When you need it
Prepare this plan when project delivery depends on coordinating people, equipment, or specialist capability across packages and the team needs a clear approach to allocation, mobilization, development, monitoring, and release.
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AI tools and documents for engineering and project management.
Resource Management Plan
Plan the acquisition, allocation, development and release of project resources.
How to use this templateThis Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
It connects resource strategy with actual delivery constraints, helping managers identify ownership, availability gaps, competing demands, and release timing before a nominally adequate team becomes a bottleneck in execution.
How to complete it
- Set Resource strategy and constraints using the work scope and programme, then define Resource groups and ownership for relevant people, equipment, and capabilities.
- Describe Allocation and mobilisation with Team development and working arrangements, addressing real availability, interfaces, competence needs, and how competing assignments will be resolved.
- Define Monitoring and release and record Open resource decisions so shortages, changes in demand, and planned demobilization remain visible to responsible resource owners.
Who prepares and reviews it
The project manager normally develops the plan with functional managers, construction leads, planners, procurement, and human-resources support where relevant. Resource owners confirm availability, while authorized managers approve commitments under organizational and project arrangements.
A mistake to avoid
Treating an organizational chart as proof of availability ignores competing assignments, mobilization lead times, and the specific capability required during critical work periods.
Illustrative example
Illustrative example: two construction packages need the same commissioning engineer during overlapping start-up periods. The resource plan identifies ownership and availability constraints, then evaluates staggered support and additional qualified capacity. The project manager secures a decision before both packages assume full-time access to that person.
Document contents
- Resource strategy and constraints
- Resource groups and ownership
- Allocation and mobilisation
- Team development and working arrangements
- Monitoring and release
- Open resource decisions
Required inputs
- Project name, location, company, document number and revision
- Actual project scope, source records and responsible roles
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief