What If Your 2026 Resource Plan Stayed On-Track All Year?
Annual planning often starts strong and unravels by Q2—targets set on assumptions, capacity misread, and “invisible” costs erode margin. The firms that win the year plan from one version of the truth, align delivery with finance, and pressure-test scenarios before committing.
In under 45 minutes, you’ll learn a practical, platform-agnostic approach to annual resource planning that replaces spreadsheet guesswork with a resilient operating rhythm—so your plan is board-ready before January and durable through December. We’ll illustrate the method briefly at the end; the takeaway is a repeatable way to balance demand, capacity, and margin, not a tool tour.
During this webinar, you’ll learn:
Foundations that keep plans from drifting
How high-performing firms balance demand, capacity, and margin using realistic productive hours (not the 8-hour myth) and clear utilization guardrails—so “capacity” reflects the real world, not a spreadsheet ideal.
Resource planning that finance can sign off on
A clear way to connect revenue targets with delivery capacity and cost structures, so finance and delivery work from the same assumptions—not dueling spreadsheets. You’ll see what changes when resource planning and financial forecasting are actually aligned.
- Fixed-fee without margin shock: Plan work against true capacity and surface overages early, protecting contribution and operating margin.
- Bench under control: Spot idle capacity before it grows, rebalance workloads, and reduce turnover caused by over/under-utilization.
- When the pipeline slips: Run “what-if” scenarios—rate change vs. staffing mix vs. freeze—and choose the plan that keeps utilization healthy and margin intact.
- Overheads and idle time made visible: See the impact of overhead allocation and unused capacity so margin doesn’t “disappear” from the math.
- Executive one-pager: Maintain an at-a-glance view (headlines, not clicks) that keeps COOs, CFOs, ops, and finance aligned month after month.
Governance that sustains the plan
Simple monthly checkpoints to compare plan vs. actuals, adjust assumptions, and prevent mid-year surprises—turning forecasting from reactive to proactive.
Who Should Attend?
COOs, CFOs, operations and finance leaders, resource managers, and project managers at professional services firms.
Why Attend?
Because annual planning has become a competitive advantage. Forecasting failures lead to margin erosion, unnecessary bench, and missed client expectations—problems that compound as the year goes on. Firms that centralize data, align planning across finance and delivery, and scenario-plan before committing make better decisions faster and avoid the mid-year reset.
Join us to learn a repeatable approach that replaces guesswork with clarity—so your 2026 plan is credible on day one and resilient all year.
