Workforce Management Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Workforce Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Workforce Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Workforce Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Workforce Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Workforce Management improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. Do your compensation strategies, including at the executive level, reflect the balance and combination of market/economic value and stakeholder/social values you seek to represent?

  2. What technical specifications and information do you need in order to determine compatibility with and understand integration into your organizations payroll processing software?

  3. Does your workforce management system automatically recommend solutions to remedy staffing variances based upon your contact centers specific business rules and policies?

  4. How will your organization respond to factors and adapt to ensure you have the right people, at the right place, at the right time to drive performance and productivity?

  5. Does your workforce management system automatically send personalized intraday adherence alerts to agents, supervisors and other operational leaders throughout the day?

  6. What percentage of the current WFM staff held WFM roles in other departments of your organization or in other companies before being employed in your center?

  7. Does your workforce management system automatically alert you to projected interval staffing variances for all of your various contact types and channels?

  8. Are the mission and vision of your organization clearly understood and embraced by the entire workforce, regardless of role or level?

  9. How can acquisition workforce management policies be modified to make leaders accountable for cost overruns on procurement contracts?

  10. How can providers improve workforce management to better meet the mandate in an increasingly complex operating environment?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Workforce Management book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your Workforce Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Workforce Management Self-Assessment and Scorecard you will develop a clear picture of which Workforce Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Workforce Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Workforce Management projects with the 62 implementation resources:

  • 62 step-by-step Workforce Management Project Management Form Templates covering over 1500 Workforce Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Are indirect costs accumulated for comparison with the corresponding budgets?

  2. Procurement Management Plan: Are there checklists created to determine if all quality processes are followed?

  3. Risk Management Plan: Do requirements put excessive performance constraints on the product?

  4. Risk Audit: What responsibilities for quality, errors, and outcomes have been delegated to staff (or others) without adequate oversight?

  5. Procurement Audit: Are payment generated from computer programs reviewed by supervisory personnel prior to distribution?

  6. Team Member Performance Assessment: How is the timing of assessments organized (e.g., pre/post-test, single point during training, multiple reassessment during training)?

  7. Schedule Management Plan: Is a pmo (Workforce Management project management office) in place and provide oversight to the Workforce Management project?

  8. Variance Analysis: Are management actions taken to reduce indirect costs when there are significant adverse variances?

  9. Assumption and Constraint Log: Is the steering committee active in Workforce Management project oversight?

  10. Schedule Management Plan: Are post milestone Workforce Management project reviews (PMPR) conducted with your organization at least once a year?

 
Step-by-step and complete Workforce Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Workforce Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Workforce Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Workforce Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Workforce Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Workforce Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Workforce Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Workforce Management project with this in-depth Workforce Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Workforce Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Workforce Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Workforce Management investments work better.

This Workforce Management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.