Resource Planning Template

Maximize efficiency and results with this comprehensive resource planning template.
Or import into an existing account
Resource Planning Template

What is Resource Planning?

Resource planning is the process of organizing and allocating resources, such as staff, finances, materials, and technology, to carry out activities and projects to meet organizational goals. It ensures that the right resources are in the right place at the right time to achieve maximum efficiency and results.

What's included in this Resource Planning template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Resource Planning template for?

This resource planning template is designed for organizations of all sizes and industries. It provides a framework for mapping out the resources needed for a successful project, enabling managers and executives to optimize the use of resources and maximize efficiency and results.

1. Define clear examples of your focus areas

A focus area is a broad area of improvement or a set of goals that an organization wants to focus on. For example, an organization may have a focus area of maximizing resource efficiency, increasing team productivity, or enhancing customer experience.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that an organization wants to achieve within a focus area. For example, under a focus area of maximizing resource efficiency, an organization might have objectives of optimizing staff utilization and reducing overhead costs.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (key performance indicators) are measurable targets that are used to assess the progress of an organization in achieving its objectives. For example, under an objective of optimizing staff utilization, a KPI might be increasing the number of hours worked per week.

4. Implement related projects to achieve the KPIs

Projects (actions) are specific initiatives that an organization needs to implement to achieve its KPIs. For example, to achieve the KPI of increasing the number of hours worked per week, an organization might implement flexible scheduling.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is the world's leading strategy execution platform. It helps organizations of all sizes streamline their strategy and manage resources more efficiently, enabling them to see faster and better results from their strategy.

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