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The role of the load plan in business performance
Resource management
Project planning

The role of the load plan in business performance

Estelle
Content manager
March 29, 2022
3 min

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The success of the management of your project depends largely on the establishment of your workload plan. That is why, in order to be fully effective, a load plan must meet numerous prerequisites. Your project manager uses it as the first reference for the project. It must therefore be kept up to date throughout your project. To get a clearer picture of this, we explain to you how your load plan affects the performance of your business and how to use it to maximize your results.

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What is the role of the load plan?

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The load plan (PDC) makes it possible to visualize, during the project, the time spent but also the resources mobilized on the project, and to put this information in parallel with what was planned beforehand. So you can determine at a glance whether you are behind schedule, or if your project is progressing without overflow.

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What's more, you know how much effort each department makes for each mission. You can optimize and redistribute the tasks of the collaborators or teams mobilized, review the management of project time and material.

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One load plan tool has a main role: to allow you to effectively manage your project by optimizing the resources allocated throughout project management. It therefore aims to:

  • Note the time spent on each mission to readjust,
  • Make a comparison between current and future resource needs,
  • Redistribute the workload and update the project schedule.

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What form does a charge plan take?

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You will find online many models of Excel load plans. However, there are more expert and ergonomic solutions, which make it possible to create a dynamic load plan. They are to be preferred to Excel, which tends to become, as it is used, a heavy document that is difficult to read.

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What are the challenges behind the construction of a load plan?

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More than just a follow-up document, your load plan is a major ally in optimizing your performance. This is why behind this tool there are two essential challenges for service companies (and all organizations operating in project mode): complete the project on time and on budget. In fact, following your workload plan closely allows you to generate a virtuous circle that will have a positive impact on your teams, your performance and your customer relationships.

Indeed, completing your project on time and within the allotted budget allows you to:

  • to be effective in the delivery of projects to your customers
  • to make quality deliverables in line with expectations
  • to consolidate relationships of trust between you and your customers
  • to achieve an optimal margin on your projects
  • to identify the workload of your teams to avoid over-staffing.

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Choosing a load plan tool: what are the advantages?

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Your tool for load plan has many advantages for your business and here is an overview!

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Better organization

From a purely organizational point of view, the workload plan distributes and optimizes the work of employees. Its visibility on the tasks completed or those to come allows the work carried out to be redistributed if necessary.

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Better distributed resources

A load plan tool reports on the distribution and allocation of resources. As a result, the project manager can decide at any time to redistribute them, or to buy additional ones. Thus, the project is never lacking and can continue its momentum.

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You better determine what the obstacles are

Your first load plan can already be very indicative of the things you need to change in the way you work. Indeed, you can realize the blocking points of the company. This way, you can rectify the points that slow down the performance of your teams along the way.

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You have a flexible 360 tool

An obvious advantage, but one that deserves to be emphasized: you have time to correct the actions put in place. Among other things, if your load plan tool is not efficient (you suffer from a gap between reality and deadlines), you can change your strategy at any time. This gap between your planned time and your efforts made in real time is invaluable.

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To remember

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At the end of several projects, you have a better overview of recurring bottlenecks. You analyze results, resources, HR management... And advise for your new projects. It is thanks to this before and after comparison that you optimize your business. The workload plan is a solution that has real added value to successfully carry out all your business projects.

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To find out more about supporting Napta in building a workload plan adapted to your organization, contact one of our experts !

Do you want to go deeper into the subject? We have lots of resources at your disposal to help you go further.

In addition to this subject, find our template”The perfect load plan for a successful deployment”.‍

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Also discover our guides, templates and checklists in the Resources tab.

See you soon at Napta!

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