Capacity Planning
The process of forecasting team availability and allocating resources to ensure projects are staffed appropriately without overloading team members.
Determine the maximum number of clients you can effectively serve with your current team and resources.
Example
Before taking on a new client, an agency reviews their capacity planning dashboard to confirm their designers have bandwidth. They see one designer is at 90% capacity, so they either delay the project start or bring in a contractor.
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