2901 - Workforce and Succession Plan Requirements (Historical View)

** Effective: 10/24/2019 3:12:29 PM - 10/29/2019 12:33:32 PM **

Status: Active

Change Notes

Improved specificity to workforce and succession plan requirements. Added Annual Reporting Instructions section. Added Equal Opportunity Employment Officers to list of Audiences. Replaced an item in Resources with the Workforce Planning and Succession Planning Programs webpage.

Category

Workforce Planning

Audience List

Synopsis

This policy applies to California state organizations that have civil services employees. This policy requires organizations to:

Introduction

CalHR requires state organizations with civil service employees to have workforce and succession plans. This proactive and strategic approach to recruit, develop and retain a skilled and diverse workforce ensures organizations can deliver on their critical missions now and in the future. In support of this policy CalHR provides organizations with guidance and resources to develop and conduct effective workforce and succession planning.

Statement

CalHR requires all state organizations with civil service employees to maintain current workforce and succession plans, and report to CalHR annually on the status of those plans. In support of this policy, CalHR will annually track the status of each organization’s workforce and succession plans, submission of completed plans, and updates to previous plans.

Application

State organizations are expected to understand the workforce implications of current and future business operations, and have a plan for ensuring there is a capable workforce to carry out the mission and meet business objectives.

Workforce Plan Requirements

To meet the minimum requirements a workforce plan must include the following:

A detailed description of the Workforce Plan requirements are outlined in the Workforce Plan Checklist located in the Workforce Planning Toolkit (link under Resources below), in the “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.

Succession Plan Requirements

To meet the minimum requirements a succession plan must include the following:

A Succession Plan Template which provides structure and organization for ensuring all critical components of the succession plan is located on the Workforce Planning Toolkit webpage.

Annual Reporting Instructions

The process for organizations to report on the status of plans, and submit and provide plan updates to CalHR is as follows:

  1. CalHR distributes an annual collection survey to organizations in June.
  2. Organizations complete the survey to indicate the status of their workforce and succession plans in the timeline prescribed, and submit complete plans and/or updates.
  3. CalHR posts statewide results on the Workforce and Succession Plans Submittal Process webpage.

Additional information on the submittal process is detailed on the Workforce and Succession Plans Submittal Process webpage (link under Resources below).

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.