Learn more about how you can recruit more employees to reach your goals from our Talent Acquisition Lead – Natalie Brown

Use tools to help you get the most insightful data

Having the right technology to capture data is critical to your success. After all, it’s these data points that will underpin all of your forecasts and predictive models. If, for example, you want to attract new talent with an employee experience platform it’s important the solution has people analytics. With Perkbox, you get enhanced admin functionality so you can track exactly what perks and benefits your teams use most.

Keep going and pivot

When the only thing that’s guaranteed in your work environment is change, you must be able to pivot. This principle applies to everything you do. Take your comms strategy, for example. When you need to communicate global updates to an expanding agile workforce, you need a system that is capable of reaching every employee. Fortunately, with our Culture hub, you can post updates to everyone with easy-to-use digital cards. What’s more, you can attach town hall recordings, documents, and more to each card.

An HR team working together as part of effective workforce planning

The six stages of workforce planning

The process of workforce planning can be broken down into six stages. Each stage must be completed before moving on to the next.2

1. Strategic direction

To develop a solid strategy you must first identify your goals and objectives for the future. Only then, should you begin to think about how you will achieve these goals with your current workforce.

Questions you should consider asking at this stage are:

  • What organisational-wide changes are we expecting to make over the next 3–5 years?
  • What short and long-term goals do we have in mind to get there?
  • Will we need to change any policies?
  • Will any future changes in legislation affect the business? For example, how we store and use data?
  • Do we think our revenue is likely to remain stable?

2. Workforce analysis

The purpose of the workforce analysis is to measure how much your current workforce is set to change and if it meets your plans for business growth.

Questions you should consider asking at this stage are:

  • Is our current workforce aligned with our business strategy?
  • How many employees do we have at each organisational level?
  • Will reducing employee count affect output?
  • Can we move other employees into different positions?
  • Do we have the scope to provide training opportunities?

Employees performing a workforce analysis as part of their growth strategy.

3. Demand analysis

A demand analysis will highlight what the current workload is on your organisation and how it could change in the future.

Questions you should ask at this stage are:

  • What is putting the most workload on the organisation?
  • Does the workload differ between departments?
  • How will future changes in technology affect this workload?
  • How many full-time workers do we need for the current and future workload?
  • Are there any opportunities to enhance current resources?

4. Gap analysis

When you detect gaps in your organisation, it suggests your speed of growth has resulted in an imbalance of skill sets. A good example of this is when a company has moved into the e-commerce space but lacks a digitally focused team. This analysis is also crucial to industries that tend to have high turnover rates.

Questions you should ask at this stage are:

  • What gaps or skills are missing in our current or future workforce?
  • How are we going to recruit for these skill sets in the future?
  • Does our location make it difficult to recruit people with the skills we need?
  • Do we have gaps in diversity?
  • Will retiring employees leave gaps in the workforce?

To learn more about hiring in the new age of attraction and what the modern employee wants, download our helpful guide.

5. Reduce employee gaps and meet goals

Once you’ve established your goals and have identified any skill gaps within your workforce you can start developing solutions.

Questions you should ask at this stage are:

  • How do we align workforce needs with our strategy?
  • Do we need to purchase any workforce planning tools?
  • How can we sell the investment benefits of workforce planning to the wider organisation?
  • What data will we be using in the workforce planning strategy?
  • How will we evaluate the data that’s underpinning the workforce planning strategy?

6. Monitor progress

So you’ve set up a workforce planning solution, what now? At this stage, you want to monitor the progress of your strategy and work on any initial teething problems. Over time, your goals will also change, consequently, it’s important to reflect these developments in your strategy.

Questions you should ask at this stage are:

  • How do we define success?
  • Are we going to complete our objectives on time?
  • Do we need to refine the workforce planning strategy?
  • Are we using the right types of metrics?
  • Have there been any changes that affect the plan?

Employee at her laptop looking at her workforce planning software

Maintaining your workforce plan

You should actively maintain your workforce plan if you want results. It’s sometimes easy to sit back at this point as the planning and preparation stages are over. However, it’s important you don’t fall into this trap of complacency. You should put just as much work into maintaining your workforce plan as developing it.

Actions you should be taking throughout this maintenance phase are:

  • Supporting managers: You should be checking in with any managers who are affected by the workforce plan. Do they have all the resources they need? What do their direct reports think about the changes? Asking these questions will give you insight into how your plan progressing and reveal any pain points. Consider setting up monthly meetings or lunches to discuss progress.
  • Refining your evaluation criteria: You may find as you complete objectives some metrics aren’t relevant anymore. In these instances, you should remove unnecessary data points as this could put a strain on your plan. Remember your plan needs to be agile. So a big part of the maintenance phase is deciding what data are most relevant to the strategic objectives you’re working on.
  • Organising your data and making it accessible: Data including, information on new joiners, leavers, and retirees is a snapshot in time and you can correlate it against your workforce plan objectives.3 Consequently, it needs to be easily accessible to the analysts that need it. If this information is hard to come by this will slow down a lot of processes and make your plan less agile.
  • Paying attention to changes in company culture: Now, these changes may be positive or negative depending on what you’re implementing. If you’ve come to the difficult realisation you need to make redundancies this will temporarily reduce engagement. Alternatively, if you’re expanding, morale and job satisfaction will likely be high as you promote employees into new positions and take on new joiners.

Engaged employees smiling and drinking coffee together

Maintain employee engagement with great tools

When you have the right people in the right place, your top priority should be maintaining or increasing engagement. In fact, most companies who want to boost retention, usually focus on engagement strategies to keep morale and loyalty high.

Obviously, engagement objectives will vary between companies as each have  different budgets. Usually though, organisations find all-in-one employee experience solutions very cost-effective as everything they need is in one tool.

Our platform, for example, contains a range of features that address all areas of engagement. Take Perks hub, it has over 4,000 deals and discounts worldwide with the biggest brands. While Wellness hub has an ever-expanding library of on-demand workout videos, yoga flows, and soothing sleep stories.

If you want to find out how Perkbox can fit into your workforce planning strategy. Request a demo and a member of our team will get back to you.


What are the six steps of workforce planning?

The six steps of the workforce planning process are: strategy development, workforce analysis, demand analysis, gap analysis, solution development, and progress monitoring. Each step must be completed before you move on to the next. Together these steps balance your workforce against your business needs, so you only recruit the right people with the right skills.

What is workforce planning?

What is the aim of workforce planning?

Learn how to attract the best talent with our guide

The rise of remote working has opened up vital talent pools for businesses — but how can you ensure your talent attraction strategy speaks to the wants and needs of employees everywhere? Check out this in-depth guide from Perkbox and Workable!

talent attraction guide
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