Service Overview
Sustainable growth depends on your ability to plan, forecast, and deliver with clarity. Our Utilization & Capacity Strategy service gives you the frameworks and insights to manage workloads, project staffing, and billability in a way that supports both team wellbeing and operational efficiency.
We help you move beyond guesswork—toward strategic, data-informed planning.
Who It's For
- Service-based organizations with fluctuating project demand
- Leaders struggling to balance capacity with client delivery
- Operations and delivery leads needing scalable forecasting models
- Agencies, consultancies, and in-house teams managing multiple workflows
What We Deliver
- Capacity Model Assessment
Review current team structure, workload distribution, and delivery models.
- Utilization Benchmarking
Set baseline expectations by role, team, or function based on industry standards and business needs.
- Forecasting Framework
Develop a rolling forecast model that supports hiring, resource allocation, and delivery scheduling.
- Resourcing & Flexibility Plan
Outline backup strategies, cross-functional pools, and planned/unplanned time off modeling.
- Reporting Toolkit
Templates and dashboards for weekly/monthly tracking of key metrics and team health indicators.
Frameworks & Tools
- Capacity-to-Demand Ratio Tracker
- Weekly Utilization Snapshot Template
- FTE Allocation by Project Tool
- Forecasting Dashboard (Excel/Sheets or Notion compatible)
- Resource Heat Map (Color-coded planning sheet)
Example Deliverables
- Utilization Baseline Report
- Team Capacity Planner (per department)
- Resource Planning Model (3–6 month horizon)
- Delivery vs. Availability Dashboard
- Executive Summary with Scenarios (burnout vs. growth case)
Outcomes
- Visibility into who is doing what—and what’s realistic
- Smarter project planning and staffing decisions
- Reduced burnout and resource strain
- Improved client satisfaction through predictable delivery