Effective Medium-Term Planning
Let's start with the medium-term perspective in resource management. The availability of data for the medium-term and its influence on the upcoming weeks and months likely means it forms the central pillar of your planning.
Get a Lay of the Land
For a realistic plan, it is crucial that you, as resource manager, regularly communicate with all stakeholders. Only by receiving up-to-date information from employees, project management, and company management can you answer questions like:
- Which personnel with which skills are available to me?
- Which projects and day-to-day tasks are they currently working on, and how much capacity will be available taking into account planned vacation or other absences?
- Which projects are scheduled for implementation in the immediate future, and which of these projects have the highest priority?
Smaller companies tend to have an easier time gathering and storing this information centrally in tabular form. As a company grows larger and more complex, though, simple Excel tables can become overly complicated, making other software solutions that centralize and update this information on a daily basis a time-saver of the essence.
A Challenge to Consider:
The following situation may be familiar: some teams are quick to adopt their own project management solutions, working in a highly agile manner, while others are not. These differing approaches to organization mean teams and project leaders plan in different ways, scattered across documents and software. Despite this, management still wants to know what is going on at the press of a button and be able to give their two cents.
Therefore, when getting your feet wet in the world of resource management, choose a solution that accommodates the needs of these teams yet centralizes the needed information right from the beginning. This will simplify your life significantly and facilitate success.