The best workforce planning process needs to provide visualizations and trends of your existing workforce and future demand.
David Greenbaum
March 7, 20221 min read
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The best workforce planning process needs to provide visualizations and trends of your existing workforce and future demand to challenge your thinking, facilitate discussions and decisions about trade-offs across your executive stakeholders.
This template provides three different dashboards:
All departments. This gives finance and the executive team a view of the entire business and can help you spot discontinuities, cash flow risks (for example, if bonuses and salary increases are in the same month and not planned for properly)
Department. This presents the same data as above for a single department, for sharing with stakeholders who don’t need to see the entire business.
Employment type. For businesses with a mix of exempt and nonexempt employees, it can be helpful to view headcount and compensation data separately for each category.
Is the Founder and CEO of OnPlan. His lifelong passion for Excel is rivaled only by his infatuation with Airtable. Prior to founding OnPlan, David founded Boost Media (now Ad Labs), an Ad Creative Optimization software company. David has worked in a variety of FP&A roles for companies including Interval Leisure Group (NASDAQ: ILG), Plum Capital and Goldman Sachs.
David holds a BA from Brown University and an MBA from the Yale School of Management.
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