Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Planner provides the ability for leaders of work or delivery teams (aka demand teams) to raise requests for additional resourcing they need to deliver on their upcoming needs.
If enabled in TeamForm, planner can show linked objectives and allow requestors to specify the specific skills or capabilities they seek.
Planner can also provides the leads in home / chapter teams (aka supply teams) a central place to review and approve resource requests and to enable informed prioritisation conversations and alignment of resource availability when there is resource contention.

Why do we need it?

During a planning cycle, leaders focus on delivering their business commitments with consideration of headcount, available roles, skills and budget. The aim is to meet demand from the existing workforce, which is efficient, retains IP and promotes internal growth. Planner enables the best of demand to supply process.

Details

...

Tip

This page explains the combined functionality of Planner, Forecast and Team Builder acting together to
- enable organisations to manage demand and supply of the workforce in the near term
- plan over longer horizons and
- assign people to teams once planning is complete (i.e. demand met by supply).

Planner

Forecast

Team Builder