Workforce Planning

Workforce Planning Coaching helps you to articulate your strategic and operational workforce objectives while providing the support you need to design and implement a plan for long-term success. We work with you to identify these needs and mitigate risks, through a series of personalised consultations, coaching sessions, and practical resources.

We begin with our comprehensive planning guide and toolkit, which includes:

  • Readiness Diagnostic
  • Strategic Plan Review
  • Data Sources Assessment Template
  • Current Workforce Profile Template
  • Turnover Analysis
  • PESTEL Template
  • SWOT Template
  • Stakeholder Consultation Template
  • Employee Feedback Survey
  • Job Profile Template
  • Succession Plan Template
  • Workforce Planning Guide for Managers
  • Workforce Plan Template including Risk Plan, Action Plan, RACI and Timeline
  • Project Plan to guide workforce planning

We then help you analyse your findings, monitor buy-in from key stakeholders, identify blockers, gather evidence, consider alternative interventions, and plan the next steps.

We work in partnership with you throughout each stage of the process, ensuring you are supported and empowered to lead an engaged workforce.

Enquire about Workforce Planning Coaching.

Executive Coaching

Executive Coaching supports human resources (HR) and senior management executives in becoming confident, courageous leaders. Executives who have progressed through our long-term coaching program feel empowered to take their career to the next level, and in turn, inspire others to follow suit.

We use telephone, Skype or face-to-face communication to provide:

  • one-on-one executive coaching for current and aspiring leaders who seek to elevate their executive presence, enhance their own career, and improve organisational performance
  • coaching to existing teams to improve their collective capacity and performance
  • supervision of internal coaches seeking to maintain self-awareness, and support in managing difficult coaching situations.

Get the support you need to excel, enquire now.

Executive Presence Index

As certified partners of Bates, we can assess senior and future leaders using the ExPITM (Executive Presence Index), the first research-based, validated assessment tool for measuring executive presence and influence.

This comprehensive, online assessment tool provides leaders with feedback on how they are perceived in the workplace, and critically, how they see themselves. The assessment results in a series of actions for the individual to execute, that are specific, practical, and relevant to their business goals.

We support participants in analysing and interpreting the post-assessment data and the actions that may follow.

Contact Workplace Planning Coaching now to take part in this insightful survey.


We offer executive-level workshops that can be completed in isolation or in conjunction with our Workforce Planning Coaching and Executive Coaching programs. Current workshops include:

This workshop is delivered using the Bates Executive Presence Index (ExPITM) and guides senior leaders and high-potentials toward building presence and influence in the workplace.

This workshop is a starting point for managers to develop, monitor and implement workforce planning as a continual process. It provides managers with user-friendly tools to assess current and future workforce needs, examine risk, and devise strategies for action.

Set yourself up for success – enquire about a workshop now



  • Workforce Planning For Managers
  • Elevating Executive Presence