This self-paced mini-course helps managers accurately forecast staff workload across projects, administrative time, and paid time off — so planning decisions are grounded in real capacity, not guesswork.
Created specifically to prevent teams from overpromising how much staff time can realistically be devoted to any single grant or project, this bundle supports more honest scoping, defensible timelines, and healthier workloads from the start.
Through approximately 45 minutes of bite-sized video lessons, brief content quizzes, and a fully editable staff-capacity tracking tool, participants learn how to make invisible labor visible, assess tradeoffs, and plan work more realistically — especially for grant-funded projects with fixed deliverables.
Unlike traditional project management software that focuses on tasks, this bundle focuses on capacity and readiness. It is designed as a budget-friendly, one-time investment that stays with managers across roles and organizations, rather than a subscription tied to a single workplace or platform.
While the tracking tool is built in Excel, it was piloted by managers who describe themselves as spreadsheet-averse — and they consistently reported that it was intuitive and approachable with the included guidance.
Together, the lessons, quizzes, and tools support clearer communication, stronger proposals, and planning decisions that prevent overpromising while protecting staff capacity.
Here are some excerpts from class to help you imagine how this file might improve your process and efficiencies.
We've added a few bonus features to this document in case you wish to track start date, end date, project funding status, and budget figures. Watch this video see how to activate that hidden content.
Time commitments for full time, part time, and seasonal staff vary at organizations. This section walks you through how to customize this form and validate that the calculations work for your organization's time and benefits model.
Let's think about how much time our full time employees work in a year AND learn how to account for their Paid Time Off (PTO) in our project forecasts.