areas and a quick-edition PDF with 49 baseline requirements for assessment.

How can a RACI matrix be used in workforce planning projects?

A RACI matrix clarifies who is Responsible, Accountable, Consulted, and Informed for tasks and deliverables. The toolkit’s Self-Assessment Excel Dashboard auto-generates a bespoke, dynamically prioritized RACI Matrix to show roles, responsibilities, and next activities using the assessment outputs and prioritization logic.

What should I look for when buying a workforce planning toolkit for my HR team?

Prioritize toolkits that combine diagnostic capability, case-based assessment questions, role accountability outputs, and implementation resources. Look for an assessment dashboard, offline data protection, auto-generated RACI output, and step-by-step project templates—features such as an Excel dashboard and 62 implementation templates indicate practical coverage.

Are pre-built templates worth the investment for workforce planning efforts?

Pre-built templates centralize standard tasks and success criteria, reducing setup time and ensuring consistency across projects. The Workforce Planning - Implementation Toolkit provides 62 step-by-step project management form templates that collectively cover over 1,500 workforce planning project requirements and success criteria.

I’m starting workforce planning from scratch — what initial steps should I take?

Begin with a quick baseline scan to get stakeholder alignment and an overview of requirements. The toolkit recommends starting with the quick-edition Self-Assessment PDF and using the Self-Assessment Excel Dashboard to run an initial maturity scan based on 49 baseline requirements.

How do I move from assessment to implementation in workforce planning?

Use assessment outputs to prioritize initiatives, assign owners, and launch projects. In this toolkit the Step 2 self-assessment produces prioritized actions and an auto-generated RACI Matrix which feed into Step 3, where implementation is managed using the 62 project templates.

How comprehensive are workforce planning toolkits in covering project requirements?

Comprehensiveness varies; look for toolkits that combine assessment depth and implementation assets. The Workforce Planning - Implementation Toolkit pairs 995 case-based assessment questions with 62 implementation templates and claims coverage of over 1,500 workforce planning project requirements.

Source: Best Practices in Employee Training Excel: Workforce Planning - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk