Overview

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Now that you're familiar with how this Tool Kit works, it's time to start using it!

This Planning Process section walks you through Steps 1-4 of the Workforce Development Framework.

The Planning Process

Steps 1 - 4 in the Workforce Development Planning Process of the Workforce Development Framework (WDF) are highlighted. The four steps include: Step 1. Identify Need: Organizational Assessment, Step 2. Gather Data: Environmental Assessment, step 3. Analyze Workforce Supply & Demand, and Step 4. Identify Gaps.

Here's what you need to do:

  • Review the Quick Guide to the Planning Process.

    This provides a summary of each step.

  • Review each of the Steps and their worksheets.
    Worksheets help you:
    • Gather information about the workforce needs of your agency.
    • Scan organizational and environmental (and community) characteristics.
    • Analyze workforce supply and demand.
    • Identify workforce gaps.

    STOP Always download, save, and work in your saved worksheets!

  • Decide as a team the best way to complete each step.

    For example, you may choose to assign specific information-gathering tasks as “homework” to one or more individuals on the team. Then, they can bring their findings back for review and consideration by the entire team.

    Make sure to discuss the questions under “Summing it Up” as a team. This ensures that multiple points of view are taken into account. The information will point to current and emerging workforce gaps and provide a Snapshot of your agency.

  • Continue on to Explore the Components & Strategies to address identified gaps.

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Quick Guide to the Planning Process

This quick guide provides an overview of the four steps in the Planning Process.

It includes the information collected (inputs) and knowledge gained (outputs) by your team during each step.

Identify Need

Workforce Development Framework (WDF) with Step 1. Identify Need: Organizational Assessment highlighted.

Information Gathered (Inputs)

  • Mission and vision statements
  • Core values statement
  • Strategic plan, program evaluations, or legislative audits
  • Newly funded grants, proposals, and IV-Waivers

Knowledge Gained (Outputs)

  • Relevant information about current programs
  • Anticipated changes impacting agency direction

Go to the STEPS

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Gather Data

Workforce Development Framework (WDF) with Step 2. Gather Data: Environmental Assessment highlighted.

Information Gathered (Inputs)

  • Assessment of agency culture and climate
  • Job satisfaction and HR exit interviews
  • Funding increases and decreases
  • Legislative and policy changes
  • Characteristics of community and demographics
  • Emerging trends in demographics, immigration, and net migration into/out of community

Knowledge Gained (Outputs)

  • Factors impacting agency culture/climate and staff morale
  • Social trends and issues impacting community
  • Economic conditions impacting labor pool and workforce
  • Industry and generational shifts impacting agency and community

Go to the STEPS

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Analyze Workforce Supply & Demand

Workforce Development Framework (WDF) with Step 3. Analyze Workforce Supply & Demand highlighted.

Information Gathered (Inputs)

Supply

  • Workforce levels
  • Demographic information
  • Hiring and turnover trends
  • Newly funded grants, proposals, and IV-Waivers

Demand

  • Agency program and budget plans
  • Analysis of jobs needed
  • Analysis of needed skills, knowledge, and competencies

Knowledge Gained (Outputs)

  • Relevant information about current programs
  • Anticipated changes impacting agency direction

Go to the STEPS

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Identify Gaps

Workforce Development Framework (WDF) with Step 4. Identify Gaps highlighted.

Information Gathered (Inputs)

Information Gathered and Summaries of:

  • Step 1: Organizational Assessment
  • Step 2: Environmental Assessment
  • Step 3: Workforce Supply and Demand

Knowledge Gained (Outputs)

  • Overall workforce strengths
  • Overall workforce challenges and gaps

Go to the STEPS

2Adapted from Cornerstones for Kids. (2006). Workforce planning overview. Washington, DC: CPS Human Resources Services & National Child Welfare Workforce Institute. (2013). A comprehensive workforce strategy to advance child welfare outcomes. Albany, NY: Author.

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The Steps in the Planning Process

Now you're ready to review each of the steps in the Workforce Development Planning Process and their worksheets.

Remember to download, review, and complete the worksheet for each step.

After you've finished with each step, continue on to EXPLORE THE COMPONENTS & STRATEGIES to address identified gaps.

Go Through the Steps

Identify Need (Step 1)

Workforce Development Framework (WDF) with Step 1. Identify Need: Organizational Assessment highlighted.

Examine in broad terms the overall mission, vision, and purpose of your agency. Analyze where your agency is now and where it'll be in the future. Determine the current and anticipated program direction.

Assemble documents that include relevant information about:

  • Current programs
  • Anticipated changes
  • Current and emerging trends
  • Impact on and implications for the workforce

Information may come from multiple sources:

  • Reports summarizing recent strategic planning processes
  • Internal or external program evaluations or reviews
  • Legislative or fiscal audits
worksheet icon

Worksheet: Identify Need

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Gather Data (Step 2)

Workforce Development Framework (WDF) with Step 2. Gather Data: Environmental Assessment highlighted.

Scan your agency's internal and external strengths, weaknesses, opportunities, and threats (SWOT).

SWOT:

Using comprehensive, accurate, and reliable information provides essential knowledge about your agency and factors impacting the workforce.

Assemble documents that include relevant information about:

  • Your agency's culture and climate gathered through an organizational assessment and/or job satisfaction survey.
  • Exit interviews with staff who are leaving the agency.

Learn more: 1-page Summary–Impact of organizational culture and retention

Environmental Assessment:

Include information about:

  • Budget conditions and funding levels.
  • Economic conditions such as unemployment rates or changes in local industry.
  • Statutory or policy changes that will impact the workforce.
  • Community context: social and economic trends, challenges, and community strengths (for example, strong partnerships or economic growth and development).

Demographic Information:

This contributes to a better understanding about the extent to which the workforce is reflective of those served. An awareness also assists in determining how the agency can better meet the needs of the community.

Include information about the community at large:

  • Race and ethnicity.
  • Immigration patterns.
  • Cultures of origin.

Note:

  • Community members participating on the Workforce Development Team are key partners in identifying and gathering data and completing the SWOT analysis during this step.
  • Demographic information about the workforce is more fully explored in Step 3: Analyze Supply and Demand
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Worksheet: Gather Data

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Analyze Workforce Supply & Demand (Step 3)

Workforce Development Framework (WDF) with Step 3. Analyze Workforce Supply & Demand highlighted.

Perform a supply and demand analysis informed by the environmental assessment.

This includes:

  • Current trends in staff turnover.
  • Past and projected rates of retirement and internal vacancies.
  • Demographic characteristics and make-up of the staff and labor force in the community (including race, ethnicity, age, gender, language, etc.).

Analyze demand required for the delivery of your organization’s current and future programs and services.

  • Future activities (like the implementation of a new practice model).
  • Anticipated workload.
  • Staff composition (education, knowledge, diverse skills, etc.).
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Worksheet: Analyze Workforce

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Identify Gaps (Step 4)

Workforce Development Framework (WDF) with Step 4. Identify Gaps highlighted.

Where does your agency meet or fall short of the workforce resources needed to fulfill its mission?

You'll find out during this step.

Compare the current workforce to the nature of the work and anticipated future direction and needs. This identifies areas of unmet need in “human capital”, i.e. the workforce gaps.

You'll use the information from Steps 1-3 to identify these gaps.

This gap analysis also points out racial or ethnic disparities or underrepresented social identity groups in the workforce.

worksheet icon

Worksheet: Identify Gaps

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