Advanced Roadmaps - Yearly Planning

[Jessica Lavas]

Hello!

I am working on building out capacity planning for our 2023 initiatives and am trying to build a view where I can add projects and then assign FTE resources to each project to get an assessment of where we are overbooked for the year and require more resources as well as forecast where we have capacity for enhancements and new features outside of projects. 

This is a top level view, not a sprint by sprint view. That will be the next step in this exercise. But was wondering if anyone had any insight on how to build this out effectively!

Thanks!

[Danny]

Hi @Jessica Lavas

Welcome to the community!

As a start I would look at the Advanced Roadmap documentation that covers how to build a plan with some best practices. 

This plan sounds like it only requires a view of the Initiative level to gain a "big picture" view of the organisation's resource constraints and throughput.

You would not need to plan by sprints, just the expected start and end dates for each initiative and the resources assigned from your team/s.

Hope this helps,

Danny