What is resource planning ?

Capacity planning, resource planning, resource management... these terms may seem vague, but they all refer to human capital. human capitalwhich it is essential to master in order to ensure balance and growth. and growth. In this article, we focus on resource planning, which involves organizing the human resources available for projects.

Find out what resource planning is, why it's strategic strategic for your company and how to effectively effectively within your company.

resource planning definition and benefits

resource planning is one of the building blocks of resource managementthe French acronym for resource management. We're talking here mainly about human capital.

This resource management includes : 

• Capacity planningto identify the right people to build high-performance teams
• Visit resource planningwhich includes resource scheduling. This involves strategically placing profiles on different projects.

Finally, resource planning refers to the ability to to place the right person(s) to realize a project. From tools such as resource planning have been designed to optimize this task. They provide visibility in real time on the allocation of your resources on different projects, customers and internal training courses.

The benefits of setting up an effective resource planning

• Find the best profiles for specific projects 

resource planning considerably improves sourcing thanks to a global vision on your resource allocation. As a result, it becomes easier to find the ideal profile for a project based on availability of your employees, their desires and needs needs at any given time.

• Anticipating recruitment and training needs

The recruitment and training are greatly facilitated by good management of resource planning. It provides answers to strategic questions such as :

• Are employees over-staffed?
• Are teams short of resources? 
• What kind of profiles do you need to recruit?
• What type of training should be allocated?

A resource planning tool like Stafiz will enable you to quickly quickly employee occupancy over the coming weeks and months. You can then identify your recruitment recruitment and training needs, and anticipate.

• Optimize your teams' utilization rate (and gain financial visibility)

Managing your resource planning effectively will help you define your forecasts. In fact, you will be able to determine the utilization rate forecasts of your employees, thus avoiding overload and underloading.

This visibility will help you better distribute your workload and productivity. What's more, if your tool integrates project financial management functions like Stafiz, you'll be able to anticipate your financial data: your forecast sales and margins.

• Contribute to the professional development of your teams

Get visibility on skills skills and availability will improve your knowledge of your employees and the people around you. This will enable you to strengthen your relationships and offer them projects that match their profilesas well as their skills.

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What's at stake at resource planning ? 

resource planning is part of a strategic approach to company management. foundations for success. Two aspects need particular attention: the financial and human.

• Guaranteeing customer satisfaction

A strategically designed resource planning will your company's projects entrusted to your company. The objective is to deliver maximum qualitywithin deadlines to meet your meet your customers expectations and increase your satisfaction satisfaction.

A good resource planning will help you renew your contracts but also to win your ability to address them and your good reputation. good reputation.

• Retaining talent

The consequences of a bad resource planning

Be careful, the consequences of poor capacity planning and resource planning management can be disastrous: wasted time, stress, frustration, loss of motivation, even resignation and a bad reputation.

You risk a negative image of your image of your company, complicating your recruitment. What's more, poor management of resource planning can also impact your company's of your company. This is because productivity and profitability can be significantly impacted by poor human resources planning.

Helping teams progress 

Your responsibility as a company is to develop your employees. As such, you must entrust them with projects tailored to their :

• Skills
• Development expectations
• Skills
• Geographical and time availability (location, part-time management)

You will contribute to establish a stimulating working environment in which your employees will flourish and put all their energy into contribute to the company's growth. With a good resource planning, you maximize your chances of retaining and recruiting top talent.

Select the right profiles and build the best teams

To select the most appropriate profiles for a project, draw up requirements sheets defining :

• Experience required
• The type of profile required
• The skills you need
• Availability dates
• Mission location 

Depending on the functionalities of your resource planning tool, you can search among your employees for the profiles that best match your needs. This is particularly the case with Stafiz. 

• Helping you make decisions

As mentioned in our article on setting up corporate steeringclear visibility is essential for coherent decision-making.

A reliable and relevant vision not only enable us to simulatebut also to measure performance. It will also help you to prioritize assignments to stay competitive.

How can you set up an optimal resource planning in your company?

Some best practices but also a choice of tools are necessary to implement an effective resource planning .

Integrate resource planning into a company management approach

As your employees are the heart of your reactor, your resource planning has a financial dimension. financial dimension financial dimension for your company, and must therefore be integrated into project management control. Monitoring and anticipating the financial impact of your resource planning project will help you control your performance and profitability.

You need to be able to accurately associate costs with costs to your resources and other elements. Therefore, calculating your costs in relation to your capacities and needs resource planning needs.

Use a high-performance resource planning platform

A powerful tool like Stafiz will enable you to centralize and consolidate your data and productivity. Gone are the days of complicated resource planning meetings and message-based corrections.

With Stafiz, you benefit from everything we have already described: capacity planning and resource allocation. Stafiz goes even further, integrating project financial management functions in forecasting: project, operations, HR and finance teams work together efficiently!

Stafiz combines the "time" view, i.e. time allocation and tracking, the "task or phase" view and the "cost" view associated with the previous elements (you can also decorrelate these views). You'll be able to : 

• Monitor future future sales, project progress and calculate and calculate margins of projects "on landing" (at the end of projects)
• In addition to allocating in-house talent, you can also allocate subcontracting or other costs.
• Be warned in advance if budgets are exceeded

• Automatically update load and capacities of employees using data from the Time and Activity Management section (Time and Activity management).

Find out more about resource planning

By using a tool from resource planning, no double entries on your different tools, you will save time your entire company and contribute to improve reliability and accuracy accuracy.

Ensuring the satisfaction of your customers and employees requires the implementation of an optimal resource planning strategy. One of the benefits is, of course financial. You monitor profitability and can make the best decisions, for example: renegotiate with the customer or change your resource planning with less expensive collaborators. What's more, you also help to provide a fulfilling fulfilling and motivating and motivating working environment.

Your objective as a leader or manager will be to bring together financial and human aspectsby integrating resource planning into a company management system based on data. Help yourself tools from resource planning like Stafiz to help you increase your visibility and help you make informed decision-making.