Planning

Resource management plan

The resource management plan is part of the project management plan. It provides guidance on how team and physical resources should be allocated, managed, and released. Information in the resource manage- ment plan includes:

  • Estimating methods used to identify the type, number, and skill level of team resources
  • Information on how project team members will be acquired and released
  • Roles and responsibilities associated with the project
  • Project organizational chart
  • Training requirements
  • Rewards and recognition
  • Team development
  • Methods used to identify the type, amount, and grade of physical resources
  • Information on how physical resources will be acquired
  • Methods for managing physical resources, such as inventory, supply chain, and logistics

The resource management plan can receive information from:

  • Project charter
  • Quality management plan
  • Scope baseline
  • Project schedule
  • Requirements documentation
  • Risk register
  • Stakeholder register

It provides information to:

  • Project budget
  • Resource requirements
  • Resource breakdown structure
  • Team performance assessments
  • Communications management plan
  • Risk register
  • Procurement management plan

The resource management plan is an output from 9.1 Plan Resource Management in the PMBOK® Guide – Sixth Edition. It is generally developed once and does not change.

 

Tailoring tips

Consider the following tips to help tailor the resource management plan to meet your needs:

  • If you need to bring in outside contractors for the project you will need to include information on how to on-board them to the You will also need to consider how to ensure they have all the information they need, but no access to proprietary data. This may include a “nondisclosure agreement” or similar forms.
  • For any team or physical resources that are acquired from outside the organization you will need to work with procurement policies for the organization and the project.
  • Projects with large amounts of inventory, supplies, or material should either reference organizational policies regarding managing physical resources, or provide sufficient detail to ensure appropriate control.

 

Alignment

The resource management plan should be aligned and consistent with the following documents:

  • Work breakdown structure
  • Requirements documentation
  • Quality management plan
  • Procurement management plan

 

Document element

Description
Team member identification

Methods used to identify the skill sets needed and the level of skill needed. This includes techniques to estimate the number of resources needed, such as information from past projects, parametric estimates, or industry standards.

Team member identification

Methods used to identify the skill sets needed and the level of skill needed. This includes techniques to estimate the number of resources needed, such as information from past projects, parametric estimates, or industry standards.

Team member acquisition

Document how staff will be brought on to the project. Describe any differences between internal team members and contract team members with regard to on-boarding procedures.

Team member management

Document how team members will be managed and eventually released from the team. Management methods may vary depend- ing on the relative authority of the project manager and whether team members are internal to the organization or contract staff.

Team member release should include methods for knowledge transfer.

Project organizational chart

Create a hierarchy chart to show the project reporting and organizational structure.

Roles and responsibilities

Provide information on the following:

role. Identify the role or job title and a brief description of the role. authority. Define the decision-making, approval, and influence levels for each role. Examples include alternative selection, conflict manage- ment, prioritizing, rewarding and penalizing, etc.

responsibility. Define the activities that each role carries out, such as job duties, processes involved, and the hand-offs to other roles. qualifications. Describe any prerequisites, experience, licenses, seniority levels, or other qualifications necessary to fulfill the role. competencies. Describe specific role or job skills and capacities required to complete the work. May include details on languages, technology, or other information necessary to complete the roles successfully.

Training requirements Describe any required training on equipment, technology, or com- pany processes. Include information on how and when training will be accomplished.
Rewards and recognition Describe any reward and recognition processes and limitations.
Team development Describe methods for developing individual team members and the team as a whole.
Physical resource identification

Methods used to identify the materials, equipment, and supplies needed to complete the work. This includes units of measure and techniques to estimate the amount of resources needed, such as information from past projects, parametric estimates, or industry standards.

Physical resource acquisition

Document how equipment, materials, and supplies will be acquired.

This can include buy, lease, rent, or pull from inventory. In the event resources are acquired, ensure alignment with procurement management processes.

Physical resource management Document how materials, equipment, and supplies will be managed to ensure they are available when needed. This can include appropriate inventory, supply chain, and logistics information.