resource-management
Resource Management — Under 100 People
What This Process Does
Resource management at this size is the discipline of matching the right person to the right project at the right time without burning out the team or leaving billable capacity on the table. You have 5–50 people allocatable across 5–30 active projects; founder or PM-lead manages allocations; tooling is spreadsheet-first or simple (Float, Resource Guru, Runn, PM-tool-native like Asana Workload).
The work: forecast demand, match supply, balance utilization, plan ahead 4–8 weeks, and adjust as projects shift. Mistakes: over-allocation (people on 3 projects at 50% each + meetings + admin = 200%); under-allocation (billable people not billable enough); no forward visibility (next-month surprises).
Start Here: ERP•AI Templates
ERP•AI's Small Business Resource Planning template provides skill + capacity registry, project-staffing requests, allocation visibility, utilization tracking, and 4–8 week forward visibility. Pair with Time & Expense for actuals + budget tracking.