John Baldino, MSHRD SPHR

1
John Baldino, MSHRD SPHR President, Humareso
2
Workforce Planning

• Is it important?
• The Conference Board
• The Human Capital Institute
• SHRM
• Dozens of companies certificates, training

• Who is using this?
• Campbells Company
• IBM
• Google
• Comcast
• Governmental agencies
• Major banking
• Major airlines

3
Workforce Planning

• Workforce Planning where you are vs. where
  youll need to be
• Talent
• Supply and demand
• Competencies
• Mobility
• Ensuring that your company has the right people,
  in the right place, at the right time, at the
  right price

4
Workforce Planning
5
Season 1
Season 19
Celebrity Known for Professional partner
Alfonso Ribeiro TV Actor Witney Carson
Betsy Johnson Fashion Designer Tony Dovolani
Antonio Sabato Jr TV Actor/Model Cheryl Burke
Jonathan Bennett Movie Actor Alison Holker
Randy Couture MMA/UFC Fighter Karina Smirnoff
Jannel Parrish TV Actress Valentin Chmerkovsky
Tommy Chong Comic actor Peta Murgatroyd
Lea Thompson Movie Actress Artem Chigvintsev
Lolo Jones Olympic Athlete Keo Motsepe
Bethany Mota YouTube Star Derek Hough
Tavis Smiley TV Host Sharna Burgess
Sadie Robertson Reality Television Star Mark Ballas
Michael Waltrip NASCAR driver Emma Slater
Celebrity Known for Professional partner
Trista Sutter Reality Television star Louis Van Amstel
Evander Holyfield Former heavyweight champion boxer Edyta Sliwinska
Rachel Hunter Supermodel Jonathan Roberts
Joey McIntyre NKOTB member Ashly DelGrosso
John O'Hurley Actor Charlotte Jørgensen
Kelly Monaco Soap opera actress Alec Mazo

6
Workforce Planning
Develop longer term staffing strategies that
support business strategy
Long Term
Time Frame
Address staffing strategically
Develop shorter term staffing plans
Short Term
Few
Many
Scope
Created by Thomas Bechet - 2007
7
Workforce Planning

• Engage with senior leaders
• Determine need
• Measure what is already there
• Measure the growth expected

8
Workforce Planning

• Take the supply you have now Are you short
  today?

ACME Manufacturing Company - 110 million annual
revenue
Location Manager Sales Estimator Support
Philadelphia 1 3 2 1
Miami 1 3 1 1
Chicago 1 4 1 2
TOTAL 3 10 4 4
9
Workforce Planning

• Now, take the supply of talent today and run it
  through an attrition analysis 6-month, 1 year?

Location Manager Sales Estimator Support
Philadelphia 1 3 2 1
Miami 1 3 1 1
Chicago 1 4 1 2
TOTAL 3 10 4 4
Total after attrition 2 7 3 3
10
Workforce Planning

• What will supply numbers look like then?

Location Manager Sales Estimator Support
Philadelphia 1 3 2 1
Miami 1 3 1 1
Chicago 1 4 1 2
TOTAL 3 10 4 4
Total after attrition 2 7 3 3
GAP ANALYSIS -1 -3 -1 -1
11
Workforce Planning

• Those numbers take no growth into account only
  replacement
• Lets say that no further growth is to occur in
  the current locations
• An office in London is to be opened doing the
  same thing as the American offices simplistic
  approach
• Consider the staffing needs in light of the
  forecasted needs

12
Workforce Planning
Location Manager Sales Estimator Support
Philadelphia 1 3 2 1
Miami 1 3 1 1
Chicago 1 4 1 2
TOTAL 3 10 4 4
Total after attrition 2 7 3 3
GAP ANALYSIS - current -1 -3 -1 -1
London 1 3 1 1
GAP ANALYSIS - forecasted -2 -6 -2 -2
13
Workforce Planning

• Non-simplistic considerations
• Technological advancement
• Mergers or Acquisitions
• Market changes
• Competition increase/decrease
• Product/Service initiation/advancement/reduction
• Process improvement

14
Workforce Planning

• Shall we have some fun? Grab a pen or your
  tablet!
• Computer Shack is a nationwide computer
  wireless retailer with 176 locations
• The company plans on adding 37 new locations
  within the next 12 months
• Each location has one manager and one assistant
  manager
• Total employees, including managers, is 529
• More managers will be needed for this expansion
  and the decision has been made to keep the
  competencies for this role the same (no job
  description or requirement changes)
• 5 new Managers have already accepted an offer for
  a manager role these candidates came from
  outside the company
• Computer Shack is planning on promoting 6 of the
  managers in the next 12 months
• Management turnover is 15 annually
• Management retirement is projected to be 2 in
  the next 12 months

15
Workforce Planning

• Manager Talent Computer Shack has now 176
• Manager Talent Computer Shack needs 213
• Manager Talent Computer Shack will have
• 6 of 176 have been promised promotions -11
• 15 of 176 will be voluntary turnover -26
• 2 of 176 are projected to retire -4
• 5 new Managers have been hired 5
• 176 11 26 4 5 140
• 140 213 -73 ? represents the gap in the
  Manager role

16
Workforce Planning
17
Workforce Planning

• Where will the talent come from to close a gap?
• Grow

DoubleStar, 2009
18
Season 1
Season 19
Celebrity Known for Professional partner
Alfonso Ribeiro TV Actor Witney Carson
Betsy Johnson Fashion Designer Tony Dovolani
Antonio Sabato Jr TV Actor/Model Cheryl Burke
Jonathan Bennett Movie Actor Alison Holker
Randy Couture MMA/UFC Fighter Karina Smirnoff
Jannel Parrish TV Actress Valentin Chmerkovsky
Tommy Chong Comic actor Peta Murgatroyd
Lea Thompson Movie Actress Artem Chigvintsev
Lolo Jones Olympic Athlete Keo Motsepe
Bethany Mota YouTube Star Derek Hough
Tavis Smiley TV Host Sharna Burgess
Sadie Robertson Reality Television Star Mark Ballas
Michael Waltrip NASCAR driver Emma Slater
Celebrity Known for Professional partner
Trista Sutter Reality Television star Louis Van Amstel
Evander Holyfield Former heavyweight champion boxer Edyta Sliwinska
Rachel Hunter Supermodel Jonathan Roberts
Joey McIntyre NKOTB member Ashly DelGrosso
John O'Hurley Actor Charlotte Jørgensen
Kelly Monaco Soap opera actress Alec Mazo

19
Workforce Planning

• Where will the talent come from to close a gap?
• Grow
• Borrow

DoubleStar, 2009
20
Season 1
Season 19
Celebrity Known for Professional partner
Alfonso Ribeiro TV Actor Witney Carson
Betsy Johnson Fashion Designer Tony Dovolani
Antonio Sabato Jr TV Actor/Model Cheryl Burke
Jonathan Bennett Movie Actor Alison Holker
Randy Couture MMA/UFC Fighter Karina Smirnoff
Jannel Parrish TV Actress Valentin Chmerkovsky
Tommy Chong Comic actor Peta Murgatroyd
Lea Thompson Movie Actress Artem Chigvintsev
Lolo Jones Olympic Athlete Keo Motsepe
Bethany Mota YouTube Star Derek Hough
Tavis Smiley TV Host Sharna Burgess
Sadie Robertson Reality Television Star Mark Ballas
Michael Waltrip NASCAR driver Emma Slater
Celebrity Known for Professional partner
Trista Sutter Reality Television star Louis Van Amstel
Evander Holyfield Former heavyweight champion boxer Edyta Sliwinska
Rachel Hunter Supermodel Jonathan Roberts
Joey McIntyre NKOTB member Ashly DelGrosso
John O'Hurley Actor Charlotte Jørgensen
Kelly Monaco Soap opera actress Alec Mazo

21
Workforce Planning

• Where will the talent come from to close a gap?
• Grow
• Borrow
• Employ

DoubleStar, 2009
22
Season 1
Season 19
Celebrity Known for Professional partner
Alfonso Ribeiro TV Actor Witney Carson
Betsy Johnson Fashion Designer Tony Dovolani
Antonio Sabato Jr TV Actor/Model Cheryl Burke
Jonathan Bennett Movie Actor Alison Holker
Randy Couture MMA/UFC Fighter Karina Smirnoff
Jannel Parrish TV Actress Valentin Chmerkovsky
Tommy Chong Comic actor Peta Murgatroyd
Lea Thompson Movie Actress Artem Chigvintsev
Lolo Jones Olympic Athlete Keo Motsepe
Bethany Mota YouTube Star Derek Hough
Tavis Smiley TV Host Sharna Burgess
Sadie Robertson Reality Television Star Mark Ballas
Michael Waltrip NASCAR driver Emma Slater
Celebrity Known for Professional partner
Trista Sutter Reality Television star Louis Van Amstel
Evander Holyfield Former heavyweight champion boxer Edyta Sliwinska
Rachel Hunter Supermodel Jonathan Roberts
Joey McIntyre NKOTB member Ashly DelGrosso
John O'Hurley Actor Charlotte Jørgensen
Kelly Monaco Soap opera actress Alec Mazo

23
Workforce Planning

• Where will the talent come from to close a gap?
• Grow
• Borrow
• Employ
• Partner

DoubleStar, 2009
24
Season 1
Season 19
Celebrity Known for Professional partner
Alfonso Ribeiro TV Actor Witney Carson
Betsy Johnson Fashion Designer Tony Dovolani
Antonio Sabato Jr TV Actor/Model Cheryl Burke
Jonathan Bennett Movie Actor Alison Holker
Randy Couture MMA/UFC Fighter Karina Smirnoff
Jannel Parrish TV Actress Valentin Chmerkovsky
Tommy Chong Comic actor Peta Murgatroyd
Lea Thompson Movie Actress Artem Chigvintsev
Lolo Jones Olympic Athlete Keo Motsepe
Bethany Mota YouTube Star Derek Hough
Tavis Smiley TV Host Sharna Burgess
Sadie Robertson Reality Television Star Mark Ballas
Michael Waltrip NASCAR driver Emma Slater
Celebrity Known for Professional partner
Trista Sutter Reality Television star Louis Van Amstel
Evander Holyfield Former heavyweight champion boxer Edyta Sliwinska
Rachel Hunter Supermodel Jonathan Roberts
Joey McIntyre NKOTB member Ashly DelGrosso
John O'Hurley Actor Charlotte Jørgensen
Kelly Monaco Soap opera actress Alec Mazo

25
Workforce Planning

• Where will the talent come from to close a gap?
• Grow
• Borrow
• Employ
• Partner
• Reduce

DoubleStar, 2009
26
Season 1
Season 19
Celebrity Known for Professional partner
Alfonso Ribeiro TV Actor Witney Carson
Betsy Johnson Fashion Designer Tony Dovolani
Antonio Sabato Jr TV Actor/Model Cheryl Burke
Jonathan Bennett Movie Actor Alison Holker
Randy Couture MMA/UFC Fighter Karina Smirnoff
Jannel Parrish TV Actress Valentin Chmerkovsky
Tommy Chong Comic actor Peta Murgatroyd
Lea Thompson Movie Actress Artem Chigvintsev
Lolo Jones Olympic Athlete Keo Motsepe
Bethany Mota YouTube Star Derek Hough
Tavis Smiley TV Host Sharna Burgess
Sadie Robertson Reality Television Star Mark Ballas
Michael Waltrip NASCAR driver Emma Slater
Celebrity Known for Professional partner
Trista Sutter Reality Television star Louis Van Amstel
Evander Holyfield Former heavyweight champion boxer Edyta Sliwinska
Rachel Hunter Supermodel Jonathan Roberts
Joey McIntyre NKOTB member Ashly DelGrosso
John O'Hurley Actor Charlotte Jørgensen
Kelly Monaco Soap opera actress Alec Mazo

27
Workforce Planning

• ROI factors Measurements
• Business impact, business metrics (in-place)
• Increased production
• New markets
• Improved processes
• Retention
• Hiring and Recruitment
• Lost Productivity
• For example 1 EE paid 60K annually
• Leaves costs 4000 in full recruitment process
• Lost productivity 3 wks. w/o person, 2 wks.
  ramp up for new - 5769
• Almost 10K spent/lost
• Succession actuality not planning only

28
John Baldino, MSHRD SPHRPresident,
Humaresojbaldino_at_humareso.comwww.humareso.comBl
og blogspot.humareso.comTwitter _at_jbalive
_at_humareso