Conventional wisdom tells us that a picture is worth a thousand words. When it comes to project planning and resource utilization, visual resource planning is worth a thousand spreadsheets. Commonly found in project management, project portfolio management, and enterprise resource planning software, visual resource planning features allow project managers and teams to more efficiently plan, communicate, and collaborate. If your team is struggling with the chaos of multiple spreadsheets, email inboxes, etc., providing them with a single, visual representation of their tasks and the associated deliverables can help uncover and eliminate bottlenecks, limit work-in-progress, and generally increase efficiency — and profitability — at your organization.
At its core, visual resource planning is, essentially, a graphical work-breakdown-structure, or a representation of project hierarchies, incremental phases, deliverables, and etc. Visual resource planning tools generally come in two forms: Gantt charts, and Kanban boards. In a Gantt chart, activities are displayed on the Y axis, and time is displayed on the X axis. Each activity is represented by a bar, with the positioning and length of said bar as reflection of start, duration, and end date.
Project managers can set targets for each of these variables, load them into the chart, and with one glance, a manager or team member can see what activities are planned, when starts and deadlines occur, how long each work period is scheduled for, any overlap of activities, and the overall start/end date of the entire project. If progress slows and deadlines are in risk of not being met, it is easy to tell, thanks to the visual representation of progress for each activity in addition to the project as a whole.
Some more advanced Gantt chart software allows for team members and other project resources to allocated to each activity on the bar itself, providing highly granular visual resource planning. A Kanban board is also a visual representation of tasks, deliverables, and activities, but it is usually much more flexible. Each task is assigned to a card, each card can be placed in a lane or sub-lane, and team members can be assigned to cards, lanes, sub-lanes, or all of the above.
Originally developed by Toyota, Kanban boards have been adapted to work for nearly any industry; they provide managers with a quick, at-a-glance view of various project metrics and progress. According to former IBM analyst Joseph Gulla, over half of project failures can be attributed to mismanagement, and only 3 percent can be attributed to technical challenges. Setting realistic deadlines and assigning tasks using a work-breakdown-structure or visual resource planning tool can help ensure project success.
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