Gartner Research

Integrating Financial and Workforce Planning

Published: 31 March 2015

ID: G00274953

Analyst(s): Christopher Iervolino , Helen Poitevin

Summary

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

Introduction

Analysis

  • 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

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