Project Resource Allocation Checklist

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1. Work Decomposition.
   • Create a work decomposition pattern (e.g. WBS) that includes a hierarchy of all phases, activities and tasks that have been added to your project plan.
   • List all resources (including HR) that are available to your project.
   • Identify critical tasks and activities that establish the longest possible duration for available resources to complete the project.
   • Establish dependencies between critical tasks.
   • Estimate the total number of working hours required for HR to do critical tasks and activities.
   • Develop individual time estimates for team members to identify how many hours every person is assigned to.
   • Use individual time estimates to develop a resource loading spreadsheet that presents hours and critical tasks assigned to available HR.
   • Develop a work decomposition schedule that summarizes the spreadsheet and serves as an annex to your project schedule.
2. Resource Leveling.
   • Begin to allocate people against project tasks and activities to even out their workload. This process is called resource leveling.
   • Use the resource loading spreadsheet to get the number of hours that each individual in your project team has available for work.
   • Identify the number of hours that team members are assigned to, according to your work decomposition schedule.
   • Identify loading status per individual: if the number of allocated hours is greater than the number of available hours, then the status is over-loaded; otherwise it is under-allocated.
   • Consider changing tasks and activities that are allocated to any resources which have under- or over-allocated loading status.
   • Consider adding more working hours for those resources in order to try to reach balanced workload.
   • Regard your resources as leveled only if loading status for all resources reaches balance.
3. Resource Prioritization.
   • Begin to plan for resource consumption to define how to best use available project resources. This activity is called resource prioritization.
   • Perform a quantitative analysis to identify the exact number of resources allocated to every task or activity.
   • Perform a qualitative analysis to identify the type and structure of resources allocated to every task or activity.
   • Identify resources allocated to critical tasks and activities.
   • Develop a project mapping pattern that explains what resources and in what quantities are assigned to critical tasks and activities of your project.
   • Set priority for critical resources.
   • Develop a resource prioritization matrix that shows how critical resources are allocated to critical tasks and activities and how they are supposed to be consumed.
   • Engage all resources in performing all tasks and activities of your project, while ensuring that critical resources are utilized and consumed as defined by the prioritization matrix.
4. Control.
   • Control availability of critical resources to avoid work interactions and delays.
   • Monitor loading status per critical resource.
   • Re-allocate critical resources and delegate critical tasks throughout the project to define an optimized amount of work for every resource.
   • Tyr to lower your project costs by reducing resource consumption while increasing resource loading ...

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