Six Steps Methodology® planning checklist
Take your first steps with our Six Steps Methodology to Integrated Workforce Planning®
The Six Steps Methodology Planning Checklist is a practical tool developed from our training programme and full methodology guide. It offers a quick-reference overview of the key considerations across each step of workforce planning – helping you reflect, assess, and structure your approach.
But effective workforce planning goes beyond ticking boxes.
This checklist is designed to prompt thinking, not replace expertise. It doesn’t include the full context, strategic insights, or real-world examples that bring each step to life. That’s where our team comes in.
Whether you’re just starting out or refining an existing plan, we can support NHS and private healthcare organisations to apply the Six Steps in a way that delivers lasting results:
- Training: Expert-led programmes that build your team’s capability and confidence to apply the Six Steps effectively in practice.
- Managed Service: End-to-end workforce planning delivered by our experts, with robust analysis, regular reviews, and ready-to-implement plans.
