{"id":5383,"date":"2017-11-28T09:33:00","date_gmt":"2017-11-28T15:33:00","guid":{"rendered":"https:\/\/blog.planview.com\/?p=5383"},"modified":"2017-11-22T10:17:16","modified_gmt":"2017-11-22T16:17:16","slug":"5-steps-improve-resource-planning","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/","title":{"rendered":"5 Steps to Improve Resource Planning"},"content":{"rendered":"<p>You wake up in a cold sweat and the clock is glaring 2:09am. Not again! All you can think about is the fact that you know your project is never going to finish, much less on time. If only you had set realistic resource expectations on the front end of the project, you would be sleeping right now instead of worrying. Look, we\u2019ve all been there, and there are some simple strategies to get you out of panic mode and back to dreamland.<\/p>\n<p>Some questions I\u2019ll pose and intend on answering are: Where do you start? How? Why? What will you gain through successful resource planning? What are the minimum inputs and what outputs can I expect to provide?<\/p>\n<p>You start by licking your thumb and swiping it through the air. Kidding, but if you tried that, you\u2019re probably smiling and that\u2019s always a good mindset to have when starting a project. Now seriously. Try to imagine the most simple and repeatable resource plan.<\/p>\n<p>In my experience, and what I tell customers is this \u2026 As a PMO manager and leader you must ensure that projects only get started if the resources are identified and in place before work begins. If there are not enough resources, the project will not move forward.<\/p>\n<p>Let\u2019s face it, if you don\u2019t adhere to this process, your project has little possibility of getting completed on time or on budget. And when that happens, the value of the PMO is minimized in the eyes of the business.<\/p>\n<p>Instead, PMOs should instruct project managers to prepare a preliminary schedule that shows the required resources and the amount of time those resources will be required to complete the project. I often recommend project and resources managers take these five simple steps to improve resource capacity planning. Here they are in a mission to Mars use case.<\/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\/5-steps-improve-resource-planning\/#Step_1_Identify_the_roles_and_skill_levels_that_need_to_be_involved\" >Step 1: Identify the roles and skill levels that need to be involved<\/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\/5-steps-improve-resource-planning\/#Step_2_Determine_percentage_or_FTE_needed_against_each_role\" >Step 2: Determine percentage or FTE needed against each role<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#Step_3_Align_actual_people_with_the_roles_by_considering_their_capacityavailability\" >Step 3: Align actual people with the roles by considering their capacity\/availability<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#Step_4_Present_the_resource_plan_to_the_appropriate_stakeholders_get_buy-inapproval\" >Step 4: Present the resource plan to the appropriate stakeholders; get buy-in\/approval<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#Step_5_Begin_work_on_first_draft_of_the_project_schedule\" >Step 5: Begin work on first draft of the project schedule<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Identify_the_roles_and_skill_levels_that_need_to_be_involved\"><\/span><strong>Step 1:<\/strong> <strong>Identify the roles and skill levels that need to be involved<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You should kick this off by first identifying what types of people you will need.\u00a0The basic reference you need to make is by skill set or role.\u00a0Use historical information and or go through resource SWAG exercise and leverage the right tools to evaluate this information. Here\u2019s what this would look like:<\/p>\n<ul>\n<li>Astronauts<\/li>\n<li>Scientists<\/li>\n<li>Mechanical Engineers<\/li>\n<li>Robotics Engineered<\/li>\n<li>Technical staff<a href=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Find-Role.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5472 size-full\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Find-Role.png\" alt=\"Innotas Find Role\" width=\"1198\" height=\"706\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Find-Role.png 1198w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Find-Role-300x177.png 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Find-Role-768x453.png 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Find-Role-1024x603.png 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Find-Role-750x442.png 750w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/><\/a><\/li>\n<\/ul>\n<p>Sure, this list may seem too simplistic for an expedition to Mars, but you must start somewhere. By trying to achieve the highest level of planning, you will ease the pain as you move through the cycles required for an approved schedule. Spending the time to determine the roles needed means you can easily move to the next step. Don\u2019t worry, this isn\u2019t set in stone, it\u2019s just a first step.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Determine_percentage_or_FTE_needed_against_each_role\"><\/span><strong>Step 2: Determine percentage or FTE needed against each role<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By using historical information in your project management information system (PMIS), you can better understand the results of past missions and their resource role requirements.\u00a0You will want to be as realistic as possible.\u00a0Do you need ten astronauts, or can you plan on eight?\u00a0For shuttle launch, will 25 engineers suffice or do you need more? Research in advance and get approval needed to have a successful space shuttle.<\/p>\n<p><a href=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5473 size-full\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing.png\" alt=\"Innotas Staffing\" width=\"1621\" height=\"759\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing.png 1621w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-300x140.png 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-768x360.png 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-1024x479.png 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-750x351.png 750w\" sizes=\"auto, (max-width: 1621px) 100vw, 1621px\" \/><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Align_actual_people_with_the_roles_by_considering_their_capacityavailability\"><\/span><strong>Step 3: Align actual people with the roles by considering their capacity\/availability<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once you know the roles and percentage of those roles you need, you can start identifying the right people to fill them.\u00a0Give special consideration when identifying whether they can have a junior skillset or will require someone who has 20 years of experience.\u00a0For example, you know you need 20 volunteer passengers to take this mission to Mars. I don\u2019t think you will find anyone with experience in this area, so no skillset is required.<\/p>\n<p><a href=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5474 size-full\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-2.png\" alt=\"\" width=\"1622\" height=\"749\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-2.png 1622w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-2-300x139.png 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-2-768x355.png 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-2-1024x473.png 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Staffing-2-750x346.png 750w\" sizes=\"auto, (max-width: 1622px) 100vw, 1622px\" \/><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Present_the_resource_plan_to_the_appropriate_stakeholders_get_buy-inapproval\"><\/span><strong>Step 4: Present the resource plan to the appropriate stakeholders; get buy-in\/approval<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Bringing your resource plan to the mission\u2019s steering committee will ensure that you get buy-in and the necessary authority to begin working on the schedule.\u00a0Completing this step is crucial as you will need resources to help with this.\u00a0Additionally, you will be gaining leadership respect from this team, which is something every project manager wants and needs to ensure future missions are given the same chance to survive and thrive.<\/p>\n<p><a href=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Capacity-and-Demand.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5475\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Capacity-and-Demand.png\" alt=\"Innotas Capacity and Demand\" width=\"1286\" height=\"637\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Capacity-and-Demand.png 1286w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Capacity-and-Demand-300x149.png 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Capacity-and-Demand-768x380.png 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Capacity-and-Demand-1024x507.png 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/Innotas-Capacity-and-Demand-750x372.png 750w\" sizes=\"auto, (max-width: 1286px) 100vw, 1286px\" \/><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_5_Begin_work_on_first_draft_of_the_project_schedule\"><\/span><strong>Step 5: Begin work on first draft of the project schedule<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now that you have dedicated resources for the trip to Mars, you can start to build the work breakdown structure (WBS) or schedule. I suggest enlisting assistance from your dedicated resources. Gaining formal approval on the WBS will ensure you can effectively execute the project.<\/p>\n<p>By following these simple steps above, you can begin to make a small list of projects to tackle by starting with the ones that make the most sense to prioritize first. Again, look to project managers to estimate a high-level, resource-loaded schedule.<\/p>\n<p>It doesn\u2019t matter if you are planning a mission to Mars or if you are launching the next innovative product or services \u2013 ensuring you have the right people and skill set to make it happen is imperative to success.<\/p>\n<p>To learn how <a title=\"Innotas IT PPM\" href=https:\/\/info.planview.com\/planview-ppm-pro-demo-_demo-on-demand_prm_en_reg.html target=\"_blank\" rel=\"noopener\">Innotas resource management and capacity planning can help, watch a demo<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You wake up in a cold sweat and the clock is glaring 2:09am. Not again! All you can think about is the fact that you know your project is never going to finish, much less on time. If only you had set realistic resource expectations on the front end of the project, you would be&#8230;<\/p>\n","protected":false},"author":97,"featured_media":5482,"comment_status":"open","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":[],"class_list":["post-5383","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pmo-project-management-organizations"],"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>5 Steps to Improve Resource Planning - Blog | Planview<\/title>\n<meta name=\"description\" content=\"Improve resource planning by following the five simple steps outlined in this mission to Mars use case. Watch the demo to learn how Innotas can help.\" \/>\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\/5-steps-improve-resource-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Steps to Improve Resource Planning\" \/>\n<meta property=\"og:description\" content=\"Improve resource planning by following the five simple steps outlined in this mission to Mars use case. Watch the demo to learn how Innotas can help.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/\" \/>\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=\"2017-11-28T15:33:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/iStock-639431854.gif\" \/>\n\t<meta property=\"og:image:width\" content=\"750\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/gif\" \/>\n<meta name=\"author\" content=\"Courtney Snipes\" \/>\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=\"Courtney Snipes\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/\"},\"author\":{\"name\":\"Courtney Snipes\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/ebf88d839fa425ed47386b2c2eb6fd08\"},\"headline\":\"5 Steps to Improve Resource Planning\",\"datePublished\":\"2017-11-28T15:33:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/\"},\"wordCount\":867,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/iStock-639431854.gif\",\"articleSection\":[\"Project Portfolio Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/\",\"url\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/\",\"name\":\"5 Steps to Improve Resource Planning - Blog | Planview\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/5-steps-improve-resource-planning\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/11\/iStock-639431854.gif\",\"datePublished\":\"2017-11-28T15:33:00+00:00\",\"description\":\"Improve resource planning by following the five simple steps outlined in this mission to Mars use case. 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