Staffing Proposal Template for Education

# Staffing Proposal Template - Education

## Purpose
Submit to management when requesting new hires to make a data-backed case for growing the team.

## When to Use
A staffing proposal for adding headcount with role justification, job description, salary benchmarking, onboarding cost, and expected ROI timeline.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your education business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Employment Hero or Xero)

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## Staffing Proposal

**Position Requested:** [Job Title]
**Department:** [Department]
**Submitted by:** [Your Name], [Your Title]
**Date:** [Date]
**Requested Start Date:** [Date]

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### Executive Summary

This proposal requests approval to hire a [full-time / part-time / contract] [Job Title] for the [Department] team. The current workload has exceeded team capacity, resulting in [specific impact, e.g. delayed project delivery / declining service quality / missed revenue opportunities]. This hire will [primary benefit] and is projected to deliver a positive return on investment within [X] months.

### Business Justification

**Current Situation:**
- Team size: [X] people
- Current workload: [X] active projects / clients / tasks
- Capacity utilisation: [X]% (target: [X]%)
- Overtime in past quarter: [X] hours total
- [Specific impact metric, e.g. Average client response time has increased from 2 hours to 8 hours]
- [Revenue impact, e.g. We have turned away $[Amount] in new business in the past quarter due to capacity constraints]

**What Happens Without This Hire:**
- [Consequence 1, e.g. Continued decline in service quality and client satisfaction]
- [Consequence 2, e.g. Team burnout and increased turnover risk]
- [Consequence 3, e.g. Inability to pursue $[Amount] in pipeline opportunities]

**What This Hire Enables:**
- [Benefit 1, e.g. Restore service levels to target benchmarks]
- [Benefit 2, e.g. Capacity to take on [X] additional clients/projects per month]
- [Benefit 3, e.g. Reduce reliance on overtime and contractor costs]

### Role Overview

**Job Title:** [Job Title]
**Reports to:** [Manager Name, Title]
**Employment Type:** [Full-time / Part-time / Fixed-term contract]
**Location:** [Office / Remote / Hybrid]

**Key Responsibilities:**
1. [Responsibility 1]
2. [Responsibility 2]
3. [Responsibility 3]
4. [Responsibility 4]
5. [Responsibility 5]

**Required Skills & Experience:**
- [Requirement 1, e.g. X+ years experience in relevant field]
- [Requirement 2, e.g. Proficiency with specific tools/software]
- [Requirement 3, e.g. Relevant qualification or certification]
- [Requirement 4, e.g. Strong communication skills]

### Salary Benchmarking

| Source | Salary Range |
|--------|-------------|
| [Source 1, e.g. Seek salary data] | $[Min] - $[Max] |
| [Source 2, e.g. Hays salary guide] | $[Min] - $[Max] |
| [Source 3, e.g. Industry average] | $[Min] - $[Max] |

**Recommended Salary: $[Amount] + superannuation**
**Rationale:** [Brief justification for positioning within the range]

### Total Cost of Hire

| Cost Item | Amount | Frequency |
|-----------|--------|-----------|
| Base salary | $[Amount] | Annual |
| Superannuation (11.5%) | $[Amount] | Annual |
| Payroll tax (if applicable) | $[Amount] | Annual |
| Workers compensation insurance | $[Amount] | Annual |
| Recruitment costs | $[Amount] | One-off |
| Equipment (laptop, desk, phone) | $[Amount] | One-off |
| Onboarding & training | $[Amount] | One-off |

**Total Year 1 Cost: $[Amount]**
**Ongoing Annual Cost: $[Amount]**

### ROI Projection

| Metric | Without Hire | With Hire | Impact |
|--------|-------------|-----------|--------|
| Revenue capacity | $[Amount] | $[Amount] | +$[Amount] |
| Overtime costs | $[Amount]/yr | $[Amount]/yr | -$[Amount] |
| Contractor costs avoided | $[Amount]/yr | $0 | -$[Amount] |
| Client retention (estimated) | [X]% | [X]% | +$[Amount] revenue retained |

**Projected Annual Revenue Impact: +$[Amount]**
**Payback Period: [X] months**

### Onboarding Plan

| Week | Activity |
|------|----------|
| Week 1 | Orientation, systems access, team introductions, policies review |
| Week 2 | Shadow senior team members, begin training on key processes |
| Week 3-4 | Handle supervised tasks, complete tool training |
| Month 2-3 | Increasing autonomy, first independent deliverables |
| Month 3+ | Fully operational, first performance check-in |

### Approval

| Approver | Name | Decision | Signature | Date |
|----------|------|----------|-----------|------|
| Department Manager | _______________ | Approve / Decline | _______________ | _______________ |
| Finance Manager | _______________ | Approve / Decline | _______________ | _______________ |
| Director / Owner | _______________ | Approve / Decline | _______________ | _______________ |

**Comments:**

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**Complexity:** intermediate | **Setup time:** 25 minutes | **Tools:** Employment Hero, Xero, Notion

Note: This template has been tailored for education businesses in Australia. Adjust terminology and compliance references to match your specific context.