Understanding how busy your team ーand making sure they are at just the right levelー is one of the hardest balancing act of a digital agency. Solving it is a challenge as well because every tool tackles it a bit differently: Resource Guru, Float, Harvest, 10k ft, Mavenlink, and Accelo all have their own approach. To further muddy the solution waters, studio managers and PMs hack away at some beautifully colorful Excel and Google Sheets to solve their resourcing needs; they are all a bit different and unique.
Why do we call our people resources? Whereas resources in a factory may be raw materials like metal or wood, and the things that go into production like the factory, electricity, in digital agencies, resources are your people and their time. Through your team's knowledge, skills, and abilities ー and over timeー they produce things clients need: websites, campaigns, digital assets, IT transformation. While "resources" comes from production and consultancies, agencies have taken on the word. I prefer the more human terms that I've heard agencies use like "team scheduling" or "workload balancing."
I've seen team scheduling done in four styles depending on the agency's approach and the tools that they choose to use. Moving to Coda, you can choose your own flavor. Mix and match, make something unique to your operations:
Book time for each person, each week, for the projects and tasks that they are doing. This is a common "paint by numbers" technical done in Sheets.
: Define the projects coming through, the roles / tasks needed, and their rough start and end dates. With this pipeline of work coming through, you can start assigning out people based on their workload and skills.