Capacity Planning Templates and Examples

Are you tired of relying on guesswork and potentially wasting resources on project planning? Look no further than these capacity planning templates.
Our templates provide a better visual insight into future resource requirements, enabling better forecasting and budgeting decisions. With our Resource Utilization and Capacity Management template, you can ensure that essential resources are allocated for key projects and gain insight into how all resources are assigned to projects and core workloads.
In addition, our capacity planning examples demonstrate how teams can clearly identify tasks and integrate multiple tasks, leaves, and paid time off into a single workflow to ensure proper expectation-setting.

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Capacity Planning Templates

Rather than relying on guesswork and potentially wasting resources, take a look at these capacity planning templates to accurately gauge your team's workloads and project plans.

Aside from that, these templates can provide better visual insight into future resource requirements and enable better forecasting and budgeting decisions. 

Template 1: Resource Utilization and Capacity Management

This capacity planning diagram template is critical for project and line managers to incorporate resource management into the business successfully. With this template style, you can guarantee that essential resources are allocated for key projects and gain insight into all resources and how they are assigned to projects and core workloads.

Template 2: Project Capacity Planning Template

This capacity planning template allows you to plan for the resources necessary to accomplish a project effectively. It organizes personnel, materials, equipment and more, into individual categories so you can easily evaluate the HR and non-HR needs of your project or business. 

With this dashboard design, you can accurately anticipate future requirements and make sure that the right people with specialized skills are available when needed. This will help guarantee success in planning, resourcing, and finishing your work on time.

Template 3: Agile Resource Capacity Planning Template

You can forecast Agile project capacity using this template by tracking resource names, start and end dates, and duration in days for each role. In this case, you can incorporate a Gantt chart to view the team's resource distribution and capacity requirements based on roles and skill sets. This way, you can accurately estimate the resources needed for the project.

Capacity Planning Examples

1. Clearly Identifying Tasks 

You can see that the capacity planning software integrates well with the overall plan and workflow of the team in order to provide a clear visual representation of everything.

In the example given, the designer is responsible for creating a Homepage Design that ties into the developer's workflow with the procedure for reporting and exporting said software project.

As part of the capacity plan, multiple tasks, as well as leaves and paid time off, are integrated into a single workflow to ensure that expectations are properly set among team members.

2. Real-Time Timesheet Data

Organizations looking to stay ahead of the curve and gain an accurate understanding of how their team is spending their time can benefit from utilizing real-time tracking data.

Using the example provided, when team members complete their timesheets, their logged hours will appear in the planning grid. The ability to see when someone has exceeded their allotted working hours allows you to correct the situation as soon as possible.

This data can be used to create capacity and resource plans, helping teams prioritize projects or program work on a daily basis. The hours allocated for each project are displayed in individuals’ dashboards, allowing them to manage their workloads efficiently.

Summary

In conclusion, capacity planning templates are a great tool to help you accurately gauge your team's workloads and project plans to make better forecasting and budgeting decisions. They also support teams to integrate multiple tasks, leaves, and paid time off into a single workflow, which sets proper expectations for how the team will operate.

By using the templates above, you'll be able to make better resource decisions and ensure that essential resources are allocated for key projects.

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To learn more about capacity planning and how to use GoRetro's capacity calculator click the below:
Data driven capacity planning

‍Capacity planning guide