Printable request checklist

Resource request checklist.

Check that your staffing request includes the skills, dates, and time needed to find an available person.

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Request context

State the delivery need.

Record project, requester, accountable project owner, and priority.
Describe the outcome or work the person will support.
Record the required-by date and the cost of delay.
State whether the request is approved, provisional, or scenario-only.

Capability

Describe the role and job-relevant evidence.

Record required role and expected proficiency.
Separate required skills from useful skills.
Record genuine domain, client, language, location, or timezone constraints.
State whether continuity or development opportunity should be considered.

Dates and capacity

Make the allocation shape explicit.

Record start date, end date, and expected hours or percentage by period.
State whether the need can be split between people.
Identify milestone or dependency dates.
Record flexibility in timing or allocation.

Candidate and decision review

Compare options and record the trade-off.

Check capability against the stated requirement.
Check usable availability across the whole period.
Review existing and proposed commitments.
Record selected, waitlisted, declined, or unresolved status.
Name the approver, reason, affected work, and follow-up date.

Read the Resource Allocation Guide