Board briefing pack
Twelve to twenty pages: establishment versus occupied posts, leavers by tenure, replacement cost, and two or three headcount scenarios with assumptions written in plain English.
Watlington · United Kingdom
Charts of leavers, FTE and cover that HR and finance can argue from the same page.
System Fieldbase is a small practice that commissions workforce planning and attrition studies for employers. We do not sell software. We sit with your extracts, draw the figures the board actually needs, and stay in the room while the numbers are tested.
What you receive
A pack a director can open without a translator
Most clients already have payroll extracts and a turnover percentage in a slide. What they lack is a set of figures that survive a finance question: which sites, which grades, which months, and what it would cost to hold the line.
Leaver maps
Voluntary and involuntary exits plotted by site, grade, length of service and notice month — so a single company-wide rate is no longer the only number in the room.
On-site briefing day
We walk HR, finance and the relevant operational lead through the pack. Disputed lines are marked on the day; a revised page follows within a week.
Flagship commission
Workforce planning commission
An eight-to-twelve-week study for employers who need next year’s establishment, hiring freeze options, or a restructure that finance will actually sign. We work from your HR and payroll extracts, not from a generic industry ratio.
Included: scoping call, data checklist, two working sessions, the pack, and a briefing day at your offices or ours in Watlington.
Related commissions
Shorter studies when the question is narrower
Attrition pattern review
Four to six weeks on one function or site: who is leaving, in which month, after how long, and what the last twelve months of replacements actually cost.
Establishment audit
A reconciliation of funded posts, occupied posts, vacancies and acting-up arrangements — the work that usually sits between HR and finance and belongs to neither calendar.
From a recent pack
“They refused to print a single turnover figure on page one. That irritated the chief executive for ten minutes and then saved us from a hiring freeze that would have hit the wrong ward.”
People director, NHS trust in the East of England
How a first conversation usually goes
You send a payroll extract or an establishment spreadsheet as it stands. We tell you, before any fee is agreed, whether the columns will support a leaver map or whether you first need a month of cleaning. If the latter, we say so. We do not invent a study the file cannot bear.
Read the working method or the rate notes before you write.
Journal
Notes from live studies
The order of a board briefing pack
Cover note, figure list, establishment, leavers by tenure, replacement cost, scenarios, then the company-wide rate in an appendix. The chair’s three likely questions sit on page two.
Establishment and headcount are not the same argument
HR defends posts; finance defends costed lines. An establishment audit is the unglamorous work of putting both lists on one page before the budget round.
What to bring to a first scoping call
Four things that save a week: the committee date, the sites in play, who owns the extract, and a list of column headings with no personal rows attached.