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Resource Allocation Best Practices

Resource allocation is the art of matching team capacity to project demands—putting the right people on the right work at the right time. GitScrum's multi-project dashboards and capacity planning features help managers see team workload across initiatives, preventing overallocation and ensuring critical projects have the resources they need to succeed.

Allocation Approaches

ApproachBest ForDrawbacks
Dedicated teamsLarge projects, focusLess flexibility
Shared resourcesSmall projects, skillsContext switching
Capacity-basedPredictable workIgnores skill matching
Skill-basedSpecialized workMay create bottlenecks

Capacity Planning

CAPACITY PLANNING FRAMEWORK

CAPACITY CALCULATION:
┌─────────────────────────────────────────────────┐
│  Total Available Capacity:                      │
│                                                 │
│  Team size:        8 developers                 │
│  Sprint length:    2 weeks                      │
│  Days per sprint:  10 days per person           │
│  Total days:       80 person-days               │
│                                                 │
│  Capacity Adjustments:                          │
│  ├── PTO/Holidays:     -8 days  (10%)           │
│  ├── Meetings:         -8 days  (10%)           │
│  ├── Support/bugs:     -8 days  (10%)           │
│  └── Buffer:           -8 days  (10%)           │
│                                                 │
│  Available for planned work: 48 days (60%)      │
│  At ~1 story point per day: ~48 points/sprint   │
└─────────────────────────────────────────────────┘

CAPACITY TRACKING:
┌─────────────────────────────────────────────────┐
│  Q2 2025 Capacity Overview:                     │
│                                                 │
│  Sprint   Capacity   Planned   Actual   Notes   │
│  ──────────────────────────────────────────     │
│  S1       48 pts     46 pts    44 pts   Good    │
│  S2       40 pts     42 pts    38 pts   2 PTO   │
│  S3       48 pts     50 pts    45 pts   Over    │
│  S4       44 pts     44 pts    (current)        │
│                                                 │
│  Average velocity: 42 points/sprint             │
│  Plan at: 42 points (realistic)                 │
└─────────────────────────────────────────────────┘

Work Type Allocation

ALLOCATION BY WORK TYPE

RECOMMENDED SPLIT:
┌─────────────────────────────────────────────────┐
│  Work Type         Allocation    Purpose        │
│  ──────────────────────────────────────────     │
│  Features          60-70%        New value      │
│  Tech Debt         15-20%        Sustainability │
│  Bugs/Support      10-15%        Quality        │
│  Innovation        5-10%         Future value   │
└─────────────────────────────────────────────────┘

BY PRODUCT MATURITY:
┌─────────────────────────────────────────────────┐
│  New Product (0-2 years):                       │
│  ├── Features:    80%                           │
│  ├── Tech Debt:   10%                           │
│  ├── Bugs:        5%                            │
│  └── Innovation:  5%                            │
│                                                 │
│  Growing Product (2-5 years):                   │
│  ├── Features:    65%                           │
│  ├── Tech Debt:   20%                           │
│  ├── Bugs:        10%                           │
│  └── Innovation:  5%                            │
│                                                 │
│  Mature Product (5+ years):                     │
│  ├── Features:    50%                           │
│  ├── Tech Debt:   25%                           │
│  ├── Bugs:        15%                           │
│  └── Innovation:  10%                           │
└─────────────────────────────────────────────────┘

Skill-Based Allocation

SKILL MATRIX AND ALLOCATION

TEAM SKILL MATRIX:
┌─────────────────────────────────────────────────┐
│  Person    Frontend  Backend  DevOps  Mobile   │
│  ──────────────────────────────────────────     │
│  Alex         ●        ◐        ○       ○       │
│  Jordan       ◐        ●        ◐       ○       │
│  Sam          ●        ●        ○       ○       │
│  Taylor       ○        ◐        ●       ○       │
│  Chris        ○        ○        ○       ●       │
│                                                 │
│  ● Expert  ◐ Proficient  ○ Learning            │
└─────────────────────────────────────────────────┘

ALLOCATION BY SKILL NEED:
┌─────────────────────────────────────────────────┐
│  Project A (Dashboard Redesign):                │
│  ├── Need: 2 Frontend, 1 Backend                │
│  ├── Allocate: Alex (FE), Sam (FE+BE)           │
│  └── Duration: 6 sprints                        │
│                                                 │
│  Project B (API Migration):                     │
│  ├── Need: 2 Backend, 1 DevOps                  │
│  ├── Allocate: Jordan (BE), Taylor (DevOps)     │
│  └── Duration: 4 sprints                        │
│                                                 │
│  Project C (Mobile App):                        │
│  ├── Need: 1 Mobile, 1 Backend                  │
│  ├── Allocate: Chris (Mobile)                   │
│  ├── Gap: Need Backend support from Project B   │
│  └── Duration: 8 sprints                        │
└─────────────────────────────────────────────────┘

ADDRESSING SKILL GAPS:
┌─────────────────────────────────────────────────┐
│  Options when skills don't match:               │
│                                                 │
│  1. Cross-training                              │
│     └── Pair junior with expert                 │
│                                                 │
│  2. Temporary reallocation                      │
│     └── Borrow from another team                │
│                                                 │
│  3. External help                               │
│     └── Contractor or consultant                │
│                                                 │
│  4. Scope adjustment                            │
│     └── Reduce scope to match skills            │
│                                                 │
│  5. Timeline adjustment                         │
│     └── Extend to allow learning                │
└─────────────────────────────────────────────────┘

Multi-Project Allocation

CROSS-PROJECT RESOURCE MANAGEMENT

ALLOCATION VISUALIZATION:
┌─────────────────────────────────────────────────┐
│  Q2 2025 Resource Allocation                    │
│                                                 │
│  Person    Project A   Project B   Support      │
│  ──────────────────────────────────────────     │
│  Alex      100%        -           -            │
│  Jordan    -           80%         20%          │
│  Sam       60%         40%         -            │
│  Taylor    -           100%        -            │
│  Chris     -           -           50% Mobile   │
│                                                 │
│  ⚠ Risk: Sam split across projects              │
│  Action: Monitor for context switching issues   │
└─────────────────────────────────────────────────┘

ALLOCATION ANTI-PATTERNS:
┌─────────────────────────────────────────────────┐
│  ✗ Everyone at 20% on 5 projects                │
│    Impact: No progress on anything              │
│                                                 │
│  ✗ One person is single point of failure        │
│    Impact: Project blocks if they're out        │
│                                                 │
│  ✗ No buffer for urgent work                    │
│    Impact: Everything slips for emergencies     │
│                                                 │
│  ✗ Allocating future capacity too early         │
│    Impact: No flexibility for changes           │
└─────────────────────────────────────────────────┘

OPTIMAL ALLOCATION PATTERNS:
┌─────────────────────────────────────────────────┐
│  ✓ Dedicated team pods (3-5 people per project) │
│  ✓ Maximum 2 projects per person                │
│  ✓ At least 2 people with each critical skill   │
│  ✓ 10-15% unallocated for flexibility           │
│  ✓ Quarterly rebalancing                        │
└─────────────────────────────────────────────────┘

Handling Resource Conflicts

RESOURCE CONFLICT RESOLUTION

CONFLICT SCENARIO:
┌─────────────────────────────────────────────────┐
│  Situation:                                     │
│  ├── Project A needs Jordan full-time           │
│  ├── Project B needs Jordan full-time           │
│  ├── Jordan is only backend expert available    │
│  └── Both projects are "high priority"          │
└─────────────────────────────────────────────────┘

RESOLUTION FRAMEWORK:
┌─────────────────────────────────────────────────┐
│  Step 1: Gather data                            │
│  ├── Revenue impact of each project             │
│  ├── Contractual deadlines                      │
│  ├── Strategic importance                       │
│  └── Consequence of delay for each              │
│                                                 │
│  Step 2: Present options                        │
│  ├── Option A: Jordan on Project A              │
│  │   Impact: Project B delayed 4 weeks          │
│  │                                              │
│  ├── Option B: Jordan on Project B              │
│  │   Impact: Project A delayed 6 weeks          │
│  │                                              │
│  ├── Option C: Split Jordan 50/50               │
│  │   Impact: Both delayed 3 weeks, quality risk │
│  │                                              │
│  └── Option D: Contractor for one project       │
│      Impact: $30K cost, no delay                │
│                                                 │
│  Step 3: Escalate to decision maker             │
│  └── Present options with data, get decision    │
│                                                 │
│  Step 4: Document and communicate               │
│  └── Record decision and rationale              │
└─────────────────────────────────────────────────┘

Resource Forecasting

FORWARD-LOOKING RESOURCE PLANNING

QUARTERLY PLANNING VIEW:
┌─────────────────────────────────────────────────┐
│  Q3 2025 Resource Outlook:                      │
│                                                 │
│  Available capacity: 8 developers               │
│  Expected velocity: 168 points/quarter          │
│                                                 │
│  Committed Work:                                │
│  ├── Project A (continuation):   80 pts         │
│  ├── Project C (new):            60 pts         │
│  ├── Maintenance buffer:         20 pts         │
│  └── Total committed:           160 pts         │
│                                                 │
│  Remaining capacity: 8 pts (5%)                 │
│  Status: ⚠️ Nearly at capacity                  │
│  Recommendation: Defer new commitments          │
└─────────────────────────────────────────────────┘

HEADCOUNT PLANNING:
┌─────────────────────────────────────────────────┐
│  Current: 8 developers                          │
│  Attrition estimate: 1 per year (12%)           │
│  Growth needs: +2 for new projects              │
│                                                 │
│  Hiring plan:                                   │
│  ├── Q2: 1 Backend (replacement)                │
│  ├── Q3: 1 Frontend (growth)                    │
│  └── Q4: 1 DevOps (growth)                      │
│                                                 │
│  Ramp-up time: 3 months to full productivity    │
│  Budget impact: $450K annual                    │
└─────────────────────────────────────────────────┘

Best Practices

  1. Plan at 70-80% capacity — leave buffer
  2. Minimize context switching — limit projects per person
  3. Build redundancy — no single points of failure
  4. Use historical data for realistic planning
  5. Rebalance quarterly as priorities shift
  6. Document allocation decisions for transparency
  7. Address skill gaps proactively
  8. Escalate conflicts early with data

Anti-Patterns

✗ Over-allocating at 100%+ capacity
✗ Spreading everyone thin across many projects
✗ Ignoring skill matching
✗ No buffer for unexpected work
✗ Allocating without consulting team
✗ No visibility into cross-project allocation