Playbooks, frameworks, and benchmarks for utilization, bench management, staffing plans, and revenue forecasting. Written for COOs, resource managers, and ops leads at 30 to 500 person firms.
A step-by-step re-plan sequence for services firms when a signed deal moves and half your delivery team is now under-allocated for the quarter.
PlaybooksA resource manager's playbook for a rolling 12-week capacity plan that stays accurate when scopes slip. Includes the required columns, cadence, and ownership rules.
PlaybooksThe seven habits that make capacity plans decay at services firms, from calendar-only planning to averaging away overallocation, and how to fix each one.
BenchmarksUnstaffed hours quietly vaporize margin. Here are the three reporting gaps that hide bench at services firms and how to close each one before month-end.
OperationsHow resource management and FP&A stop maintaining two conflicting numbers. A framework for reconciling the staffing plan and the revenue forecast at services firms.
FrameworksHow to set utilization targets by role for engineers, principals, designers, and PMs at a services firm, without gaming the math or burning out the team.
Business caseA CFO-friendly walkthrough of the utilization points, forecast accuracy, and hiring decisions a live capacity grid actually returns at services firms.
StrategyHow to run three staffing scenarios in parallel so you know which hires and losses actually move the forecast. A framework for services ops leads.
PlaybooksA 12-week playbook to move a services firm from 70% to 80% billable utilization using bench visibility, skill matching, and staffing discipline.
MetricsUtilization reports drift from reality because time tracking, allocations, and PTO decay separately. Here are the reconciliation rules that fix the inputs.