Hey, have you ever felt the chaos of managing resources across multiple projects?

That scramble to figure out who’s doing what, and when – all while avoiding burnout or underutilization? I get it. It’s why I built a simple Excel based resource planner that actually works, that I’ve used in multiple jobs, and in this video, I’m taking you step-by-step through the process.

📈 Why tune in? Whether you’re leading a change team, running a portfolio, or just trying to stay ahead of the demands for a busy team, this planner will help you so much. I’ll show you how to forecast team capacity, keep track of work allocation as a percentage of capacity, and even create a report-ready view to share with senior leaders. No fluff, just practical insights that you can implement today.

💻 Learn new skills. Even if you’re not an Excel whiz, this tutorial is for you. I break everything down so you can build your own resource planner, learning the fundamentals of Excel along the way. It’s a practical, easy-to-follow skill boost, no prior experience required.

🚀 Catch the video and start building a resource plan that works with you, not against you. Let’s streamline those spreadsheets and make resource planning one less thing to worry about. The video looks at:

• How a resource planner is for helping to manage your team and their assignments and to communicate with stakeholders and leaders
• Building a resource tracker in Excel
• Tracking resources as a percentage of time vs hours and days
• Adding filters to the Excel document showing selected resources only
• Adding a SUBTOTAL formula to the Excel tool to view filtered selections
• Creating an easy-to-understand dashboard and removing duplicates from a list in Excel
• Using the SUMIFS formula to the Excel tool to present aggregated totals we otherwise can’t see
• Overcoming the challenge of copying a cell with a formula in Excel
• Using conditional formatting in Excel to make our resource tracker easier to visualise and understand