Annual position planning
Plan workforce size, cost, and structure across the business cycle
What is Annual Position Planning?
Getting control over the constantly changing workforce size, cost, and structure is essential to avoid drifting into reactive, cost-out restructurings.
Yet in practice, headcount and workforce costs are often managed across disconnected systems. HR and Finance professionals lack a shared view of the workforce reality, and workforce size and cost drift away from approved budgets.
Annual Position planning is the process of specifying position-level changes as part of the annual planning cycle and over the duration of the business cycle. It gives HR and Finance professionals the control they need to stay on target, enabling size, cost, and structure to be planned and actively managed over time.
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The cost of reactive planning
Without ongoing, active management, organizations lose efficiency and effectiveness. Left unchecked, issues compound and can eventually require drastic corrective action.
The costs of reactive restructures are significant.
Orgvue’s analysis of Fortune 500 annual filings reveals $45 billion in annual restructuring-related severance charges, often driven by workforce cost correction and the need to remove accumulated organizational complexity.
Annual Position Planning helps you address cost and structural drift earlier, making smaller, controlled adjustments, in line with your strategic targets.
Before we established positions, budgets were just a top down number based on high level assumptions agreed at a macro level. It was completely detached from the workforce reality, and resulted in periodic headcount culls when the size of the workforce got out of shape.
Orgvue customer
Where Orgvue comes in
Orgvue’s Annual Position Planning solution enables you to plan and manage workforce size, cost, structure and composition in line with financial and strategic targets.
By providing forward looking visibility across reporting periods, it reduces the risk of costly, disruptive transformation required to correct workforce costs and organizational effectiveness.
- Plan and manage workforce costs and structural efficiency in an integrated way, bringing together financial planning, workforce planning and organization design within a single version of the truth
- Enable planned change outcomes through incremental actions, taking advantage of natural workforce movement when people move positions or leave the organization
- Gain a forward-looking view of delivery against targets. Move beyond point-in-time and backward-looking insights to identify emerging risks and inform course correction while plans are still in motion
- Provide visual insights that build and maintain a shared understanding of organizational reality across business stakeholders
- Bridge HR and Finance through position-based planning grounded in workforce reality, and rooted in the actual structure of the organization, moving beyond high level assumptions or people data alone
- Federate a centrally defined planning process while driving local accountability. Equip colleagues across the business with immediate insight into the impact of planned changes, and equip decision makers with the information need to inform approval decisions
Features and benefits
How Orgvue helps
Establish your baseline
- Create a complete position level view of the organisation. See every position; both filled and unfilled.
- Get the infrastructure for HR and Finance to work from the same baseline, grounded in your organizational reality.
A Full Seat View of the organization distinguishing filled, vacant and approved positions
Transparency on the age and cost of vacant positions
Understand vacant positions:
- See the age and
,cost, of vacancies, and where these are found in the structure. - Identify where there are opportunities for human capital investments to be reallocated in line with business priorities.
Plan and model position changes
- Get immediate insight to identify the impact of planned changes
- Identify recruitment options to get the right mix of internal appointments and external recruitment
- Set planned start dates and immediately see the impact on cost and FTE.
- See the aggregate effect of multiple, individual actions taken across the organization at different points in time.
Model changes to your workforce and see its impact instantly
Future workforce size and cost by reporting period
Stay aligned to budget and targets
- Compare planned positions and hires against approved budgets
- See where you risk diverging from established targets to inform in-flight course correction.
Connect planning directly to the execution
- Track approved positions by status, including filled incumbents, internal moves, and planned hires.
- View hiring demand by start date to prioritise recruitment. Monitor recruitment status and ensure delivery remains aligned to the approved position plan.
- Get immediate insight needed by decision makers to inform approval decisions.
- See all approved new positions and group them by planned start dates (so you can prioritise)
- See recruitment status (Active, on hold or already recruited)
- Give talent acquisition teams a clear prioritised demand
Forecast the workforce evolution by reporting period
FAQs
Hundreds of thousands of dollars are invested in HR information systems with the functionality to support position-based insight. In practice, this value often fails to be delivered.
Why? Weak data governance results in poor quality positions data: thousands of junk, legacy positions clogging the system, preventing insight. It’s a catch 22: the source system fails to provide critical insight, but changes are prevented for fear of risking the delivery of critical applications. A change management effort is needed to reorient HR Partners and Finance Partners from people to positions. That’s why Orgvue gets applied to bridge the gap: to clean up legacy data, provide a safe environment for positions to be established, and to get the benefit of visual insights before transitioning to the core system as the system of record for both people and positions. In short, Orgvue improves the ROI of your HRIS investment.
See how Orgvue works
We’re excited to show you how Orgvue can help. Before we do, we’ll just need to schedule a quick call to better understand your needs and tailor a demo specific to you.
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