PLANNING CAPACITY BEFORE YOU'RE UNDERWATER
By the time you feel the pain, you’re already behind.
Reactive hiring burns out your team, blows your margins, and puts client satisfaction at risk. The data to plan ahead is already in your PSA – you just need to read it.
The scenario:
You need to forecast Q1 staffing needs based on current workload trends and pipeline.
The prompt:
You’re planning Q1 capacity.
Here’s current data: [paste PSA utilization, ticket volume trends, sales pipeline]
Analyze and produce:
– Current utilization by role and skill set
– Projected demand based on ticket trends and new clients
– Gap analysis: where you’ll be short and when
– Hiring vs. contractor recommendations
– A 100-word summary for the leadership meeting
Flag any assumptions you’re making.