- Workforce planning tools at a glance
- Headcount, org design and capacity planning tools
- A workforce planning cycle that works
- How the CIPD defines workforce planning
- Headcount planning, org design or capacity planning?
- Signs your workforce plan is failing
- Data you need before you start
- My advice on choosing workforce planning software
- Frequently asked questions
The best workforce planning software is the one your HR and finance teams will both trust. Growing companies usually need shared headcount plans and scenario org charts; larger organisations planning restructures or skills shifts need modelling tools that test options before decisions are made.
Workforce planning answers a simple question with messy data: do we have the right people, with the right skills, in the right places for where the business is heading? Most companies try to answer it with a recruiting tracker in HR, a headcount sheet in finance and a lot of meetings to reconcile the two.
This list covers headcount planning tools, org design platforms, capacity planning software and connected planning suites. If you're weighing people against tools first, my guide to hiring versus automation helps, and if retention is the bigger worry, here's why you might be losing talent.
Workforce planning tools at a glance
Here's what each tool is, what it's good for and whether its own site names a free plan, a trial or neither. The list is alphabetical and in no particular order.
| Tool | Type | Good for | Free plan |
|---|---|---|---|
| Anaplan | Connected planning | Headcount inside company-wide plans | No |
| ChartHop | Headcount planning | Org charts plus headcount plans | No |
| Dayforce | Strategic workforce planning | Plans inside an HCM suite | No |
| Ingentis | Org design | Modelling org changes | No |
| Mosaic | Headcount forecasting | Project firms forecasting hires | No |
| Orgvue | Org design and planning | Workforce transformation | No |
| Pigment | Business planning | Finance-led headcount plans | Trial only |
| Runn | Capacity planning | Capacity gaps before hiring | Trial only |
| TeamOhana | Headcount management | One agreed headcount plan | No |
Headcount, org design and capacity planning tools
Anaplan
Best for: Large companies that want workforce and headcount plans connected to finance, sales and supply chain planning on one platform.
ChartHop
Best for: People teams in growing companies who want headcount plans, scenario org charts and people data together in one place.
Dayforce
Best for: Organisations already on Dayforce, or moving to it, that want strategic workforce plans built from live people data rather than spreadsheets.
Ingentis
Best for: HR and transformation teams that want to visualise today's structure and model future org designs from HR data before a restructure.
Mosaic
Best for: Architecture, engineering and other project-based firms that want to forecast workload and headcount together and see who has capacity.
Orgvue
Best for: Large organisations planning restructures or AI-driven role changes that want to model workforce scenarios before committing to them.
Pigment
Best for: Finance and people teams that want headcount and workforce plans built in the same planning model as their financial plans.
Runn
Best for: Teams planning people across technical projects who want to forecast capacity and spot gaps months ahead of deciding when to hire.
TeamOhana
Best for: Fast-growing companies where finance, HR and talent keep separate headcount spreadsheets and need one agreed plan they all trust.
A workforce planning cycle that works
- Start from the business plan: what the company needs to deliver over the next one to three years.
- Analyse the current workforce: roles, skills, locations, tenure and likely leavers.
- Model future demand: how many people and which skills each plan needs.
- Find the gap and choose responses: hire, train, redeploy, automate or partner.
- Review quarterly, because plans and people change faster than annual cycles allow.
How the CIPD defines workforce planning
The CIPD describes workforce planning as balancing labour supply, meaning skills, against demand, meaning the numbers needed. It includes analysing the current workforce, determining future needs, identifying the gap between the two and implementing solutions so the organisation can meet its goals.
Notice that skills come first in that definition. Many planning tools are stronger on headcount and roles than on skills. If your plans keep failing because you hired the right number of people with the wrong skills, check how each tool captures skills before anything else.
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Headcount planning, org design or capacity planning?
Headcount planning tools keep HR, finance and recruiting on one agreed plan of approved roles and hires. Org design tools model different structures and show the effect before a restructure. Capacity planning tools look at project work and show where people are over or under booked.
Pick the one that matches the decision you're most often getting wrong. A company that over-hires needs headcount control; one that restructures often needs design; a project firm that's always stretched needs capacity.
Signs your workforce plan is failing
- Finance and HR quote different headcount numbers in the same meeting.
- Approved roles sit open for months while unplanned ones get filled.
- Teams are reorganised again before the last change has settled.
- Skills gaps only show up when a project is already late.
- Nobody can say which roles AI or automation will change.
The last one is new for most companies. A good planning tool lets you model it as a scenario rather than a guess.
Data you need before you start
Every planning tool depends on a clean list of current roles, people, managers, locations and start dates. If your HR system and your payroll disagree on who works where, fix that first, because a plan built on the wrong starting point is wrong from day one.
Skills data is usually the weakest part. Even a simple list of key skills per role, agreed with managers, gives you far better plans than headcount alone.
Do you make workforce planning software? Tool makers can ask to be considered for a featured place on this list.
My advice on choosing workforce planning software
Get HR and finance in the same demo. Workforce plans don't fail for lack of features; they fail when one team owns the tool and the other keeps its own spreadsheet, so choose software both sides will use and agree who owns each number before you sign anything.
Start with your next real decision, such as the coming year's hiring plan or a team restructure, and build it in a trial. It's the quickest honest test you'll get. A tool that handles a live decision well will handle the routine ones; one that only looks good with sample data won't.
Frequently asked questions
What is workforce planning software?
It's software that helps organisations plan headcount, skills and structure against future business needs, often with scenarios and org charts.
What's the difference between workforce planning and workforce management?
Workforce planning looks months or years ahead at headcount and skills. Workforce management handles day-to-day scheduling, time and attendance.
Who should own workforce planning?
Usually HR and finance together, with business leaders supplying demand. Shared ownership is what keeps one plan instead of several.
How does the CIPD define workforce planning?
The CIPD describes it as balancing labour supply, meaning skills, against demand, meaning the numbers needed, then closing the gap.
Do small companies need workforce planning software?
Small companies can plan in a spreadsheet. Software helps once several teams hire at once or HR and finance numbers start to disagree.


