SlideShare a Scribd company logo
1 of 38
Download to read offline
Successful Resource Planning Now, Not Later
Technical
Cory “Bubba” Cunningham
Design Consultant, Workfront
Successful Resource Planning Now,
Not Later
Presentation Summary
Workfront offers powerful resource capacity and allocation tools,
but your company’s organizational problems may be getting in
the way of success.
In this session, I will cover the most common resource planning
problems and identify their root causes. You’ll walk away with a
clear roadmap for successfully restructuring your current
resource planning methodology.
Target Audence
New to capacity planning – never done or failed
Agenda
Part 1: Common problems
Part 2: Road map for Success
Part 3: Do it in Workfront
This presentation is broken into 3 parts
Part one: Common problems
Calculating Available Capacity
Successful Resource Planning Now, Not Later
Successful Resource Planning Now, Not Later
Successful Resource Planning Now, Not Later
Successful Resource Planning Now, Not Later
Priorities are easily overwritten
Successful Resource Planning Now, Not Later
Successful Resource Planning Now, Not Later
Successful Resource Planning Now, Not Later
No authority
Successful Resource Planning Now, Not Later
Successful Resource Planning Now, Not Later
Successful Resource Planning Now, Not Later
Part 2: Road map for Success
Concept – Aim small miss small
Reduce the planning period size
Concept - How to stock your capacity
Planning for shrinkage
Spikes - Always include room for
maintenance
Concept – Put the ownership of priority on
the requestors
Put a value on time
Encourage bartering
Concept - Formalizing the priority and
approval processes
Cutoff dates and what is an appropriate
timeline
Score carding
Part 3: Do it in Workfront
Capacity planning versus allocation management
Demo:
Building out capacity
Demo:
Using portfolio optimization
Demo:
Using the project request process - request to approval
process
Demo:
Q&A
Successful Resource Planning Now, Not Later

More Related Content

More from Workfront

How to Write a Business Case: 4 Steps to a Perfect Business Case Template
How to Write a Business Case: 4 Steps to a Perfect Business Case TemplateHow to Write a Business Case: 4 Steps to a Perfect Business Case Template
How to Write a Business Case: 4 Steps to a Perfect Business Case TemplateWorkfront
 
4 KPIs Every Creative Team Should Be Tracking
4 KPIs Every Creative Team Should Be Tracking4 KPIs Every Creative Team Should Be Tracking
4 KPIs Every Creative Team Should Be TrackingWorkfront
 
6 Shocking Findings From Adobe Digital Summit 2017
6 Shocking Findings From Adobe Digital Summit 20176 Shocking Findings From Adobe Digital Summit 2017
6 Shocking Findings From Adobe Digital Summit 2017Workfront
 
Four Keys to Managing Stakeholder Expectations and Delivering Value
Four Keys to Managing Stakeholder Expectations and Delivering ValueFour Keys to Managing Stakeholder Expectations and Delivering Value
Four Keys to Managing Stakeholder Expectations and Delivering ValueWorkfront
 
81 Tips From PM Experts: How to Be a Smarter, More Effective Project Manager
81 Tips From PM Experts: How to Be a Smarter, More Effective Project Manager81 Tips From PM Experts: How to Be a Smarter, More Effective Project Manager
81 Tips From PM Experts: How to Be a Smarter, More Effective Project ManagerWorkfront
 
31 Productivity Tips
31 Productivity Tips31 Productivity Tips
31 Productivity TipsWorkfront
 
A Quick Guide to Making Change Happen in Your Organization
A Quick Guide to Making Change Happen in Your OrganizationA Quick Guide to Making Change Happen in Your Organization
A Quick Guide to Making Change Happen in Your OrganizationWorkfront
 
What's Happening in UK Marketing Departments?
What's Happening in UK Marketing Departments?What's Happening in UK Marketing Departments?
What's Happening in UK Marketing Departments?Workfront
 
10 Highlights From the 2016 State of Marketing Work Report
10 Highlights From the 2016 State of Marketing Work Report10 Highlights From the 2016 State of Marketing Work Report
10 Highlights From the 2016 State of Marketing Work ReportWorkfront
 
Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...
Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...
Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...Workfront
 
Marketers are Clueless About Agile
Marketers are Clueless About AgileMarketers are Clueless About Agile
Marketers are Clueless About AgileWorkfront
 
A Beginner's Guide to IT Project Management
A Beginner's Guide to IT Project ManagementA Beginner's Guide to IT Project Management
A Beginner's Guide to IT Project ManagementWorkfront
 
How to Bypass Sucky Business Jargon
How to Bypass Sucky Business JargonHow to Bypass Sucky Business Jargon
How to Bypass Sucky Business JargonWorkfront
 
Project Management 101: Project Request Intake
Project Management 101: Project Request IntakeProject Management 101: Project Request Intake
Project Management 101: Project Request IntakeWorkfront
 
How to Prioritize Your Work
How to Prioritize Your WorkHow to Prioritize Your Work
How to Prioritize Your WorkWorkfront
 
5 Shocking Revelations From the UK Workplace
5 Shocking Revelations From the UK Workplace5 Shocking Revelations From the UK Workplace
5 Shocking Revelations From the UK WorkplaceWorkfront
 
The Battle of the Sexes in the Workplace
The Battle of the Sexes in the WorkplaceThe Battle of the Sexes in the Workplace
The Battle of the Sexes in the WorkplaceWorkfront
 
Marketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and More
Marketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and MoreMarketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and More
Marketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and MoreWorkfront
 
Marketers Time Management: What's happening to it, how they cope, and how to ...
Marketers Time Management: What's happening to it, how they cope, and how to ...Marketers Time Management: What's happening to it, how they cope, and how to ...
Marketers Time Management: What's happening to it, how they cope, and how to ...Workfront
 
7 Ways Generations Clash in the Workplace
7 Ways Generations Clash in the Workplace7 Ways Generations Clash in the Workplace
7 Ways Generations Clash in the WorkplaceWorkfront
 

More from Workfront (20)

How to Write a Business Case: 4 Steps to a Perfect Business Case Template
How to Write a Business Case: 4 Steps to a Perfect Business Case TemplateHow to Write a Business Case: 4 Steps to a Perfect Business Case Template
How to Write a Business Case: 4 Steps to a Perfect Business Case Template
 
4 KPIs Every Creative Team Should Be Tracking
4 KPIs Every Creative Team Should Be Tracking4 KPIs Every Creative Team Should Be Tracking
4 KPIs Every Creative Team Should Be Tracking
 
6 Shocking Findings From Adobe Digital Summit 2017
6 Shocking Findings From Adobe Digital Summit 20176 Shocking Findings From Adobe Digital Summit 2017
6 Shocking Findings From Adobe Digital Summit 2017
 
Four Keys to Managing Stakeholder Expectations and Delivering Value
Four Keys to Managing Stakeholder Expectations and Delivering ValueFour Keys to Managing Stakeholder Expectations and Delivering Value
Four Keys to Managing Stakeholder Expectations and Delivering Value
 
81 Tips From PM Experts: How to Be a Smarter, More Effective Project Manager
81 Tips From PM Experts: How to Be a Smarter, More Effective Project Manager81 Tips From PM Experts: How to Be a Smarter, More Effective Project Manager
81 Tips From PM Experts: How to Be a Smarter, More Effective Project Manager
 
31 Productivity Tips
31 Productivity Tips31 Productivity Tips
31 Productivity Tips
 
A Quick Guide to Making Change Happen in Your Organization
A Quick Guide to Making Change Happen in Your OrganizationA Quick Guide to Making Change Happen in Your Organization
A Quick Guide to Making Change Happen in Your Organization
 
What's Happening in UK Marketing Departments?
What's Happening in UK Marketing Departments?What's Happening in UK Marketing Departments?
What's Happening in UK Marketing Departments?
 
10 Highlights From the 2016 State of Marketing Work Report
10 Highlights From the 2016 State of Marketing Work Report10 Highlights From the 2016 State of Marketing Work Report
10 Highlights From the 2016 State of Marketing Work Report
 
Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...
Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...
Lessons Learned From Five of Marketing's Top Minds - starring Robert Rose, An...
 
Marketers are Clueless About Agile
Marketers are Clueless About AgileMarketers are Clueless About Agile
Marketers are Clueless About Agile
 
A Beginner's Guide to IT Project Management
A Beginner's Guide to IT Project ManagementA Beginner's Guide to IT Project Management
A Beginner's Guide to IT Project Management
 
How to Bypass Sucky Business Jargon
How to Bypass Sucky Business JargonHow to Bypass Sucky Business Jargon
How to Bypass Sucky Business Jargon
 
Project Management 101: Project Request Intake
Project Management 101: Project Request IntakeProject Management 101: Project Request Intake
Project Management 101: Project Request Intake
 
How to Prioritize Your Work
How to Prioritize Your WorkHow to Prioritize Your Work
How to Prioritize Your Work
 
5 Shocking Revelations From the UK Workplace
5 Shocking Revelations From the UK Workplace5 Shocking Revelations From the UK Workplace
5 Shocking Revelations From the UK Workplace
 
The Battle of the Sexes in the Workplace
The Battle of the Sexes in the WorkplaceThe Battle of the Sexes in the Workplace
The Battle of the Sexes in the Workplace
 
Marketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and More
Marketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and MoreMarketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and More
Marketing Predictions 2016: Q&A With Ted Rubin, Robert Rose and More
 
Marketers Time Management: What's happening to it, how they cope, and how to ...
Marketers Time Management: What's happening to it, how they cope, and how to ...Marketers Time Management: What's happening to it, how they cope, and how to ...
Marketers Time Management: What's happening to it, how they cope, and how to ...
 
7 Ways Generations Clash in the Workplace
7 Ways Generations Clash in the Workplace7 Ways Generations Clash in the Workplace
7 Ways Generations Clash in the Workplace
 

Recently uploaded

Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)tazeenaila12
 
Live-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry WebinarLive-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry WebinarNathanielSchmuck
 
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdfTalent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdfCharles Cotter, PhD
 
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...AustraliaChapterIIBA
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfSourav Sikder
 
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...Brian Solis
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...Khaled Al Awadi
 
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdfAMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdfJohnCarloValencia4
 
MoneyBridge Pitch Deck - Investor Presentation
MoneyBridge Pitch Deck - Investor PresentationMoneyBridge Pitch Deck - Investor Presentation
MoneyBridge Pitch Deck - Investor Presentationbaron83
 
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...TalentView
 
Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Winbusinessin
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access
 
Data skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsData skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsyasinnathani
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access
 
Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)Lviv Startup Club
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfHajeJanKamps
 
To Create Your Own Wig Online To Create Your Own Wig Online
To Create Your Own Wig Online  To Create Your Own Wig OnlineTo Create Your Own Wig Online  To Create Your Own Wig Online
To Create Your Own Wig Online To Create Your Own Wig Onlinelng ths
 
Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examplesamberjiles31
 

Recently uploaded (20)

Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
 
Live-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry WebinarLive-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry Webinar
 
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdfTalent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
 
WAM Corporate Presentation Mar 25 2024.pdf
WAM Corporate Presentation Mar 25 2024.pdfWAM Corporate Presentation Mar 25 2024.pdf
WAM Corporate Presentation Mar 25 2024.pdf
 
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
 
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
 
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdfAMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
 
MoneyBridge Pitch Deck - Investor Presentation
MoneyBridge Pitch Deck - Investor PresentationMoneyBridge Pitch Deck - Investor Presentation
MoneyBridge Pitch Deck - Investor Presentation
 
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
TalentView Webinar: Empowering the Modern Workforce_ Redefininig Success from...
 
Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024
 
Data skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsData skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story points
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024
 
Investment Opportunity for Thailand's Automotive & EV Industries
Investment Opportunity for Thailand's Automotive & EV IndustriesInvestment Opportunity for Thailand's Automotive & EV Industries
Investment Opportunity for Thailand's Automotive & EV Industries
 
Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdf
 
To Create Your Own Wig Online To Create Your Own Wig Online
To Create Your Own Wig Online  To Create Your Own Wig OnlineTo Create Your Own Wig Online  To Create Your Own Wig Online
To Create Your Own Wig Online To Create Your Own Wig Online
 
Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examples
 

Successful Resource Planning Now, Not Later

Editor's Notes

  1. Part 1: Identification of common problems or obstacles that prevent project management organizations from being able to effectively plan and manage resource capacity Part 2: Outline a road map of concepts that
  2. 100% not equal to 40 hours per person
  3. Fire drills Image from: http://reasonandmeaning.com/2014/01/22/overworked/
  4. Keeping the lights on Image from: http://www.bbc.co.uk/newsround/32607889
  5. Shrinkage Image from: http://mentalfloss.com/article/65276/watching-cat-videos-boosts-energy-according-science
  6. Planning vs Guessing How good are you at either? Image from: http://thesportsdaily.com/wsu-football-blog/guessing-the-2017-wsu-cougar-football-schedule/
  7. New priorities do not normally take in to count old capacity limits; one project is not an equal exchange for another project – different types of resources & costs The act of stopping and starting projects takes more effort than working an in-motion project. Image created by Cory Cunningham
  8. Last minute “Emergencies” Requestors wait until they have to have something, rather than engaging with the PMO early on. Image from: http://news.bbc.co.uk/2/hi/uk_news/magazine/8418191.stm
  9. Drowning in a sea of ideas Too many new ideas “Hey, wouldn’t it be cool if…” “I just came back from a conference and I saw this great idea.” Image from: http://bradenkelley.com/2015/06/drowning-in-a-sea-of-content/
  10. It doesn’t cost the requestors anything…. Time or money Internal organizations typically don’t charge back Image from: http://lifehacker.com/5953039/how-to-reduce-your-energy-bill-with-no-cost-or-sacrifice
  11. Image created by Cory Cunningham
  12. PMO has to prioritize with out the authority to say no Image from: http://physicsworld.com/cws/article/news/2016/apr/01/quantum-computer-defeats-jenga-master-in-five-straight-games/
  13. No tangible cost Perception - Internal projects don't cost real money, and you are over staffed anyway Image from: http://www.cable-training.co.uk/what-we-do/tech-staff/ - modified by Cory Cunningham
  14. Can’t store time Waiting on stakeholders cost time, but he time is not perceived outside Image from: http://wcmovingandstorage.com/2015/12/10/7-time-saving-moving-tips/
  15. Image created by Cory Cunningham
  16. Image created by Cory Cunningham
  17. Image created by Cory Cunningham
  18. Image created by Cory Cunningham
  19. Image created by Cory Cunningham
  20. Image created by Cory Cunningham
  21. Things to think about: 9 women can’t make a baby in one month Projects take multiple types of resources Image created by Cory Cunningham
  22. Things to think about: 9 women can’t make a baby in one month Projects take multiple types of resources Image created by Cory Cunningham
  23. Image created by Cory Cunningham
  24. Things to think about: 9 women can’t make a baby in one month Projects take multiple types of resources Image created by Cory Cunningham
  25. Things to think about: 9 women can’t make a baby in one month Projects take multiple types of resources Image created by Cory Cunningham
  26. Don't include roll over projects - remove them from capacity Handling overhead - Guess or Build Create multiple resource pools/Multiple portfolios
  27. Don't include roll over projects - remove them from capacity Handling overhead - Guess or Build Create multiple resource pools/Multiple portfolios
  28. Don't include roll over projects - remove them from capacity Handling overhead - Guess or Build Create multiple resource pools/Multiple portfolios