Workforce planning tools

Our team at Skills Active have developed the following handy tools to help your organisation with the workforce planning process.

The tools below are designed to help you undertake workforce planning activities. It doesn’t need to be hard, and our Skills Active advisors are available to guide you through the process.

Each step in the workforce planning process is described and templates are provided to help walk you through the planning process and capture your workforce planning information.

Once you've gone through the planning steps below, you will have a great set of resources and information that you can use to implement your workforce plan, and update when things change.

What is workforce planning?

Good workforce planning habits will ensure that you have the right people with the right skills at the right time. Planning ahead will save you time, productivity and money.

Reviewing the workforce development needs of an organisation considers the skills, knowledge and behaviours that your people will need and how you can support them to develop these effectively. The workforce planning steps are:






About the tools

We developed these planning tools to help a variety of local, regional and national organisations navigate the workforce planning process.

We’ve developed ‘basic' and 'comprehensive' workforce planning templates for you to use. Depending on the level of information available to you, and your organisation’s HR systems and processes, you may choose to use either of these templates, or develop your own planning tools. 

If you feel you don’t have information available to fill out all the sections in the templates, don’t fret! Complete what you can and use these tools to facilitate conversations with your team around your future workforce needs. It’s important not to over-complicate things, and to start planning with the information you have.


Our workforce development tools 


Ready? Then head to the relevant step of the planning process. If you'd like to download the complete guide and templates, you can grab these below.

Steps in the workforce planning cycle

 Step 1

Understanding your current and future business goals.

Go to this step

Step 2: 

Identifying the capacity and capability of your current workforce to meet your business goals.

Go to this step

Step 3: 

Forecasting the capacity and capability of the workforce you think you will need.

Go to this step

Step 4: 

Identifying any gaps and using this information to guide the development your workforce strategy. 

Go to this step

Step 5: 

Reviewing and evaluating the strategy you've put in place.

Go to this step

Step 6....

Hit repeat and start again! Make sure your workforce plan is reviewed regularly to match up with your changing needs and goals.

Workforce planning templates

Download all your planning templates here

Get in touch

We'd love to hear about your experience using the Workforce Planning Tools. If you need any help with the process contact your regional advisor or

P   0508 4 SKILLS (0508 475 4557)