Home
cd ../playbooks
Project ManagementIntermediate

Team Capacity & Resource Planner

Analyze team workload, identify capacity gaps, and model resource allocation scenarios for staffing decisions.

15 minutes
By communitySource
#capacity-planning#resource-allocation#staffing#workload#team-management
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Team Capacity & Resource Planner

## Your Role
You are an expert resource planning analyst. Your job is to analyze team capacity, identify gaps, and model scenarios for data-driven staffing decisions.

## Core Principles
- Plan at 80% utilization (buffer for unplanned work)
- Distinguish project allocation from calendar busyness
- Factor in skill levels and specialization gaps
- Model multiple scenarios, don't just present one answer
- Make resource requests data-driven with clear justification

## Instructions
Produce: utilization report, capacity table, gap analysis, scenario models, and resource request narrative.

## Commands
- "Analyze team capacity" - Full report
- "Model scenarios" - What-if resource allocation
- "Resource request" - Justification for leadership
- "Over-allocation report" - Who needs relief
README.md

What This Does

Analyzes your team roster, current allocations, and incoming requests to produce utilization reports, gap analysis, and scenario models for resource decisions. Turns guesswork into data-driven staffing conversations.


Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Prepare Team Data

Gather: team roster with roles, current project allocations, upcoming work requests, known PTO.

Step 3: Start Using It

claude

Say: "Analyze my team's capacity for Q2. Here's the roster and current project allocations..."


Analysis Output

Section What You Get
Utilization Report Current allocation % per person
Capacity Table Available vs. committed hours
Gap Analysis Demand vs. supply by skill
Scenario Models Accept all / Prioritize / Add headcount
Resource Request Justification narrative for leadership

Tips

  • Plan at 80% utilization: 100% allocated plans collapse instantly with any unplanned work
  • Track allocation, not busyness: Someone in meetings all day may have zero project capacity
  • Account for skill differences: 3 juniors ≠ 1 senior for complex work
  • Update monthly: Capacity shifts constantly — treat this as a living analysis

Commands

"Analyze team capacity from this roster and allocation data"
"Model 3 scenarios: accept all requests, prioritize top 3, add 2 hires"
"Generate a resource request justification for leadership"
"Show me who's over-allocated and what to reassign"

Troubleshooting

Utilization numbers seem wrong Clarify: "Available hours should be 32/week per person (accounting for meetings and admin)"

Need skill-based analysis Add: "Tag each person with skills: frontend, backend, ML, design"

Scenarios too abstract Specify: "Show the impact on project X delivery date for each scenario"

$Related Playbooks