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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.

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Why do we need Planner?

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.

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titleWhat does Planner look like in TeamForm?

Planner provides the ability for demand leads such as Domain Leads to raise requests for the required capabilities to deliver on their upcoming committed delivery and specify the specific skill set that they are after. It also provides the supply leads such as Chapter Leads a central place to review and approve all the requests of their people and hence have an informed prioritisation conversations and alignment of resource availability. This module allows demand and supply leads to enter the forecasted full time equivalent amounts, skills and other notes per chapter. 

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titleWhat are the use cases of Planner

Additional Information

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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