Resource Sheet
From Roles to Specific People
While the definition of roles tells us who we need, the Resource List answers the question of who it will specifically be. For every team member, we track:
- Capacity and Allocation: How much time can this person realistically dedicate to the project? Senior experts often split their time across multiple projects—having clarity here is the best prevention against team burnout and milestone delays.
- Resource Economics: A team member's cost rate is a key input for budget management. The template allows you to track whether your "dream team" lineup still fits within the project's financial guardrails.
- Contact and Logistic Details: Having quick access to contact information is invaluable during critical moments.
Not Just People, But Everything the Project "Consumes"
Project management isn’t just about people. A senior PM knows that success often depends on material and external inputs as well. Therefore, the Resource List includes:
- Material and Equipment: From developer hardware to specific software licenses or office spaces.
- External Services: Consultations, subcontracts, or specific audits purchased from external vendors.
- Machinery and Tech: Any additional cost items essential for project delivery.
Why keep this list at your fingertips at all times?
Having all resources in one place allows you to make informed decisions. When priorities or project scope shift, this template provides instant visibility into where you are short-handed, where resources are underutilized, and how any change in the lineup will impact the total budget.
At Projectman, we believe that effective resource planning is all about balance. With this template, you gain the oversight needed to manage your project efficiently, humanely, and with full regard for economic reality.