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USGS Workforce Planning Desk Guide

Step Five – Monitor, Evaluate, Revise

Review of Outcomes

WFP is a “living” process, which requires proactive monitoring and adjustments as environmental factors change.  The entire WFP process, and specifically the strategies and action items, should serve as a roadmap for managers to ensure the right people with the right skills are in the right locations at the right time in order to achieve the organization’s short-term goals and long-term plans.  The outcomes should be continuously evaluated to determine progress in addressing the gaps and, specifically, where adjustments to the strategies and action items are needed.  Managers are encouraged to schedule formal workforce planning sessions as necessary, at least annually, to ensure progress with project plan action items and avoid delays in accomplishing objectives.

Assess Accomplishment and Effectiveness of Outcomes

There are many different methods of obtaining feedback concerning the achievement of accomplishments and the effectiveness of outcomes. This information can be obtained via meetings, surveys, focus groups, review of accomplishment reports, etc. Regardless of the method, you should ask the following:

  • Were the actions and strategies completed?
  • Did the action plan meet the objectives?
  • Did the action plan accomplish what was actually needed (were the objectives the right ones)?
  • If not, have the organization’s strategies on which the plan is based changed? Were there other factors preventing achievement of the goal?
  • Are the estimates and assumptions of the supply and demand still valid?
  • Is there a need to modify the action items?

Address Need for Adjustments to Strategies and Action Items

After the above analysis has been conducted, take steps to remedy any problems in implementing action items. . Examples include:

  • Change timeframes for implementation of action items as warranted by business requirements.
  • Adjust content of action items. Action items may be deleted because they are no longer valid and/or feasible (e.g. budget, reorganization, etc.).
  • Hold persons responsible for action items accountable.

Communicate Changes

Changes to the action items should be communicated to leadership and employees in a timely manner to allow for questions and clarification. Similarly, achievement of action items could be shared in your organization’s annual accomplishment report, website, employee meetings, etc..

Step 5: Monitor, Evaluate, Revise


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