🪧 Why This Matters
You know where you're heading, but do you know the people who'll carry the weight?
This step maps your workforce as it is today, so you can see strengths, gaps, pressure points, and opportunities before you make decisions that shape the future.
🎬 Strategic Reflection Prompts
Pause before you jump into templates. These prompts help tie people to purpose.
- What roles make up our workforce today?
- What skills, qualifications, and lived experience do our people bring?
- Where are we stretched thin or carrying excess load?
- What are our retention, recruitment, or mobility patterns?
- How are people rewarded, supported, and recognised?
- What do exit interviews, feedback, or engagement tell us?
- How do we compare to the regional or industry picture?
✍️ Notes Table (Optional)
🌿 Te Tiriti & Cultural Reflections
🎲 Choose Your Planning Style
Pick the version that fits your time and depth.
Start with Quick Capture for a fast start.
Use Deep Dive for funding bids, board prep, or complex work.
✏️ Step 2: Quick Capture - Workforce Profile
🎨 Step 2: Deep Dive - Workforce Profile
🧩 Optional: Strengths & Risks Table
A fast way to see what your workforce can rely on today and where you're exposed.
🤖 AI Assist
🪄 Quick Insight
“Summarise our current workforce profile, including capability, risks, diversity, and opportunities.”
✨ Deeper Analysis
Paste your tables or notes and use:
“Based on this workforce profile, identify:
- capability or skill shortages
- turnover and recruitment trends
- demographic shifts
- resilience and single-point risks
- opportunities to strengthen capability and culture.”
🧠 Pattern & Readiness Scan
“Identify patterns or tensions that could impact future readiness. Include leadership pipeline, diversity, role distribution, and alignment to strategy. Suggest 2–3 shifts to explore.”
📌 Reflection Summary (Optional)
🪜 Next step