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What we do  ›  People & Culture  ›  Strategic Workforce Planning
People & Culture service

Strategic Workforce Planning

Know who you'll need before you need them — with a staffing plan built around your goals.

36%
of small business owners reported job openings they couldn't fill, 12 points above the historical average.
NFIB · 2026 · U.S. small businesses
86%
of small business owners hiring or trying to hire reported few or no qualified applicants.
NFIB · 2026 · U.S. small businesses
Sound familiar?

The work keeps showing up before the people do.

New work waits on people who aren't hired yet.

The search for people starts when the work lands, and the right ones take time to find. Until then, some of that work slips away.

We help you see the roles you'll need next — so you can line them up in time for the work.

One person leaves, and part of the business stops with them.

What they handled was never shared with anyone else, because it never had to be. Now it waits while you look for someone new.

We help you build backup into your key roles — so the work keeps moving when someone moves on.

The people you rely on are wearing down.

Extra work goes to whoever can be counted on, and week after week that's the same few people. They keep saying yes until they can't.

We help you plan who carries what — so the load stops landing on the same few people.
How we work

A team planned around where your business is headed.

Starts where you are

A written plan, a picture in your head or nothing yet — the work starts from whatever you have.

Made to fit

Shaped to your goals and the people you have, so it works for a business your size.

Yours to keep

What you get stays with you, to build on whenever the business changes.

How deep we go

Choose how much we take on.

Level 1Focused Guidance

Expert feedback on your staffing plan or approach — a short, one-time evaluation, with what would make it stronger.

Start here if you have a plan or approach for staffing and want an expert's eyes on it
Level 2Strategic Support

A staffing plan built from your goals — a new one made with you, or the one you have, adapted.

Start here if you have goals for the business and want a staffing plan to match, new or adapted

Not sure which level fits? We'll work it out with you on the first call.

What happens next

Three steps, whichever level you choose.

1

Tell us where you're headed

A short, no-commitment call about where you want the business to go and what it will take.

2

Pick your level

Before anything starts, you'll know which level fits and exactly what's included.

3

See it through together

Your expert works with you and whoever you choose, from feedback on your approach to a plan of your own.

Go further

More ways to plan and build your team.

Coaching Learn it yourself Workshops Assessments Pairs well with
Coaching

Lead the team you're planning for, with a coach of your own.

One-on-one coaching for anyone who plans for your team or leads it.

Explore coaching →
Coaching that fits
  • Management coaching
  • Executive leadership coaching
  • Accountability partnership
TriUnity Learn

Learn it yourself, at your own pace.

TriUnity Learn — for you, or anyone on your team who plans staffing.

Go to TriUnity Learn →
Topic
  • Planning the team your business needs
Workshops

Have us teach your team.

Live workshops for the people who build your team.

See the workshops →
Workshops on this
  • How to Hire Effectively
  • How to Build a Team
Assessment

See where your team has cover, and where it's thin.

An assessment shows where people are ready to step up and where one departure would leave a gap.

See the assessments →
Assessments in this area
  • Bench strength
  • Talent retention
Pairs well with

Know who you need, then win them over and get them started well.

Services that build on the same work.

See all services →
Related services
  • Compensation & Benefits Strategy — pay and benefits that give good people a reason to join and stay
  • Team Member Onboarding — every new hire starts the same way

Don't just think about the next step.
Take it.

Get a clear picture of where you stand and what to work on first — free. We review your answers and send you a personalized plan. No call. No presentation. Just the information.

Get my free strategy map → or see other assessments