Scenario planner

Workforce & Cost Scenario Planner

Model how demand, workload, automation, productivity, shrinkage and labour cost assumptions flow through to FTE, forecast spend, budget variance and operational risk. This is one example of the practical planning models I build to connect operational drivers with Finance targets and transformation assumptions.

Discuss a planning challenge View services

Step 1

Choose scenario

Pick a starting point. The assumptions and impact update immediately.

Selected scenario

Baseline scenario

Baseline assumes no change from the current or prior-year baseline.

Step 2

See what changed from Baseline

Baseline is the reference case for the example model.

Baseline

Workload 0.0% Same workload hours

FTE required 0.0% Same FTE requirement

Annual labour cost 0.0% Same annual cost

Main driver Base Use this as the reference point

Step 3

Review executive metrics

Use these numbers to understand workload, capacity and budget impact in one look.

Workload hours / week 3,567 27,500 effective tasks / week

Paid hours required / week 4,573 1,006 non-productive paid hrs

FTE required 120.3 38.0 paid hrs / FTE / week

Current FTE variance -0.7 FTE Within current capacity

Forecast labour cost $11.56M $963k monthly run-rate

Forecast vs approved budget +$557,778 +5.1% vs approved

Executive summary

Scenario readout

This scenario requires 120.3 FTE, which is 0.7 FTE below current capacity. Forecast labour cost is $11.56M, which is $558k above approved budget.

Capacity check

0.7 FTE spare

Current capacity 121.0 FTE

FTE required 120.3 FTE

Budget check

$558k above approved budget

Approved budget $11.00M

Forecast labour cost $11.56M

Step 4

Adjust assumptions

Change the inputs only when you want to test a different version of the scenario.

Volume change % (all channels) 0% AHT change % (all channels) 0% Automation deflection % (all channels) 0% Shrinkage / non-productive paid time % 22% Hourly labour cost change % (all channels) 0% Current productive FTE capacity Paid hours per FTE / week Approved annual budget Actual spend YTD Reforecast month

Australian FY

Discuss this scenario

Baseline vs scenario

Compares the selected scenario to the editable baseline assumptions

Baseline FTE 120.3

Scenario FTE 120.3

FTE change +0.0 FTE

Baseline labour cost $11.56M

Scenario labour cost $11.56M

Cost change +$0

Budget variance +$557,778

Risk level Lower

Weekly workload inputs

Channel volumes, AHT and labour rates

Channel	Weekly volume	AHT mins	Hourly labour cost	Effective volume	Workload hrs	Paid hours required / week	FTE	Annual labour cost

Step 5 Check risks and ownership Use the chart, insights and governance view before acting on the number.

Annual labour cost by channel

Paid hours x hourly labour cost

Planning insights

4 insights

Budget view

Australian FY

Monthly run-rate $963,148

Quarterly run-rate $2,889,444

Approved annual budget $11,000,000

Remaining FY forecast $963,148

Monthly benefit phasing

Shows how the scenario benefit lands across the Australian FY

Planned benefit vs actual benefit

Placeholder for tracking once a plan is live

Planned benefit $0

Actual benefit $0

Variance $0

Status Not tracked yet

Risk flags

0 flags

Sign-off and ownership

Simple governance view for assumption control

Demand assumption owner Operations

Productivity assumption owner Operations / WFM

Automation benefit owner Transformation

Finance sign-off Finance

Operations sign-off Operations

Budget owner final sign-off Budget owner

Calculation logic

Workload hours = Volume × AHT / 60. Paid hours required = Workload hours / (1 - shrinkage). FTE required = Paid hours required / paid hours per FTE per week. Annual labour cost = Paid hours required × hourly labour cost × 52.