Organizational Planning and Analysis: Building the Capability to Secure Business Performance

by Rupert Morrison

Overview

What is the cost of employees today and what will this be in the future? This book explains how to take a data-driven approach to workforce planning and allow the business to reach its strategic goals.

Organizational Planning and Analysis (OP&A) is a data-driven approach to workforce planning. It allows HR professionals, OD practitioners and business leaders to monitor an organization's activities and analyse business data to regularly adjust plans to ensure that the business succeeds. This book covers everything from how to build an OP&A function, the difference between strategic and operational workforce planning and managing demand and supply, as well as matching people to new or changing roles and developing robust succession planning. Organizational Planning and Analysis also covers how OP&A works with HR operations including recruitment, L&D, reward and performance management and includes a chapter on new human capital analytics which allow a business to improve the return on investment for each of its employees.

Full of practical advice and step by step guidance, this book is also supported by case studies from organizations including KPMG, Sainsbury's, WPP, Accenture, TSB, Johnson & Johnson, Aer Lingus and FedEx.

Product Details

ISBN-13:	9781398605879
Publisher:	Kogan Page, Ltd.
Publication date:	09/27/2022
Pages:	384
Product dimensions:	6.46(w) x 9.45(h) x 1.26(d)

About the Author

Rupert Morrison is the CEO and co-founder of Concentra Analytics, a software provider and consultancy firm which captures, manages and analyses data to improve organizational operations and execute strategies more effectively. Concentra Analytics works with clients including HSBC, Tesco, Aviva and FedEx and has won a Most Innovative award in The Sunday Times FastTrack Tech 100. Based in London, UK, he is also an international conference speaker and industry writer, whose contributions have featured in Forbes, HR Director and Personnel Today.

Table of Contents

* Section - ONE: Introduction; ** Chapter - 1.1: Organizational planning and analytics; ** Chapter - 1.2: Data-driven organization design; ** Chapter - 1.3: Financial planning and analytics; * Section - TWO: Making it real - Transformation and optimization; ** Chapter - 2.1: Introduction; ** Chapter - 2.2: Preparing to execute; ** Chapter - 2.3: Implementation; ** Chapter - 2.4: Ongoing optimization; * Section - THREE: Workforce Planning; ** Chapter - 3.1: Introduction; ** Chapter - 3.2: Supply forecasting and top-down demand planning; ** Chapter - 3.3: Bottom-up position planning, finalizing the workforce plan and monitoring progress; * Section - FOUR: OP&A analysis; ** Chapter - 4.1: Introduction; ** Chapter - 4.2: Laying the foundations for effective OP&A analysis; ** Chapter - 4.3: Ignoring statistical traps and leveraging data science; * Section - FIVE: The OP&A function; ** Chapter - 5.1: Introduction; ** Chapter - 5.2: Stage 1: Scoping the macro operating design and writing the business case; ** Chapter - 5.3: Stage 2: Detailing the OP&A function; ** Chapter - 5.4: Stage 3: Making the OP&A function real; ** Chapter - 18: Glossary

Editorial Reviews

"If you enjoyed Data-Driven Organization Design, the prequel to this book, then you'll love Organizational Planning and Analysis. Rupert is one of the genuine thought leaders in our field. He first outlined the key concepts outlined in this book to me as a guest on the Digital HR Leaders podcast. I was captivated. If you want to understand how to use data and analysis to build organizational capabilities through workforce planning and drive business success, then this is the book for you."

David Green

"Simplicity is something hard to achieve. OP&A is a simple yet very effective concept to solve one of the most complex challenges that organisations face today. This is an essential read to anyone in charge of teams."

Head of Marketing & Communications at Headspring E Thiago R. Kiwi

"In a world where business leaders are told to reflect properly and plan effectively, this book equips them with the right questions to ask and a framework for generating continuous performance. Ultimately, it ushers in a leadership approach that is confident and clear in the face of an increasingly volatile and opaque business landscape. Essential reading."

John Brown

"Leadership is about taking an organization from one place to another knowing that the movement can only come from the people. This book shows how data can power alignment, speed and purpose on the journey."

Pär Åström

"In his new book, Rupert astutely illustrates applying systems theory to organizational planning for driving outcomes in a complex environment. He gives us courage to rethink planning as a dynamic and insightful process to build long term organizational capabilities."

Shradha Prakash

"We all know, in theory, that planning and analysis founded on good data is an organizational must. Getting the theory into day-to-day practice is more problematic. Rupert Morrison clearly and carefully lays out why and how to do this. What's not to follow in his guidance? The benefits are huge."

organization design author and consultant Naomi Stanford

"In his new book Organizational Planning and Analysis, Rupert offers a compelling guide for executive and practitioner alike. If you truly believe that people are your organization's greatest asset and you have been frustrated with previous efforts to make a workforce transformation real, then look no further. Blending strategy, finance, workforce planning and analytics, this book offers a logical, evidence-based process for introducing OP&A as a new capability in your organization. Doing so will ensure that you can achieve sustained and measurable workforce success. Highly recommended."

David Stroud

"Rupert masterfully offers ideas, specific analytical tools and cases on planning, transformation, workforce, and technology to improve organizations. Anyone interested in creating more effective organizations will find this an exceptional guide."

Dave Ulrich

"A practical guide to using data to continuously optimize organizational performance, aligning for innovation, agility and productivity. A must build muscle for all organizations today."

Kent McMillan

"Building a forward-looking OP&A unit is crucial at these times of increasing economic disruption. This book is so much more than an optional read."

Ian Kantor