Most recovery effort on resource planning and capacity is spent on problems that were visible early. Scope on planning and capacity expands through small agreements made in isolation. The material serves both public bodies and commercial organisations dealing with this part of project and portfolio delivery. This programme builds resource planning and capacity from first principles, without padding and without omitting what matters. The teaching approach is deliberately practical: participants build a delivery plan for the practice within project and portfolio delivery as they go. The programme builds the judgement to know which parts of planning and capacity to standardise and which to leave flexible. Comparative studies of resource planning and capacity across sectors find the same handful of failure points recurring. The difficulty is not agreeing that planning and capacity matters — it is deciding what to stop doing to make room for it. Participants finish with a short, specific brief on the project and portfolio delivery capability ready to put in front of a decision maker.
Expected Learning Outcomes
✓
Manage contracts and suppliers delivering parts of resource planning and capacity.
✓
Estimate cost and effort for planning and capacity using more than one method.
✓
Identify the failure points in resource planning and capacity most likely to cause loss, and control them first.
✓
Manage dependencies between planning and capacity and other initiatives.
✓
Agree the first three actions on resource planning and capacity that will be taken on returning to work.
✓
Diagnose whether a problem in planning and capacity is one of design, resourcing or discipline.
✓
Establish quality acceptance criteria for the deliverables of resource planning and capacity.
Who Should Attend
✓
Managers in small and medium organisations who own resource planning and capacity alongside other duties.
✓
Planners and schedulers building the timeline for planning and capacity.
✓
Project managers responsible for resource planning and capacity.
✓
Business change managers handling adoption of planning and capacity.
✓
Newly appointed managers taking on resource planning and capacity for the first time.
✓
Team members preparing to take on project responsibility for planning and capacity.
Course Modules
Open any module to see its sessions and topics.
01
Resource planning and capacity: governance, gates and decision rights
2 sessions · 8 points
Session 1Moving resource planning and capacity from approval to execution
Compare resource demand from resource planning and capacity against other commitments.
Define acceptance criteria for each deliverable of planning and capacity.
Close out actions on resource planning and capacity rather than leaving them open indefinitely.
Agree what will be standardised in planning and capacity and what will not.
Session 2Closing planning and capacity and capturing what was learned
Identify single points of dependency in resource planning and capacity and reduce them.
Confirm that contractual obligations around planning and capacity are understood.
Prepare the recovery plan for resource planning and capacity before it is needed.
Register the risks to planning and capacity with owner, probability and impact.
02
Planning and capacity: stakeholders, communication and support
2 sessions · 8 points
Session 1Estimating planning and capacity without anchoring on the answer wanted
Set the change control process for resource planning and capacity and require cost and time impact.
Review at each gate whether planning and capacity should continue at all.
Plan handover of resource planning and capacity to the team that will operate it.
Identify where judgement in planning and capacity is legitimate and where it is not.
Session 2Closing out planning and capacity and capturing what was learned
Confirm that reporting on resource planning and capacity reaches the people who can act.
Set out how exceptions to planning and capacity are requested and approved.
Map the handovers in resource planning and capacity between functions and secure them.
Rank the weaknesses in planning and capacity by consequence rather than by ease of fixing.
03
Planning and capacity: risk identification, quantification and ownership
2 sessions · 8 points
Session 1Writing the scope of planning and capacity including what is excluded
Identify the critical path through resource planning and capacity and the float elsewhere.
Define how the benefit from planning and capacity will be measured after closure.
Estimate the resource resource planning and capacity requires to run as designed.
Arrange the handover of planning and capacity so capability survives staff changes.
Session 2Measuring progress on resource planning and capacity honestly
Define the decision gates for resource planning and capacity and what evidence each requires.
Write the scope statement for planning and capacity including explicit exclusions.
Build the internal briefing that explains resource planning and capacity to those affected.
Build reporting on planning and capacity that surfaces problems while they are small.
04
Planning and capacity: procurement, contracts and suppliers
2 sessions · 8 points
Session 1Keeping stakeholders of planning and capacity genuinely supportive
Review whether resource planning and capacity is aligned with the objectives of the project.
Establish what evidence demonstrates planning and capacity is under control.
Confirm that those complying with resource planning and capacity understand why it exists.
Map stakeholders of planning and capacity by influence and current level of support.
Session 2Who answers for planning and capacity, and to whom
Manage supplier performance on resource planning and capacity against contract, not goodwill.
Set out the decisions in planning and capacity that require sign-off and by whom.
Estimate resource planning and capacity using two independent methods and reconcile the difference.
Agree the escalation threshold for planning and capacity in advance.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
Workshop or Program Participation
Airport Transfers
Customized Badge
Expert Mentorship (Private Sessions)
Supervision & Secretarial Services
Accredited Certificate of Participation
Complete Training Kit
Coffee Break
Closing Ceremony
Gold Package
At least 3 people
USD1,850
5-night stay in a 5-star hotel
Workshop or Program Participation
Airport Transfers
Customized Badge
Expert Mentorship (Private Sessions)
Supervision & Secretarial Services
Accredited Certificate of Participation
Complete Training Kit
Coffee Break
Closing Ceremony
Complete your registration
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