04Resource the practice

Resourcing

Reserve the role, then move its hours to a person when leave or project priority changes the plan.

P18Recognition

Wednesday broke Monday's resourcing plan.

The plan named individuals; then someone went off sick, another job went hot, and the whole meeting had to happen again.

Long projects outlast the first staffing plan. Hold planned hours against a team or role until you know the person.

01Roles before names

Don't know who'll do the work yet? Plan the role.

See planned hours and the hours left across the practice. Reserve the role, then assign the hours when the plan firms up.

01

Every project, one view

Review planned hours and the hours people have left before committing more work.

02

Hours held for a role

Reserve hours for the required role, then keep that role visible when a person is assigned.

03

Transfer without rebuilding

Move planned hours from the team or role to a person as availability and project priorities change.

02People views

Regroup the view. The plan stays put.

Group the view by team, role or office without rewriting the planned hours underneath.

01

Group by discipline

Review people with the same discipline together while their planned hours stay on the team, role or person.

02

Group by skill

Review planned hours through recorded skills without treating a skill as a person or team.

03

Group by office

Review offices across every project while each assignment keeps its dates.

Group the plan, then assign people.

Discipline, skill and office make the practice easier to inspect, but work is still assigned to a team, role or individual.

Name the person when you know who.

See how this looks on one project from your practice.