Capability
Use relevant role, skill, proficiency, and delivery context.
Resource allocation guide
A practical guide to resource allocation.
Translate approved demand into dated assignments without hiding overload, uncertainty, or competing priorities.
Describe the work before choosing the person.
Record the outcome, role, required skills, expected proficiency, start and end dates, effort, allocation shape, priority, and any genuine continuity or location constraints.
- ✓Separate essential from useful skills.
- ✓Confirm whether demand is approved or provisional.
- ✓State whether one person is required or work can be shared.
- ✓Make the required-by date explicit.
Compare fit across capability, availability, and commitments.
Availability
Check the whole requested period after leave and existing allocation.
Trade-offs
Identify which current or future commitment changes if this assignment is approved.
Make the status and reason visible.
- ✓Keep requested, tentative, confirmed, declined, and completed states distinct.
- ✓Record effective dates and expected allocation.
- ✓Name the approver and explain material trade-offs.
- ✓Notify affected project and people owners.
- ✓Review the assignment when scope, dates, or availability change.
Use job-relevant evidence and keep human accountability.
Do not infer sensitive personal attributes. Consider development opportunity and continuity alongside immediate delivery fit, and let an authorized person make the final decision.