In this article, we will be taking up monthly capacity planning for a team. We will be using the Resource Capacity Planner Excel Template in this exercise. (Link: https://indzara.com/product/resource-capacity-planner-excel-template/)
SCENARIO: We are responsible for planning our team’s capacity every month. We need to have a realistic view of how much work can be done by our team next month, taking into account the availability of each of our team members during the month. This will allow us to commit to our leadership on deliverables’ scope and if needed ask for more resource or to reduce the deliverables.
Resource Capacity Planner Excel template is helpful in understanding the available resource capacity, comparing with demand and identifying surplus/deficit capacity by skill groups. The template takes the resource availability, holidays, weekends, overtime and vacation data to calculate capacity. Then, based on your input demand data, it can calculate the surplus/deficit capacity. In addition, you can generate an employee availability report.
It can be used in different environments. For example, a manager leading a team can use this to plan capacity of his team every month. A project manager who is working on a multi-month long project can plan the resource capacity for the entire duration. This can also be used outside corporate environments wherever you want to compare demand vs capacity.
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