How do I create a staffing plan template?

Are you struggling to create a comprehensive and effective staffing plan for your business? Look no further! In today’s fast-paced and competitive business landscape, having a well-designed staffing plan template is crucial for achieving organizational success. Whether you are a small startup or a large corporation, having the right people in the right positions is essential for maximizing productivity and minimizing costs.

In this article, we will guide you through the process of creating a staffing plan template that aligns with your business goals and objectives. From determining your staffing needs to identifying key positions and defining responsibilities, we will cover all the essential elements you need to consider. By the end of this article, you’ll have a practical and customizable staffing plan template that will help you streamline your recruitment process and ensure that you have the right talent to drive your business forward. So, let’s get started and create a staffing plan template that sets you up for success!

💡 Helpful Statistics About Staffing:


 During the course of a year, America’s staffing companies hire over 14.5 million temporary and contract employees.
       - Most staffing employees (73%) work full time, comparable to the overall workforce (75%).

 More than half (52%) of hiring managers say one of their main challenges in the recruiting process is gaining access to candidates with 
   the right skills. (Career Builder) 

 In the U.S., there are around 25,000 Recruiting and Staffing Agencies. (American Staffing Association) 

 Temporary employees make up about 2.1% of the U.S. workforce, which equals roughly 3.1 million people. 

 3.6 million Temporary Employees are Hired Every Year

 64% of Staffing Agencies Believe Remote-Jobs will be More Common Post-COVID-19

 There are About 25,000 Recruiting and Staffing Agencies in the U.S.

 Approximately 89% of US companies use staffing agencies to find executive-level talent.

Importance of a staffing plan template

A staffing plan template is a vital tool for any business, regardless of its size or industry. It serves as a roadmap for your hiring process, ensuring that you have the right people in the right roles at the right time. Without a well-defined staffing plan, you may find yourself struggling with employee shortages or surpluses, which can lead to decreased productivity, increased costs, and missed opportunities.

A staffing plan template provides a structured approach to workforce management, allowing you to anticipate and meet your organization’s staffing needs. It helps you identify gaps in your current workforce, plan for future growth, and align your hiring strategy with your overall business objectives. Additionally, a staffing plan template enables you to effectively allocate resources, optimize employee performance, and maintain a competitive edge in the market.

In summary, having a staffing plan template is crucial because it:

  1. Ensures that you have the right people with the right skills in the right positions.
  2. Helps you anticipate and plan for future staffing needs.
  3. Aligns your hiring strategy with your business goals and objectives.
  4. Optimizes employee performance and productivity.
  5. Enables you to allocate resources effectively and control costs.
  6. Gives you a competitive advantage in the market.

Creating a staffing plan template is a proactive approach to workforce management that can significantly impact your business’s success.

What is a staffing plan template?

Before we dive into the process of creating a staffing plan template, let’s first understand what it is. A staffing plan template is a document that outlines your organization’s staffing requirements, including the number of employees, their roles and responsibilities, and the timeline for hiring. It serves as a blueprint for your recruitment process, providing a clear and structured framework for identifying, attracting, and selecting the right candidates.

A staffing plan template typically includes the following components:

  1. Staffing goals and objectives: Clearly define the purpose and objectives of your staffing plan, such as increasing workforce diversity, improving employee retention, or supporting company expansion.
  2. Staffing needs analysis: Conduct a thorough analysis of your current workforce and future requirements. Identify any gaps, surpluses, or skills shortages that need to be addressed.
  3. Job analysis and descriptions: Define the key positions within your organization and create detailed job descriptions for each role. Specify the required qualifications, skills, and experience for each position.
  4. Recruitment strategies: Outline the strategies and channels you will use to attract and source potential candidates. This may include job postings, employee referrals, social media, or external recruitment agencies.
  5. Selection process: Define the steps involved in the selection process, including resume screening, interviews, assessments, and reference checks. Assign responsibilities to each member of the hiring team.
  6. Onboarding and training: Develop an onboarding and training plan to ensure that new hires are integrated into the organization smoothly and have the necessary skills to perform their roles effectively.
  7. Performance evaluation: Establish a performance evaluation system to assess employee performance and provide feedback and development opportunities.
  8. Succession planning: Identify potential successors for key positions within the organization to ensure a smooth transition in case of employee departures or promotions.

A well-designed staffing plan template should be adaptable and customizable to meet the unique needs of your organization. It should serve as a living document that can be reviewed and updated regularly to reflect changing business conditions and staffing requirements.

Now that we have a clear understanding of what a staffing plan template entails, let’s explore the step-by-step process of creating one.

Steps to create a staffing plan template

Creating a staffing plan template requires a systematic approach that takes into account your organization’s goals, objectives, and current workforce dynamics. Follow these steps to develop a comprehensive and effective staffing plan template:

1. Identify your staffing goals and objectives: Start by determining the purpose of your staffing plan template. What are your organization’s hiring goals and objectives? Are you looking to expand your workforce, improve employee retention, or address skills gaps? Clearly define what you want to achieve through your staffing plan.

2. Conduct a staffing needs analysis: Evaluate your current workforce and identify any gaps or surpluses. Consider factors such as employee turnover, retirement, promotions, and anticipated business growth. This analysis will help you determine the number of employees you need and the skills and qualifications required for each position.

3. Create job descriptions: Develop detailed job descriptions for each position within your organization. Clearly outline the roles, responsibilities, qualifications, and experience required for each role. This will serve as a guide for attracting and selecting the right candidates.

4. Define your recruitment strategies: Determine the strategies and channels you will use to attract potential candidates. This may include job postings on job boards, social media recruitment, employee referrals, or partnering with external recruitment agencies. Consider the most effective and cost-efficient methods for reaching your target candidates.

5. Design the selection process: Develop a structured selection process that aligns with your organization’s values and objectives. Define the steps involved, such as resume screening, interviews, assessments, and reference checks. Assign responsibilities to members of the hiring team and establish clear evaluation criteria.

6. Plan for onboarding and training: Develop an onboarding and training plan to ensure that new hires are integrated into the organization smoothly and have the necessary skills to perform their roles effectively. Consider providing ongoing training and development opportunities to support employee growth and retention.

7. Establish a performance evaluation system: Implement a performance evaluation system to assess employee performance and provide feedback and development opportunities. Define the key performance indicators (KPIs) for each role and establish a regular review process.

8. Consider succession planning: Identify potential successors for key positions within the organization to ensure a smooth transition in case of employee departures or promotions. Develop a succession plan that includes training and development opportunities for high-potential employees.

By following these steps, you can create a comprehensive staffing plan template that aligns with your organization’s goals and objectives. However, to ensure that your staffing plan template is effective and yields the desired results, it’s important to follow some best practices.

Best practices for using a staffing plan template

While creating a staffing plan template is a crucial first step, it’s equally important to follow best practices to ensure its successful implementation. Here are some best practices to consider when using a staffing plan template:

1. Regularly review and update your staffing plan: Your business needs and objectives will evolve over time, so it’s essential to review and update your staffing plan template regularly. This will help you adapt to changing market conditions, identify new talent requirements, and address any staffing gaps or surpluses.

2. Involve key stakeholders: Collaborate with key stakeholders, such as department heads and HR professionals, when creating and implementing your staffing plan template. Their input and expertise will ensure that the plan aligns with the organization’s overall strategy and objectives.

3. Align your staffing plan with your budget: Consider your financial resources when creating your staffing plan template. Ensure that your hiring goals and strategies are in line with your budget and financial projections. This will help you optimize your recruitment efforts and control costs.

4. Leverage technology and automation: Use technology and automation tools to streamline your recruitment process. Applicant tracking systems, online job boards, and AI-powered screening tools can help you attract, screen, and select candidates more efficiently.

5. Track and measure key metrics: Monitor and measure key recruitment metrics, such as time-to-fill, cost-per-hire, and quality-of-hire. This data will help you assess the effectiveness of your staffing plan template and make data-driven decisions to improve your recruitment process.

6. Promote diversity and inclusion: Ensure that your staffing plan template promotes diversity and inclusion. Consider implementing strategies to attract candidates from diverse backgrounds and create an inclusive work environment that values and celebrates differences.

Remember, your staffing plan template is a dynamic and adaptable tool that should be continuously optimized to meet your organization’s changing needs. Regularly evaluate its effectiveness and make adjustments as necessary.

Examples of staffing plan templates

To further assist you in creating your own staffing plan template, here are a few examples that can serve as a starting point. These examples can be customized to fit your organization’s specific requirements:

1. Basic staffing plan template: This template includes the essential components of a staffing plan, such as staffing goals, job descriptions, recruitment strategies, selection process, onboarding and training plan, and performance evaluation.

2. Department-specific staffing plan template: This template focuses on the staffing needs of a specific department within your organization. It includes department-specific job descriptions, recruitment strategies, and performance evaluation criteria.

3. Project-based staffing plan template: This template is suitable for organizations that frequently undertake projects with specific staffing requirements. It includes project-specific roles and responsibilities, recruitment strategies, and a timeline for hiring.

Remember, these examples are meant to serve as a starting point. Customize them based on your organization’s unique needs, goals, and objectives.

Tools and resources for creating a staffing plan template

Several tools and resources can help you create a staffing plan template more efficiently and effectively. Here are a few recommendations:

1. Microsoft Excel or Google Sheets: Use spreadsheet software to create tables and organize your staffing plan template. This will allow you to easily track and update information as needed.

2. Applicant tracking systems (ATS): Consider using an ATS to streamline your recruitment process. ATS platforms can help you manage job postings, track candidate applications, and collaborate with hiring team members.

3. Job boards and recruitment websites: Leverage job boards and recruitment websites to attract potential candidates. Platforms like LinkedIn, Indeed, and Glassdoor can help you reach a wider audience and connect with qualified candidates.

4. HR software: Invest in HR software that includes features such as performance evaluation, onboarding, and training management. These tools will help you automate and streamline various aspects of your staffing plan template.

5. Industry associations and professional networks: Engage with industry associations and professional networks to stay updated on the latest recruitment trends and best practices. Networking events, webinars, and industry-specific publications can provide valuable insights and resources.

By leveraging these tools and resources, you can enhance your staffing plan template creation process and improve the efficiency and effectiveness of your recruitment efforts.

Common challenges in creating a staffing plan template

While creating a staffing plan template can yield significant benefits, it’s important to be aware of common challenges that you may encounter. By anticipating and addressing these challenges, you can ensure that your staffing plan template is robust and effective. Here are a few challenges to consider:

1. Uncertain business environment: Economic fluctuations, market trends, and unforeseen events can impact your staffing needs. It’s essential to regularly review and update your staffing plan template to align with the changing business environment.

2. Skills shortages: In certain industries or job markets, finding qualified candidates with the desired skills and experience can be challenging. Consider implementing strategies such as training programs, partnering with educational institutions, or expanding your candidate pool to address skills shortages.

3. Budget constraints: Limited financial resources can impact your ability to attract and retain top talent. Evaluate your budget and explore cost-effective recruitment strategies, such as leveraging social media platforms, optimizing employee referrals, or partnering with recruitment agencies.

4. Employee turnover: High employee turnover can disrupt your staffing plan and increase recruitment costs. Implement retention strategies, such as competitive compensation packages, career development opportunities, and a positive work culture, to reduce turnover and retain top performers.

5. Changing technology landscape: Technological advancements can impact the skills required for certain positions. Stay updated on industry trends and invest in ongoing training and upskilling programs to ensure your workforce remains competitive and adaptable.

By being aware of these challenges and addressing them proactively, you can overcome obstacles and create a staffing plan template that supports your organization’s growth and success.

Benefits of using a staffing plan template

Implementing a well-designed staffing plan template can yield numerous benefits for your organization. Here are some key advantages:

1. Efficient recruitment process: A staffing plan template provides a structured framework for your recruitment process, saving time and resources. It helps you attract and select qualified candidates more efficiently, reducing time-to-fill and cost-per-hire.

2. Optimized workforce: By aligning your staffing plan with your business goals and objectives, you ensure that you have the right people in the right positions. This improves productivity, reduces employee turnover, and enhances overall organizational performance.

3. Cost control: A staffing plan template enables you to allocate resources effectively and control costs. By identifying staffing needs in advance and planning for future growth, you can avoid unnecessary hiring expenses and minimize employee shortages or surpluses.

4. Strategic workforce planning: A staffing plan template allows you to take a proactive approach to workforce management. By anticipating future staffing needs, you can develop a talent pipeline, implement succession plans, and ensure a smooth transition during employee departures or promotions.

5. Improved employee engagement and retention: By clearly defining roles, responsibilities, and career development opportunities, a staffing plan template helps create a positive work environment. This, in turn, improves employee engagement, satisfaction, and retention.

6. Increased competitiveness: Having the right talent in place gives your organization a competitive advantage in the market. A staffing plan template enables you to attract, select, and retain high-performing employees who can drive innovation, productivity, and growth.

By leveraging the benefits of a well-designed staffing plan template, you can optimize your recruitment process, maximize employee performance, and propel your organization towards success.