Consultancy Scheduling & Resource Planner

Resource management determines consultancy profitability. This comprehensive Excel and Google Sheets planner tracks consultant availability, client project assignments, utilization rates, and capacity planning. Features color- coded calendars showing who’s working on which projects, automatic calculation of billable utilization percentages, and forecasting for resource needs based on pipeline. Includes views by consultant (showing workload) and by project (showing team assignments). Accommodates multiple service lines and skill specializations, essential for growing consultancies. The capacity planning module helps identify when to hire additional consultants based on projected demand. Particularly valuable for firms like Cloud Mandarin managing multiple simultaneous engagements across different service areas. Tracks consultant locations for planning client site visits and optimizing travel. Downloadable from cloudmandarin.com, it eliminates expensive project management software subscriptions while providing essential scheduling functionality. Includes dashboard views for management oversight and detailed individual schedules for day-to-day planning.