Develop a workforce plan: 5 steps

Workforce planning allows organizations to determine how to put the right people in the right places.

Like any other organization, credit unions are constantly trying to figure out how to get the right people in the right jobs at the right time.

With baby boomers approaching retirement and the amount of churn taking place as more employees switch jobs, that task has never been more front of mind for human resource (HR) professionals.

Workforce planning is a tool credit unions can use to determine how to allocate employees in the most efficient way possible.

“It’s the intentional union of strategy and people,” says Jo Ann Romero, president of StrategyWorks Inc. She addressed a preconference session at the CUNA HR & Organizational Development Council Conference Sunday in Fort Lauderdale, Fla.

“We’ve been doing workforce planning for years,” she says. “The only thing that’s different is we have a fairly systematic way of doing it.”


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