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Fundamentals of Strategic Workforce Planning

Everything you need to know to get started with Strategic Workforce Planning

Strategic workforce planning aims to proactively put the right people, in the right place, at the right time at the right cost in order to mitigate workforce risk now and in the future. The dynamics of a global economy have made strategic workforce planning one of the "most sought after skills in Human Resources today."

This class is based on the book, Strategic Workforce Planning: Guidance & Back-Up Plans and will:

  • Teach you the framework of strategic workforce planning
  • Provide you with multiple implementation approaches
  • Outline how to successfully sell the concept and tell you what to do if selling the concept fails
  • Demonstrate ideas for measuring success
  • Clarify the connection to other HR functions
  • Discuss how to define the roles and responsibilities
  • Show you practical tools and approaches for successful implementation
  • Outline the major challenges facing strategic workforce planning leaders today

"Simple and practical."

"I've been through a number of workshops, formal training events related to SWP and have always come away with a different perspective or tool to use for the groups I support as a business partner."

"If you are looking for a straightforward guide to strategic workforce planning, this could be it. Brings together ideas from lots of sources with pros and cons."


Your Instructor


Tracey Smith
Tracey Smith

Tracey was named one of the "Top 50 Global Influencers in HR Analytics" and is an internationally recognized expert in Analytics and Workforce Planning. She led the global strategic workforce planning initiative for FedEx Express World Headquarters prior to establishing her own consulting practice in 2013.

Tracey is the author of several books and the founder and editor of NI Magazine, a magazine dedicated entirely to workforce planning and HR analytics. She presents on a variety of business topics at conferences and seminars, primarily on the strategic benefits of data analysis and its value to the organization.

Tracey holds a BMath degree in Applied Mathematics and a MASc degree in Mechanical Engineering from the University of Waterloo, Canada specializing in numerical modeling. She also holds an MBA from Texas Christian University in the U.S. specializing in forecasting.

Tracey has over 20 years of experience in the areas of Human Resources, Supply Chain and Engineering. She was born in the U.K. and has worked in both Canada and the U.S.


Class Curriculum


  Before We Get Started
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  Introduction
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  What is Strategic Workforce Planning?
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  Determining Roles of Interest
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  Determining Current State and Historical Trends
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  Determining Forecasting Scenarios and Projecting Forward
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  Identify Gaps and Set Action Plans
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  Global Strategic Workforce Planning
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  Implementation
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  Where Do You Start?
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  Resources and Contact Information
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Frequently Asked Questions


What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
How long do I have access to the course?
Once you purchase this class, you will have access to the materials for one year in order to allow you time to complete the course at your own pace.

Get started now!