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Value achieved when completed

  • Ability to regularly review whether delivery teams and capabilities are aligned to priority work

  • A way to coordinate resourcing requests from between delivery teams ('demand') and providers of capability ('supply') with a formalised request and approval flow.The ability to link request to company priorities so resource requests have context to inform decision making

  • When resource needs are raised and assessed, it can be done with linkage to work priorities to ensure the right capability has been allocated to the right delivery teams at the right time

  • Ability to understand high level cost estimates of each delivery team

  • Ability to allow leaders to plan against a point in time reference structure point otherwise known as a baseline

Activities you will need to complete in order to achieve the values articulated above

How to set up TeamForm

AreaCategory

TeamForm Business Design Decisions and Associated Configuration Activities

People Data

The Business design decisions:

  • What data do resourcing managers need to gain holistic visibility of available resources they have? (eg: vacancies, long service leave, etc)

  • What is the end to end process resourcing managers should follow to raise the identified resourcing gaps to the HR recruitment team?

At TeamForm, we recommend the following additional data is brought into TeamForm the platform from HRIS system:

  • Employee leave/holiday information

  • Vacancies

  • Secondments

Configuration step(s):

Financials

Business design decisions:

  • How close to actuals are you comfortable with?

Blended rate card for each of your primary or secondary supply teams is brought

  • Is your organisation comfortable with the use of a blended rate card to give a high level estimation of what teams are costing?

  • Will Finance have resistance towards this high level costing?

  • Are you clear on the intent and purpose on the use of the blended rate card?

If your organisation is only ready to apply the use of actual costing of people then a blended rate card is not recommended to be brought in as it will cause confusion on what the numbers present vs what Finance provides them.

Configuration step(s):

Baseline Refresh

Define when you want to refresh the baseline reference point. At this stage we recommend you either do it at the start of every month or whenever the team is about head into a form of a planning cycle.

Configuration step(s):

  • Click here to read more on how to refresh the baseline.

Demand Requests and Approval Workflow

Business design decisions:

  • Who will approve requests

  • Who will raise requests

    • Who will run the process

    • Which delivery team types are allowed to raise and submit requests?

    • Which supply team types are allowed to review and approve requests?

    • What cadences and/or processes that will enable delivery team leads and supply leads to discuss contested resources and/or work priorities?

    • Are there any process guardrails that need to be put in place before demand team leads can go in and raise a demand request?

    • Are there any process guardrails and/or data that is required by the supply team lead to help inform them of their resource allocation decisions? (eg skillsets, cost centre IDs, etc)

    • How will delivery team leads be able to identify the right supply team to raise their capability request against?

    Configuration steps:

    • Click here to configure Planner on the agreed delivery team types that can raise request

    • Click here to configure Planner on the agreed supply team types that can approve request

    • Click here to create any new tag types that are required to support the workflow process

    • Click here to create any new tag values

    • Click here to configure tags that becomes a requirement data input in Planner

    Work Linkage

    All teams submitting a capacity request must provide a linkage to the work that they are requesting the raised capacity to complete

    Reports

    Data accuracy report is made available to ensure all FTE allocations to demand teams are done adequately

    Automated Notifications

    Business Design Decisions:

    Replace this instead of reports and having rule based automated notifications

    Planning cadence

    Raising Set up the planning cadence so that the raising of capacity needs is can be done throughout the quarter or . This is otherwise known as continuous planning where this planning hence cycle has limited formalised alignment with company cadences

    Piloting Scope

    Set up configuration in TeamForm so that all cross functional teams

    People understand the importance of the planning process and how TeamForm supports it

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