headcount-and-org-brief

name	headcount-and-org-brief
description	Creates a PowerPoint headcount and organization brief for a skip-level review or HRBP sync, using Workday data: team structure (org chart), headcount mix by role/level/location, span of control, recent moves, and key talent indicators. Use when the user asks for an "org brief", "headcount deck", "skip-level pack", "org structure deck", "people deck for my skip-level", or "team profile pack".
license	MIT
compatibility	Copilot Cowork Frontier with the Workday MCP connector in this package.
metadata	{"author":"ESS MCP Demo","version":"1.0.0","demo-audience":"People Manager / Skip-level / HRBP"}
cowork.category	People & HR
cowork.icon	OrganizationFilled

Headcount & Org Brief

What This Skill Does

Produces a PowerPoint pack that gives a senior leader a clean, evidence-based view of a team or sub-org: org chart, headcount mix, span of control, key milestones, and talent indicators. Useful for skip-level meetings, HRBP syncs, and quarterly people reviews.

When To Use

• "Build my org brief for the skip-level"
• "Create the headcount deck for my org"
• "Quarterly people review pack"
• "Show me the structure of {{team}} as a deck"

Do not use for performance review prep (use team-performance-review-pack) or a quick channel post (use weekly-team-update-card).

Required Connector Tools

• get_worker, get_direct_reports
• get_org_chart
• get_team_overview
• get_team_calendar
• get_worker_skills (per direct report when building skills mix)
• get_team_goals (for the strategic alignment slide)

If the connector is not bound, stop and report.

Default Workflow

1. Resolve the leader and the org by get_worker + get_org_chart. Establish the depth (default: leader + 2 levels).
2. Gather:
   • Headcount totals by level, role family, and (if available) location.
   • Span of control per manager in the org.
   • Time in role distribution.
   • Recent joiners and recent leavers in the period (default 90 days).
   • Skills mix snapshot.
   • Top 5 team goals.
3. Build the deck.

Slide Map

#	Title	Visual	Notes
1	{{org_name}} — Org Brief	KPI strip: headcount, manager:IC ratio, recent joiners, open roles (if known)
2	Org Structure	Tree (text-based) leader → managers → ICs (counts)	From get_org_chart
3	Headcount Mix	Tables by role family, by level, by location	From get_team_overview
4	Span of Control	Bar list: each manager and their direct count	Highlight outliers (>9, <3)
5	Tenure & Time-in-role	Buckets: <6m, 6–12m, 1–2y, 2–5y, 5y+
6	Recent Movement	Table: joiners, role changes, leavers in the window
7	Skills Snapshot	Top skills present in the org and notable gaps
8	Strategic Alignment	Top 5 team goals + owner + status	From get_team_goals
9	Discussion Prompts	Three open questions for the skip-level

Analysis Rules

• Span of control flags: ≤2 may indicate fragmented management; ≥10 may indicate stretched management. State both as "for discussion", not "as risks".
• Joiners/leavers: counts only, no names of leavers unless the manager has explicitly asked.
• Skills gaps: derived from team goals. Tag a skill as a gap only when it is required by ≥2 active team goals AND fewer than 20% of the team list it on get_worker_skills.
• Always show the data window on slide 1 footnote.

Tone

Senior-leader appropriate, factual, neutral. Avoid HR jargon. Avoid emoji.