Printable planning checklist

Resource allocation planning checklist.

Use this checklist on screen or print it to review availability, project needs, and staffing decisions.

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Use or print this planning resource.

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Planning period

Set the boundary for the decision.

Choose the week, month, or quarter being reviewed.
Record the timezone and working-day convention.
Confirm which projects and internal commitments are in scope.
Name the person accountable for resolving conflicts.

People and availability

Use current working information.

List each active person, role, and relevant skills.
Apply individual working schedules rather than one default.
Subtract approved leave, holidays, and known absence.
Include leadership, support, sales, and internal commitments.
Identify capacity that is tentative or unavailable.

Project demand

Describe what each project needs.

Confirm project, milestone, and work dates.
Record remaining effort by role or skill.
Separate confirmed work from weighted prospective work.
Identify work that depends on a named specialist.
Record the source and date of each material estimate.

Allocation decision

Match demand with usable supply.

Allocate people by period and expected effort.
Check the combined load across every project.
Resolve overbooking rather than hiding it above 100 percent.
Keep requested, tentative, and confirmed assignments distinct.
Record why the chosen person fits and who approved the trade-off.

Review and follow-up

Keep the plan current.

Name an owner and due date for every unresolved gap.
Review newly available capacity and future shortages.
Update the plan when leave, scope, dates, or estimates change.
Compare planned and actual effort to improve the next forecast.
Preserve the previous view so important changes remain explainable.