Cross-Functional · Calculator · Intermediate · Saves 35+ hours
Resource Allocation Model
A model for allocating resources to initiatives.
What's included
- Resource inventory
- Demand assessment
- Allocation methodology
- Optimization approach
- Tracking and adjustment
Best used when
- Quarterly resource planning
- Initiative trade-offs
- Headcount planning
- Budget allocation
Why this is Gold
Resources are always constrained. This model ensures optimal allocation to priorities.
The template
The Template
RESOURCE ALLOCATION
Resource Inventory
RESOURCE INVENTORY
TEAM: _______________
QUARTER: _______________
AVAILABLE CAPACITY:
Total FTEs: ___
Working days: ___
Available capacity: ___ person-days
CURRENT ALLOCATION:
| Category | FTEs | % | Person-days |
|----------|------|---|-------------|
| BAU/operations | | % | |
| Strategic initiatives | | % | |
| Tech debt/maintenance | | % | |
| Buffer/unplanned | | % | |
| TOTAL | | 100% | |
Allocation by Initiative
| Initiative | Priority | FTEs | % Capacity | Status |
|---|---|---|---|---|
| P_ | % | ☐ Funded | ||
| P_ | % | ☐ Funded | ||
| P_ | % | ☐ Unfunded |
Capacity Trade-offs
| If we do... | We can't do... | Trade-off decision |
|---|---|---|
| ☐ Accept ☐ Reject | ||
| ☐ Accept ☐ Reject |
Frequently asked questions
What is the Resource Allocation Model?
A model for allocating resources to initiatives.
Who is the Resource Allocation Model for?
It is built for Cross-Functionals and their teams working on Planning. The AI coach adapts it to your company, stage, and goals.
How long does the Resource Allocation Model take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the calculator to your situation in minutes, then hand you a step-by-step plan.
Is the Resource Allocation Model free?
Yes. You can read the full calculator and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Resource Allocation Model?
The coach teaches you the framework, asks a few questions about your business, tailors the calculator to you, and gives you measurable next steps to execute.