The CFO’s secret weapon to having the right people in place to achieve your business’ goals

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

Explore our latest blogs, eBooks, videos and more

ChartHop Feature: Maps to Help Visualize Your People

You use your org chart to see where employees sit within your company…but how about where they sit in the world? With ChartHop Maps, an employee engagement feature, you can encourage connection among employees and equip your People team and managers with the information they need to make strategic decisions.

4 Steps to Create an Inclusive Onboarding Strategy

When it comes to planning an onboarding strategy, organizations often forget a main component: meeting people where they are … literally. Here's 4 ways to create a digital employee experience that's positive and inclusive.

What is Succession Planning? (And Why is It Important?)

Securing your company’s future starts now. Learn what succession planning is and how it can help your organization in the long run.

The People Ops Weekly Newsletter

💜 by 6,000+ 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.