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Workforce planning is an activity intended to ensure that investment in human capital results in the timely capability to effectively carry out an organization's strategic intent. This report describes a methodology, developed by RAND at the behest of the Deputy Assistant Secretary of Defense for Civilian Personnel Policy, for conducting workforce planning-a methodology applicable in any organization. The report identifies key factors contributing to successful workforce planning; examines the purposes of workforce planning; and lays out a process by which executives and line managers of business units can identify specific policies and practices for workforce planning. This process is designed to help an organization's leaders decide whether they want to engage in workforce planning, understand the mechanics of workforce planning, identify the resources needed, and mobilize the key participants to carry out workforce planning. The authors recommend that senior leaders explicitly delineate the roles and responsibilities of those involved workforce planning; that corporate headquarters develop functional specifications for a human-resource information system to support workforce planning; and that corporate headquarters evaluate the availability, costs, and benefits of comprehensive, integrated workload and inventory projection models for all categories of employees, and invest in such models. (See also MR-1684/2-OSD.)

Table of Contents

  • Chapter One


  • Chapter Two

    A Goal-Oriented View: The Purpose of Strategic Workforce Planning

  • Chapter Three

    A Structural View: Themes and a Blueprint for Workforce Planning

  • Chapter Four

    A Process View: Four Steps to Workforce Planning

  • Chapter Five

    Key Success Factors in Workforce Planning

  • Appendix A

    The Acquisition Workforce Projection Model

  • Appendix B

    Sample Agenda for Conducting the Workforce Planning Process

The research described in this report wassponsored by the Office of the Secretary of Defense (OSD). The research was conducted in the RAND National Defense Research Institute, a federally funded research and development center supported by the OSD, the Joint Staff, the unified commands, and the defense agencies.

This report is part of the RAND Corporation Monograph report series. The monograph/report was a product of the RAND Corporation from 1993 to 2003. RAND monograph/reports presented major research findings that addressed the challenges facing the public and private sectors. They included executive summaries, technical documentation, and synthesis pieces.

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