Worked example report

The same method serves large private sector organisations and public agencies alike. This worked example is a fictional government agency, Koru Public Services Agency, and the 23 planning documents it holds: strategy and annual report, OKRs, the initiative portfolio, project register and business cases, BAU workload, structure and establishment, an HR extract, role descriptions, the capability framework and assessments, cost centres, vacancies, learning, the workforce plan and scenarios. Every figure in the report traces back to one of them.

It answers the question the agency asked first: can it deliver its 2026–2029 strategy with the capability it has? Then it works through demand, supply, the kind of gap behind each shortfall, who the plan depends on, and what to do about it.

Worked example. Koru Public Services Agency, its projects and its people are invented for this example. The method and products are what any customer receives.

Worked example report, Executive summary: the headline figures, what the peak shortfall is made of, what the analysis found and the decisions for leaders — Executive summary

Worked example report, 1. How this assessment was produced: how the 23 input documents feed the model, the three modelling assumptions and the assumptions used — 1. How this assessment was produced

Worked example report, 2. Strategy to work: objectives to initiatives with specialist FTE at the peak, and the ten projects with their dates, status and demand — 2. Strategy to work

Worked example report, 3. Capability demand: demand for fifteen capabilities by period, and workforce plan estimates against demand derived from the work — 3. Capability demand

Worked example report, 4. Capability supply: supply counted three ways for ten capabilities, and the evidence behind the figures — 4. Capability supply

Worked example report, 5. Gaps: headcount or capability?: demand at the peak split into covered supply and four kinds of gap for each capability — 5. Gaps: headcount or capability?

Worked example report, 6. Dependence on a few people: people evidenced at level 4 and above by capability, and the individuals carrying several critical demands — 6. Dependence on a few people

Worked example report, 7. Vacancies in context: vacancies ranked by the headcount gap in their capability rather than by stated priority — 7. Vacancies in context

Worked example report, 8. Responses: the recommended response mix by capability, and the recommended configuration with its effect at the peak — 8. Responses

Worked example report, 9. Scenarios: shortfall over time under the current plan, four scenarios and the recommended configuration — 9. Scenarios

Worked example report, 10. Answers to strategic questions: nineteen strategic questions, each answered from the model — 10. Answers to strategic questions

Worked example report, 11. How the process runs: the inference pipeline from uploaded document to confirmed fact — 11. How the process runs

Worked example report, 12. Variant and absence registers: where the documents disagree, and what was expected but not found — 12. Variant and absence registers

Worked example report

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