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Quarterly Planning Checklist

Workflow checklist for quarterly planning cycles

Agentnoon is designed to be intuitive — most users complete these steps in their first session.

This checklist walks through the standard workflow for regular quarterly workforce planning cycles.

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Pre-Planning

Prepare for the upcoming quarter's planning cycle.

  1. Review current quarter performance: hiring progress vs. plan, actual attrition, and budget spend vs. forecast

  2. Request updates from all department leaders on new positions needed, backfills, and any planned restructures

  3. Get updated budget guidance from Finance

  4. Coordinate with your admin to refresh Main Org data and verify the latest HRIS export is loaded

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Scenario Creation

Build the quarterly workforce plan.

  1. Click "Create Scenario" and name it clearly (e.g., "Q2 2026 Plan")

  2. Choose Full Org and add a description covering scope, assumptions, and major initiatives

  3. Add new positions with hire dates spread throughout the quarter, salaries from rate cards, and manager assignments

  4. Close positions for expected turnover with termination dates, and add backfill positions where needed

  5. Model any reorganizations: add new management positions, move existing positions to new reporting relationships, and close redundant roles

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Approval

Get alignment and formal sign-off.

  1. Open the OpEx Panel to check net headcount change, net cost change, and budget alignment

  2. Switch to Forecast view to review the month-by-month ramp and cost trajectory

  3. Export forecast data for stakeholder meetings

  4. Share the scenario with department leaders and Finance for validation

  5. Submit the scenario for approval via the OpEx Panel

  6. If rejected, review feedback, make changes, and resubmit

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Monitoring

Track progress throughout the quarter and adjust as needed.

  1. Track hiring progress and attrition against the plan regularly

  2. Update the forecast if significant changes occur (create a new scenario version if needed)

  3. Report actuals vs. plan to Finance and leadership

  4. If significantly off plan, create a revised scenario with adjusted hire dates or positions and resubmit for approval

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Additional Resources

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