Planner

When enabled, Planner is a module allowing you to connect teams, objectives and the request for additional workforce with an articulation of what is needed to enable outcomes.

Planner uses supply teams (aka chapters) as a centralised location to review the people in your chapters against the requests for workforce changes based on a clear rationale of what is driving the ask.

Why do we need Planner?

During a planning cycle, Planner provides the ability for demand leads (sometimes called Delivery Leads, or Domain Leads) to raise requests for the required capabilities to deliver on their upcoming committed delivery and specify the specific skill set that they seek. 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. 

Leaders can then 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.

Planner Use Cases

• Org design

• Workforce planning Team-Centric Workforce Planning

Additional Information

• What is a planning period?
• What is the column Current? How is calculated? As-at-when is that value is correct?
• How to approve demand requests - relevant to supply leads
• Approve resource requests from demand teams
• How to raise and submit demand requests to supply teams
• Concepts that underpin the Planner module
• What can users do?
• How to load budgets
• How to load in daily rate cards
• How to execute calculation of baseline
• Planner
• Forecast
• Team Builder
• What is a planning period / allocation project?

Other Related Information