Back
Announcing the 2nd Annual People Pioneers: Honoring the leaders of the people-first revolution

Getting Started with Scenarios

Mar 24, 2020| Reading time: 3min

BY ChartHop

ChartHop Scenarios are designed to be flexible and to support your needs for any forward-looking planning around your organizational structure or your people.

Scenarios were created to streamline the planning processes and give stakeholders one platform to create, approve, execute, and most importantly, iterate on headcount plans as business conditions change.

Before building in ChartHop, take the following into consideration:

1. What question(s) am I trying to answer?

We recommend starting with one key question and objective. For example:

  • If we secure our series B for $10mm, how should we ramp up our growth plan?
  • If we lose our top 2 managers, what will our sales leadership structure look like next year?
  • If sales decrease by 15%, where can I make cuts to our future hiring plan?
  • If we need to launch a new product in 2 months, how does the org need to evolve?

2. Do I have access to the data I need?

Depending on your questions, what data do you need to combine and visualize to make the best decisions? For example:

  • If you’re asking “How should we ramp up our growth plan?”, consider looking at Monthly cost by operating group (R&D vs. S&M)
  • If you’re asking “What will our sales leadership structure look like next year?”, consider looking at Nine-box ratings viewed by attrition-risk
  • If you’re asking “Where can I make cuts to our future hiring plan?”, consider looking at Average projected cost for all open roles by department
  • If you’re asking “How does the org need to evolve in the next year?”, consider looking at the Ratio of Engineering headcount to Product headcount

3. Who do I need to collaborate with?

Who needs to be involved at every stage of the process — from data capture to decision making?

Keep the following in mind:

  • Managers on the front-line have the most up-to-date pulse on the performance, potential, and risks on their team. Consider including them as a phase 1.
  • Finance & HR/People teams need to be in lock-step to align on budgets and data-driven insights. Clearly define the stages in your planning or scenario building process and who owns/contributes/has visibility into which pieces of the pie.

Once you go through these steps, you’re ready to start modeling our your Scenarios in ChartHop!

With Scenarios, you can build sandbox views for alternate hiring plans, projected M&A outcomes, department-specific views, org-wide compensation planning, and more. After you’ve designed plans, it’s easy to deploy them into action within ChartHop or export them into a desired .csv structure and use in any way.

ChartHop Scenario

If you have ideas for new features or questions on how to best use Scenarios, please reach out to [email protected].

Get in touch

Make one good decision that leads to a lot of others. Talk to ChartHop today.

Contact us
RELATED RESOURCES

Explore our latest blogs, eBooks, videos and more

3 Ways to Recognize Your People Using Employee Spotlight Templates

If you're looking to humanize your employee experience, start by embedding employee spotlights into people strategy. Read 3 ways to do so, using employee spotlight templates, here.

25 Questions to Include on Your DEIB Survey

If you're serious about creating a people-first culture, then DEIB should be at the top of your priority list. Make sure you habitually send out questions on diversity and inclusion to help determine next steps and develop a plan.

How to Use Surveys to Assess eNPS and Reduce Absenteeism

Looking to boost your employee experience and reduce your absent rate? Read our five steps on using eNPS surveys to help you start achieving these results, today.

The People Ops Weekly Newsletter

💜 by 4,000+ readers at people-first companies.

A 5-minute Friday email with curated ideas, stories, insights, and jobs from the world of People Ops at growing orgs.

By submitting your info, you agree to opt-in to emails from ChartHop's newsletter, The People Ops Weekly.

Make one good decision
that leads to a lot of others

Sign up for a free demo today.