Project Capacity Management Checklist

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1. Establish Capacity Requirements.
   • Understand what kind and amount of work will be performed by your project
   • Quantify requirements and specifications that relate to project work
   • Define performance level that is required to support associated business needs
   • Make stakeholders aware of an impact the project may have on their organization
   • Hold a meeting with stakeholders to agree upon unit of measure for assessing conformance and adherence to required performance level
   • Associate unit of measure with measurable quantity of project work in order to assess resource availability
   • Test your project against defined business requirements and make necessary adjustments and corrections
   • Agree upon minimum level of capacity (outputs and services) the project should provide 
2. Analyze Current Capacity.
   • Determine how closely current performance of your project meets required performance level
   • Understand current capabilities of the project to assume what additional capacity may be required
   • Review performance of teams to identify whether they remain effective and are capable of accomplishing their tasks and activities
   • Check consumption of project resources that are necessary to support business requirements
   • Be sure that resource consumption remains sufficient at any given point in the project lifetime
   • Understand and evaluate all available (idle) resources and then allocate them to project activities that have lower performance
   • Track and analyze project progress to determine where capacity adjustments need to be made to support activities as defined by the project plan
   • Implement change control to ensure sufficient capacity is met 
3. Forecast Future Capacity.
   • Evaluate expected workloads (capacity) for a particular period of time
   • Understand how changes in expected capacity affect project activities
   • Identify requirements that should be followed to maintain future performance of your project at a level that satisfies stakeholder needs
   • Plan for future resource usage by developing resource estimates
   • Create a project capacity plan that describes 1) current configuration of resources, 2) required future configuration, 3) steps necessary to make any critical configuration changes
   • Identify key capacity areas that require monitoring and control in order to sustain an expected growth rate of the project
   • Define capacity thresholds that represent maximum and minimum levels of resource usage
   • Develop a risk treatment plan that explains how to mitigate the risk of ...

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