User Story for Resource Management

[Legacy User]

Hello CA community,

 

I've been asked to provide a concise user story for our executive IT leadership on resource planning and wanted to get your input, thoughts, ideas, additional stories, etc. What worked for your organizations or executives? I have a few ideas on what might work. Please see below:

 

As a business leader who manages a portfolio of projects and resources, I want to know which of my teams and resources are available, so that I may staff them to prioritized work.

 

As an IT leader, I want my organization to staff work by priority to ensure we're working on what's right.

 

As a Resource Manager, I want to see upcoming project work for my teams as unfilled roles so I can make the best staffing decisions on upcoming work.

 

As a Resource Manager, I want to staff work by Resource Availability to best assure project success and staff satisfaction/engagement.

 

Thank you for your thoughts and feedback!

[Robert_Ensinger]

• As a Resource Manager, I want to allocate resources to investments on a standard cadence so I may bring predictability to staffing for myself and my team.
• As a Project Manager, I want to get out of 'hook & crook' staffing and have Resource Managers staff my unfilled requirements so that I may focus on my strengths of managing projects.

ErichKissel - I'm certain you have good user stories to add. Please join in!

[Anon Anon]

Hi Rob, here are some standard Use Cases I use when discussing with customers:

 

S.no	As a	Business Role	Description	Design Discussion
1	As a	Resource Manager	I need the ability to navigate to “Resource Planning”, and select “Top Down Planning”, “Workloads”, “Allocations” and “Capacity”.	Business Process and classification
2	As a	Resource Manager	I need the ability to filter for my desired resources within portlets.	Business Process and classification
3	As a	Resource Manager	I need the ability to replace a Role with a named Resource(s).	Business Process and classification
4	As a	Resource Manager	I need the ability to change a request and update notes.	Business Process and classification
5	As a	Resource Manager	I need the ability to Hard book my resources.	Business Process and classification
6	As a	Resource Manager	I need the ability to partially book my resources.	Business Process and classification
7	As a	Resource Manager	I need the ability to review my team availability.	Business Process and classification

 

 

S.no	As a	Business Role	Description	Design Discussion
8	As a	Project Manager	I need the ability to navigate to “Projects”.	Business Process and classification
9	As a	Project Manager	I need the ability to filter for my desired projects within portlets.	Business Process and classification
10	As a	Project Manager	I need the ability add Roles and Resources to my project Team.	Business Process and classification
11	As a	Project Manager	I need the ability to remove Roles and Resources from my project Team.	Business Process and classification
12	As a	Project Manager	I need the ability to update Role and Resource properties on my project Team.	Business Process and classification
13	As a	Project Manager	I need the ability to see shared request notes on my project Team.	Business Process and classification

[Robert_Ensinger]

As an IT Leader I need to see departmental demand (roll up of multiple teams) so that I may effectively forecast and plan for new work.

As an IT Leader I need to see teams with greatest demand so that I may effectively plan new hires.

As a Manager I need to see the unfilled roles with skills on my team so that I may effectively plan new hires.