Unit of competency Outline
Date retreived
22/07/2026 3:12 PM AWST
22/07/2026 3:12 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Implement workforce planning and succession strategies
Implement workforce planning and succession strategies
Unit of competency
National Code
PSPHR504A
PSPHR504A
State Code
C8148
C8148
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
21/03/2014
Field of Education
080303 - Human Resource Management
Original Release Date
21/03/2014
Nominal Hours
50
Description
This unit covers workforce planning and succession to underpin the organisation's strategic and business decisions. It includes, conducting workforce analysis and assisting with workforce planning and succession management.In practice, workforce planning overlaps with other generalist and specialist workplace activities such as promoting ethical behaviour and compliance with legislation, capitalising on diversity, initiating projects, providing client service.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication
Notes
Elements and Performance Criteria
1. Conduct workforce analysis
- 1.1 In-depth analysis is conducted of current workforce practices, numbers, deployment, diversity and competencies to provide a baseline for workforce planning and management.
- 1.2 Workforce data is analysed and when required benchmarked against comparable data, trends are identified and interventions are suggested to address developments that do not support the organisation's strategic or business directions.
- 1.3 Labour market and industry analysis is undertaken to identify factors and trends that may impact on the organisation and the implications of these for workforce planning and management.
- 1.4 Scenario planning or other forecasting tools are used to predict and assess likely futures for the organisation with their associated implications and risks.
- 1.5 The results of workforce analysis are presented in objective and unbiased terms and reported in a form and language to suit the intended audience of the presentation.
- 1.6 The results of workforce analysis are contributed to corporate decision making about projected future workforce requirements.
2. Contribute to workforce planning
- 2.1 Information and advice is provided to managers on all aspects of workforce planning according to their requirements for business planning/outcomes.
- 2.2 Workforce planning tools are developed/provided to managers, and assistance is given in their use and the analysis of outcomes.
- 2.3 Solutions are developed and suggested for current and future workforce planning and management issues in accordance with organisational requirements.
- 2.4 Consultancy services are provided to develop the human resource aspects of organisational and business unit plans to ensure the right numbers of appropriately diverse and skilled staff are available for future needs.
- 2.5 Managers are assisted to question current work practices and structures and to prepare workforce plans to translate future business requirements into actionable human resource strategies.
3. Assist with succession management
- 3.1 The critical role of succession planning in managing the organisation's intellectual capital is communicated to managers and staff in ways suited to their level of understanding or experience.
- 3.2 A succession management strategy is developed and candidate pools are identified for imminent and longer term future vacancies in accordance with legislation, policy and procedures and business unit needs.
- 3.3 Succession processes are developed and agreed and the succession management strategy is implemented to meet organisational requirements.
- 3.4 The results of workforce analysis and planning are used to assist managers to undertake succession planning to identify requirements and manage transition when staff leave the organisation or business unit.
The Range Statement provides information about the context in which the unit of competency is carried out. The variables cater for differences between States and Territories and the Commonwealth, and between organisations and workplaces. They allow for different work requirements, work practices and knowledge. The Range Statement also provides a focus for assessment. It relates to the unit as a whole. Text in bold italics in the Performance Criteria is explained here.
Workforce diversity data may include:
age
gender
diversity profile
competency profile
qualifications
Workforce datamay include:
absenteeism
age profile of staff
complaints
conference leave
costs associated with under-staffing
current functions, services and workplace practices
grievances
hard to fill jobs
learning and development
leave - annual, sick, recreation, personal
leave without pay
number, gender and diversity of staff at each classification level and across business units
permanent versus temporary versus contract workforce
recruitment and retention
staff nearing retirement
staff retention rates
staff satisfaction/dissatisfaction
staff turnover
study leave
sustainability practices
use of employee assistance program
vacancies
Scenario planningis:
a process for outlining the possible future as far as the organisation is concerned and developing a plan for dealing with that future. The uncertainty of both the forecasting process and the future itself may make it desirable to draw up a number of different scenarios. It is often advantageous to assign a degree of probability to a range of competing scenarios, for example, optimistic (best case scenario) or pessimistic (worst case scenario)
Results may include:
matrix of required skills
Managers may include:
line managers
business unit managers
senior executives
Aspects of workforce planningmay include:
downsizing
human resource forecasts
job redesign
labour market projections
organisational design
recruitment
retention strategies
skill set availability
succession planning
supply and demand forecasting
sustainability/environmental practice requirements
workforce capability requirements
Future workforce planning and management issuesmay include:
future workforce requirements (size and skill set)
projected labour shortages
projected skill shortages
interventions to address projected shortages
over-supply
hard to recruit jobs
retention of skilled staff
diverse workforce composition
environmental and sustainability practices
Succession planning is:
'... more than fingering a slate of replacements for certain positions. It is a deliberate and systematic effort to project leadership requirements, identify a pool of high potential candidates, develop leadership competencies in those candidates through intentional learning experiences, and then select leaders from among the pool of potential leaders' National Academy of Public Administration, Washington (1997)
Succession planning strategymay include:
inclusion of future development opportunities in position descriptions to encourage future progression
Candidate pools may be identified through:
leadership assessment activities
Legislation, policy and procedures may include:
Commonwealth and State/Territory legislation including equal employment opportunity, anti-discrimination and privacy law
national and international codes of practice and standards
the organisation's policies and practices
government policy
environmental/sustainability policies
codes of ethics/conduct
Succession processesmay include:
expressions of interest
formal interview process
acceptance into a candidate pool
learning and development
shadowing
coaching
mentoring
Workforce diversity data may include:
age
gender
diversity profile
competency profile
qualifications
Workforce datamay include:
absenteeism
age profile of staff
complaints
conference leave
costs associated with under-staffing
current functions, services and workplace practices
grievances
hard to fill jobs
learning and development
leave - annual, sick, recreation, personal
leave without pay
number, gender and diversity of staff at each classification level and across business units
permanent versus temporary versus contract workforce
recruitment and retention
staff nearing retirement
staff retention rates
staff satisfaction/dissatisfaction
staff turnover
study leave
sustainability practices
use of employee assistance program
vacancies
Scenario planningis:
a process for outlining the possible future as far as the organisation is concerned and developing a plan for dealing with that future. The uncertainty of both the forecasting process and the future itself may make it desirable to draw up a number of different scenarios. It is often advantageous to assign a degree of probability to a range of competing scenarios, for example, optimistic (best case scenario) or pessimistic (worst case scenario)
Results may include:
matrix of required skills
Managers may include:
line managers
business unit managers
senior executives
Aspects of workforce planningmay include:
downsizing
human resource forecasts
job redesign
labour market projections
organisational design
recruitment
retention strategies
skill set availability
succession planning
supply and demand forecasting
sustainability/environmental practice requirements
workforce capability requirements
Future workforce planning and management issuesmay include:
future workforce requirements (size and skill set)
projected labour shortages
projected skill shortages
interventions to address projected shortages
over-supply
hard to recruit jobs
retention of skilled staff
diverse workforce composition
environmental and sustainability practices
Succession planning is:
'... more than fingering a slate of replacements for certain positions. It is a deliberate and systematic effort to project leadership requirements, identify a pool of high potential candidates, develop leadership competencies in those candidates through intentional learning experiences, and then select leaders from among the pool of potential leaders' National Academy of Public Administration, Washington (1997)
Succession planning strategymay include:
inclusion of future development opportunities in position descriptions to encourage future progression
Candidate pools may be identified through:
leadership assessment activities
Legislation, policy and procedures may include:
Commonwealth and State/Territory legislation including equal employment opportunity, anti-discrimination and privacy law
national and international codes of practice and standards
the organisation's policies and practices
government policy
environmental/sustainability policies
codes of ethics/conduct
Succession processesmay include:
expressions of interest
formal interview process
acceptance into a candidate pool
learning and development
shadowing
coaching
mentoring
The Evidence Guide specifies the evidence required to demonstrate achievement in the unit of competency as a whole. It must be read in conjunction with the Unit descriptor, Performance Criteria, the Range Statement and the Assessment Guidelines for the Public Sector Training Package.
Units to be assessed together
Pre-requisite units that must be achieved prior to this unit:Nil
Co-requisite units that must be assessed with this unit:Nil
Co-assessed units that may be assessed with this unit to increase the efficiency and realism of the assessment process include, but are not limited to:
PSPETHC501B Promote the values and ethos of public service
PSPGOV502B Develop client services
PSPGOV505A Promote diversity
PSPGOV507A Undertake negotiations
PSPGOV511A Provide leadership
PSPGOV512A Use complex workplace communication strategies
PSPLEGN501B Promote compliance with legislation in the public sector
PSPPM501B Design complex projects
PSPPM502B Manage complex projects
Overview of evidence requirements
In addition to integrated demonstration of the elements and their related performance criteria, look for evidence that confirms:
the knowledge requirements of this unit
the skill requirements of this unit
application of the Employability Skills as they relate to this unit (see Employability Summaries in Qualifications Framework)
workforce planning and succession strategies implemented in a range of (3 or more) contexts (or occasions, over time)
Resources required to carry out assessment
These resources include:
legislation, policies and procedures
workplace scenarios and case studies
forecasting models
workforce data for analysis
workforce planning guidelines and other relevant workplace materials
Where and how to assess evidence
Valid assessment of this unit requires:
a workplace environment or one that closely resembles normal work practice and replicates the range of conditions likely to be encountered when implementing workforce planning and succession strategies, including coping with difficulties, irregularities and breakdowns in routine
workforce planning and succession strategies implemented in a range of (3 or more) contexts (or occasions, over time)
Assessment methods should reflect workplace demands, such as literacy, and the needs of particular groups, such as:
people with disabilities
people from culturally and linguistically diverse backgrounds
Aboriginal and Torres Strait Islander people
women
young people
older people
people in rural and remote locations
Assessment methods suitable for valid and reliable assessment of this competency may include, but are not limited to, a combination of 2 or more of:
case studies
portfolios
projects
questioning
scenarios
authenticated evidence from the workplace and/or training courses
For consistency of assessment
Evidence must be gathered over time in a range of contexts to ensure the person can achieve the unit outcome and apply the competency in different situations or environments
Units to be assessed together
Pre-requisite units that must be achieved prior to this unit:Nil
Co-requisite units that must be assessed with this unit:Nil
Co-assessed units that may be assessed with this unit to increase the efficiency and realism of the assessment process include, but are not limited to:
PSPETHC501B Promote the values and ethos of public service
PSPGOV502B Develop client services
PSPGOV505A Promote diversity
PSPGOV507A Undertake negotiations
PSPGOV511A Provide leadership
PSPGOV512A Use complex workplace communication strategies
PSPLEGN501B Promote compliance with legislation in the public sector
PSPPM501B Design complex projects
PSPPM502B Manage complex projects
Overview of evidence requirements
In addition to integrated demonstration of the elements and their related performance criteria, look for evidence that confirms:
the knowledge requirements of this unit
the skill requirements of this unit
application of the Employability Skills as they relate to this unit (see Employability Summaries in Qualifications Framework)
workforce planning and succession strategies implemented in a range of (3 or more) contexts (or occasions, over time)
Resources required to carry out assessment
These resources include:
legislation, policies and procedures
workplace scenarios and case studies
forecasting models
workforce data for analysis
workforce planning guidelines and other relevant workplace materials
Where and how to assess evidence
Valid assessment of this unit requires:
a workplace environment or one that closely resembles normal work practice and replicates the range of conditions likely to be encountered when implementing workforce planning and succession strategies, including coping with difficulties, irregularities and breakdowns in routine
workforce planning and succession strategies implemented in a range of (3 or more) contexts (or occasions, over time)
Assessment methods should reflect workplace demands, such as literacy, and the needs of particular groups, such as:
people with disabilities
people from culturally and linguistically diverse backgrounds
Aboriginal and Torres Strait Islander people
women
young people
older people
people in rural and remote locations
Assessment methods suitable for valid and reliable assessment of this competency may include, but are not limited to, a combination of 2 or more of:
case studies
portfolios
projects
questioning
scenarios
authenticated evidence from the workplace and/or training courses
For consistency of assessment
Evidence must be gathered over time in a range of contexts to ensure the person can achieve the unit outcome and apply the competency in different situations or environments
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWV00 | PSPHRM004 | Implement workforce planning and succession strategies | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| J306 | PSP50812 | Diploma of Government (Human Resources) | Qualification |
| C809 | PSP50804 | Diploma of Government (Human Resources) | Qualification |
| J807 | TLI50613 | Diploma of Rail Operations Management | Qualification |