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’re here to help you:
- Interpret your checklist responses in context
- Facilitate meaningful planning conversations
- Build maturity in your workforce strategy
- Review or co-create robust, future-ready plans.
