Example · fictional organisation · Non-profit · France · 58 staff
Association Les Ateliers Belleroche
Opening a second repair and re-use workshop for people returning to work, replacing workshop supervisors who will retire, and relying less on the one person who writes the grant applications.
The organisation and its numbers are made up, to show what goes in and what comes out. Dates are set as if it were filled in this quarter.
What they entered
Everything the form asked, step by step. About ten minutes of answers, with no names of staff.
Step 1: Your company
France (Auvergne-Rhône-Alpes) · 58 staff · Work integration and re-use (non-profit)
Step 2: Your plan
- Grow what we already do: A second re-use workshop · working by Q3 2027 · 40% growth
- Replace people who will retire or leave
- Make the business less dependent on a few people
Step 3: Your teams
Team Closest occupation People 55 or older Know-how held by one person Hard to find Needed in 1 / 3 years Workshop supervisors Manufacturing supervisors (3122) 6 2 No Yes same / same Job coaches Social work associate professionals (3412) 5 1 No Yes same / same Repair technicians Electronics mechanics and servicers (7421) 8 1 No No same / same Collection drivers Car, taxi and van drivers (8322) 4 not asked No No same / same Grants and partnerships Policy administration professionals (2422) 1 not asked Yes Don't know same / same Office and accounts Accounting associate professionals (3313) 3 not asked No Don't know same / same Step 4: What the plan needs from each team
Team A second re-use workshop Replace people who will retire or leave Make the business less dependent on a few people Workshop supervisors Can't happen without Needed — Job coaches Can't happen without Needed — Repair technicians Needed — — Collection drivers Needed — — Grants and partnerships — — Can't happen without Office and accounts — — Helps Step 5–6: New skills, and who can already do them
Skill For Team People Needed by Can already Partly Leading a larger team A second re-use workshop Workshop supervisors 2 Q2 2027 0 2 Writing grant applications and reporting to funders Make the business less dependent on a few people Office and accounts 1 Q2 2027 0 1 Step 7: Stress test and assumptions
Hiring takes twice as long. All assumptions left at their defaults.
What they got
Example · Association Les Ateliers Belleroche · France · 58 staff · calculated Q4 2026
Your plan needs 6 actions to start this quarter.
- Grow what we already do: A second re-use workshop · Q3 2027
- Replace people who will retire or leave
- Make the business less dependent on a few people
How sure: 0 sure, 4 fairly sure, 8 unsure. Each action says which of its numbers are assumptions you can change.
What must start when
Everything that has to start within the next twelve months.
Show the roadmap as a table
| Action | Needed | Takes | Start by | Status |
|---|---|---|---|---|
| Plan hand-overs before retirements in Workshop supervisors | now | 2 quarters | Q4 2026 | start this quarter |
| Hire 3 for Workshop supervisors | Q4 2027 | 4 quarters | Q4 2026 | start this quarter |
| Hire 3 for Job coaches | Q4 2027 | 4 quarters | Q4 2026 | start this quarter |
| Pass on the know-how only one person in Grants and partnerships has | now | 2 quarters | Q4 2026 | start this quarter |
| Leading a larger team: train 2 who can partly do it | Q2 2027 | 2 quarters | Q4 2026 | start this quarter |
| Writing grant applications and reporting to funders: train 1 who can partly do it | Q2 2027 | 2 quarters | Q4 2026 | start this quarter |
| Hire 4 for Repair technicians | Q4 2027 | 3 quarters | Q1 2027 | start by Q1 2027 |
| Hire 2 for Collection drivers | Q4 2027 | 3 quarters | Q1 2027 | start by Q1 2027 |
Each action, and how we worked it out
- start this quarter
Plan hand-overs before retirements in Workshop supervisors
Workshop supervisors · Pass on know-how · fairly sure
Needed as soon as possible: start now, 2 quarters of overlap
How we worked this out
- Aged 55 or older
- 2 of 6
- Your answer
- Overlap needed to pass on know-how
- 2 quarters
- Assumption
How sure: fairly sure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: Your OPCO, training funding for your sector; some OPCOs also offer a free HR diagnostic for firms under 50. (checked September 2026; confirm with the scheme)
- start this quarter
Hire 3 for Workshop supervisors
Workshop supervisors · Hire · unsure
Needed Q4 2027 − 4 quarters to hire and get up to speed = start Q4 2026
How we worked this out
- People in the team today
- 6
- Your answer
- Needed in a year
- 8 (40% growth)
- Your answer
- Leaving each year
- 0.5 (8% a year)
- Assumption
- Retiring each year
- 0.2 (2 aged 55+ over 9 years)
- Assumption
- Expected in a year
- 5.3 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
- Extra hiring time where people are hard to find
- 1 quarters
- Assumption
- Hard to hire for
- yes
- Your answer
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
- start this quarter
Hire 3 for Job coaches
Job coaches · Hire · unsure
Needed Q4 2027 − 4 quarters to hire and get up to speed = start Q4 2026
How we worked this out
- People in the team today
- 5
- Your answer
- Needed in a year
- 7 (40% growth)
- Your answer
- Leaving each year
- 0.4 (8% a year)
- Assumption
- Retiring each year
- 0.1 (1 aged 55+ over 9 years)
- Assumption
- Expected in a year
- 4.5 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
- Extra hiring time where people are hard to find
- 1 quarters
- Assumption
- Hard to hire for
- yes
- Your answer
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
- start this quarter
Pass on the know-how only one person in Grants and partnerships has
Grants and partnerships · Pass on know-how · fairly sure
Needed as soon as possible: start now, 2 quarters of overlap
How we worked this out
- Know-how held by one person
- yes
- Your answer
- Overlap needed to pass on know-how
- 2 quarters
- Assumption
How sure: fairly sure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: Your OPCO, training funding for your sector; some OPCOs also offer a free HR diagnostic for firms under 50. (checked September 2026; confirm with the scheme)
- start this quarter
Leading a larger team: train 2 who can partly do it
Workshop supervisors · Train · fairly sure
Needed Q2 2027 − 2 quarters to train = start Q4 2026
How we worked this out
- People who need it
- 2
- Your answer
- Can already do it
- 0
- Your answer
- Can partly do it
- 2
- Your answer
- Needed by
- Q2 2027
- Your answer
- Time to train someone who can partly do it
- 2 quarters
- Assumption
How sure: fairly sure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: Your OPCO, training funding for your sector; some OPCOs also offer a free HR diagnostic for firms under 50. (checked September 2026; confirm with the scheme)
- start this quarter
Writing grant applications and reporting to funders: train 1 who can partly do it
Office and accounts · Train · fairly sure
Needed Q2 2027 − 2 quarters to train = start Q4 2026
How we worked this out
- People who need it
- 1
- Your answer
- Can already do it
- 0
- Your answer
- Can partly do it
- 1
- Your answer
- Needed by
- Q2 2027
- Your answer
- Time to train someone who can partly do it
- 2 quarters
- Assumption
How sure: fairly sure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: Your OPCO, training funding for your sector; some OPCOs also offer a free HR diagnostic for firms under 50. (checked September 2026; confirm with the scheme)
- start by Q1 2027
Hire 4 for Repair technicians
Repair technicians · Hire · unsure
Needed Q4 2027 − 3 quarters to hire and get up to speed = start Q1 2027
How we worked this out
- People in the team today
- 8
- Your answer
- Needed in a year
- 11 (40% growth)
- Your answer
- Leaving each year
- 0.6 (8% a year)
- Assumption
- Retiring each year
- 0.1 (1 aged 55+ over 9 years)
- Assumption
- Expected in a year
- 7.2 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
- start by Q1 2027
Hire 2 for Collection drivers
Collection drivers · Hire · unsure
Needed Q4 2027 − 3 quarters to hire and get up to speed = start Q1 2027
How we worked this out
- People in the team today
- 4
- Your answer
- Needed in a year
- 6 (40% growth)
- Your answer
- Leaving each year
- 0.3 (8% a year)
- Assumption
- Expected in a year
- 3.7 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
Later: 4 actions starting in a year or more
- start by Q4 2028
Hire 1 more for Workshop supervisors by year three
Workshop supervisors · Hire · unsure
Needed Q4 2029 − 4 quarters to hire and get up to speed = start Q4 2028
How we worked this out
- People in the team today
- 6
- Your answer
- Needed in three years
- 8 (40% growth)
- Your answer
- Leaving each year
- 0.5 (8% a year)
- Assumption
- Retiring each year
- 0.2 (2 aged 55+ over 9 years)
- Assumption
- Expected in three years
- 3.9 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
- Extra hiring time where people are hard to find
- 1 quarters
- Assumption
- Hard to hire for
- yes
- Your answer
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
- start by Q4 2028
Hire 1 more for Job coaches by year three
Job coaches · Hire · unsure
Needed Q4 2029 − 4 quarters to hire and get up to speed = start Q4 2028
How we worked this out
- People in the team today
- 5
- Your answer
- Needed in three years
- 7 (40% growth)
- Your answer
- Leaving each year
- 0.4 (8% a year)
- Assumption
- Retiring each year
- 0.1 (1 aged 55+ over 9 years)
- Assumption
- Expected in three years
- 3.5 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
- Extra hiring time where people are hard to find
- 1 quarters
- Assumption
- Hard to hire for
- yes
- Your answer
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
- start by Q1 2029
Hire 1 more for Repair technicians by year three
Repair technicians · Hire · unsure
Needed Q4 2029 − 3 quarters to hire and get up to speed = start Q1 2029
How we worked this out
- People in the team today
- 8
- Your answer
- Needed in three years
- 11 (40% growth)
- Your answer
- Leaving each year
- 0.6 (8% a year)
- Assumption
- Retiring each year
- 0.1 (1 aged 55+ over 9 years)
- Assumption
- Expected in three years
- 5.7 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
- start by Q1 2029
Hire 1 more for Collection drivers by year three
Collection drivers · Hire · unsure
Needed Q4 2029 − 3 quarters to hire and get up to speed = start Q1 2029
How we worked this out
- People in the team today
- 4
- Your answer
- Needed in three years
- 6 (40% growth)
- Your answer
- Leaving each year
- 0.3 (8% a year)
- Assumption
- Expected in three years
- 3.0 people
- Assumption
- Time to hire
- 2 quarters
- Assumption
- Time for a new hire to become productive
- 1 quarters
- Assumption
How sure: unsure. Sure means no assumptions were used; fairly sure, one or two; unsure, three or more, or a late date that rests on one.
Who could pay or help: France Travail employer services and EURES, public employment service help with recruiting, including from other EU countries. (checked September 2026; confirm with the scheme)
Stress test: hiring takes twice as long
- Hire 3 for Workshop supervisors: late by 2 quarters instead of starting now.
- Hire 3 for Job coaches: late by 2 quarters instead of starting now.
- Hire 4 for Repair technicians: late by 1 quarter instead of starting by Q1 2027.
- Hire 2 for Collection drivers: late by 1 quarter instead of starting by Q1 2027.
Your teams
Workshop supervisors
CriticalISCO-08 3122 · Manufacturing supervisors
- Your plan can't happen without this team (A second re-use workshop).
- 2 of 6 are 55 or older.
- You said people for this team are hard to find.
Job coaches
CriticalISCO-08 3412 · Social work associate professionals
- Your plan can't happen without this team (A second re-use workshop).
- 1 of 5 are 55 or older.
- You said people for this team are hard to find.
Repair technicians
ImportantISCO-08 7421 · Electronics mechanics and servicers
- Your plan needed this team (A second re-use workshop).
Collection drivers
ImportantISCO-08 8322 · Car, taxi and van drivers
- Your plan needed this team (A second re-use workshop).
Grants and partnerships
CriticalISCO-08 2422 · Policy administration professionals
- Your plan can't happen without this team (less dependence).
- Only one person knows how to do something critical here.
Considered, no actions: Office and accounts (supporting).
Assumptions used
| Assumption | Value | Where from |
|---|---|---|
| People leaving each year, other than retirementAssumption, not data. Use your own figure if you know it. | 8 | Assumption |
| Usual retirement ageLegal age under revision; check the current rule. | 64 | Assumption |
| Time to train someone who can partly do itAssumption. Time until they can do the work to the standard needed, not course length. | 2 | Assumption |
| Time to train someone new to itAssumption. Time until they can do the work to the standard needed. | 3 | Assumption |
| Time to hireAssumption. From deciding to hire to the person starting. | 2 | Assumption |
| Time for a new hire to become productiveAssumption. | 1 | Assumption |
| Extra hiring time where people are hard to findAssumption, applied where you said a team is hard to hire for. | 1 | Assumption |
| Overlap needed to pass on know-howAssumption. | 2 | Assumption |
Who could help you plan this
- PCRH through your OPCO. HR consulting for firms under 250, paid by the State and your OPCO: up to 100% for the smallest firms. The State's share is usually 50%, up to €15,000. Rules vary by region; start with your OPCO. Details
From our research, September 2026. Schemes change: confirm with the scheme before you rely on it.