What to do

How to do it

1

Define the specific roles and skill sets needed to execute the project’s tasks

Based on the tasks in the work breakdown structure, refine initial descriptions of roles and responsibilities identified in the high-level staffing of the Initiate Stage.

2

Determine the timetable for the needed staff

Calculate over the course of the project:

• The period of time the team member or skill set is needed.
• how many hours a person, department or entire project team will be needed each week or month

3

Determine if staff is available

Work with your organization’s management to determine if staff is available with the needed skill sets within the needed timeframe.

Determine if it is necessary to acquire staff from external, contracted sources.

4

Secure the needed staff

If sufficient staff is not available, alert the project sponsors so they can help acquire the needed staff based on the priority of the project.

If staff is allocated to other activities, negotiate with the staff’s management to make staff available to the project for the time needed.

In some cases, the organization must determine the priority of this project relative to other projects contending for these resources.

5

Identify any training or coaching needs and plans

If the staff assigned to the project lacks the required expertise, plan for training or coaching to fulfill these needs.

6

Iteratively refine the staffing plan

As the project schedule is developed, adjustments may be required to the staffing plan.