Strategic Talent Planning Worksheets | Brian Heger

Talent Management

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In my 2016 article, Linking Talent Strategy with Business Strategy, I wrote about the critical importance of creating a talent strategy that aligns with and enables an organization’s business strategy. While the concept of linking the two may seem straightforward, the execution is often challenging.

However, engaging in meaningful discussions with key stakeholders and asking pertinent questions can facilitate this connection.

To assist in this process, I am sharing three worksheets designed to guide teams in thinking through various aspects of their organization’s business and talent strategy. These worksheets cover:

  1. Business Strategy, which sets the business context by addressing the overall vision, business objectives, and potential scenarios, to name a few.
  2. Talent Needs, exploring required capabilities and the roles and skills essential for executing the business strategy, etc.
  3. Talent Actions, establishing diverse tactics (e.g., build, buy, borrow, bot) to address talent gaps.

Resources like this (templates, worksheets, etc.) are not about the mechanics of completing templates; they are intended to spark a thought process and conversations that can help lead to better talent decisions and strategies that deliver value to organizational stakeholders.