Leveraging analytics to ensure outcome-focused capacity management
What to expect
The Capacity Manager Report is complementary to the Capacity Manager and provides insight into how resources are allocated across the organization to initiate discussions about prioritization and outcome focus in time.
Why to use it
Lots of teams manage their capacity autonomously, but this means that the company-wide distribution of capacity often is a black box. Without a clear overview of how much time is spent on strategic work and potentially overbooked teams, initial issues remain invisible and can lead to unmet goals and frustration throughout the cycle.
When to use
While this report, just as the Capacity Manager itself, is mostly relevant during the drafting phase, it provides valuable insights throughout and across cycles. Especially if the headcount of teams change during the cycle, the estimation and allocation of resources need to be adjusted and can subsequently be evaluated here.
Metrics in the report
This section shows you how well the feature is adopted and to which extent follow the intended process of managing their capacity.
- Teams with Capacity Manager activated: percentage and number of teams who have activated the functionality
- Teams with allocation done: percentage and number of teams with an allocation saved in the current cycle
Learn here how to allocate the team's capacity.
Here, you can get an overview of how many teams have managed their capacity realistically and how many should revisit their allocation.
- Overbooked Teams: percentage and number of teams with more than 100% of capacity allocated
- Balanced Teams: percentage and number of teams with more than 90% but less than 100% of capacity allocated
- Underbooked Teams: percentage and number of teams with less than 90% of capacity allocated
The graph highlights the split of resources between different categories and specifically between strategic and operative work.
- Team Goals: percentage and number of weeks allocated to Team Goals
- Collaboration: percentage and number of weeks allocated to Collaboration of other Goals
- Operative Work: percentage and number of weeks allocated to operative work
- Buffer: percentage and number of weeks allocated to buffer
- Not used: time not yet allocated
2. Team Load Status
This lists tells you in more detail to which extent the teams have used the Capacity Manager and if they have already allocated resources, how they are doing in that regard.
- Not activated: Functionality not activated
- Not allocated: Functionality activated, estimation this cycle done, allocation not done
- Underbooked: Functionality activated, estimation this cycle done, allocation this cycle done and is lower than 90% in total
- Balanced: Functionality activated, estimation this cycle done, allocation this cycle done and is between 90% - 100%
- Overbooked: Functionality activated, estimation this cycle done, allocation this cycle done and is higher than 100% in total
3. Team Capacity Allocation
For more detailed insight into each team, this list allows you to drill down into their respective allocations and the different categories. All percentages are calculated based on weeks.
- Capacity per week
- Team Capacity: Status indicator from the Capacity Manager Status list (see above), percentage and number of weeks allocated
- Change compared to last cycle
- Share of team Goals
- Share of collaboration
- Share of operative work
- Share of buffer time
- Share of time not yet allocated
The Capacity Manager is available as an add-on for Workpath. If you are interested in using it, please contact us.