Step 1: Take an Inventory of Your Current Processes

Next, identify what your company is actually doing in each of the four cells and document that in the matrix itself. Include only those things that you currently have; do not include things that you “should” have or things that you plan to implement. Specifically document each process in the appropriate cell. Don’t just think about the elements; actually write the name of each component in the appropriate cell of your matrix. If you are simply using this tool to analyze the effectiveness of your current processes, it is probably sufficient to simply identify each component. If you are using this tool as a guide for creating a strategic staffing/workforce planning process, however, a more in-depth ...

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