{"id":2856,"date":"2022-03-03T16:30:58","date_gmt":"2022-03-03T16:30:58","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=2856"},"modified":"2024-08-06T14:40:04","modified_gmt":"2024-08-06T14:40:04","slug":"workload-management","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/project-management\/workload-management","title":{"rendered":"The top 5 workload management tips for project managers"},"content":{"rendered":"<p>When we think about project manager goals, our minds go to <a href=\"https:\/\/americanliterature.com\/childrens-stories\/goldilocks-and-the-three-bears\" target=\"_blank\" rel=\"noopener\">Goldilocks and the Three Bears<\/a> (stay with us for a second). Just like the wandering child, PMs are always searching for the \u201cjust right\u201d option. Only instead of the optimal temperature of porridge or the firmness of a chair, the sought-after prize is an optimal balance of strategic assignments among your team.<\/p>\n<p>Teams that are over or under capacity spell trouble for your project success rates and your bottom line. If you place too much work on team members, they\u2019re prone to <a href=\"https:\/\/ssir.org\/articles\/entry\/burnout_from_an_organizational_perspective\" target=\"_blank\" rel=\"noopener\">costly burnout<\/a> and <a href=\"https:\/\/www.cnbc.com\/2022\/01\/04\/rapid-quitting-and-hiring-will-continue-in-2022-despite-omicron-wave-economists-say.html\" target=\"_blank\" rel=\"noopener\">turnover<\/a>. But if things are too boring, they\u2019ll get frustrated and mentally check out, which <a href=\"https:\/\/www.gallup.com\/workplace\/321743\/increase-productivity-lowest-possible-cost.aspx\" target=\"_blank\" rel=\"noopener\">impacts productivity and profitability<\/a>.<\/p>\n<p>The key to serving up a just-right <a href=\"https:\/\/resourceguruapp.com\/blog\/resource-management-plan-mistake\">balance of billable assignments and downtime<\/a> is to master <strong>workload management<\/strong>.<\/p>\n<p>Effective workload management results in the best use of your team\u2019s time and talent. Instead of simply doling out random tasks based on hunches, you base assignments on resource availability and employee skillsets. This strategy also creates a more even distribution of work, ensuring everyone can meaningfully contribute.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/workload-management\/#1-Adjust-workloads-based-on-utilization-rates-and-individual-capacity\" >1. Adjust workloads based on utilization rates and individual capacity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/workload-management\/#2-Assess-individual-skillsets-and-goals-when-assigning-work\" >2. Assess individual skillsets and goals when assigning work<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/workload-management\/#3-Build-task-deadlines-based-on-data-not-guesswork\" >3. Build task deadlines based on data, not guesswork<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/workload-management\/#4-Use-an-objective-framework-to-determine-project-priorities\" >4. Use an objective framework to determine project priorities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/workload-management\/#5-Support-your-team-members\" >5. Support your team members<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/workload-management\/#Work-wonders-with-workload-management-software\" >Work wonders with workload management software<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"1-Adjust-workloads-based-on-utilization-rates-and-individual-capacity\"><\/span>1. Adjust workloads based on utilization rates and individual capacity<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Consistently reviewing both organizational <a href=\"https:\/\/resourceguruapp.com\/blog\/project-managers-resource-utilization\">resource utilization<\/a> and individual capacity allows you to make smarter workload planning choices. These metrics give you insight into how balanced your workloads are. By reviewing them regularly, you can get ahead of problems before employees lose morale and projects get derailed (or before someone burns their tongue on steaming oatmeal).<\/p>\n<p>Your organizational utilization rate gives you a clear sign of where your team stands:<\/p>\n<ul>\n<li><strong>Over 80%<\/strong> = Overbooked (too hot)<\/li>\n<li><strong>Under 70%<\/strong> = Underbooked (too cold)<\/li>\n<li><strong>70 to 80%<\/strong> = Just right<\/li>\n<\/ul>\n<p>At a <a href=\"https:\/\/www.gartner.com\/smarterwithgartner\/avoid-overloading-project-team\" target=\"_blank\" rel=\"noopener\">70-80% utilization rate<\/a>, your employees are engaged and still have enough <a href=\"https:\/\/www.nbforum.com\/nbreport\/why-slack-time-is-essential-in-breeding-innovation-and-change\/\" target=\"_blank\" rel=\"noopener\">slack time<\/a> for relaxation, fun, and creativity. This helps them do their best work. While a <a href=\"https:\/\/resourceguruapp.com\/features\/capacity-planning-software\">workload management tool<\/a> typically calculates the utilization rate automatically on your dashboard, you can also determine it manually with the following formula:<\/p>\n<div style=\"background: #f9f8f8; padding: 30px;\"><strong> Organizational utilization rate =<\/strong><br \/>\n(Total individual utilization rates \u00f7 Total number of employees) x 100<\/div>\n<p>&nbsp;<\/p>\n<p>Once you understand your team\u2019s utilization rate, you can decide if you need to add, remove, or reassign work.<\/p>\n<p>Let\u2019s say your team had a 90% utilization rate. This is a red flag that you need to reduce workloads \u2013 start by evaluating the projects eating up the most time and resources. Then drill down into the individual project assignments on each team and identify those with extra-high or extra-low workloads.<\/p>\n<div id=\"attachment_2803\" style=\"width: 2058px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2803\" class=\"wp-image-2803 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-resource-utilization.png\" alt=\"checking resource utilization for workload management\" width=\"2048\" height=\"1156\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-resource-utilization.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-resource-utilization-943x532.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-resource-utilization-1042x588.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-resource-utilization-1536x867.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-resource-utilization-943x532@2x.png.webp 1886w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><p id=\"caption-attachment-2803\" class=\"wp-caption-text\"><em>Proactively identifying which employees are under, at, or over capacity helps you make smarter workload allocations that prevent burnout or disengagement.<\/em><\/p><\/div>\n<p>From there, see where you can shorten or reassign tasks to create a more balanced workload. After you make these adjustments, recalculate your team utilization rate and see how it improves.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"2-Assess-individual-skillsets-and-goals-when-assigning-work\"><\/span>2. Assess individual skillsets and goals when assigning work<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Besides figuring out how much work to assign, determining what type of work to assign to each person is one of the most important parts of effective team workload management. The better you can match individual skills and interests with the work available, the more engaged your team members will be. This leads to higher-quality deliverables and happier clients.<\/p>\n<p>Either keep track of employee skillsets in a spreadsheet or use <a href=\"https:\/\/resourceguruapp.com\/features\/project-scheduling-software\">project scheduling software<\/a> to search your employee directory based on the experience and talent you need.<\/p>\n<div id=\"attachment_2773\" style=\"width: 1310px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2773\" class=\"wp-image-2773 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-filters.webp\" alt=\"resource guru filter resources\" width=\"1300\" height=\"859\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-filters.webp 1300w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-filters-943x623.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/02\/resource-guru-filters-1042x689.webp 1042w\" sizes=\"auto, (max-width: 1300px) 100vw, 1300px\" \/><p id=\"caption-attachment-2773\" class=\"wp-caption-text\"><em>Resource Guru\u2019s custom search filters make it easy to find available employees with the skillsets you need for a project.<\/em><\/p><\/div>\n<p>It\u2019s also beneficial to develop an understanding of your team members\u2019 career goals and interests to think critically about <a href=\"https:\/\/resourceguruapp.com\/blog\/resource-allocation-guide\">resource allocations<\/a>. You\u2019ll help them grow, and you gain a deeper bench for billable work after people get opportunities to hone their secondary skills.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"3-Build-task-deadlines-based-on-data-not-guesswork\"><\/span>3. Build task deadlines based on data, not guesswork<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Set realistic <a href=\"https:\/\/resourceguruapp.com\/blog\/project-scheduling-101\">project milestones<\/a> by reviewing previous project data and running <a href=\"https:\/\/resourceguruapp.com\/features\/project-forecasting-reports\">project forecasts<\/a> that include upcoming <a href=\"https:\/\/resourceguruapp.com\/features\/leave-management\">personal time off<\/a>.<\/p>\n<p>Compared to relying on best guesses, you\u2019ll get a more accurate estimate of how long each task will take and how many resources you\u2019ll need to get everything accomplished. A better estimate will help you avoid time crunches or delays, which add stress for all project stakeholders and negatively impacts employee performance and client relationships.<\/p>\n<p>Run these reports throughout the duration of the project to make sure your team is on track to reach their due dates. If not, use the data to quickly determine what project aspects need to be tweaked to keep everything running smoothly toward the finish line.<\/p>\n<p>For example, if you run a mid-way forecast that shows you\u2019re behind schedule, you might need to assign overtime or bring in another team member.<\/p>\n<p>It\u2019s also a good idea to gain insight into deadlines from your team members. Send out a quick survey asking how much time they would need for X, Y, and Z tasks. Since they\u2019re the ones doing the work, you should get a reasonably accurate answer.<\/p>\n<div style=\"background-color: #f9f8f8; padding: 30px 40px; margin-top: 40px;\">Check out our <a href=\"https:\/\/resourceguruapp.com\/blog\/download-a-free-resource-scheduling-template-for-excel\">free resource scheduling template<\/a><\/div>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"4-Use-an-objective-framework-to-determine-project-priorities\"><\/span>4. Use an objective framework to determine project priorities<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Use a standard process to identify which activities are the most important. With a framework instead of guesswork, you\u2019ll optimize your team\u2019s time and <a href=\"https:\/\/resourceguruapp.com\/blog\/effortless-secrets-to-driving-project-success\">set projects up for success<\/a>.<\/p>\n<p>While each project task contributes to getting the project to the finish line, they don\u2019t all carry the same weight. If you don\u2019t have a logical method for determining which workflow activities are high or low priorities, you\u2019ll constantly scramble to rearrange schedules because you incorrectly determined the urgency or value of tasks.<\/p>\n<p>Avoid this by using a clear template, such as the <a href=\"https:\/\/www.mindtools.com\/pages\/article\/newHTE_91.htm\" target=\"_blank\" rel=\"noopener\">Eisenhower Prioritization Matrix<\/a>, that prompts you to objectively label each new project task based on its importance and urgency.<\/p>\n<p>Think about the complexity, time sensitivity, duration, and resources required to determine which quadrant the activity belongs in:<\/p>\n<div id=\"attachment_2861\" style=\"width: 1922px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2861\" class=\"wp-image-2861 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/eisenhower-prioritization-matrix.png\" alt=\"prioritization matrix for workload management\" width=\"1912\" height=\"1000\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/eisenhower-prioritization-matrix.png 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/eisenhower-prioritization-matrix-943x493.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/eisenhower-prioritization-matrix-1042x545.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/eisenhower-prioritization-matrix-1536x803.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/eisenhower-prioritization-matrix-943x493@2x.png.webp 1886w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><p id=\"caption-attachment-2861\" class=\"wp-caption-text\"><em>Scoring matrices like the Eisenhower Prioritization Matrix help you objectively determine the priority levels of different tasks.<\/em><\/p><\/div>\n<ul>\n<li><strong>Do:<\/strong> High priority; important and urgent<\/li>\n<li><strong>Schedule:<\/strong> Medium priority; important but not urgent<\/li>\n<li><strong>Delegate:<\/strong> Medium priority; urgent but not important<\/li>\n<li><strong>Eliminate:<\/strong> Low priority; not important or urgent<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"5-Support-your-team-members\"><\/span>5. Support your team members<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Workload management is largely <a href=\"https:\/\/resourceguruapp.com\/blog\/simple-steps-to-unleash-your-teams-full-potential\">people management<\/a>. When you establish a good rapport with your team and act as a helpful leader, you can get ahead of problems and boost employee performance and morale.<\/p>\n<h3>Ask your team members how they\u2019re doing<\/h3>\n<p>Check in with your team on how they feel about their current workloads\u2014and how they currently feel at and outside of work. You\u2019ll reduce stress and build more job satisfaction when you <a href=\"https:\/\/hbr.org\/2022\/01\/how-leaders-can-build-connection-in-a-disconnected-workplace\" target=\"_blank\" rel=\"noopener\">connect on a more personal level<\/a>, and this happens by expressing empathy and facilitating honest conversations.<\/p>\n<h3>Identify common roadblocks and offer solutions<\/h3>\n<p>If you don\u2019t identify problems, you can\u2019t identify solutions. Listen to what\u2019s on your team&#8217;s mind and combine empathy with actionable suggestions to help them overcome obstacles.<\/p>\n<p>For instance, if someone is struggling with their workload, see if there\u2019s a way to temporarily scale back on billable assignments. Pay extra attention to problems that come up across the entire team, like a lack of training or wide-scale burnout, and surface them with senior colleagues.<\/p>\n<h3>Minimize meetings<\/h3>\n<p>Meetings are known <a href=\"https:\/\/www.kornferry.com\/about-us\/\/press\/working-or-wasting-time\" target=\"_blank\" rel=\"noopener\">productivity killers<\/a>, with most respondents in a Korn Ferry survey noting that excess meetings and calls inhibit their ability to focus on work. And 1 in 3 workers spend between 2 to 5 hours in meetings every week that \u201cdon\u2019t accomplish anything.\u201d<\/p>\n<p>Give valuable time back to your team by first addressing issues via email or Slack instead of scheduling a call.<\/p>\n<h3>Say \u201cthank you\u201d<\/h3>\n<p>Taking the time to express appreciation for your team\u2019s hard work and individual performance \u2013 especially during tough projects \u2013 goes a long way. Brandon Hall Group found that companies with <a href=\"https:\/\/www.achievers.com\/resources\/analyst-insight\/the-business-impact-of-inclusive-and-frequent-recognition\/\" target=\"_blank\" rel=\"noopener\">high levels of employee recognition<\/a> were 2.5 times more likely to see higher employee engagement than those who lacked recognition-based cultures.<\/p>\n<div class=\"adblock adblock--bright03\">\n<div class=\"adblock__image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2214\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/ogilvy.png\" alt=\"Ogilvy\" width=\"562\" height=\"576\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2206\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/martin.png\" alt=\"Martin\" width=\"528\" height=\"576\" \/><\/div>\n<blockquote><p>&#8220;With the Guru software we get better insights into our daily planning. Great tool &amp; easy to use.&#8221;<\/p>\n<footer><strong>Martin Verdult<br \/>\n<\/strong>Head of Operations<\/footer>\n<p>&nbsp;<\/p><\/blockquote>\n<div class=\"adblock__link\"><img decoding=\"async\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/themes\/resourceguru_2019\/images\/resource-guru-vertical.svg\" \/><br \/>\n<a id=\"customtestimonial\" class=\"button\" href=\"https:\/\/app.resourceguruapp.com\/signup\">Try It Free<\/a><\/div>\n<\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Work-wonders-with-workload-management-software\"><\/span>Work wonders with workload management software<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The data that goes into accurately predicting, analyzing, and allocating your team&#8217;s work usually comes from multiple sources. Instead of toggling back and forth between error-prone Excel sheets, switch to a <a href=\"https:\/\/resourceguruapp.com\/\">work management tool<\/a> that offers real-time visibility into workloads and the ability to adjust them with the click of a button.<\/p>\n<h3>Related Resource Guru reads<\/h3>\n<ul>\n<li><a href=\"https:\/\/resourceguruapp.com\/blog\/resource-management-plan-mistake\">The #1 mistake you\u2019re making with your resource management plan<\/a><\/li>\n<li><a href=\"https:\/\/resourceguruapp.com\/blog\/project-managers-resource-utilization\">What project managers need to know about resource utilization<\/a><\/li>\n<li><a href=\"https:\/\/resourceguruapp.com\/blog\/resource-allocation-guide\">The complete guide to resource allocation in project management<\/a><\/li>\n<li><a href=\"https:\/\/resourceguruapp.com\/blog\/5-tips-for-resource-forecasting-in-project-management\">The ultimate resource forecasting guide for project managers<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>When we think about project manager goals, our minds go to Goldilocks and the Three Bears (stay with us for a second). Just like the wandering child, PMs are always searching for the \u201cjust right\u201d option.&hellip;<\/p>\n","protected":false},"author":29,"featured_media":2862,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[38],"tags":[],"class_list":["post-2856","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The top 5 workload management tips for project managers<\/title>\n<meta name=\"description\" content=\"Over or under capacity teams spell trouble for projects managers. 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