Agency Capacity Planner — Team Workload & Capacity Forecast

Plan capacity before a new brief lands.

The Agency Capacity Planner is an Excel workbook for small agencies and studios. Keep staff capacity, leave and project assignments in one register, then see utilisation by person and team, overbooked hours, genuinely free capacity and a six-month demand forecast.

WHAT'S INCLUDED

• DEMO workbook with fictional sample data

• CLEAN workbook ready for your own data

• Quick Start Guide PDF

• CSV source-data backups

• 16 worksheets, 837 formulas, 31 dropdown validations, 22 conditional-format rules and 4 charts

WHAT IT HELPS YOU SEE

• Who is over capacity and by how many hours

• Capacity remaining by person and team after leave

• Billable and internal assignments

• Planned versus actual project hours

• Client concentration and six-month demand against capacity

COMPATIBILITY

Designed and checked for Microsoft Excel 2016 or later. Google Sheets, LibreOffice Calc and Apple Numbers have not been independently checked; test a copy before relying on them. No macros. Sample names and figures are fictional.

LICENCE AND SUPPORT

One purchase covers one business, including its staff and contractors. You may use and edit the workbook for your own work and client work. Redistribution, resale, sublicensing and sharing outside your business are not permitted. Digital downloads are not refunded for change of mind; if the files are broken or differ materially from this description, contact us so we can make it right.