Resource Plan ©
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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.
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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.
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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. Labor
List all of the roles, responsibilities and skill-sets required by completing the following table:
Role No. Responsibilities © Skill-Set Start End
Date Date
Project 1 Deliver the approved solution which meets the Time xx/yy/zz xx/yy/zz
Manager requirements of the customer within budget Management
Cost
Management
Quality
Management
People
Management
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. ©
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 No. Purpose © Specification Start End
Date Date
Computer 15 To enable the project team to plan, monitor and control High processing xx/yy/zz xx/yy/zz
the project speed
60 gig disk space
19 inch monitor
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.
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 Components © Amount Start Date End Date
Computer Consumables Printer No. xx/yy/zz xx/yy/zz
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
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.
Mont
h
Resource Jan Feb Mar Apr May Ju Jul Aug Sept Oct Nov De Total
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n c
Labor
Project Manager No.
Labor Type
Equipment
Computer
Equipment Type
Materials
Printer Cartridges
Material Type
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. 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.
Mont
h
Activity Jan Feb Mar Apr Ma Jun Jul Aug Sept Oct Nov Dec
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Initiation
Appoint Project Team
Activity
Planning
Develop Quality Plan
Activity
Execution
Build Deliverables
Activity
Closure
Customer Sign-off
Activity
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.©
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. ©