Skip to content
README
Establishing Work Units for Capacity-Based Retainer Businesses.
Under Construction
I’m working on making this a simple tool to estimate capacity and set pricing.
You want to be able to sell professional services without exceeding your capacity or giving the impression to your clients that you are double or triple booking your time.
Reset control value
Work period has a start date of and an ending date of .
1/1/2026
12/31/2026
The period covers, which only some of the days you can work.
364 days
There arenet working days during the period without accounting for holidays, vacations, and other periods of unavailability.
261
With holidays to consider, that leaves you with net working days.
19
261
You have working days per month to offer clients and up todays set aside as weekends or holidays.
22
8
With an estimate ( ) hours allocated per work day, you should expect to record hours monthly, hours weekly.
8
176
41
If you want to earn () Per Year or Per Month, then we need to sell work days atPer Day ( Per Hour).
$200,000
22
0
0
If you increase your pricing by ( Per Hour), you will only need to book days per month to meet your goal.
10%
0
0
NaN
But I plan on working way more! Why don’t I have 50 or 60 hours a week estimated.
The goal with this exercise is to underestimate your absolute capacity to account for any surprises. You’ll end up working more, but you won’t commit to more than you can handle.
We want to determine the net working days during the period to give us an idea of the days we can be productive for our clients.
You can work weekends, but your clients and vendors might not be. Excluding weekends and limiting daily work hours ensures you have enough capacity for any issues that crop up.
New Years DayMartin Luther King Jr. DayPresidents' DayEaster MondayMemorial DayJuneteenthIndependence DayIndependence Day AfterLabor DayIndigenous Peoples' DayHalloweenHalloween AfterElection DayVeterans DayThanksgiving DayThanksgiving Day AfterChristmas EveChristmas DayNew Year's Eve
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.