A workload plan template can help you start understanding your team’s current workload and how to assign tasks in order to balance them. You can use it with project management features and tools, too. What does workload planning include? Workload planning is an iterative process that includes: 1.

Any professional tasked with managing a team of employees will find value in a workload analysis template. For project management, project managers use a workload management Excel template to identify team members who are overallocated and then balance their workload and the rest of the team by assigning tasks evenly to maintain project schedules.

Team workload management templates are available as workload management spreadsheets, lists, and matrices, and you can print them or fill them out online. The following customizable templates are free to download. This Agile resource planning template is organized according to each project role.

The very first step in workload planning is to get a complete picture of your team’s actual workload for the upcoming project — or some other appropriate time period, depending on how your team operates. Think through every task your team needs to accomplish in your time frame.