Operational workforce planning: a self-assessment tool


Resources to support trusts to carry out an organisational diagnosis and identify areas of improvement.

Creating an effective workforce requires an evidence-based workforce plan, integrated with finance, activity and performance plans, and directly involves leaders and managers of the service.

Working with workforce planners and trusts, we have created a tool that details the characteristics and processes of effective workforce planning. It enables self-assessment against typical workforce planning requirements, complements and signposts to existing workforce planning resources and provides transparency on how we review workforce plans.

Operational workforce planning self-assessment tool XLSX, 1.1 MB

The full framework tool enables boards to carry out an organisational diagnostic against a key set of indicators, of which there are six areas: leadership, technology, information, method and governance, engagement and integration, and strategy. It also includes guidance on supporting evidence, policies and resources. It will be useful for boards, divisional teams, commissioners and stakeholders, workforce planning leads and also for staff who work in the five areas looking to improve workforce planning.

Operational workforce planning self-assessment tool: a quick guide PDF, 278.2 KB

This will support senior leaders, including HR directors, to carry out a quick view self-assessment as a complement to the full operational workforce planning self-assessment tool.

We value your feedback on content and usability. Please email us at NHSI.Workforce@NHS.net.

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