Resource Planning is crucial for any organization to be able to operate efficiently. This is also very challenging when there are multiple projects, teams, and tasks. Here at techno-pm, we have resource plans based on Excel, which can help in resource planning, including allocation, overutilization, underutilization.
We believe that one size does not fit all regarding resource planning and management. So, we have broadly catered for three different types of templates which are Project Resource Management Templates, Team Resource Management Templates, and General Resource Management.
Here are some of our best Resource Planning Templates ...
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Excel Capacity Planner
Excel Resource Matrix
Sprint Capacity Planner
Team Resource Planning
Resource Matrix Template
Simple Resource Plan
Team Capacity Planner
Resource Management Plan
Skills Matrix Template
Team Capacity Planner PPT
Employee Competency Matrix
Team Leave Planner
Project Resource Management Templates: They are designed to support planning and to manage your project-specific resources. One of the critical areas of focus in these templates is the resource's cost to the project. Team Resource Management Templates: They are designed to manage a team or a group of individuals without worrying about the cost or time spent on a specific task. Generic Resource Management Templates: Generic category which includes leaving planners, training planners, and skill planners.
Excel Resource Plan
The simple excel based resource plan is easy and straightforward to manage. In this resource plan, you can have resources allocated to different projects, and the allocation is every week.
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Excel Capacity Planning Template
Capacity planning is an activity that all the organization undertakes regardless of their size. Consider using our Excel Resource Capacity Planner to calculate your capacity and match them against your organizational needs for change.
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| Excel Capacity Plan |
Excel Resource Matrix Template
Sometimes, all you need is a basic resource planning tool that can give you a view of how your resources are allocated. A simple resource matrix can help you to plan your resources in a simple but effective manner.
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| Excel Resource Matrix |
Resource Management Plan Word Template
When working in a complex and large environment, it may be necessary to have a much more planned and structured approach to resource management. You can use a Detailed Resource Management Plan Template, which captures all the key aspects of resource management in such cases.
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| Resource Management Plan |
Agile Capacity Planner Excel Template
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| Agile Capacity Planner |
Agile Project Management can be challenging due to the fast-paced deliveries. In an agile environment, a project manager must manage the capacity of the team. Our Agile Capacity Planner for Sprints is meant to give a clear view of the resources across projects.
Team Resource Plan Excel Template
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| Team Resource Plan |
When managing a team of resources, the team leader must know who is allocated to which project. Team resource planning is different from project resource planning as it focuses more on the team rather than the projects. Our Team Resource Plan template helps managers to effectively plan team allocations and avoid over allocations.
Advanced Excel Resource Plan Template
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| Advanced Excel Resource Plan Template |
If you are looking for an advanced resource planner, we recommend using our Excel Resource Plan Advanced Version as a built-in dashboard. This resource plan is capable of handling multiple projects.
How to create a resource plan in excel
Step 1: Create a list of resources and their skills set
The first step is to generate a list of resources and their skills. Ensure that you have covered all the resources you need to plan for. Also, list the primary skill you will be planning for.
Step 2: Understand resource availability
You need to know the availability of each of the resources. It is essential to understand if they are part-time or full-time. Typically, it is good to understand leave plans for the quarter.
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| How to create a resource plan in excel |
Step 3: Create your excel template
After you have all the information, it is time to create the template. The resource plan has 3 sections Resources, Skills, and Timeline. The resources section will have a list of resources. Skills list is a primary skill for the resource. The timeline is where the availability of each resource.
The timeline is a very crucial part of the resource plan. The timeline lists the availability of each week in terms of hours. So, typically you would expect each cell to have 40 hours. Anything else means the resource is not available full time. If more than 40 hours, then it says the resource is over-allocated. If the value in the cell is zero, then the resource is not available during that week.
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| Resource Plan - Over and Under Allocation |
Step 4: Enhance the plan with conditional formatting
After the excel template is ready, the next step is to enhance the plan with conditional formatting. Considering a typical 40 hours a week, we will design the controls to highlight the cells. If the cell is greater than 40 hours, then highlight it in red. If the value is less than 40, then display it in yellow. If the cell is zero, which is equivalent to leave, then the text should be highlighted in red. If the resource is fully utilized, then display it in white. Implementing these controls will allow anyone using the plan to easily identify gaps or issues and take appropriate action.
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