2014 Global Resource Management & Capacity Planning Benchmark Survey

1. 2014 Global Resource Management & Capacity Planning Benchmark Survey The Resource Dilemma Is Solvable….. Steve Beaumont Solutions Marketing Manager - Planview

2. The Dilemma • How can organizations be confident that they will have the capacity to meet strategic business goals with their current, finite resources? • And how can organizations ensure the right people are assigned to the right projects at the right time?

3. About the Study • 2014 State of Resource Management and Capacity Planning • 480 Global Participants from Professional Services, Product Development, IT, Enterprise PMOs etc. • Ranked RM and CP on a maturity model from low to high maturity • Top pain points, risks and unique practices • Explore the data at RMCP.planview.com

4. Definitions Resource Management Capacity Planning The assessment of available capacity during the demand prioritization and selection processes The ongoing assignment and maintenance of organizational resources as part of project operations and execution Assignment Assignment Tactical Strategic Execution/Operations Planning

5. Agenda • Capacity Planning Pain Points • Resource Management Pain Points • The Business Risk of Not Addressing them • The Top Five Practices of Top Performers • The Resource Dilemma Is Solvable….. • Key Takeaways • And Finally….

6. Capacity Planning Pain Points

7. Resource Management Pain Points

8. The Business Risks of NOT AddressingResource Management and Capacity Planning

9. The Top Five Practices of Top Performers The 2014 benchmark research shows clear differences in the way best performing organizations approach resource management and capacity planning. The results point to a set of five practices that lower maturity organizations should model to realize bottom-line business benefits and improve resource efficiency

10. 5 Practices of the Top Performers 1. Holistic view into BOTH pipeline demand and resource capacity 5. Granular and multi-dimensional in planning 2. Put in Resource Management functions 3. Stop relying on spreadsheets and use the right software 4. Continuous, iterative planning

11. 1. Holistic View GAIN A HOLISTIC VIEW INTO RESOURCE CAPACITY AND PIPELINE DEMAND The best performers are 53% more likely than their lower maturity peers to have this capability and the benefits resulting from it

12. 1. Holistic View Into BOTH Pipeline Demand and Resource Capacity • RESOURCE CAPACITY • Roles • Resource Type/Skills • Outsource/FTE • PIPELINE DEMAND • Priorities • Costs • Rank • Etc. To make demand decisions with capacity in mind

13. 2. Resource Management Function Higher maturity organizations are 36% more likely than their lower maturity counterparts to have a resource management function in place PUT A RESOURCE MANAGEMENT FUNCTION IN PLACE

14. 2. Resource Management Function “Exec leadership direction is key. We’ve been at PMO creation and administration for years and we have had starts and stops for years, but until we got executive support from the top down, we didn’t see any movement and activity. Now we are able to move the business units that once operated as separate ‘kingdoms’ all in the same direction, and they are excited about it.” - Project Manager, PMO, Global Manufacturer

15. 3. Stop Relying on Basic Tools Higher maturity organizations are 26% less likely than lower maturity organizations to rely on basic tools and spreadsheets STOP RELYING ON SPREADSHEETS AND BASIC TOOLS AND START USING THE RIGHT SOFTWARE

16. 4. Continuous, Iterative Capacity Planning BE MORE ITERATIVE AND CONTINUOUS IN PLANNING The top performers are 40% more likely to have an iterative approach to capacity planning

17. 5. Granular, Multi- Dimensional Planning GET MORE GRANULAR AND MULTI-DIMENSIONAL FOR RESOURCE PLANNING AND ASSIGNMENTS Mature organizations are 38% less likely to have insufficient detail in capacity or resource information..

18. The Resource Dilemma Is Solvable….. The top performers are no longer in chaos. Instead, they are looking ahead to the true business multipliers: • how to reduce spare capacity; • how to speed innovation; • how to deliver exceptional quality products and services; • how to deliver complex projects on time – all with the resources they have today.

19. Key Takeaways Organizations that are solving the resource dilemma: • Understand that resource management and capacity planning are distinct but interrelated disciplines that require attention and improvement to advance resource efficiency and returnon resource investments; • Have a holistic view into both resource capacity and pipeline demand; • Invest in the people, processes, and tools to improve in both areas with statistically significant reductions in pain points. DEMAND CAPACITY

20. And finally - Use the right tools…. The top performers are achieving real business benefits from using the right tools…

21. At the Core of Your Business Maximize Opportunity with Constrained Resources Build an Integrated Strategy and Execution Plan Strategy Improve Agility and Collaboration Increase the Capacity to Innovate Portfolio and Resource Management Execution Financials

22. Survey Infographic Available on the Planview stand 104/106

23. Next Steps • Assess your organizations & explore the data and get the full report to benchmark with your peers - RMCP.planview.com • Follow the Top 5 Practices of Top Performers • Visit Planview’s Stand 104/106 • Email: infouk@planview.com