{"id":11205,"date":"2020-01-24T09:16:00","date_gmt":"2020-01-24T15:16:00","guid":{"rendered":"https:\/\/blog.planview.com\/?p=11205"},"modified":"2020-01-24T15:25:00","modified_gmt":"2020-01-24T21:25:00","slug":"how-do-you-conduct-resource-planning-as-a-savvy-pmo","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/","title":{"rendered":"How Do You Conduct Resource Planning as a Savvy PMO?"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-11806 aligncenter\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/How-do-you-conduct-resource-planning-as-a-savvy-pmo.jpg\" alt=\"\" width=\"873\" height=\"491\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/How-do-you-conduct-resource-planning-as-a-savvy-pmo.jpg 800w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/How-do-you-conduct-resource-planning-as-a-savvy-pmo-300x169.jpg 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/How-do-you-conduct-resource-planning-as-a-savvy-pmo-768x432.jpg 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/How-do-you-conduct-resource-planning-as-a-savvy-pmo-750x422.jpg 750w\" sizes=\"auto, (max-width: 873px) 100vw, 873px\" \/><\/p>\n<p>Today\u2019s enterprises are increasingly looking to the PMO to boost the bottom line. Inadequate resource planning practices make it difficult to quickly deliver innovative products, services, and customer experiences. \u201cThe risk of poor capacity is the inability to resource projects. We have a \u2018need for speed\u2019 and need the right resources at the right time in the life cycle of a project. It\u2019s what we\u2019re solving for to meet growth objectives.\u201d<\/p>\n<p>This quote, from one of Planview\u2019s global Consumer Packaged Goods (CPG) customers, characterizes the challenges and risks organizations face with resource planning. Without a proper focus on resource planning, what you get is project delays, lost revenue, low productivity, higher costs, increased employee turnover, and more. What\u2019s the answer? In this blog series, we will guide you on steps to improve your resource planning, no matter how experienced you are in resource management and planning capacity for your organization\u2019s projects, programs, and initiatives.<\/p>\n<p>The Savvy PMO consistently assigns its people to the highest value work and rebalances roles, people, and team assignments to ensure strategic alignment. By following our five guidelines, PMOs, at every level, can enhance resource management, more quickly adapt to changing priorities and opportunities, and ultimately accelerate business growth.<\/p>\n<p>The first two guidelines, covered in this blog, involve your people.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/#1_Focus_on_Your_Key_Resources_First\" >1. Focus on Your Key Resources First<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/#2_Assign_and_Allocate_Resource_Roles_and_Team_Assignments\" >2. Assign and Allocate Resource Roles and Team Assignments<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"1_Focus_on_Your_Key_Resources_First\"><\/span><strong>1. Focus on Your Key Resources First<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>It\u2019s people first for the Savvy PMO. Understanding your employees\u2019 contributions, skills, experience, availability, and potential is critical for enhancing resource planning. Yet, you don\u2019t have to include everyone all at once. Follow these three steps to get started.<\/p>\n<h3>a. Gather your initial set of resources<\/h3>\n<p>Choose a few employees when formulating or assigning to teams. Your criteria could be those who are doing the highest value and most strategic work, for example, or those that tend to be overutilized. Then, you can begin your first set of projects and work. Once you figure out which processes and strategies work best, you can add more resources later.<\/p>\n<h3>b. Identify groups of roles and determine internal and billable rates<\/h3>\n<p>Set up roles based on your organization\u2019s nomenclature: Architect, Project Manager, and Business Analyst, for example. Having both internal and billable rates helps in estimating costs and streamlining the process when roles are assigned to a project.<\/p>\n<h3>c. Assign resource skills profiles<\/h3>\n<p>This is where you include individual attributes, such as an employee\u2019s previous experiences and special capabilities. The better you are at categorizing these elements, the easier your resource planning will be.<\/p>\n<p><a href=\"https:\/\/info.planview.com\/savvy-pmo-guide-to-resource-planning-_ebook_prm_en_reg.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11805\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-prm-blog-banners_resource_planning-800x200.jpg\" alt=\"\" width=\"843\" height=\"211\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-prm-blog-banners_resource_planning-800x200.jpg 1668w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-prm-blog-banners_resource_planning-800x200-300x75.jpg 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-prm-blog-banners_resource_planning-800x200-768x192.jpg 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-prm-blog-banners_resource_planning-800x200-1024x256.jpg 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-prm-blog-banners_resource_planning-800x200-750x188.jpg 750w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"2_Assign_and_Allocate_Resource_Roles_and_Team_Assignments\"><\/span><strong>2. Assign and Allocate Resource Roles and Team Assignments<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once you\u2019ve identified your initial set of resources and their roles and skills profiles, you are ready for the assignment stage. It\u2019s important to stay flexible here based on different work methodologies, types of projects, and staffing requirements. The following steps will help you match the right work with the right people.<\/p>\n<h3>a. Planning Work<\/h3>\n<p>Multiple resource planning approaches help you assign staff based on the organization\u2019s needs. Here are two to consider.<\/p>\n<ul>\n<li>High-level Planning<\/li>\n<\/ul>\n<p>Use this approach when you:<\/p>\n<ul>\n<li>Know the roles needed but not necessarily the individuals<\/li>\n<li>Must have role and resource assignments in place at the project level for further analysis and approval<\/li>\n<li>May need to rely on others in the organization to complete staffing or acquire staffing approvals<\/li>\n<li>Need to represent demand before having detailed project task work breakdown structures<\/li>\n<li>Bottom-up, Task-level Planning<\/li>\n<\/ul>\n<p>Use this approach when you:<\/p>\n<ul>\n<li>Need low-level planning, possibly for detailed reporting or understanding CapEx vs OpEx<\/li>\n<li>Have detailed task work breakdown structures and need to build demand off this information<\/li>\n<li>Already have approvals, or don\u2019t need to go through an approval process for allocating your resources<\/li>\n<li>Have a detailed task plan and want to schedule resources to those tasks<\/li>\n<\/ul>\n<p><a href=\"https:\/\/info.planview.com\/savvy-pmo-guide-to-prioritization-_ebook_prm_en_reg.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11804 size-full\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-savvy-pmo-prioritization-800x200-BLOG.jpg\" alt=\"\" width=\"800\" height=\"200\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-savvy-pmo-prioritization-800x200-BLOG.jpg 800w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-savvy-pmo-prioritization-800x200-BLOG-300x75.jpg 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-savvy-pmo-prioritization-800x200-BLOG-768x192.jpg 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/planview-savvy-pmo-prioritization-800x200-BLOG-750x188.jpg 750w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<h3>b. Representing Work Effort<\/h3>\n<p>Once you\u2019ve chosen your planning method, choose how you want to express demand: in Headcount (or Full-time Equivalents) or Effort. While one might be better than the other for certain projects, this is an area where most PMOs stay consistent.<\/p>\n<ul>\n<li>Express demand in Headcount if you prefer to represent assignments as a percentage of the time the resource will be working. Some applications support profiling of effort at lower levels of granularity to account for different workloads across the life of the<\/li>\n<li>Express demand in Effort if representing all your project resource work is more meaningful for your organization. For instance, a resource could be allocated to work 80 hours on a project, so you know exactly how much of their time is spent on that work.<\/li>\n<\/ul>\n<h3>c. Assigning the Work<\/h3>\n<p>The next step is to select your staffing strategy. Savvy PMOs choose one or a mix of the following:<\/p>\n<ul>\n<li>Allow project managers to staff directly<\/li>\n<li>Have resource managers perform staffing responsibilities<\/li>\n<li>Employ a centralized management team with a formal request process<\/li>\n<\/ul>\n<p>When choosing direct staffing, it\u2019s important to communicate well and set up clear processes. Also, you might have different processes based on different resources. For example, a cross-functional role in high demand may require a more formal approval process to ensure work is properly assigned and prioritized.<\/p>\n<p>In part 2 of this blog series, we\u2019ll cover the last three resource planning steps:<\/p>\n<ol>\n<li>Run Basic Analytics and Account for Financials<\/li>\n<li>Analyze Capacity and Demand<\/li>\n<li>Rebalance, Predict, and Strategize for the Future<\/li>\n<\/ol>\n<p>For the details on all five steps, download the full eBook: \u201c<a title=\"\" href=\"https:\/\/info.planview.com\/savvy-pmo-guide-to-resource-planning-_ebook_prm_en_reg.html?_ga=2.227434781.1404835455.1579032018-577156588.1579032018\" target=\"_blank\" rel=\"noopener noreferrer\">The Savvy PMO\u2019s Guide to Resource Planning<\/a>.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today\u2019s enterprises are increasingly looking to the PMO to boost the bottom line. Inadequate resource planning practices make it difficult to quickly deliver innovative products, services, and customer experiences. \u201cThe risk of poor capacity is the inability to resource projects. We have a \u2018need for speed\u2019 and need the right resources at the right time&#8230;<\/p>\n","protected":false},"author":63,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[35],"tags":[5226],"class_list":["post-11205","post","type-post","status-publish","format-standard","hentry","category-pmo-project-management-organizations","tag-test123"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How Do You Conduct Resource Planning as a Savvy PMO? - Blog | Planview<\/title>\n<meta name=\"description\" content=\"In this blog series, we will help you improve your resource planning, no matter how experienced you are in resource management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do You Conduct Resource Planning as a Savvy PMO?\" \/>\n<meta property=\"og:description\" content=\"In this blog series, we will help you improve your resource planning, no matter how experienced you are in resource management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2020-01-24T15:16:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-24T21:25:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/How-do-you-conduct-resource-planning-as-a-savvy-pmo.jpg\" \/>\n<meta name=\"author\" content=\"Scott Townsend\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Planview\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Scott Townsend\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/\"},\"author\":{\"name\":\"Scott Townsend\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/2259b096153d793794e5021d818f215b\"},\"headline\":\"How Do You Conduct Resource Planning as a Savvy PMO?\",\"datePublished\":\"2020-01-24T15:16:00+00:00\",\"dateModified\":\"2020-01-24T21:25:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/\"},\"wordCount\":916,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/01\/How-do-you-conduct-resource-planning-as-a-savvy-pmo.jpg\",\"keywords\":[\"test123\"],\"articleSection\":[\"Project Portfolio Management\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/\",\"url\":\"https:\/\/blog.planview.com\/how-do-you-conduct-resource-planning-as-a-savvy-pmo\/\",\"name\":\"How Do You Conduct Resource Planning as a Savvy PMO? 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