Task 1
2. Using the information provided in Appendix 1, review:
a. current data on staff turnover and demographics
b. projections for future workforce needs.
3. Using appropriate sources, investigate the external environment:
a. external factors that may affect workforce supply
b. relevant industrial relations information, such as modern awards, conditions, rights and responsibilities of workers and management
c. relevant government policy.
4. Using the results of your review of internal and external data and simulated business documentation, such as strategic or operational plans, develop a workforce planning report containing:
a. An executive summary: a short summary of the contents of the report.
b. A discussion of organisational need. including current and future situation with respect to workforce capability:
i. a description of the organisation's requirements for a skilled and diverse workforce
ii. a discussion of the data you have considered and analysis of the impact on organisational objectives, including:
(1) internal and external labour supply predictions
(2) external conditions, for example, government policy
(3) organisational future demand and predictive techniques used.
c. Recommended actions:
i. Your proposed objectives for the modification of the workforce and retention of the workforce in line with strategic objectives through FY
2016-17. Ensure you develop objectives for sourcing skilled labour and promoting from within by:
(1) developing skills and organisational capability
(2) retaining skilled labour
(3) promoting workforce diversity.
ii. Your proposed strategies for realising each of the objectives above.
iii. Your proposed process for developing detailed targets consistent with objectives in consultation with managers.
5. Develop a communication strategy using the template provided in Appendix 2:
a. Plan communication and consultation activities to be undertaken to communicate, and seek approval and endorsement for, proposed workforce planning measures from stakeholders, including:
i. senior management
ii. line management
iii. workers.
b. Include in your communication strategy a broad plan to communicate implementation of the workforce plan to senior management.
Note: This communication activity will be planned in detail and undertaken in Assessment Task 2.
6. Develop a risk management and contingency plan using the template provided in Appendix 3. Assess risk and develop contingency planning for the three workforce objectives and strategies discussed in your report. At least one risk management and contingency plan must be in response to an extreme situation.
Task - 2
Procedure
1. Review the JKL simulated business documents provided by your assessor and the scenario below.
You are an HR consultant contracted by JKL to review workforce planning, implement activities to manage workforce planning, and evaluate workforce planning effectiveness.
The broad recommendations proposed in your report to JKL management have been accepted in principle. You now need to plan the implementation of your proposed strategies over the current financial year, 2014-15.
You will implement part of your communication plan by presenting and explaining your implementation plan to senior management to gain their acceptance and support.
It is now the beginning of Quarter 2 FY 2014-15. You will need to plan and schedule activities to implement your management strategies for workforce planning over the next six months.
2. Review the staffing information in Appendix 1 for FY 2014-15.
3. Applying strategies developed in Assessment Task 1 (and documented in a report, communication strategy and contingency plan) and using the template provided in Appendix 2, prepare a staffing plan for FY 2014-15.
a. Ensure your plan includes implementation of strategies for:
i. recruitment and sourcing skilled labour
ii. retention of skilled labour
iii. promoting diversity
iv. succession planning
v. ensuring the workplace exemplifies and is promoted as an Employer of Choice.
Note: Your staffing plan will need to be more detailed and specific than your description of overall strategies in your report in Assessment Task 1. For example, if your overall, long-term retention strategies include promotion from within, you will need to show how this will be implemented in the current period to meet staffing needs, specify who will be responsible, what resources may be required, dates, specific actions to promote long-term strategies and reduce risk. To demonstrate your ability to apply general and longer-term strategies and objectives to current operational problems, your staffing action plan should be broadly consistent with the strategies you developed in Assessment Task 1.
4. Plan to deliver a presentation to senior management to explain and gain support for your workforce planning and your completed staffing action plan. Ensure your presentation:
a. exemplifies strategies to win support and overcome resistance to change from managers
b. outlines approaches to overcoming resistance to change and managing change so that managers may use these in turn among their own staff
c. explains the need for workforce planning with respect to:
i. external labour supply and characteristics
ii. specific present and future needs of the organisation for skilled labour
d. explains staffing action plan and specific application of broad, longer-term strategies in the current period.
Task 3
3. Procedure
1. Review the JKL simulated business documents provided by your assessor and the scenario below.
You are an external consultant contracted to develop, implement and review workforce planning at JKL.
You now need to evaluate the implementation of your workforce planning. You will need to review the effects of actual trends in the JKL workforce, review the external environment, survey the workforce and develop an evaluation report for senior management.
2. Using the information provided in Appendix 1, review workforce trends at JKL with regard to exiting employees.
3. Review the external environment for:
a. trends in labour supply that may affect demand
b. review relevant government policy
c. industrial relations and industrial relations legislation, including identification of relevant modern awards, conditions, and rights and responsibilities of workers and management.
4. Develop a survey to gauge organisational climate:
a. worker satisfaction and reasons for satisfaction levels
b. worker intentions to retire, exit, pursue internal and external opportunities and reasons data while protecting privacy and fair
Note: Design your survey to gather necessary treatment of individual employees under relevant company policy and legislation. Include a short statement on the intention of the survey, how the data will be used and how it will be stored.
5. Submit your survey to your assessor. Your assessor will supply organisational climate data.
6. Using information gathered from steps 2 through 5 and your workforce plan strategies and objectives developed in Assessment Task 1 and implemented in Assessment Task 2, review and revise your objectives and strategies.
7. Prepare a report for senior management to:
a. evaluate the internal and external workforce trends and their effect on organisational objectives
b. build support for your recommendations.
Include in your report:
a. An executive summary.
b. A discussion of internal and external data, including:
i. internal labour trends
ii. external supply
iii. government policy
iv. industrial relations and modern awards
v. climate survey results.
c. Evaluation of the effectiveness of workforce planning and change processes against objectives and targets. Use information from Appendix 1 and refer to the objectives and targets you developed and implemented in Assessment Tasks 1 and
d. Recommendations for changes to objectives and strategies to achieve organisational objectives or, if achieved, contribute to continuous improvement.
Ensure your recommendations are supported by your discussion of internal and external data.
Note: Only need Task one : questions 3.2 until 3.6 Task two : questions 3.1 until 3.4 Task 3 : questions 3.1 until 3.7