Workforce Planning

How will you leverage people, now and in the future, to achieve your organization's vision? 

People are the primary drivers of progress in our network, and careful thought should go into the design and execution of your staffing strategy. The needs for your organization will change over time, so this work should be done frequently, and in conjunction with functional, individual development, and succession planning.

Organizational Structure Design
INSIGHTS

Local Context and Organizational Vision Drive Decisions About Structure

Whether planning for your founding team, or deciding how to increase capacity for fellow coaching, staffing decisions are best made when informed by the external environment and in line with your vision.  For instance, if you are considering bringing in more fundraising staff, be sure to consider the philanthropic environment, who else on staff can support these efforts, and the strategy and goals for the function before determining what role to add and who to hire for it.

Balance Programmatic and Administration Support

Partners often invest first in programmatic functions, but a strong fundraising capability and robust operations are necessary for growth and require investment as well. Partners should consider the right balance of resource investment in programmatic, public and private sector support, and operations functions.

Adapt Organizational Structures As Objectives, Capabilities And Context Change
Following best practices in organizational design can enable a more lean and agile organization. However, there is no single design that is right for all organizations. It is important to adapt based on your objectives, context, and existing talent and capabilities.

FAQs

What role should I hire next?

See Workforce Planning below. In general, it’s important to ensure that your key roles are filled first, followed by “investment” roles: roles that may not be required for core business today, but are needed to support the org in reaching upcoming scale or programmatic goals.

Are there roles that can be combined?

In general, it’s a good idea to combine roles that require similar competencies and experiences. Some examples of roles that are often combined:

  • Operations, finance, administration, technology.
  • Leadership Development curriculum design, tutor/coach, summer institute design and/or execution, impact assessment, alumni
  • Placement, government relations, external relations, public affairs, fundraising
  • Recruitment, selection, matriculation, marketing, branding, communication

What is the right participant to staff ratio?

This is very dependent on your strategy and context, since your local context will drive strategy and resource allocation. We recommend lean staffing structures, to maintain flexibility in your strategy.

Workforce Planning for Scale
INSIGHTS

Prepare in Advance to Support Sustainable Growth 

It is helpful to have a medium term (3-5 year) plan with clear growth targets and objectives.  This allows enough time for organizational structure, financial, and talent planning to support the expansion.

 

 

TOP TIPS
  • There is no ‘right’ answer--your organization will continue to evolve and so will its talent needs. Balance the need for clarity with an expectation for agility in the future.
  • Keep in mind the talent you currently have, and what competencies you expect will be needed in the future. Consider where you can develop these competencies internally, and where you may need to add additional capacity.
FAQs

How can I do proactive workforce planning?

Workforce Planning can be done on an annual basis, or at the frequency that best suits your needs.  It is a useful exercise to complete alongside strategic planning, so you ensure you have the talent you need to exercise strategies. If not, it is a good time of year to consider how you will develop your existing talent or what additional hires you may need to take on.  

What do I need to change about my organization as it grows?

This answer will be different for everyone. Often people think of what they need to add as they grow.  As you grow, it is just as important to look for the signs of once useful, but now unecessary roles, rules, traditions, processes, strategies, etc. Carefully consider what you may need to add or remove as you grow in order to maintain efficiency and effectiveness.

PARTNER SPOTLIGHT

Enseña Chile

  • EnsenaChile realized that they were  not getting the results that they wanted, and they stepped back to consider what role their organizational structure had in driving their results.
  • They realized that while they had an aspiration that there would be strong, fairly autonomous regions with a strong national identity, their organizational structure did not reinforce that aspiration. Instead, they had a fairly hierarchical and centralized structure.
  • Given this, they decided to shift their organizational design, reducing the number of staff in the center and increasing the number of staff in the regions. They also changed the organizational collaboration mechanisms to make regional/national collaboration more efficient.
  • This was all part of a larger organizational effort to orient toward the regions and strengthen their impact in partnership with communities.
Collaborate

If you’d like to engage with the Organizational Development team or other network colleagues about Human Resources and Talent Management, please reach out! Use the form below to share stories & examples from your organization, share a comment, or ask a question.