Resource Optimization Opportunity Overview Template

Author(s): Carlene McCubbin, Dana Tessler

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Leverage this template to document key information on what opportunities a resource strategy will provide, including information on:

  • Project purpose
  • Resourcing pain points and project objectives
  • Resource metrics
  • Target utilization thresholds
  • How you will leverage resource strategy reports

Store this information in one location to ensure that you keep these opportunities at the forefront as you go through the optimization process.

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