Introduction to Workforce Analytics

This course helps attendee build a foundation for data-driven decision making and learn how to deliver business insights through workforce analytics.

Key contents include the business imperative and foundational elements of Workforce Analytics including metrics, data standards, case study templates, talent management lifecycle as well as sample advanced talent management report.

Training outcomes and goals

1. Understand the business imperative as well as the challenges in Workforce Analytics and Planning.
2. Steps and key milestones in the journey to workforce analytics and planning excellence.
3. Gain foundational knowledge about metrics and upgrade analytical skills to link human capital to financial performance.
4. Utilize standards to enable advanced measurement and talent analysis.
5. Understand the movement of talent as well as key metrics and ROI opportunity in every stage of the talent management lifecycle.
6. Elements and steps to build a winning analytics business case.

Section 1: The Business Imperatives for Workforce Analytics

• Video 1.1 - Section introduction and summary learning points (0:54)
  • Additional links and reading materials

• Video 1.2 - Setting the stage: value creation in today’s marketplace (4:55)
  • Quick quiz (1.2)
• Video 1.3 - Workforce Analytics: definition and evolution of analytics (6:40)
  • Quick quiz (1.3)
• Video 1.4 - The challenges in measuring human capital (10:47)
  • Quick quiz (1.4)
• Video 1.5 - Identifying key workforce questions (5:37)
  • Quick survey (1.5)
• 1.6 – Hands-on Exercise: Pick key human capital questions
• Video 1.7 - Building a business case for Workforce Analytics (10:32)
  • Quick quiz (1.7)
• Video 1.8 - Section closing and summary learning points (00:10)
  • Section quiz – 7 questions

Section 2: Introduction to Analytics & Case Study Examples

• Video 2.1 - Section introduction and summary learning points (1:31)
  • Additional links and reading materials
• Video 2.2 - The art and science of Workforce Analytics (05:25)
  • Quick quiz (2.2)
• Video 2.3 - Case study: Starbucks workforce engagement strategy (08:17)
  • Quick quiz (2.3)
• Video 2.4 - The AACEE maturity model (02:50)
  • Quick quiz (2.4)
• 2.5 – Hands-on Exercise: Self-assessment
• Video 2.6 - Building the foundation for data-driven decision making (07:20)
  • Quick quiz (2.6)
• Video 2.7 - Workforce Analytics foundation & value creation examples (17:20)
  • Quick survey
• Video 2.8 - The power of combining data sources (08:25)
  • Quick quiz (2.8)
• 2.9 – Hands-on Exercise: Recruiting source analysis
• Video 2.10 - Section closing and summary learning points (00:10)
  • Test your new knowledge... – 7 questions

Section 3: Human Capital Standards

• Video 3.1 - Section introduction and summary learning points (01:01)
  • Additional links and reading materials
• Video 3.2 - Metrics and measurements foundation (08:35)
  • Video Quick quiz (3.2)
• Video 3.3 - The need for HR standards (12:30)
  • Quick quiz (3.3)
• Video 3.4 - Talent metrics standards (01:30)
  • Quick quiz (3.4)
• Video 3.5 - HR transaction standards (03:00)
  • Quick quiz (3.5)
• Video 3.6 - Talent reporting standards (04:00)
  • Quick quiz (3.6)
• Video 3.7 - Job classification standards (09:00)
  • Quick quiz (3.7)
• Video 3.8 - Example: Visualizing your organization (09:58)
  • Quick quiz (3.8)
• 3.9 – Hands-on Exercise: Building your workforce image map
• Video 3.10 - Section closing and summary learning points (00:10)
  • Test your new knowledge... - 7 questions

Section 4: Workforce Productivity

• Video 4.1 - Section introduction and key summary learning points (02:28)
  • Additional links and reading materials
• Video 4.2 - Introduction to workforce productivity (11:00)
  • Quick quiz (4.2)
• Video 4.3 - Example: Workforce productivity dashboard (03:50)
  • Quick quiz (4.3)
• Video 4.4 - Workforce productivity in human capital reports (03:16)
  • Quick quiz (4.4)
• Video 4.5 - Human Capital Financial Statements (11:30)
  • Quick quiz (4.5)
• Video 4.6 - Case study: BroadTek’s Human Capital Financial Statements (14:45)
  • Quick quiz (4.6)
• 4.7 – Hands-on Exercise: Building the impact statement
• Video 4.8 - Section closing and summary learning points (01:07)
  • Test your new knowledge... - 7 questions

Section 5: Human Capital Analytics and the Talent Management Lifecycle

• Video 5.1 - Section introduction and summary learning points (01:17)
  • Additional links and reading materials
• Video 5.2 - Linkage model and talent management lifecycle (03:40)
  • Quick quiz (5.2)
• Video 5.3 - Recruiting and onboarding (11:30)
  • Quick quiz (5.3)
• Video 5.4 - Internal mobility and career path (12:11)
  • Quick quiz (5.4)
• Video 5.5 - Leadership and management (10:30)
  • Quick quiz (5.5)
• Video 5.6 - Training and development (07:18)
  • Quick quiz (5.6)
• Video 5.7 - Turnover and retention (04:30)
  • Quick quiz (5.7)
• Video 5.8 - Performance and engagement (06:34)
  • Quick quiz (5.8)
• Video 5.9 - Case study: JetBlue and Net Promoter Score (08:40)
  • Quick quiz (5.9)
• 5.10 – Hands-on Exercise: Internal Promotion vs. External Hiring
• Video 5.11 - Section closing and summary learning points (01:03)
  • Test your new knowledge... - 7 questions

Jeff Higgins – HCMI CEO

Jeff is a global thought leader with 25 years combined workforce planning, analytics and finance experience supporting Fortune™ 500 companies. Jeff has helped organizations around the world quantify the ROI of workforce decisions and realize cost saving opportunities of up to $1.0 billion USD. Jeff is both a former senior HR executive and former CFO, and a regular speaker at HR events.

Previously, Mr. Higgins worked in finance at Johnson & Johnson, Colgate Palmolive, Klune Industries and a senior HR leader at Countrywide Financial, IndyMac Bank, and Inform, a leading analytics software co. Jeff is on the SHRM Global Standards Committee on human capital, the Center for Talent Reporting board and founding member, PwC Saratoga Institute advisory council.