About Orgplanly

Who it is for

Workforce managers, resource planners and operations leads at US contact centres and operations teams who have to say how many people are needed, when, and what that costs

Not for anyone buying a contact centre platform, recruiting into the roles, onboarding them or paying them: different problems, different products

What it does not do

• no contact centre platform, no vendor rankings, no shrinkage or occupancy benchmarks, no recruiting

What is on this site

17 free tools, each working its figure on the page with no account, and Orgplanly Pro that keeps the record. All tools · Pricing.

• Workforce scheduling: Turn a forecast into a roster requirement: workload, agents at occupancy, agents once shrinkage is added, and how many of those shrinkage alone accounts for.
• Free recruiting software: Work the true cost of a hire: advertising, agency fees and your own hours, split into external and internal, per hire.
• Recruitment management system: Work time to hire from the days in each stage, and see how much of the wait happens before an offer exists.
• Customer self service software: the deflection savings: Work the self-service business case: tickets a month, the share the portal answers, the cost of an agent-handled ticket and the portal's cost into tickets deflected, savings a month and a year, the set-up cost and the payback in days.
• Self service portals: the content plan: Size a self-service portal's content: ticket categories, articles per category, minutes per article and the tickets an article answers into the articles to write, the hours, the tickets covered and the share of tickets covered.
• Strategic workforce plan: Work the year's hiring from your own numbers: leavers, the hires the plan really needs, the approval deadline, and what ramp costs.
• Customer onboarding checklist: Work your onboarding from its own shape: the checklist rows it needs, the onboardings in flight at any moment, and the hours a month they cost.
• New client intake form: Cost your intake form in the client's minutes: total time, fields per section, and exactly what the optional half is costing you.
• Training checklist: Size the training checklist to the role: the items a new starter must close, the hours it takes and what the quarter's starters cost in trainer time.
• Employee engagement plan template: Size an engagement round from your own headcount, teams, cadence and response rate, and see what it costs in people's time.
• Assessment tools for recruitment and selection: Work a weighted assessment score per candidate, the ranking it gives, and how far it is from the unweighted one.
• 30 60 90 training plan: The 30 60 90 training plan worked from the courses and sign-offs due at each milestone, the shadowing hours, and the share of the first month that is training.
• Training dashboard: The training dashboard from the record's own counts: compliance today, the gap, compliance in thirty days if nothing is booked, and what is overdue with no session booked.
• Best ats for staffing agencies: Work an agency fee against filling the role yourself, and the hires a year that would justify a recruiter instead.
• Recruiting pipeline: Work the conversion at each pipeline step and the applicants a hire actually needs at your own rates.
• Safety training matrix builder: Size the training matrix to headcount and courses: the cells, the gaps, what is expiring, the sessions to book and compliance today and in ninety days.
• Contingency recruiting agreement: Work the fee on a placement, the share at risk through the rebate window, and the cash waiting on payment terms.

What Orgplanly Pro keeps

The worksheet answered today's question. Pro keeps the answer: the plan you just worked saved against the team it belongs to, re-opened at the next review instead of rebuilt, branded and exported for the budget meeting.

Reach us

Contact for a question about the product, ask whether Orgplanly Pro does a particular thing, Support when something is broken or money is wrong, or hello@orgplanly.com. The legal terms are on Terms and Privacy.