What is the resource planning ?

Resource 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 the resource planning, how it is strategic for your business and how to implement it effectively within your company.

resource planning : Definition and Benefits

The resource planning is one of the building blocks of resource management. We are mainly talking about human capital here.

This resource management includes: 

• Resource Capacity planningto identify the right people to build high-performance teams
• The resource planning, which includes resource scheduling. This consists of strategically placing profiles on the different projects.

Finally, the term resource planning the ability to place the right person(s) to carry out a project. Tools such as resource planning have been designed to optimize this task. They ensurereal-time visibility on the allocation of your resources to the various projects, customers, internal and training.

The advantages of implementing a resource planning effective

• Finding the best profiles for specific projects 

The resource planning Significantly improves sourcing with a holistic view of your resource allocation. Thus, it becomes easier to find the ideal profile for a project according to the availability of your employees, their desires and the needs of the company at a given time.

• Anticipating recruitment and training needs

Recruitment and training are greatly facilitated by good management of the resource planning. Indeed, it makes it possible to answer strategic questions such as:

• Are employees overstaffed?
• Are the teams under-resourced? 
• What types of profiles should be recruited?
• What type of training should be allocated?

A resource planning like Stafiz will allow you to quickly analyze employee occupancy over the next few weeks and months. You will then be able to identify your recruitment and training needs, and anticipate them.

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

Effectively manage your resource planning will help you define your forecasts. Indeed, you will be able to determine the utilization rate forecasts of your employees, thus avoiding overloads and underloads.

This visibility will help you better distribute the workload and increase productivity. In addition, if your tool integrates project financial management functions like in Stafiz, you will be able to anticipate your financial data: your projected turnover and your margins.

• Contribute to the professional development of your teams

Gaining visibility into your employees' skills and availability will improve your knowledge of your employees and the people around you. You will be able to strengthen your relationships and offer them projects that correspond to their profiles, as well as their appetites.

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What are the challenges of the resource planning ? 

The resource planning is part of a strategic approach to business management, it builds the foundations of success. Two aspects must be considered with particular attention: the financial and the human.

• Ensuring customer satisfaction

One resource planning Strategically designed will allow you to best carry out the projects entrusted to your company. The objective is to deliver maximum quality, on time , in order to meet your customers' expectations and increase your customer satisfaction.

A good resource planning will help you to renew your contracts but also to obtain new ones thanks to your ability to address them and your good reputation.

• Retaining talent

The consequences of a bad resource planning

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

You risk conveying a negative image of your company, thus complicating your recruitment. In addition, poor management of the resource planning can also impact your company's finances. Indeed, productivity and profitability can be largely impacted by poor human resources planning.

Advancing teams 

Your responsibility as a company is to help your employees progress. As a result, you must entrust them with projects adapted to their:

• Skills
• Expectations in terms of evolution
• Appetites
• Geographical and time availability (location, part-time management)

This will help establish a stimulating work environment in which your employees will thrive and put all their energy into contributing to the company's growth. With a good resource planning, you maximize your chances of retaining and recruiting the best talent.

Select the right profiles and build the best teams

To choose the most relevant profiles for a project, draw up needs sheets by defining:

• Experience required
• The type of profile sought
• The skills needed
• Availability dates
• The location of the mission 

Depending on the features of your resource planning, you will be able to search among your employees for the profiles that best suit your needs. This is particularly the case with Stafiz. 

• Assist in decision-making

As mentioned in our article on the implementation of business management, clear visibility is essential for consistent decision-making.

A reliable and relevant vision will not only make it possible to simulate, but also to measure performance. It will also help you prioritize assignments to stay competitive.

How to set up a resource planning in your company?

Some good practices but also a relevant choice of tools are required to implement a resource planning effective.

Integrate the resource planning in a business management approach

Your employees being the heart of your reactor, your resource planning has a major financial dimension for your company and therefore needs to be integrated into project management control. Monitor and anticipate the financial impacts related to your resource planning will help you control your performance and profitability.

You need to be able to accurately associate costs with your resources and other elements. Therefore, calculate your costs according to your capabilities and needs of resource planning is essential.

Use a resource planning Efficient

A powerful tool like Stafiz will allow you to centralize and consolidate your data and gain in productivity. No more meetings of resource planning complicated and corrections by messages.

With Stafiz, you benefit from everything we have already described: resource 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" visions, i.e. the allocation and tracking of time, the "tasks or phases" vision and the "costs" vision associated with the previous elements (you can also decorate these visions). Among other things, you will be able to: 

• Track future revenue, project progress and calculate project margins "at landing" (at the end of projects)
• In addition to allocating talent in-house, you can allocate outsourcing or other costs
• Be alerted in advance when the initially planned budgets are exceeded

• Automatically update employee load and capacity thanks to the data reported in the Time and Activity Management section (Time and Activity management).

Learn more about the resource planning

Using a resource planning, no double entry on your various tools, you will save time for your entire company and help improve the reliability and accuracy of data.

Ensuring the satisfaction of your customers and employees involves implementation of a resource planning optimal. One of the advantages is obviously financial. You monitor profitability and can make the best decisions, for example: renegotiate with the customer or change your resource planning with less expensive employees. In addition, you also contribute to providing a fulfilling and motivating working environment for your teams.

Your objective as a leader or manager will be to make the financial and the human coincide, by integrating the resource planning in data-driven business management. Help of resource planning like Stafiz, which will help you gain visibility and allow you to make an informed decision.