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Professional Services Allocation Tracker

Professional Services Allocation Tracker

How to allocate teammate time in a small agency, consulting, or other team with hourly work

Please the client, don't wear out the team

Every agency, consulting firm, or other advisory firm has two major objectives - make their client happy with amazing work, and keep the team happy that's delivering the work. Unfortunately, it can sometimes be difficult to accurately account for all the work you're putting on the team - and worse, sometimes resources can go under-utilized and you don't have the billings you need.

This template lets you see how much each team member is being utilized based on the projects they're staffed to. It's built with a product, engineering, and design lens, but you can customize it to include other types of roles.


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