It’s that time of the year again – budgeting! I’ve found this template helpful as I look to assign staff to various projects, and ensure that I have the resources needed to do so. While 2,080 hours is the typical number used by Accounting for a Full Time Equivalent (FTE) staff member, I’ve found that 80% of that, or, 1,664 hours is much more realistic, when you factor in time off (PPL), meetings and non-project administrative activities. You can feel free to modify as you see fit. Please note, the smiley face is a quick reference to tell you how you’re doing in your plan for each staff member: the smile turns to a frown above 1,664 hours.

I’ve also grouped the activities as follows:

Baseline: Those day-to-day activities that are at the core of your business. For the training department I direct, this includes activities such as delivering New Employee Orientation, and developing and delivering mandatory compliance education, and other trainng classes needed by new staff members.

Client-Driven Activites: These are separated into two groups: client and operating plan. ”Client” are for training programs requested by a specific department. An example of a client request is building a training program for a department-specific application. “Operating Plan” are for training requests tied to a specific [enterprise-wide] Operating Plan initiative. An example of an Operating Plan initiative we are supporting is the reduction of Bloodstream Infections.

HR Operating Plan: These are activities aimed at improving the service(s) my department – HR, and funtion – Learning Services, provide the organization. An example of this is upgrading our Learning Management System (LMS).

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