Course Code: PM-04
Goal: Forecast workforce needs accurately for proactive project and resource planning.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate to Advanced (Ideal for project managers, labor planners, and operations leads)

Resources Provided:

• Labor Projection Submodule Overview
• Capacity Planning Spreadsheet Template
• Labor Forecast Red Flag Guide
• Workload Distribution Analysis Template

Learning Objectives

By the end of this session, participants will be able to:

• Navigate the Labor Projection submodule.
• Set and manage category (role/trade) capacities.
• Interpret red flags for overloads, shortages, and schedule conflicts.
• Adjust project schedules to optimize labor utilization.

Session Agenda

4.1 Understanding the Labor Projection Submodule

• Navigate to Labor Projection tools.
• Review labor needs by category, project, and date range.
• Differentiate between scheduled vs. unscheduled labor.

4.2 Setting Category Capacities

• Define capacity limits for each labor type (e.g., electricians, HVAC techs, programmers).
• Adjust capacity seasonally if needed.
• Align capacity planning with hiring/contractor strategies.

4.3 Interpreting Red Flags and Workload Distribution

• Recognize labor overload indicators (red flags).
• Identify gaps in projected schedules.
• Analyze workload balance across teams and dates.
• Use projected vs. actual comparison tools.

4.4 Adjusting Schedules to Optimize Labor Usage

• Reschedule or phase project tasks to balance labor usage.
• Collaborate with PMs and ops leads on resourcing strategies.
• Prioritize projects and milestones based on workforce availability.

Hands-On Preview (Optional if time allows)

• Open a live labor projection view.
• Set up capacities for two trades.
• Identify overloads and propose adjustments.
• Shift tasks between teams to balance capacity.

Post-Session Action Items

• Validate current capacity settings across all active trades.
• Standardize seasonal adjustment processes.
• Perform a labor forecast check for the next 90 days.
• Prepare for deeper project execution and health monitoring topics (PM-05).

 Note: When scheduling, make sure to include this session code: PM-04.

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