Workforce Management A Complete Guide - 2020 Edition

By Gerardus Blokdyk

What are the opportunities that you see for your organizations workforce? Are you ready for the new digital workforce? Is a leadership succession plan in place? What forces are changing your business and its markets? Is there a program management plan (workforce plan) for incident management personnel?

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

Unless you are talking a one-time, single-use project, 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 Self-Assessment 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 Self-Assessment enables You to be that person.

All the tools you need to an in-depth Workforce Management Self-Assessment. Featuring 2139 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.

In using the questions 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 process design strategies into practice according to best practice guidelines

Using a Self-Assessment tool known as the Workforce Management Scorecard, you will develop a clear picture of which Workforce Management areas need attention.

Your purchase includes access details to the Workforce Management self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria:

- The latest quick edition of the book in PDF

- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

- The Self-Assessment Excel Dashboard

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

- In-depth and specific Workforce Management Checklists

- Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT 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.

• Language: English
• Publisher: 5STARCooks
• Release date: Sep 6, 2019
• ISBN: 9780655965053

Book preview

Workforce Management

Complete Self-Assessment Guide

The guidance in this Self-Assessment is based on Workforce Management best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

Notice of rights

You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

Trademarks

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

Copyright © by The Art of Service

http://theartofservice.com

[e-mail]

About The Art of Service

The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

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

Unless you’re talking a one-time, single-use project, 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?’

With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

http://theartofservice.com

[e-mail]

Included Resources - how to access

Included with your purchase of the book is the Workforce Management Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

How? Simply send an email to

[e-mail]

with this books’ title in the subject to get the Workforce Management Self Assessment Tool right away.

You will receive the following contents with New and Updated specific criteria:

•The latest quick edition of the book in PDF

•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

•The Self-Assessment Excel Dashboard, and...

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

•In-depth specific Checklists covering the topic

•Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT 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.

Get it now- you will be glad you did - do it now, before you forget.

Send an email to [e-mail] with this books’ title in the subject to get the Workforce Management Self Assessment Tool right away.

Purpose of this Self-Assessment

This Self-Assessment has been developed to improve understanding of the requirements and elements of Workforce Management, based on best practices and standards in business process architecture, design and quality management.

It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

The criteria of requirements and elements of Workforce Management have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

In this format, even with limited background knowledge of Workforce Management, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

How to use the Self-Assessment

On the following pages are a series of questions to identify to what extent your Workforce Management initiative is complete in comparison to the requirements set in standards.

To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

1 Strongly Disagree

2 Disagree

3 Neutral

4 Agree

5 Strongly Agree

Read the question and rate it with the following in front of mind:

‘In my belief,

the answer to this question is clearly defined’.

There are two ways in which you can choose to interpret this statement;

1.how aware are you that the answer to the question is clearly defined

2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Workforce Management Scorecard on the second next page of the Self-Assessment.

Your completed Workforce Management Scorecard will give you a clear presentation of which Workforce Management areas need attention.

Workforce Management

Scorecard Example

Example of how the finalized Scorecard can look like:

Workforce Management

Scorecard

Your Scores:

BEGINNING OF THE

SELF-ASSESSMENT:

Table of Contents

About The Art of Service11

Included Resources - how to access11

Purpose of this Self-Assessment13

How to use the Self-Assessment14

Workforce Management

Scorecard Example16

Workforce Management

Scorecard17

BEGINNING OF THE

SELF-ASSESSMENT:18

CRITERION #1: RECOGNIZE19

CRITERION #2: DEFINE:29

CRITERION #3: MEASURE:42

CRITERION #4: ANALYZE:52

CRITERION #5: IMPROVE:62

CRITERION #6: CONTROL:73

CRITERION #7: SUSTAIN:89

Workforce Management and Managing Projects, Criteria for Project Managers:134

1.0 Initiating Process Group: Workforce Management135

1.1 Project Charter: Workforce Management137

1.2 Stakeholder Register: Workforce Management139

1.3 Stakeholder Analysis Matrix: Workforce Management140

2.0 Planning Process Group: Workforce Management142

2.1 Project Management Plan: Workforce Management145

2.2 Scope Management Plan: Workforce Management147

2.3 Requirements Management Plan: Workforce Management149

2.4 Requirements Documentation: Workforce Management151

2.5 Requirements Traceability Matrix: Workforce Management153

2.6 Project Scope Statement: Workforce Management155

2.7 Assumption and Constraint Log: Workforce Management157

2.8 Work Breakdown Structure: Workforce Management159

2.9 WBS Dictionary: Workforce Management161

2.10 Schedule Management Plan: Workforce Management164

2.11 Activity List: Workforce Management166

2.12 Activity Attributes: Workforce Management168

2.13 Milestone List: Workforce Management170

2.14 Network Diagram: Workforce Management172

2.15 Activity Resource Requirements: Workforce Management174

2.16 Resource Breakdown Structure: Workforce Management176

2.17 Activity Duration Estimates: Workforce Management178

2.18 Duration Estimating Worksheet: Workforce Management181

2.19 Project Schedule: Workforce Management183

2.20 Cost Management Plan: Workforce Management185

2.21 Activity Cost Estimates: Workforce Management187

2.22 Cost Estimating Worksheet: Workforce Management189

2.23 Cost Baseline: Workforce Management191

2.24 Quality Management Plan: Workforce Management193

2.25 Quality Metrics: Workforce Management195

2.26 Process Improvement Plan: Workforce Management197

2.27 Responsibility Assignment Matrix: Workforce Management199

2.28 Roles and Responsibilities: Workforce Management201

2.29 Human Resource Management Plan: Workforce Management203

2.30 Communications Management Plan: Workforce Management205

2.31 Risk Management Plan: Workforce Management207

2.32 Risk Register: Workforce Management209

2.33 Probability and Impact Assessment: Workforce Management211

2.34 Probability and Impact Matrix: Workforce Management213

2.35 Risk Data Sheet: Workforce Management215

2.36 Procurement Management Plan: Workforce Management217

2.37 Source Selection Criteria: Workforce Management219

2.38 Stakeholder Management Plan: Workforce Management221

2.39 Change Management Plan: Workforce Management223

3.0 Executing Process Group: Workforce Management225

3.1 Team Member Status Report: Workforce Management227

3.2 Change Request: Workforce Management229

3.3 Change Log: Workforce Management231

3.4 Decision Log: Workforce Management233

3.5 Quality Audit: Workforce Management235

3.6 Team Directory: Workforce Management238

3.7 Team Operating Agreement: Workforce Management240

3.8 Team Performance Assessment: Workforce Management242

3.9 Team Member Performance Assessment: Workforce Management244

3.10 Issue Log: Workforce Management246

4.0 Monitoring and Controlling Process Group: Workforce Management248

4.1 Project Performance Report: Workforce Management250

4.2 Variance Analysis: Workforce Management252

4.3 Earned Value Status: Workforce Management254

4.4 Risk Audit: Workforce Management256

4.5 Contractor Status Report: Workforce Management258

4.6 Formal Acceptance: Workforce Management260

5.0 Closing Process Group: Workforce Management262

5.1 Procurement Audit: Workforce Management264

5.2 Contract Close-Out: Workforce Management266

5.3 Project or Phase Close-Out: Workforce Management268

5.4 Lessons Learned: Workforce Management270

Workforce Management and Managing Projects, Criteria for Project Managers:272

1.0 Initiating Process Group: Workforce Management273

1.1 Project Charter: Workforce Management275

1.2 Stakeholder Register: Workforce Management277

1.3 Stakeholder Analysis Matrix: Workforce Management278

2.0 Planning Process Group: Workforce Management280

2.1 Project Management Plan: Workforce Management282

2.2 Scope Management Plan: Workforce Management284

2.3 Requirements Management Plan: Workforce Management286

2.4 Requirements Documentation: Workforce Management288

2.5 Requirements Traceability Matrix: Workforce Management290

2.6 Project Scope Statement: Workforce Management292

2.7 Assumption and Constraint Log: Workforce Management295

2.8 Work Breakdown Structure: Workforce Management297

2.9 WBS Dictionary: Workforce Management299

2.10 Schedule Management Plan: Workforce Management302

2.11 Activity List: Workforce Management304

2.12 Activity Attributes: Workforce Management306

2.13 Milestone List: Workforce Management308

2.14 Network Diagram: Workforce Management310

2.15 Activity Resource Requirements: Workforce Management312

2.16 Resource Breakdown Structure: Workforce Management314

2.17 Activity Duration Estimates: Workforce Management316

2.18 Duration Estimating Worksheet: Workforce Management318

2.19 Project Schedule: Workforce Management320

2.20 Cost Management Plan: Workforce Management322

2.21 Activity Cost Estimates: Workforce Management324

2.22 Cost Estimating Worksheet: Workforce Management326

2.23 Cost Baseline: Workforce Management328

2.24 Quality Management Plan: Workforce Management330

2.25 Quality Metrics: Workforce Management332

2.26 Process Improvement Plan: Workforce Management334

2.27 Responsibility Assignment Matrix: Workforce Management336

2.28 Roles and Responsibilities: Workforce Management338

2.29 Human Resource Management Plan: Workforce Management340

2.30 Communications Management Plan: Workforce Management342

2.31 Risk Management Plan: Workforce Management344

2.32 Risk Register: Workforce Management346

2.33 Probability and Impact Assessment: Workforce Management348

2.34 Probability and Impact Matrix: Workforce Management350

2.35 Risk Data Sheet: Workforce Management352

2.36 Procurement Management Plan: Workforce Management354

2.37 Source Selection Criteria: Workforce Management356

2.38 Stakeholder Management Plan: Workforce Management358

2.39 Change Management Plan: Workforce Management360

3.0 Executing Process Group: Workforce Management362

3.1 Team Member Status Report: Workforce Management364

3.2 Change Request: Workforce Management366

3.3 Change Log: Workforce Management368

3.4 Decision Log: Workforce Management370

3.5 Quality Audit: Workforce Management372

3.6 Team Directory: Workforce Management375

3.7 Team Operating Agreement: Workforce Management377

3.8 Team Performance Assessment: Workforce Management379

3.9 Team Member Performance Assessment: Workforce Management381

3.10 Issue Log: Workforce Management383

4.0 Monitoring and Controlling Process Group: Workforce Management385

4.1 Project Performance Report: Workforce Management387

4.2 Variance Analysis: Workforce Management389

4.3 Earned Value Status: Workforce Management391

4.4 Risk Audit: Workforce Management393

4.5 Contractor Status Report: Workforce Management395

4.6 Formal Acceptance: Workforce Management397

5.0 Closing Process Group: Workforce Management399

5.1 Procurement Audit: Workforce Management401

5.2 Contract Close-Out: Workforce Management404

5.3 Project or Phase Close-Out: Workforce Management406

5.4 Lessons Learned: Workforce Management408

Index410

CRITERION #1: RECOGNIZE

INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

In my belief, the answer to this question is clearly defined:

5 Strongly Agree

4 Agree

3 Neutral

2 Disagree

1 Strongly Disagree

1. Which gaps are related to strategic long-term issues?

<--- Score

2. What are the workforce practices or employee skills needed?

<--- Score

3. What problems are you facing and how do you consider Workforce Management will circumvent those obstacles?

<--- Score

4. What are