Workforce and Succession Planning Resources

The Department of Human Resources established this website to provide resources and tools designed to assist workgroups with their workforce and succession planning (WSP) process. The website supports our mission to provide leadership in workforce planning and training services that enable City government to accomplish its goal of providing quality services to citizens and visitors of San Francisco. It is your workgroup that can best determine the strategies that will help you reach your operational goals by having the right people.

Here you will find information concerning the rationale, process, and requirements of workforce planning, data on the workforce, as well as step-by-step guides, templates, resource lists, and information on specific content areas.

This is also a forum to share information on workforce and succession planning successes and challenges. We welcome your comments and encourage departments to submit information for this resource site. Write to donna.kotake@sfgov.org with questions or submissions.

• Workforce Planning: Having the right people with the right skills and abilities in the right place at the right time.
• Succession Planning: A subset of workforce planning that focuses specifically on having the right leadership in place at every level of the organization.

Download the Conversations Schedule FY09-10 (PDF).

Specific Content Areas

Knowledge Management

Leadership Development

• 2009 WSP Conference Leadership Workshop -video (best viewed using Internet Explorer; 45mins)
• 2009 WSP Conference handout on Leadership - LIB (PDF)
• Getting Started in a Leadership Program - City of Berkeley (PDF)
• Leadership Competencies - City of Berkeley (PDF)
• Leadership Development Program Curriculum - City of Berkeley (PDF)
• Leadership Development Program Overview - City of Berkeley (PDF)

Mentoring

• 2009 WSP Conference Mentoring Workshop - video (best viewed using Internet Explorer; 1hr 20mins)
  2009 WSP Conference handout on Mentoring - DPH and City of Santa Rosa (PDF)
• Mentoring Program - City of Fairfield (PDF)

Tools and Resources

• DHR Reports on workforce analysis, workforce planning, and succession planning
• 2009 WSP Conference Growing Our Successors Keynote - video (best viewed using Internet Explorer; 55mins)and Keynote handout (PDF)
• 2009 WSP Conference Panel Session with Chief Medical Examiner, Airport Commission, and Fire Department - Panel video (best viewed using Internet Explorer; 50mins) and Fire Department handout (PDF)
• 2009 WSP Conference Closing Remarks - video
• Workforce and Succession Planning Model - 10 Steps (PDF)
• Getting & Keeping Talent Strategies (PDF) 
• Roadmap for Regional Workforce Development Collaboration - PUC (PDF)
• List of websites (Word) with agencies involved in workforce planning efforts

Using Supplemental Training Opportunities

With shrinking budgets, managers must decide how to continue developing the skill sets of their employees. Some departments are able to secure grants to augment their training funds, while others make use of pre-existing programs. Departments can supplement internal training efforts by using programs/workshops such as these:

• Cal-ICMA Coaching is program that provides a low cost strategy for developing staff.
• Workforce Development Training Programs are available throught the Department of Human Resources and are taught by skilled trainers knowledgeable about the working within City government
• Leadership San Francisco is a program that develops future community leaders who are both knowledgeable about the city and concered with its well-being.