The team plan is used to facilitate the planning of a team’s resources, workloads, inventory, and performance – ensuring both individual and organizational objectives are aligned and progressing in the same direction.
Team members draft their individual plans for the upcoming week. The plans are there aggregated into a team plan where the manager can review, edit or approve.
The team plan is completed each week on a day assigned by the organization, and typically should take approximately 10 mins to complete.
When opening the team plan screen, the date being displayed in the top left of the screen should be the Monday of the following week, with the grey box to the right displaying ‘Upcoming Week’.
The next row down contains 7 key metric cards, displaying the rolled-up result of all of the information planned for the following week.
There are 5 sections requiring data to be populated on a weekly basis, and depending on the method chosen by the organization, can be reviewed and approved by the Manager of the team:
Input – this is the only section that must be completed at the team level, as it is not available in the My Day screen.
Starting Inventory – to be populated with the estimated amount of Inventory the team is expected to carry over from the previous week. Only needs to be populated on Monday, as the system will calculate the starting Inventory figure for each day of the remainder of the week
Input Hours – populated for each day with the estimated hours of workload expected to be received by the team
Available Time –
Individual Time - review the planned hours at work entered for each day to ensure there are no discrepancies
Unexpected Leave Factor - enter in the necessary percentage to account for unplanned leave time in the resourcing
Overtime – enter any planned overtime hours for the team overall, in the applicable days
Total Available Time – displays the total hours of resources available for the team on each day
Supporting Tasks – review the total amount of time planned to spent on Supporting Tasks by each individual, each day
Contribution – review the Contribution percentage populated for each IC, to ensure they are aligned to the team’s overall strategy, and the performance expectations of leadership.
Output –
Individual Output – review and compare each individual’s planned daily output across the week. This is calculated by multiplying the time they are planned to be working on production tasks with their planned Contribution %
Unexpected Leave – displays any reduction in work output due to the Unexpected Leave Factor %
Overtime – displays any additional work output derived from any planned overtime hours
Total Output – displays the daily sum of the total individual output, minus the unexpected leave hours, plus the additional overtime workload
The Variance column at the end of the table, indicates whether the figure in the Total column is above or below the previous week. Hovering over each bar produces the percentage of variance pop-up.
For any teams that have individuals working over the weekends, there is a ‘Show Weekend’ button at the top right of the screen to allow for planning to be completed for Saturday and Sunday.
The completed Plan will then carry over the reporting in 'the Hub' and the 'Plan Variance' report.