Gartner Research

Integrating Financial and Workforce Planning

Published: 31 March 2015

ID: G00274953

Analyst(s): Christopher Iervolino, Helen Poitevin


Finance and HR leaders can add strategic value to the corporate planning process and increase HR workforce planning effectiveness by extending collaboration and sharing additional data points between these plans. This research highlights related best practices and provides examples.

Table Of Contents
  • Key Challenges



  • Finance and HR Organizations Should Work Together to Build Workforce Planning Models and Workflows
  • Evaluate the Roles of Both CPM and Workforce Planning Tools to Include More Relevant Planning Attributes
    • Option 1: Integrating Financial and Workforce Planning Using a CPM Tool
    • Option 2: Integrating Workforce Planning Using a CPM Tool Linked to a Specialized Workforce Planning
  • Include Critical Workforce Considerations Within Long-Term Financial Plans

Gartner Recommended Reading

©2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client

Learn how to access this content as a Gartner client.