Workforce Structure Summary Pack

Description

abc The Workforce Structure Summary Pack summarizes the content of the Spans & Layers Story Pack and the Workforce Size and Cost Story Pack. 

Template packs are provided to get your analysis started:  you can change existing slides and create additional slides to customize your analysis.
 

Dataset requirements

To gain the expected insight, your dataset should include:

• An FTE property
• A compensation cost property
• An Employee Type property (to compare - for example - part-time and full-time employees; or direct and indirect employees)
• At least one functional, geographic, business unit or grade property.

Insight provided 

Through the insight provided, you will be able to address a range of questions relating to the structure of the workforce (Spans and Layers), the size of the workforce and its cost.  For example:

• What is the split of people managers and non-managers across the organization?
• What is the average span of control across the organization as a whole?
  • For each leader’s full reporting line
  • For each individual people manager
• How many layers does the organization extend to?
  • How many positions are there at each layer of the organization
  • In which leadership reporting lines are there extended hierarchical layers?
• Are there opportunities for efficiency gains through the consolidation of small teams?
  • How many one-to-one reporting relationships and micro teams are there across the organization
  • Where are these in the structure?
  • Which managers have narrow spans of control?
• Is there a need to rebalance people management responsibilities?
  • How many managers have excessively high spans of control?
  • Where are these in the structure?
  • Which managers have excessively broad spans of control?
• What is the average span of control at each layer of the organization?
• What is the total size and cost of the workforce?
• Are we allocating resources where they are needed to deliver our strategic objectives?
  • What is the size and cost breakdown across functional departments, geographic locations, and business units 
• How many employees are there in each grade category?
• Are reward frameworks being applied consistently across the organization?
  • Is average reward for people of the same grade comparable across different functions, geographies and business units?
  • Where are there anomalies or inconsistencies?

How to access and configure the pack

1. In Workspace, select the dataset you want to use (if necessary, refer to Accessing Datasets and Packs).

2. Select ‘New pack’ then ‘Next’.

3. Select ‘Analyze the size, cost, composition and structure of the organization’ under “What do you want to do?”.  Select the ‘Workforce Structure Story Pack’ icon.  Select 'Next'

• If dataset property mapping is complete you will have the option to select ‘Open’. 
• If dataset property mapping is not complete, and if you have dataset edit rights, you will have the option to select ‘Next’.

If necessary, you can change previously mapped properties.  For more information, see Property Mapping in Template Packs.

4. Map the properties in your dataset which correspond to the Template properties.  To get the intended insight, you should map:

• An FTE property
• A Compensation cost property
• An Employee Type property (to compare - for example - part-time and full-time employees; or direct and indirect employees)
• The functional, geographic, business unit and grade properties used for subgroup reporting.  You do not need to map all four of these 'dimensions'.  The recommended actions for unmapped properties are outlined at the end of this guide.

5. Select ‘Open’.

When the pack opens, you will be prompted to complete the Pack Configuration.  The Pack Configuration is optional.  You can skip this step and open the pack with default categories by selecting ‘OK’.  You also have the option of completing or changing the Pack Configuration after you have opened the pack (see Configure template pack content). 
 

6. Under the ‘Required’ tab, you can customise the Span of Control Categories used to group cases:
   1. Select the arrow shown below.
   2. Specify your category labels in the fields under the 'Span Category' heading
   3. Specify a value for each category in the fields under the 'Upper Threshold' heading.  This value represents the highest span of control with which a manager will be included in the category).
   4. Specify an extreme value as the upper threshold for the final 'Greater than' category.  This will ensure all cases are included.

7. Select the 'Optional tab' to customise:
   1. ‘Layers below Managers for Aggregated reporting.’:  The number of organizational layers required below a manager for rolled-up size and cost values to be calculated.
   2. The ‘Currency Symbol’ used for reporting compensation data.
   3. The ‘Executive Level’:  the lowest layer in the structure at which positions are considered to be ‘Executive’.

8. Select 'OK' to open the pack.

If there are properties which have not been mapped, we recommend the following actions which can be taken when the pack is open:

• Removing the standard slides relating to these properties (see Remove slides you don’t need)
• Removing these properties from cards (see Remove properties from cards)
• Removing the unmapped properties from slide paging options (see Specify which properties are used for Paging).

Related articles:

• Typical business questions
• Example Key Measures
• Best practices for organizational analysis
• How to get from raw data to actionable insight
• Organizational Analysis
• Orgvue’s template packs for organizational analysis