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HR Workforce Planning Templates

Ready-to-use tools for AI exposure analysis, redeployment planning, and board reporting.

ZIPExposure Assessment

AI Exposure Scorecard

Score a set of roles for AI task-level exposure in one workbook. Enter each role, follow the built-in O*NET task-mapping guide to match it to an occupation, then apply the manual scoring rubric across the exposure dimensions — the summary heatmap bands every role Low / Moderate / High / Critical against thresholds you set. It invents no exposure figures: every score is a judgement you record about your own workforce, and every band is an analytical input for your own decision, never a prediction that a role or person will be automated.

$29Coming Soon

ZIPRedeployment & Reskilling

Role Redeployment Planning Workbook

Turn exposure findings into a redeployment plan. Start from a current-state role inventory, triage roles by the exposure scores you already recorded, match higher-exposure roles to lower-exposure destination roles on the candidate matrix, track the skill gaps between them, and lay out the actions and the communication timeline that move people across. Every score, gap, and date is one you enter; every exposure band is an input to your redeployment judgement, never a verdict that a role or person will be automated.

$49Coming Soon

ZIPExposure Assessment

Workforce AI Readiness Assessment Guide

The full method behind a workforce AI-exposure assessment, for the people-analytics lead who has to run one and defend it. Roughly forty pages across five parts: the task-level exposure methodology and why it scores tasks rather than whole jobs; how to run an internal assessment end to end; how to read O*NET task and importance data correctly; how to present findings to a board without overclaiming; and a redeployment decision framework for acting on the results. It cites only the CC-licensed O*NET taxonomy and invents no industry figures — every exposure score is a judgement you make about your own workforce and an input to human decision, never a prediction of job loss.

$79Coming Soon

ZIPKits & Bundles

HR AI Strategy Toolkit

The flagship workbook for running the whole workforce AI-exposure programme in one file. Nine tabs carry the full assessment workflow, a scenario comparison, department prioritisation, a redeployment ROI calculator, communication templates, a board-deck outline, and a twelve-month roadmap planner. You enter your own roles, scores, headcount, and costs; the workbook organises them into prioritised, board-ready outputs. It invents no figures — every exposure band and every cost is computed from what you enter, and every band is an analytical input to your judgement, never a prediction that a role or person will be automated.

$99Coming Soon

ZIPKits & Bundles

Workforce AI Readiness Complete Kit

The complete workforce AI-readiness kit and the line anchor: all four WorkforceAnalysis tools in one download — the AI Exposure Scorecard, the Role Redeployment Planning Workbook, the Workforce AI Readiness Assessment Guide, and the HR AI Strategy Toolkit — plus three bonus artifacts: a data-collection checklist, a stakeholder-interview guide, and a redeployment-announcement template. Everything runs on the numbers you enter about your own workforce; no exposure rate or benchmark is supplied, and every exposure band is an analytical input to your judgement, never a prediction that a role or person will be automated.

$299Coming Soon

ZIPExposure Assessment

Department Exposure Heatmap Builder

Turn role-level exposure scores you already have into a board-ready department, business-unit, or location heatmap. Paste each role's title, group, employee count, and exposure score; the workbook computes an employee-count-weighted average per group and bands it Low / Moderate / High / Critical against thresholds you set. It does not score tasks and it invents no figures — every score is one you entered, and every band is an analytical input for your own judgement, never a prediction about any role or person.

$49Coming Soon

ZIPPlanning & ROI

Redeployment ROI & Cost-of-Inaction Calculator

A CFO-facing business-case workbook that compares the cost of redeploying an at-risk worker against the cost of an external hire plus the turnover it can avoid. You enter your own reskilling, backfill, recruiting, onboarding, ramp, and turnover-replacement costs; the protected formulas return net cost and payback per role and across the whole portfolio, plus a sensitivity grid and a cost-of-inaction summary. Every figure is yours — the workbook contains no assumed savings, benchmark, or industry cost. It organizes your numbers into a board-ready comparison; it does not predict a result.

$79Coming Soon

ZIPBoard Reporting & Methodology

Board Deck & Executive-Summary Template Pack

An editable set of six Word documents for taking your AI workforce exposure findings into the boardroom: a slide-by-slide board-deck outline, a one-page executive summary, department spotlight and redeployment-direction templates, and a methodology-and-limitations page. Every summary frames an exposure score as an input to your own judgement, never a prediction of job loss. The pack carries no benchmark, no exposure rate, and no automation timeline — you fill in your organization's own figures, and every placeholder is a fictional sample to be replaced.

$59Coming Soon

ZIPGovernance & Communication

AI Workforce Governance & Policy Template Pack

A set of six editable Word documents for governing how your organisation runs AI workforce exposure analysis: a governance policy, a data-handling standard, an assessment charter, a methodology disclosure statement, and a review sign-off log. You adapt each document to your own organisation, approve it, and version it — the pack gives you the structure, decision rights, and cadence to formalise. It asserts no benchmark, no exposure figure, and no industry standard; every objective, role, retention rule, and stakeholder is yours to enter, because there is no trustworthy public template for your specific governance context.

$89Coming Soon

ZIPPlanning & ROI

Skills-Gap Analysis Worksheet

The Skills-Gap Analysis Worksheet turns a list of redeployment candidates into a scored, prioritised picture of what each person would need to learn to move into a target role. You enter current proficiency per skill and the required proficiency for the target role; the workbook computes a weighted per-skill and per-candidate gap and summarises the skill overlap between source and target. It is an organizing instrument for planning reskilling, not a verdict on any person or role. Every skill, proficiency level, and target requirement is yours — the workbook asserts no benchmark, no automation figure, and no exposure rate of its own.

$49Coming Soon

ZIPRedeployment & Reskilling

Reskilling & Learning-Pathway Planner

Turn identified skill gaps into per-employee reskilling pathways you can build and track. For each candidate you set a target role, sequence the learning steps with method and duration, assign owners, and track milestones to a completion rollup — with a dashboard showing progress across everyone in the plan. Every skill, method, timeline, effort figure, and cost is yours to enter; the workbook holds no completion rates or reskilling benchmarks and computes only on what you type in.

$69Coming Soon

ZIPPlanning & ROI

Workforce Scenario Planning Workbook

A what-if headcount and redeployment engine: enter your current workforce by department with its exposure scores, define your levers — redeployment, hiring, attrition — across up to four named scenarios, and read the exposure-weighted composition of each side by side. The comparison dashboard shows every scenario's deltas against your baseline. Nothing is predicted and nothing is promised — the scenarios are your own assumptions worked through, and every figure comes from the numbers you enter.

$89Coming Soon

ZIPBoard Reporting & Methodology

O*NET Task-Mapping Methodology Handbook

A multi-page reference for the people-analytics lead who has to match internal job titles to O*NET occupations and apply an exposure rubric that will stand up in front of a CFO or board. It walks the full method: title-to-SOC matching with confidence and overrides, reading task statements and importance ratings correctly, applying the four-dimension exposure rubric consistently, and rolling task scores up to role and department. It cites only the CC-licensed O*NET taxonomy — every exposure score you produce is a judgement you make about your own workforce, and the handbook treats each score as an input to human decision, never a prediction of job loss.

$49Coming Soon

ZIPGovernance & Communication

Employee Communication & Change-Management Kit

A six-document Word pack for communicating AI-driven role transitions to your workforce. You get announcement templates for individuals, teams, and the whole organization; an employee FAQ with respectful, non-predictive answers; manager talking points; a town-hall script; and a phased change-management timeline with a stakeholder map. Every message is written to frame workforce change as a human decision under review — never as a verdict that a role is safe or doomed. All examples are yours to adapt: the pack carries no figures, no exposure rates, and no outcome claims of any kind.

$79Coming Soon

ZIPRedeployment & Reskilling

Manager's Guide to Redeployment Conversations

A manager-facing PDF guide for holding supportive, well-structured conversations with employees affected by AI-driven role change. It gives you a preparation checklist, a step-by-step conversation framework, editable sample scripts, and reaction-handling guidance — plus explicit rules on the language to use and avoid. Every example is illustrative; the guide asserts no exposure figure and no outcome, because that judgement is yours to make with the people in front of you.

$39Coming Soon

ZIPIndustry Packs

Financial Services AI Exposure Pack

A financial-services role set (NAICS 5221) pre-mapped to O*NET occupations, with a scoring workbook that emphasises the cognitive-routine and judgement dimensions typical of the sector. You add your own headcount and any role overrides; the workbook scores each role's task-level exposure and rolls it up into a color-banded department heatmap. No exposure rate, automation rate, or benchmark is supplied — every figure the pack produces is computed from the numbers you enter about your own workforce.

$99Coming Soon

ZIPIndustry Packs

Healthcare Administration AI Exposure Pack

A healthcare-administration role set pre-mapped to O*NET occupations, with rubric presets tuned to administrative cognitive-routine and social/judgement work. You add your own headcount and role overrides; the workbook scores each role against a transparent four-dimension rubric and rolls the results up into a color-banded department heatmap. The role-to-SOC mappings are editable suggestions drawn from the public O*NET taxonomy — every exposure score is an input to your own judgement, and every number in it comes from what you enter, not from any assumed rate.

$99Coming Soon

ZIPIndustry Packs

Professional Services AI Exposure Pack

A professional-services role set (NAICS 5416) pre-mapped to O*NET occupations, packaged with a scoring workbook and a role-mapping reference. You add your own headcount, review or override the suggested SOC matches, and the protected rubric produces a task-level exposure score per role that rolls up to a department heatmap. The rubric presets lean toward cognitive-routine and creative/judgement knowledge work; every exposure number is computed from what you enter — no exposure rate, automation percentage, or benchmark is supplied.

$99Coming Soon

ZIPIndustry Packs

Manufacturing AI Exposure Pack

A manufacturing (NAICS 3250) role set pre-mapped to O*NET occupation codes, with rubric presets that weight both cognitive-routine and physical-routine work. You add your own headcount and any role overrides, and the workbook scores task-level exposure per role and rolls it up into a color-banded department heatmap by plant, line, or department. The O*NET taxonomy is cited; every exposure score is an input to your own workforce judgement, not a prediction — and every headcount and benchmark figure is yours alone, entered by you.

$99Coming Soon

ZIPKits & Bundles

HR Consultant Client-Delivery Kit

A consultant's delivery kit for running an AI workforce exposure engagement across multiple clients: the O*NET task-mapping methodology handbook, a board deck and executive-summary template pack, the redeployment ROI and cost-of-inaction calculator, and a new client intake, scoping and multi-client tracker workbook. Use the intake worksheet to scope each engagement, run the method against the client's own roles, and hand back rebrandable board-ready artifacts. Every figure in every workbook is computed from what you and your client enter — the kit ships with no exposure rates, automation timelines, or labour-market benchmarks of its own.

$249Coming Soon