Resource Management Plan Template
Resource demand by role and period, team structure, RACI, acquisition and onboarding, capacity vs demand, training and release
Як використовувати: Use after the schedule is drafted to secure people and equipment. Fill demand by role and month first, then compare with committed capacity. Main pitfall: treating a name in the plan as a commitment without written agreement from line managers.
Перегляд
Resource Management Plan: [Project name]
Plan for the people, skills and equipment the project needs: requirements by role and period, team structure, RACI, acquisition and onboarding, capacity against demand, training and release. Based on common project management practice. Replace every
[bracketed]value and every row marked Example.
| Field | Value |
|---|---|
| Document ID | [RP-PROJECT-001] |
| Project | [Project name] |
| Version | [0.1] |
| Owner | [@project-manager] |
| Approved by | [@sponsor, @resource-manager] |
| Related | [Schedule SCH-001, WBS-001] |
| Last updated | YYYY-MM-DD |
1. Approach
Resource demand was estimated from the work packages in [WBS-001] and the activity durations in [SCH-001]. Internal staff are allocated by their line managers through [resource management process]; external staff are contracted through procurement. The project manager directs day-to-day work; line managers keep responsibility for performance reviews and well-being.
2. Resource requirements by role and period
Demand in full-time equivalents (FTE) by month:
| Role | Skills required | Jan | Feb | Mar | Apr | May | Jun | Source |
|---|---|---|---|---|---|---|---|---|
| Example: Project manager | Hybrid delivery, vendor management | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.5 | PMO |
| Example: Business analyst | Process mapping, KYC regulation | 1.0 | 1.0 | 0.5 | 0.5 | 0.2 | 0 | Operations |
| Example: Developer | TypeScript, REST integration | 0 | 2.0 | 3.0 | 3.0 | 1.0 | 0.5 | Vendor |
| Example: Tester | Test automation, accessibility | 0 | 0.5 | 1.0 | 2.0 | 1.0 | 0.2 | QA pool |
| Example: Change and training lead | Adult learning, communications | 0.2 | 0.5 | 0.5 | 1.0 | 1.0 | 0.5 | HR |
| [Role] | [Skills] | [x] | [x] | [x] | [x] | [x] | [x] | [Source] |
Non-staff resources:
| Resource | Quantity | Period | Owner |
|---|---|---|---|
| Example: Test environment (cloud) | 2 instances | Feb to Jun | [@tech-lead] |
| Example: Training room | 1 room, 20 seats | Apr to May | [@facilities] |
| [Resource] | [n] | [Period] | [@owner] |
3. Team structure
The project team is organised by workstream.
4. RACI matrix
Responsibilities for key deliverables and decisions:
| Deliverable or decision | Sponsor | Project manager | BA lead | Tech lead | Test lead | Change lead | Operations head |
|---|---|---|---|---|---|---|---|
| Project management plan | A | R | C | C | C | C | I |
| Target process design | I | C | R | C | I | C | A |
| Platform build | I | A | C | R | C | I | I |
| User acceptance testing | I | A | C | C | R | I | C |
| Training delivery | I | A | C | I | I | R | C |
| Go-live decision | A | R | C | C | C | C | C |
5. Acquisition and onboarding
Resources are acquired according to the plan below.
| Role | Method | Lead time | Request by | Status |
|---|---|---|---|---|
| Example: Developers (3) | Vendor contract, named team | 6 weeks | YYYY-MM-DD | Contract signed |
| Example: Tester (additional 0.5 FTE) | Internal QA pool request | 3 weeks | YYYY-MM-DD | Requested |
| [Role] | [Method] | [Lead time] | YYYY-MM-DD | [Status] |
Onboarding checklist for each new team member:
- Access to repository, issue tracker, chat channel and test environments, approved by the system owners
- Briefing on objectives, plan, ways of working and the RAID log
- Security and data protection induction where personal data is handled
- Buddy assigned for the first two weeks
6. Capacity versus demand
Committed capacity is compared with demand per month; negative values are gaps.
| Role | Month | Demand (FTE) | Committed capacity (FTE) | Gap | Action |
|---|---|---|---|---|---|
| Example: Developer | Mar | 3.0 | 3.0 | 0 | None |
| Example: Tester | Apr | 2.0 | 1.5 | -0.5 | Request from QA pool; fallback: extend UAT by 5 days |
| Example: Business analyst | Feb | 1.0 | 0.6 | -0.4 | Backfill operations duties for 4 weeks |
| [Role] | [Month] | [x] | [x] | [x] | [Action] |
Utilisation is checked to avoid planning people above sustainable load:
7. Training and development
Skills gaps in the project team are closed as follows.
| Skill gap | Who | Training | When | Cost |
|---|---|---|---|---|
| Example: Accessibility testing | Testers (2) | Two-day practical course | Before test stage | 1,600 EUR |
| Example: Identity service API | Developers (3) | Vendor workshop | Build week 1 | Included in contract |
| [Gap] | [Who] | [Training] | [When] | [Cost] |
8. Team management and recognition
The project manager provides written performance input to line managers at the end of each stage and when a team member leaves the project. Workload conflicts are raised at the weekly project board; unresolved conflicts follow the escalation path in the communication plan. Contributions are recognised at stage gates and in the closure report.
9. Release plan
Resources are released when their work is complete and knowledge has been handed over.
| Role or resource | Planned release | Handover required | Release to | Notified by |
|---|---|---|---|---|
| Example: Vendor developers | YYYY-MM-DD (end of hypercare) | Code walkthrough, runbooks to IT operations | Vendor | 4 weeks before |
| Example: Business analyst | YYYY-MM-DD | Process documents to operations owner | Operations | 2 weeks before |
| Example: Test environments | YYYY-MM-DD | Data deleted per retention policy | Infrastructure | 2 weeks before |
| [Resource] | YYYY-MM-DD | [Handover] | [Destination] | [Notice] |
Standard and licence note
Based on common project management practice for resource planning, responsibility assignment (RACI) and team management. This template is original text written for this collection. Template licence: MIT.
Схожі шаблони
Benefits Realization Plan Template
Benefits map, benefit profiles with measure, baseline, target, timing and owner, tracking schedule, dependencies and dis-benefits
Управління проєктамиProcurement Management Plan Template
Make-or-buy analysis, procurement items, contract types, weighted supplier evaluation, timeline, supplier management, approvals
Управління проєктамиProject Management Plan Template
Integrated plan: objectives, governance, scope, schedule, cost and EVM, quality, risk, procurement, change control, baselines