Resource Plan©

For [Project Name]

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Document Control
Document Information
©

Information
Document Id [Document Management System #]
Document Owner [Owner Name]
Issue Date [Date]
Last Saved Date [Date]
File Name [Name]

Document History

Version Issue Date Changes

[1.0] [Date] [Section, Page(s) and Text Revised]

Document Approvals

Role Name © Signature Date

Project Sponsor

Project Review Group ©

Project Manager

Quality Manager
(if applicable)

Procurement Manager
(if applicable)

Communications Manager
(if applicable)

Project Office Manager

(if applicable)

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Table of Contents

TEMPLATE GUIDE.........................................................................................................1
1 RESOURCE LISTING...............................................................................................2
1.1 LABOUR..................................................................................................................................... 2
1.2 EQUIPMENT................................................................................................................................ 2
1.3 MATERIALS.................................................................................................................................3

2 RESOURCE PLAN..................................................................................................4
2.1 SCHEDULE..................................................................................................................................4
2.2 USAGE.......................................................................................................................................5
2.3 ASSUMPTIONS.............................................................................................................................6
2.4 RISKS........................................................................................................................................6

3 APPENDIX............................................................................................................6

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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 (labour, equipment and materials) required

 A schedule outlining when each of the resources is required to be utilised
 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 utilised 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. ©

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 summarised 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 finalise the Financial
Plan as the fixed cost portion of the project will have been identified.
©

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.

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Resource Listing
This section identifies the types and numbers of resources required to complete the project.
A ‘resource’ is typically defined as the labour, equipment and materials used to complete the
activities in the Project.

Labour
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 Time Management xx/yy/zz xx/yy/zz

Manager solution which meets the Cost Management
requirements of the Quality Management
customer within budget 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. ©

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 High processing speed xx/yy/zz xx/yy/zz

team to plan, monitor 60 gig disk space
and control the project 19 inch monitor

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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.
©

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 Printer cartridges No. xx/yy/zz xx/yy/zz

Consumables 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.

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Resource Plan
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.

Month

Resource Jan Feb Mar Apr May Jun © Jul Aug Sept Oct Nov Dec Total

Labour
No.
 Project Manager
 Labour 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
 per month

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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.

Month

Activity Jan Feb Mar Apr May © Jun Jul Aug Sept Oct Nov Dec

Initiation
 Appoint Project Team
 Activity

Planning
 Develop Quality Plan
 Activity

Execution
 Build Deliverables
 Activity

Closure
 Customer Sign-off
 Activity

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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.©

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.

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)
 Organisational HR policies, guidelines and procedures
 Job descriptions for project roles
 CVs (Curricula Vitae) for project staff
 Other relevant information or correspondence.