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Resource planning – what it is, how to do it well

Written 09 October, 2019, 4 minutes to read

Project planning isn’t just about listing tasks; it also means ensuring you have the right team available to actually complete them. You need to have the foresight to know what resources you need when, and the organization to navigate competing commitments and schedules to lock them down. Here’s why resource planning is essential to every successful project – and how to go about curating your own project dream team.

What is resource planning?

Resource planning is a systematic process to achieve the optimum use of an organization's time and people. Using a conflux of project management skills and timekeeping, they have to create and maintain stability between projects, tasks, teams, time and budget. Needless to say, it’s a careful and judicious balancing act.

It’s essential resource planners work flexibly, especially since many project variables change frequently. Some of these can include:

  • Project scope creep, where new requests outgrow the original plan of work
  • Introducing new, shorter deadlines driven by the clients or stakeholders, or as a result of poor project planning
  • Being unable to fulfill the project due to sickness, leave, understaffing - or other issues like lack of skills or experience
  • Project budget runs out earlier than expected, and tasks have to be put on hold
  • Task priorities change often, or many tasks are deemed urgent all at once

A resource plan isn’t just about meeting external project demands, they’re also maintaining a healthy balance with HR planning and business costs. It’s about ensuring individual projects have enough resources, while ensuring the business is still turning a profit.

So, pressure is high to get it right. But how do you go about planning resources for a project?

Resource planning prerequisites

Before delving into a new resource plan, a resource planner will need to gauge inputs. The first is what’s known as a work breakdown structure (WBS), which will lead to the deliverables of a project’s scope - helping a resource planner define the teams they need. If you’re launching a new app, for example, you’d at least need designers, developers and QA testers to see the project through.

Work breakdown structure@2x

Next, you’ll need to gauge the estimated duration of the tasks required to fulfil the project’s needs. The best way to do this is to predict the hours you’ll need based on past projects, reviewing the time it's taken to meet a similar project.

It’s vital resource planners forecast the hours needed based on historical data, rather than guessing. The last thing you want to do is overpromise on resource when tasks actually take way longer than expected. You can do this from evaluating previous project calendars, or using project time management apps to show you all the time that went into previous phases and tasks for similar projects.

project activities@2x

Sourcing team members

Resource planners also need to find team members with the right skills. Even if you have a full-time team, you will still need to navigate each individual’s commitments across all the projects and teams they are connected to. This includes checking where and when they’re available using tools to cross-reference timing schedules.

There are lots of approaches to team planning out there, but the simplest solution is just to use a purpose-made team planning tool. These help you visualize all employee schedules across all projects and teams, gauge resource availability, and quickly assign project work.

project planning

Thanks to intuitive controls, resource planners reduce scheduling to a matter of minutes – letting you allocate, edit and reassign tasks between colleagues with a simple click and drag. By seeing everyone’s schedule alongside each other, you can also ensure project work is distributing fairly across all your resources. The best also include a daily hours cap, so you don’t allocate work beyond anyone’s capacity.

Unlock your business’ full potential

Properly utilized resource planning is a symptom of a well-organized internal structure, helping you lead efficient and profitable projects. Aside from something you do just at the start of a project, good resources planning can help you manage deliverables throughout project execution.

It can be used to help you identify internal efficiencies and risks that set deadlines back, track how you spend project budget across resources, and monitor a project’s billable to non-billable ratio. All these insights are essential for helping you understand your resource needs, so you can scale them up or down as necessary for future projects.

project activities@2x

Simplify resource planning with a solid team planner

Read also

7 simple team planners for effective collaboration

25 September, 2019 • 1 minutes to read

Good team planners visualize what people are working on, simplify collaboration and help you plan resources thoughtfully across projects. You just need to know what to look for. Showcasing the diversity of design and functionality available, these best-in-class planners are great place to start.

Good resource management keeps things simple

18 October, 2018 • 1 minutes to read

Resource management can make or break projects. While using your resources to maximum effect can seem like an impossible task, it’s well within every project manager’s grasp. The trick to good resource management is to keep things simple – following a few key principles and choosing intuitive tools.

While technology can facilitate project management, many heavy-weight tools just add to the burden. A saturation of features and complex interface can disengage employees entirely. So choose simplicity: here’s our pick of the best simple project management tools out there – no training necessary.