Engagement
Workforce Planning Brief
A structured review of headcount, role mix, and hiring capacity for the next planning cycle, delivered as annotated charts and a written brief for HR leadership.
Who it is for
HR directors, people-ops leads, and finance partners preparing annual or mid-year workforce plans.
Result
A clear picture of current headcount, planned openings, and where hiring capacity will fall short — ready to share with leadership.
What is included
- Kickoff interview covering business goals, open roles, and known constraints
- Headcount and role-mix tables drawn from your HRIS export or spreadsheet extracts
- Hiring capacity vs. planned openings comparison by department
- Annotated chart pack (PDF) plus a 6–8 page written brief
- One review session with stakeholders to walk through findings
What is outside scope
- Ongoing software subscriptions or system configuration
- Payroll processing or compensation redesign
- Direct recruitment or candidate sourcing
How the work unfolds
- Discovery call to confirm scope and data sources
- Secure transfer of anonymized headcount and requisition extracts
- Analysis and draft chart pack
- Stakeholder review, then final brief