Resource Plan For [Project Name]

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Information [Document Management System #] [Owner Name] [Date] [Date] [Name]

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Version [1.0] Issue Date [Date] Changes [Section, Page(s) and Text Revised]

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Table of Contents
TEMPLATE GUIDE..........................................................................................................................1 1 RESOURCE LISTING.....................................................................................................................2
1.1 LABOR...............................................................................................................................................................2 1.2 EQUIPMENT.........................................................................................................................................................2 1.3 MATERIALS.........................................................................................................................................................3

2 RESOURCE PLAN........................................................................................................................4
2.1 SCHEDULE..........................................................................................................................................................4 2.2 USAGE..............................................................................................................................................................5 2.3 ASSUMPTIONS......................................................................................................................................................6 2.4 RISKS...............................................................................................................................................................6

3 APPENDIX..................................................................................................................................6
...........................................................................................................................................................................6

ii

Template Guide
What is a Resource Plan? A Resource Plan identifies the physical resources required to complete the project. A typical Resource Plan includes: A list of the types of resources (labor, equipment and materials) required A schedule outlining when each of the resources is required to be utilized An assignment of each resource to a set of activities to be completed.

To create a Resource Plan, the following steps are undertaken: List the general types of resources to be utilized on the project Identify the number of resources and purpose of each type of resource Identify when the resources are required by completing a Resource Schedule table Allocate the resources to project activities by completing a Resource Usage table.

When to use a Resource Plan A Resource Plan is typically developed towards the end of the Project Planning phase, after the Work Breakdown Structure (WBS) has been identified. Although summarized resource information may be described within the Business Case, Feasibility Study, Terms of Reference or Project Plan, a detailed Resource Plan cannot be created until every activity and task within the Project Plan has been identified. For simple projects, it may be necessary to enter only the resource name against the project activity (on the Project Plan), especially if using a planning tool such as Microsoft Project. For larger, more complex projects, a full resource plan (provided by this document) should be completed to ensure that the resource allocation is both accurate and appropriate. Following the completion of the Resource Plan, it will be possible to finalize the Financial Plan as the fixed cost portion of the project will have been identified.

How to use this template This document provides a guide on the topics usually included in a Resource Plan. Sections may be added, removed or redefined at your leisure to meet your particular business circumstance. Example tables, diagrams and charts have been added (where suitable) to provide further guidance on how to complete each relevant section.

1 Resource Listing
This section identifies the types and numbers of resources required to complete the project. A resource is typically defined as the labor, equipment and materials used to complete the activities in the Project.

1.1 Labor
List all of the roles, responsibilities and skill-sets required by completing the following table: Role
Project Manager

No.
1

Responsibilities

Skill-Set
Time Management Cost Management Quality Management People Management

Start Date
xx/yy/zz

End Date
xx/yy/zz

Deliver the approved solution which meets the requirements of the customer within budget

Note: All roles within the project should be listed here The No. represents the number of full-time equivalent people required for the role Only a summary of the Responsibilities and Skill-Sets is required. When appropriate, include a Job Description within the Appendix The Start-Date and End-Date outline the timeframes for which the role is required.

1.2 Equipment
List all of the items of equipment required to undertake the project, including computers, furniture, building facilities, machinery and vehicles. Each item of equipment should be defined by outlining its purpose, specification and period required by completing the following table. Item
Computer

No.
15

Purpose

Specification
High processing speed 60 gig disk space 19 inch monitor

Start Date
xx/yy/zz

End Date
xx/yy/zz

To enable the project team to plan, monitor and control the project

Note: All major equipment Items within the project should be listed here The No. represents the number of equipment items required to undertake the project The Start-Date and End-Date provides the timeframe for which the equipment is required by the project.

1.3 Materials
List all of the generic materials required to undertake the project, including stationery, computer consumables, building materials, power, water and gas. Each material item should be defined by outlining its components and period of required use. Complete the following table. Item
Computer Consumables

Components

Amount
No.

Start Date
xx/yy/zz

End Date
xx/yy/zz

Printer cartridges Printer paper Disks for backup

Note: All Items of materials required by the project should be listed here The Amount is the approximate quantity of each item listed to undertake the project The Start-Date and End-Date provides the timeframe for which the materials will be required by the project.

2 Resource Plan
2.1 Schedule
Now that the resource types have been listed, we need to identify when each of these resources is required for the project. A detailed Resource Plan will list the specific resources required for every day of the project. For simplicity, the following example lists the resources required on a monthly basis. Month Resource
Labor Project Manager Labor Type Equipment Computer Equipment Type Materials Printer Cartridges Material Type Total

Jan
No.

Feb

Mar

Apr

May

Jun

Jul

Aug

Sept

Oct

Nov

Dec

Total

Once the number of resources allocated to the project (each month) have been listed above, it is then possible to verify the total number of each type of resource allocated to the project for its entire duration as well as per month.

2.2 Usage
It is also important to identify which activities the resources will be allocated against during the project. A detailed Resource Plan will define the activities which each resource will undertake for each day on the project. For simplicity, the following example provides a listing of the activities which each resource will undertake, on a monthly basis. Month Activity
Initiation Appoint Project Team Activity Planning Develop Quality Plan Activity Execution Build Deliverables Activity Closure Customer Sign-off Activity

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sept

Oct

Nov

Dec

2.3 Assumptions
List any assumptions made during this Resource Planning exercise. Examples include: It is assumed that the: Project delivery dates will not change during this project Resource requirements will not change during this project Resources identified will be available as required.

2.4 Risks
List any risks identified during this Resource Planning exercise. Examples include: That key staff resign during the project That further training is required to complete the tasks allocated That budget constraints lead to inferior resources being allocated.

3 Appendix
Attach any documentation you believe is relevant to the Project Plan. Examples include: Other project documentation (Business Case, Feasibility Study, Terms of Reference, Project Plan) Organizational HR policies, guidelines and procedures Job descriptions for project roles CVs (Curricula Vitae) for project staff Other relevant information or correspondence.