Resource Planning
Matching people, budget, and tools to the plan.
Workflow
Step 1Demand Forecasting
ObjectiveForecast GTM resource needs for year
InputAnnual strategy, growth targets, initiatives planned
OutputResource demand forecast
Key activities
Forecast leads needed by channel, forecast sales capacity needed, forecast marketing capacity, forecast customer success capacity
Decision points
How many leads do we need? Sales capacity? Support capacity?
Tools: Demand modeling, financial forecastsRoles: GTM leadership (coordination), Channel leads (input), Finance (validation)
Success: Resource demand forecast completed
Quality gate: Demand forecast complete, assumptions documented
Why it matters
- An unresourced plan is a wish. Resource planning is what turns strategy into capacity that can actually deliver.
Best practices
- Forecast demand before planning hires.
- Identify skill gaps, not just headcount.
- Budget tools against the process they serve.
- Track utilization — capacity that sits idle is waste.
Common mistakes
- Hiring before the demand forecast.
- Tools bought without a process owner.
- No view of utilization.
Key questions
- What capacity does the plan actually need?
- Where are the gaps that will block execution?
Agents that drive this
Planning Cycle
Tools we use · alternates in [ ]
Notion[ Confluence, Obsidian ]Metabase[ Looker Studio, Power BI, Grafana ]