Sample deliverable · Stage 1

The Workforce
Exposure Audit.

This page is an anonymised, illustrative excerpt of the board-ready diagnostic a Forta engagement delivers in two weeks. It shows the structure, the register, and the standard of evidence. It is representative, not a client document.

Illustrative sample · No client data

Inside the report

What lands on the board table.

Three pages from an illustrative audit, shown at reading size. Client-specific figures are redacted. The structure, evidence standard and language are exactly what you receive.

Workforce Exposure AuditSection 01 · p.3

Executive summary

Just over half of assessed headcount sits in role families carrying high or elevated exposure.

52%of headcount in high or elevated tiers (illustrative)
14role families assessed against task-level exposure indices
3decisions the board is asked to consider, costed in ranges

Exposure concentrates in clerical, back-office and first-line analysis tasks. The strongest destination pathways identified are

Client-specific pathways and cohort sequencing redacted in this sample.

Confidential · Board distribution onlyForta
Workforce Exposure AuditSection 05 · p.31

Cost of inaction

Reactive redundancy is the most expensive outcome on the table.

Do nothing — reactive redundancy£00.0m

Severance · consultation exposure · knowledge loss · rehire

Managed transition — funded£0.0m

Audit · validation · funded retraining · redeployment support

Every figure in this section is presented as a range with its assumptions stated on the page, so finance can interrogate the model rather than take it on trust. Values are redacted in this sample; proportions are illustrative of a typical position.

Confidential · Board distribution onlyForta
Workforce Exposure AuditSection 04 · p.24

Destination pathways — excerpt

High exposure

Clerical & Administrative

Document handling · scheduling · data entry

Validated pathway

Financial Crime Operations

Growing internal demand · funded route confirmed

Outcome

Retain / Redeploy / Re‑employ

Evidenced at 30, 90, 180 and 365 days

The full section maps every exposed role family to its validated destinations. Remaining pathways redacted in this sample.

Confidential · Board distribution onlyForta

One report, three readers

Written for the three people who have to act on it.

For the CFO

The exposure position expressed as cost: what reactive redundancy would cost in severance, consultation and rehire, against the funded, managed alternative. Ranges, not point promises, with assumptions on the page.

For the CHRO

Cohorts, not individuals. Which role families carry exposure, where those people can credibly move, and how consultation, fairness and Equality Act duties are protected by assessing roles rather than persons.

For the CTO / COO

What the exposure means operationally: which capabilities are arriving on your systems, what governance obligations follow, and how workforce planning stays ahead of deployment rather than reacting to it.

Report excerpt

Exposure by role family.

The full report ranks every role family in your workforce with headcount, the tasks driving exposure, and the evidence behind each call. This excerpt shows the format with illustrative tiers. Your tiers come from your data.

Clerical & AdministrativeHighDocument handling, scheduling and data entry tasks sit squarely in current automation capability.
Finance & Back OfficeHighReconciliation, reporting and processing tasks show sustained exposure across published indices.
Customer OperationsElevatedTiered service models are absorbing routine contact volume; complex resolution remains human-led.
Junior Analysts (Generalist)ElevatedFirst-draft analysis and summarisation tasks are increasingly machine-assisted.
HR OperationsModerateTransactional HR tasks are exposed; advisory and case work is substantially less so.
Middle ManagementModerateCoordination and reporting tasks are exposed; judgement and people leadership are not.
Technical & Skilled TradesLowerPhysical, site-based and safety-critical tasks remain outside current automation reach.
Frontline Service (Care, Hospitality)LowerHuman presence is the product. Exposure concentrates in scheduling and records, not care.

Tiers shown are illustrative of the format only. In a live audit, each tier is derived deterministically from published exposure research applied to your actual role and headcount data, with confidence levels and sources stated per family.

What the full report contains

Seven sections. Board-ready in two weeks.

01Executive summary

The exposure position in plain language, with the three decisions the board is being asked to consider.

02Methodology and sources

How role families are scored, which published research and official statistics each figure draws on, and the assumptions stated openly.

03Exposure by role family

Every role family in your workforce ranked by exposure tier, with headcount, the tasks driving exposure, and confidence levels.

04Destination pathways

Where exposed people can credibly move: the internal role families with growing demand and the retraining routes between them.

05Cost of inaction

The reactive-redundancy scenario costed in ranges your finance team will recognise, set against the managed alternative.

06Regulatory readiness

Where your obligations are heading under the EU AI Act, UK GDPR and sector regulation, and what early movement earns you.

07Recommended sequence

A staged plan: which cohorts to validate first, which funding routes to pursue, and what the next ninety days look like.

See what this looks like
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