2901 - Workforce and Succession Plan Requirements (Historical View)

** Effective: 1/2/2019 1:05:20 PM - 10/24/2019 3:12:29 PM **

Status: Active

Change Notes

Contact updated: Updated Sarah's Title

Category

Workforce Planning

Audience List

Synopsis

This policy applies to California state departments, agencies, commissions and boards that employ civil services employees. The policy identifies requirements for:

Introduction

California State civil service organizations should take a proactive and strategic approach to recruiting, developing and retaining a skilled and diverse workforce to meet current and future organizational needs.  Effective February 23, 2017, CalHR prescribes the requirement for state organizations to have a workforce and succession plan. The State of California Workforce Planning Model and Succession Planning Model provide guidance on how to create workforce and succession plans.

Statement

CalHR, provides this policy to notify state organizations of the requirement to have a current workforce and succession plan, and to report annually on the status of workforce and succession planning efforts.  CalHR administers and enforces the laws pertaining to personnel, including the formulation of policies that are consistent with and necessary for personnel administration.  In support of this policy, CalHR will annually track:

Application

State organizations are expected to understand the workforce implications of current and future business operations, and have a plan for ensuring that there is a capable workforce in place to perform the mission and meet business objectives. The process for organizations to submit plans, and provide updates and status reports to CalHR is detailed on the Workforce and Succession Plans Submittal Process webpage.

To meet the minimum requirements a workforce plan must identify:

A detailed description of the Workforce Plan requirements are outlined in the Workforce Plan Checklist located in the Workforce Planning Toolkit, under Evaluate a Workforce Plan section. Also located in the Toolkit is the Workforce Plan Template which provides structure and organization for ensuring all critical components of the workforce plan are included.

To meet the minimum requirements a succession plan must identify:

CalHR offers a variety of resources, tools and services identified in the Resources section of the policy to assist organizations with their workforce and succession planning activities.

CalHR will be posting a list identifying the status of state organizations’ workforce and succession plans on the Workforce and Succession Plans Submittal Process webpage.

Authorities

Resources

Web Pages

Authorized By

Jeff Douglas
Chief, Workforce Development Division

Contact Person

Sarah Gessler
Chief,
Phone: 916-324-9391
Fax: 916-322-8376
Email: sarah.gessler@calhr.ca.gov

Superseded Policies

Not Applicable.