Manage workforce planning

This unit describes the performance outcomes, skills and knowledge required to plan workforce strategies to achieve organisational goals and objectives.It includes aligning workforce objectives with business plans, analysing labour market trends and predictions, and designing strategies and succession plans to ensure a competent and appropriately diverse workforce is available to meet anticipated changes.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.


This unit applies to human resources managers or staff who take a role in a policy or planning unit with a focus on workforce planning. Typically this work would occur in larger organisations where supply of skilled labour needs special attention.

The unit covers the research associated with labour markets and the requirement to match organisational needs with employee skill and commitment.

Elements and Performance Criteria



1. Assess supply and demand

1.1. Review business plans to determine predicted areas of organisational growth and downsizing and associated labour requirements

1.2. Analyse existing workforce to determine areas where there are excesses or shortages

1.3. Review organisational requirements for diversity in the workforce

1.4. Analyse current workforce's capacity to meet current and predicted demands for business goods and services

1.5. Consider existing organisational structure and its strengths and shortcomings in relation to foreseeable changes

1.6. Research and review current and predicted external labour supply data, and demographic and economic data, to forecast human resources supply

1.7. Review staffing budgets to predict cost of workforce changes

2. Develop workforce objectives and strategies

2.1. Establish objectives for the modification to or retention of the workforce

2.2. Define objectives to address areas with unacceptably high staff turnover

2.3. Define objectives to retain required skilled labour

2.4. Define strategies to source skilled labour

2.5. Communicate objectives and rationale to relevant stakeholders

2.6. Obtain agreement and endorsement for objectives and establish targets

2.7. Develop contingency plans to cope with extreme situations

3. Implement initiatives to support workforce planning objectives

3.1. Implement action to support agreed objectives for recruitment, training, redeployment and redundancy

3.2. Develop and implement strategies to assist workforce to deal with organisational change

3.3. Implement succession planning system to ensure desirable workers are developed and retained

3.4. Implement programs to ensure workplace is an employer of choice

4. Monitor and evaluate workforce trends

4.1. Review workforce plan against patterns in exiting employee and workforce changes

4.2. Monitor labour supply trends for areas of over- or under-supply in the external environment

4.3. Monitor effects of labour trends on demand for labour

4.4. Survey organisational climate to gauge worker satisfaction

4.5. Refine objectives and strategies in response to internal and external changes and make recommendations in response to global trends or incidents

4.6. Regularly review government policy on labour demand and supply

4.7. Evaluate effectiveness of change processes against agreed objectives

Required Skills

Required skills

communication and leadership skills to explain the need for change and to gain support for change

literacy skills to read and write reports and succinct workforce plans

mathematical skills to work with data and predictions about labour supply information

analytical skills to review data according to the needs of the organisation.

Required knowledge

current information about labour supply that is relevant to the specific industry or skill requirements for the organisation

industrial relations relevant to the specific industry

labour force analysis and forecasting techniques.

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

development of a workforce plan which includes relevant research and specific strategies to ensure access to a skilled workforce

knowledge of labour demand and supply relevant to the specific industry or skill requirements for the organisation.

Context of and specific resources for assessment

Assessment must ensure:

access to appropriate documentation and resources normally used in the workplace.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

assessment of written reports on labour supply trends and strategies to access and retain labour with required skills

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

review of documentation outlining agreed objectivesfor the modification to or retention of the workforce and how these objectives were communicated to senior management

review of strategies implemented to assist the workforce to deal with organisational change

evaluation of implementation of succession planning system

review of the results of the organisational climate survey

oral or written questioning to assess knowledge of industrial relations relevant to the specific industry.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

other units from the Diploma of Human Resource Management.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Business plans may also include:

strategic or operational plans

Diversity may include all kinds of differences the workforce, including:


cultural or linguistic background



religious beliefs


Data may include:

ABS statistics

data on numbers of graduates or places in universities or the vocational education and training system

information from industry journals or professional associations

research reports

Objectives may include:

becoming an employer of choice

specific objectives for the organisation on recruitment, training, redeployment and redundancy

triple bottom line

Succession planning refers to:

processes that ensure that preferred staff will stay with the organisation

Organisational climate surveys may include:

employee opinion surveys

employee satisfaction surveys

systems for checking how staff perceive the organisation and its functioning


Unit sector

Competency Field

Workforce Development - Human Resource Management

Employability Skills

This unit contains employability skills.

Licensing Information

Not applicable.