Checklist: Validate Resource Planning

Goal

Check whether resource demand, resource supply, and assignments fit together technically.

Resource Demand

  • Tasks contain realistic effort values.

  • Professional qualifications are selected correctly.

  • Material, machinery, and equipment are considered separately if relevant for planning.

  • Role demand is not maintained twice by accident.

Resource Supply

  • Employees in the resource pool are up to date.

  • Professional qualifications are assigned to employees.

  • Working times, part-time models, and shift calendars are maintained.

  • Vacation, illness, and other non-working days are entered.

  • Entry and leaving dates were checked.

Employees in the resource pool

Roles in the resource pool

Capacity Check

  • Employee capacity balancing was checked.

  • Overloads are explained or resolved.

  • Unassigned resources were checked.

  • Partially assigned resources were checked.

  • Structured resource views were used for complex bottlenecks.

Capacity balancing for employees

Result

  • Bottlenecks are known.

  • Assignments are technically plausible.

  • Open resource decisions are documented.