Certified in Workforce Planning
 Solution-Based Practice

Overview of this Workforce Planning Certification Program

How should organizations adapt to changes during the pandemic? What are the best ways to re-deploy talent and prepare the organizations for the future? Gain these skills in our courses on workforce planning and succession planning.



Online, Mentor supported, hands on project work.


3 months of access to the learning content, learning platforms and all resources.


Start at your Convenience, contact us for group enrollment schedules.


Learning and certification exam package

Changes in market demands, organizational growth, staffing shortages and turnover create a need for workforce planning and succession planning. The topics presented in this training package include determining priorities, projecting and preparing for future staffing needs of the business, and planning the replacement of leadership positions and critical roles.

How is Workforce Planning useful?

    1. Gain an understanding of the workforce planning process and methodologies.
    2. Develop skills in conducting a demand analysis and forecasting.
    3. Design systems that deliver results by integrating leadership development with succession planning.
    4. Go beyond the nine-box model to design a results-based succession plan.

​The CWP© Exam & Learning Package includes 3 courses, covering topics in workforce analytics and planning, and succession planning.

This courseware is designed, keeping in mind with the needs of talent management professionals to learn the material and maximize it in their work projects. Users have access to the HCG Learning Management Platform where they can access the courses listed below.  Lessons include case studies, step-by-step guides, evidence-based models, webinars, projects, quizzes, and mentor support.  Additionally, users have access to job aids and worksheets, which they can readily utilize in their work projects.  Read about our success methodology ►​

​Access duration for this learning package is 3 months.

    Foundations of Integrated Talent Management
Talent management (TM) is a systematic approach that more effectively aligns the resources of employees and potential employees with the needs of the business. When effective it helps address employee needs and enhances the work environment by promoting employee effectiveness.


In this course, participants gain understanding of how talent management systems can create better organizations, better talent and better career. They gain knowledge of what talent management is, how organizations benefit from talent management, characteristics of a high impact integrated talent management system and industry practices in talent management. The course highlights the benefits and costly consequences of not focusing on TM practices.

In this course, participants build capability to:

  • conduct a TM system effectiveness audit
  • identify opportunities for integrating TM practices to meet a business need
  • assist in the recruitment of evidence based TM professionals
  • identify gaps in TM practices compared to industry benchmarks


This course gives participants access to various tools and worksheets, including:

  1. TM System Effectiveness Audit
  2. Industry Specific TM Practices

    Workforce Analytics and Planning

Workforce planning is a systemic approach used for assessing current workforce utilization. It requires determining priorities and allocating resources where they can do the most good. 



In this course, participants will gain knowledge of the signs that signal the need for workforce planning and the steps involved in conducting a workforce analysis. Additionally, the course will present strategies for workforce segmentation, qualitative and quantitative methods for workforce estimation and other special considerations.​

In this course, participants build the capability to:

  • identify when a workforce analysis will be beneficial
  • identify the data required to perform workforce analytics
  • outline the steps involved in conducting a workforce plan
  • develop a workforce supply-demand gap closure strategy
  • compute staffing ratios and productivity ratios to estimate
  • future workforce size
  • gather metrics to evaluate a workforce plan


This course gives participants access to various tools and worksheets, including:

  1. Guidelines for Building a Talent Inventory
  2. Guidelines for Using Qualitative Methods of Workforce Forecasting
  3. Operational Strategy Canvas – Form
  4. Tools for Estimating Skills and Expertise Required – Form
  5. Strategies of Addressing Workforce Deficits and Surpluses
  6. Workforce Segmentation Categories and Definitions

    Succession Planning

Succession planning is the process of replacement or transition planning of leadership positions and critical roles. It involves identifying future candidates based on their projected capability to grow beyond their current role.



​In this course participants will learn the steps involved in developing a succession planning process and the organizational best practices. The participant will gain knowledge of how succession planning fits into the employee life cycle and how to identify critical positions. The course will also present evidence, predictors of leadership potential, special considerations, common dilemmas and material on CEO succession planning. Finally, participants will learn how to evaluate the succession planning process.

In the course a participant will build the capability to:

  • define an approach to identify critical roles
  • define the succession needs of the organization
  • select assessments to help identify high potential candidates
  • develop a process to identify high potential employees
  • using assessments and employee data
  • outline the succession planning process and structure the talent review meeting
  • support the creation of development plans
  • gather metrics to evaluate the succession planning process


This course gives participants access to tools and worksheets, including:

  1. A Guide for Succession Planning Management and Development Support
  2. Comprehensive List of Predictors of High Potentials
  3. A Guide to High Potential Identification, Development, and Treatment
  4. A Guide to Understanding Leadership Derailers
  5. Guidelines for Identifying Critical Roles
  6. Job Leveling Matrix
  7. Miles and Snow Organizational Strategy – ToolSuccession
  8. Planning Stakeholder Meeting Guide
  9. The Talent Review Process – Challenges and Resolutions
  10. Succession Planning Strategy Creation Meeting Canvas – Tool

This learning and certification package includes the training segments and a certification exam.

Certification Requirements

    1. ​Complete the learning segments listed in the training tab, including the accompanying mandatory webinars, and quizzes.
    2. Complete projects achieving a minimum score of 70%
    3. Comprehensive Exam
      Take a comprehensive exam covering the five topics and achieve a minimum score of 70%.
      – Computer-Based Testing (CBT)
      – Multiple-choice questions selected based on expert panel evaluations

Exam dates ►

All certifications are valid for 3 years. To maintain the certification credentials, you must stay current in this area of expertise, build upon your knowledge, and grow as a professional in your field. Recertification requires retaking the exam.

Exam dates ►

How is Workforce planning useful?

Who are the faculty for this Workforce Planning course?

Course reviews

Am I eligible?

Talk to an expert


This course has helped me engage my clients better. I now see additional opportunities to help them improve performance

Performance Improvement Consultant, USA

Am I Eligible?

Best suited for

    1. HR generalists/business partners/managers
    2. Workforce planning managers and directors
    3. Talent management/ leadership development professionals

The Faculty for this Talent Management Specialist Learning Package

Shreya Sarkar-Barney. Ph.D.

Shreya Sarkar-Barney. Ph.D.