Why are these best practices?

Best practice

Create and compare multiple high-level scenarios to help navigate your organization through strategic road mapping.

Here’s why

By viewing and comparing multiple scenarios, at a high level, you’re able to accurately evaluate the resources needed to accomplish your goals. You can make sure your organization is staffed appropriately, budgets are spread accordingly, and the appropriate goals are met at the desired time.

This also allows you to determine the best plan of action to accomplish each initiative while optimizing resources and navigating shifting budgets. Planning ahead and weighing multiple scenarios can help you adapt to changes more quickly and course correct, if necessary.

Best practice

Keep scenarios to a minimum.

Here’s why

Although you can create many scenarios in an initiative, it’s recommended to keep those to a minimum. This will make comparing scenarios easier when looking at them in card format and the delivery of the chosen scenarios more manageable.

Best practice

Estimate or adjust the required job roles or Fixed Costs information monthly.

Here’s why

Keeping the required job roles and costs of the initiative up-to-date keeps the initiative calculations in the scenario as accurate as possible. This way, you can allocate your people resources and hours to your priority projects and easily see what you need to know about your supply and demand.

This can also allow you to quickly see and resolve any conflicts in resources, budgets, or timelines that may arise.

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