Template · C28
Build a marketing capacity plan
Does the team have the time and skills required?
Direct answer
The capacity plan compares workload by role and period with net availability, then flags peaks, bottlenecks and missing skills.
01Rephase, reinforce, outsource or reduce the portfolio.
02The rule, the evidence and the next review date stay visible.
How to use this
Move from the question to the deliverable.
Does the team have the time and skills required?
Rephase, reinforce, outsource or reduce the portfolio.
Workload plan
Downloadable template · SQ-08
Convert headcount into net usable capacity
A number of FTEs is not a project capacity. Absences, recurring activity, coordination and recovery margin must be removed before comparing demand.
Illustrative quarterly model calculated in days by role.
- 01Establish the gross
Multiply the FTEs by the working days in the period.
- 02Deduct
Remove absences, recurring activity and time that cannot be mobilised.
- 03Compare
Set net capacity against demand at the same role and period level.
- 04Decide
Rephase, reduce, reinforce or outsource each shortfall.
Quarterly capacity plan by role
The model distinguishes gross capacity, unavailability, recurring activity, net capacity, demand and variance.
Net capacity = FTE × working days − absence − recurring activity − coordination| Role | FTE | Gross | Unavailable | Recurring | Net | Demand | Gap |
|---|---|---|---|---|---|---|---|
| Content | 2.0 | 120 d | 18 d | 34 d | 68 d | 82 d | −14 d |
| Acquisition | 1.5 | 90 d | 12 d | 24 d | 54 d | 49 d | +5 d |
| Marketing ops | 1.0 | 60 d | 8 d | 22 d | 30 d | 42 d | −12 d |
| Design | 0.8 | 48 d | 6 d | 15 d | 27 d | 36 d | −9 d |
01The portfolio asks for 30 days more than net capacity.
02The Marketing ops shortfall conditions several initiatives and must be settled before design.
03The 5 days available in acquisition do not offset a skill shortfall on another role.
Fictitious data. The model must keep a single unit and assumes no interchangeability between roles.
Coherence controls
Minimum conditions before validation.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
Usable deliverable
Workload plan
Explore the decision further with an interactive control, or start from a structured template to produce your deliverable.