Templates Bundle

The six templates

• 1 — Project Charter
• 2 — Steering Group ToR
• 3 — Leader Interview Guide
• 4 — Strategic Options Paper
• 5 — Initiative Business Case
• 6 — Risk Register

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Template 1 — Project Charter

Project title

[Strategic Workforce Planning Programme]

Purpose

[1-2 paragraphs. Why this programme exists, what it delivers, why now. Reference the triple mandate: methodology + financial inputs + future-of-work strategy.]

Scope

In scope: [Capability areas, planning horizon, entities, deliverables.]

Out of scope: [What this programme will NOT do.]

Success criteria

[3-5 measurable criteria.]

Governance

Key risks

Sign-off

Name: ____________________    Role: ____________________    Date: __________

Template 2 — Steering Group Terms of Reference

Purpose

[The Steering Group provides governance and is the decision-making body for cross-functional issues.]

Membership

[Cross-functional GMs (Digital, P&C, Finance), Strategy/Pricing lead, Asset Planning lead, operational delivery leads, Project Lead.]

Scope of authority

• Approval of workforce baseline and capability framework
• Endorsement of demand and supply driver assumptions
• Endorsement of gap analysis and capability segmentation
• Approval of intervention scenarios
• Endorsement of financial inputs prior to executive sign-off

Meeting cadence

Monthly during the project. Calendar holds locked at project start. Duration: 90 minutes. Pre-reads issued 5 working days before each meeting.

Template 3 — Leader Interview Guide

1. Business strategy assessment (15 min)

Q1.1 — What are your area's 3 most important business priorities over the next 1-3 years?

Q1.2 — What would happen if you didn't have the right people to execute these priorities?

Q1.3 — What changes in the external environment are affecting your workforce needs?

2. Organisational assessment (10 min)

Q2.1 — How is your area structured? What works well? What doesn't?

Q2.2 — Where do you have single points of failure?

Q2.3 — What work could be done differently — automated, restructured, outsourced?

3. Workforce requirements (15 min)

Q3.1 — What roles are hardest to fill? Why?

Q3.2 — Where are your biggest skills gaps? What capabilities are emerging?

Q3.3 — What's your contractor dependency? Is that by design or constraint?

Q3.4 — How do you feel about AI / agent-led work in your area?

4. Talent management (10 min)

Q4.1 — Who are your high-potential people? What's their development path?

Q4.2 — What's your succession depth for critical roles?

Q4.3 — What keeps your best people? What drives them to leave?

5. Close (5 min)

Q5.1 — If you could change one thing about how this organisation plans its workforce, what would it be?

Q5.2 — Who else should we talk to that we might not have on the list?

Template 4 — Strategic Options Paper

1. Executive summary

[Decision required, recommendation, key trade-offs.]

2. Strategic context

[Why this decision matters now.]

3. The options

Option A — Protect & Transform

[Description, workforce shape, cost, capability outcome, inclusion impact, risk, change burden, conditions for success.]

Option B — Redesign & Sustain

[Same dimensions.]

Option C — Partnership Model

[Same dimensions.]

4. Comparison

5. Recommendation

[Which option, with rationale.]

6. Decision required

[Specific ask.]

Template 5 — Initiative Business Case

Initiative

Name: [name]   Capability: [area]   Owner: [name]

Strategic alignment

[Strategy priority? People Strategy goal? Customer outcome?]

Current state

[Quantified.]

Rationale

[Why needed. Evidence. What happens if we do nothing.]

Proposed intervention

Type: Build / Buy / Borrow / Automate / Combination

Approach: [How will it be delivered]

Cost

Template 6 — Risk Register

Project delivery risks

Capability risks (11-dimension)

For each capability, rate Low/Medium/High/Critical across: Talent Supply (Internal), Talent Supply (External), Development, Engagement, Graduate Supply, Internal Mobility, Pipeline, Retention, Retirement, Succession, Talent Competition.