Most organizations conduct a capacity planning exercise—whether it’s once a year, quarter or month. At a minimum they have three components: 1) a broad sweep estimate of the various types and volumes of work performed; 2) a calculation of the number of people needed to conduct the work; and 3) a budgetary reconciliation of those numbers.
Each department is either asked to create their own plan, which Finance reviews and modifies, or the department is simply given a number from corporate with which they have to work.
It sounds pretty straightforward. However, can you tell what’s missing?