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User Story for Resource Management

  • 1.  User Story for Resource Management

    Posted 12-08-2017 03:04 PM

    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!



  • 2.  Re: User Story for Resource Management

    Posted 12-08-2017 03:22 PM
    • 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!



  • 3.  Re: User Story for Resource Management

    Posted 12-11-2017 03:29 PM

    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



  • 4.  Re: User Story for Resource Management

    Posted 12-12-2017 08:36 AM

    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.