Planning and Managing Resources
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Included in this chapter:
- Plan resources, then manage and optimize
- Define needs and assign clear ownership
- Confirm availability and design around constraints
- Optimize a stretched schedule: level or smooth
- Adaptive delivery: a stable team with limited WIP
- Exam-pattern recognition
Planning and managing resources in predictive vs adaptive delivery
| Resource move | Predictive (plan-driven) | Adaptive (agile) |
|---|---|---|
| Define resource needs | A resource management plan derives roles, skills, equipment, and materials from the WBS work packages | A stable, cross-functional team is formed around the product and its outcomes |
| Assign responsibility | A RAM in RACI format gives each work package one accountable owner | The whole team owns the work and self-organizes to pull it |
| Confirm availability | A resource calendar reconciles need against availability; scarce or pre-assigned resources are constraints | The dedicated team's capacity is a known, stable given each iteration |
| Optimize utilization | Resource leveling fixes over-allocation and may extend dates; smoothing evens usage within float | Limit WIP to observed velocity or throughput for a sustainable flow |
Decision tree
Cheat sheet
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