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Libby Marks

The 7 Biggest Challenges Resource Managers Face (And How to Fix Them)

Struggling to see who’s available? Priorities all to pot? No-one understands what you ACTUALLY do? Let’s fix common resource management challenges.

It’s a good job humans thrive on challenge because working ain’t easy – and resource management is no different in this respect.

Much as we love the art of resource planning and scheduling, we know Resource Managers can face some tough challenges in the workplace. 

We’ve learned a lot through talking to 1000s of RM professionals over the years, so we’ve got some solutions to your biggest headaches.

  1. Gaining visibility into resources
  2. Balancing competing priorities
  3. Managing skills – and overcoming shortages
  4. Spending too much time on simple RM processes
  5. Explaining what you ACTUALLY do
  6. Elevating resource management from operational to strategic
  7. Moving from multiple muddled systems to a single tool

1. Gaining visibility into resources 

For organizations with a low level of resource management maturity – by which we mean, you’re just starting out and haven’t got all the tools and processes perfected yet – a big challenge is getting the visibility you need into your resources.

You know you want to improve how you plan and allocate people to projects. But you don’t know who’s available, how much time they have, or what they’re good at. Without this centralized overview of your resources, you struggle to know who’s the best person for the job – and that can cause a lot of problems – like:

  • Scheduling people who aren’t available at the right time – leading to project delays.
  • Allocating resources with the wrong skill set – resulting in poor project outcomes.
  • Assigning people that are already super busy – causing them to experience stress and burnout.
  • Scheduling more expensive resources than the project requires – and blowing the budget.
  • Selecting people only from your personal network – potentially missing more qualified resources.

The way to overcome this very common resource management challenge is to create a centralized resource pool – a place where you store information about every resource in your organization. It should include the following information:

  • Resource name and role
  • Skills and proficiency levels
  • Cost to the business
  • Capacity (e.g. working hours/days)
  • Availability/current allocations 

Having this information centrally stored and searchable allows everyone involved in resourcing projects to select the most appropriate person for each task – based on whether they have space to take on more work, if they have the right skills, and how much they’ll cost the project. 

And that results in higher efficiency, better schedule and budget adherence, and improved deliverables and project performance.

2. Balancing competing priorities

Another common challenge for resource managers is how to prioritize resource allocation when projects themselves aren’t prioritized. 

It makes sense that your most strategically valuable projects should have priority access to the most appropriate resources resources. But if projects aren’t prioritized – or worse, EVERY project is classed as a ‘top priority’ – then there’s no way to allocate resources efficiently.

Without project prioritization, resource managers can face: 

  • Resource conflicts – Where projects argue over the same key resource.
  • Burnout – Because top talent is demanded by every project, not just the most important ones.
  • Strategic misalignment – With resources assigned ad hoc rather than to projects that most move the needle for your business.
  • Risk to critical projects – Because they’re left fighting for scarce resources just like lower-priority initiatives.

To overcome this challenge, Resource Managers need to implement a project prioritization framework – a process that helps align resource allocation with your organization’s top objectives. To do this:

  1. Get senior leader buy-in for your new framework and agree on relevant criteria for ranking projects – like strategic importance, financial value, and urgency.
  2. Create a process for ranking all new projects – for example, who’s responsible, what data they use, and how the ranking information is shared and used, what happens in the event of a conflict. 
  3. In the event of conflicts, use scenario planning to understand the impact of prioritizing different projects – such as resource use, costs, profitability, schedules, etc.

3. Managing skills – and overcoming shortages

As a resource manager, you don’t need us to tell you how difficult skills management is. You need to:

  • Ensure there are processes in place to collect and maintain skills records. 
  • Make that information accessible to people who need it.
  • Use the data to inform workforce planning strategies and mitigate skills gaps.

But even with those practices perfected, with a limited number of resources and a seemingly endless pipeline of projects, you’ll come up against skills shortages. And it’s your job to work around them. So what can you do?

As we discussed earlier, centralizing your resource data is the first step. This will ensure that people have access to information about resources’ skills and proficiency when allocating them. But that’s just the start. For that to be effective, you also need to have a standardized list of skills and competencies, to ensure the data is searchable and no results are missed because people are using different terms to describe their skills - like ‘Java’ vs ‘programming languages’. 

Plus, you’ll need a regular update process that involves resources checking and updating their skills information, with that checked and verified by their line manager.In terms of using data to conduct a skills gap analysis and inform planning, you should be looking at capacity and utilization reports filtered by skills. This will show you which skills are most and least in demand.

Then you can work with others – such as your HR team – to devise strategies to resolve this. These might be recruiting more programmers or upskilling existing (perhaps underutilized) resources. But what about when you simply can’t meet project needs due to skills gaps right here, right now?

This is when you need to get creative and even a little technical. 

  1. Check project priorities – If your project is high priority, you may be able request resources from a lower-priority initiative.
  2. Use resource leveling techniques – These techniques adjust the parameters of your project to accommodate resource constraints.
  3. Seize the opportunity to upskill – Skills gaps are an opportunity to upskill a more junior resource in skills that are clearly in-demand. Work with the project manager to negotiate this and explain the benefits of upskilling.

4. Spending too much time on simple RM processes

One problem resource managers face is spending way too much time on really simple stuff. But the real problem is that they don’t realize they’re spending too long on them. To these hard-working RM professionals, this is just business-as-usual and how long things take, right?

Wrong. There is another way. We’ve seen resource management teams use a wide variety of tech to try to tame their resource madness:

  • Free tools like spreadsheets and Kanban boards
  • Generic paid task management tools like Monday.com 
  • Dedicated resource management software like Runn

And we know that using appropriate resource management software is going to make your resource management processes quicker, easier, and more accurate. For example, RM software lets you:

  • Simplify finding and allocating resources with a searchable centralized resource pool—then simply dragging your choices into your project schedule.
  • See and act on data at a glance with visual heatmaps of resource capacity and utilization, and personalized data dashboards.
  • Track real-time resource availability to ensure you have the right resources at the right time.
  • Use historical data to generate accurate forecasts to predict future resource needs better.
  • Easily track time with integrated time tracking for accurate performance and billing insights.

It’s time to work smarter, guys, not harder, and stop squandering time on stuff that isn’t that difficult :-) If you need more convincing on the benefits of resource management software, check out some of these other articles…

5. Explaining what you ACTUALLY do

Ok, so it’s kind of to be expected that people stare at you blankly at a party when they ask you what you do for a living. But – in the workplace – lack of understanding of what resource management is gets real tired, real quick.

In a professional setting, if people don’t understand what you do, they’re not able to work with you on your shared objectives. And they’re more likely to be nervous about your intentions. Are you here to make people redundant? Snoop on their timesheets? Exile them to unknown teams?We chatted with resource management expert Julie McKelvey RMCP® about this.

I think resource management is somewhat misunderstood. Some people think it's HR, some people think it's just scheduling. If you ask someone about what a workforce planner or a workforce analyst does, often they'll say it's completely different to resource management. But those roles are actually a lot closer to what we do, compared to HR. So there's a lot of education that needs to be done around resource management. In a lot of companies, you'll find people who have never worked with resource management before. Out of the five VPs I've worked with, for instance, only one of them had worked with resource management. It's completely new to them, and they might not buy into it or believe in it.’

In many organizations, resource management is a relatively new concept, which means it can take time to convince people of its value. As a result, you may get resistance from key stakeholders – even the people who will benefit the most. So how do you convince everyone – from senior leaders to project teams – that resource management is something they should support? 

Firstly, you need to listen to people’s concerns and understand what’s worrying them. Then you can use your knowledge of the discipline to reassure them:

For leaders 

  • Highlight how resource management can improve project success rates, reduce costs, and align resources with strategic goals
  • Discover and share the ROI of resource management – A million-dollar uplift in a 300-person company through just a one-point improvement in resource utilization

For team leaders and project managers 

  • Show how resource management improves project outcomes by allocating the right people to the right projects at the right time
  • Demonstrate how it reduces the current stress associated with staffing projects by providing better visibility into resource availability and suitability for projects
  • Reassure them that they’re not losing autonomy over their resources but gaining access to the entire organizational resource pool 

For team members 

  • Emphasize how resource management is pro-people! It prevents burnout, ensures fair distribution of workloads, and helps align project allocations with individuals’ interests
  • Reassure them that measures like introducing time tracking isn’t punitive or designed to catch people out – it’s to plan work better and make sure resources aren’t overburdened
  • Show how resource management makes redundancies and layoffs less likely, by identifying opportunities to retrain, upskill, and redeploy underused roles

To really get people on your side and explain the value of resource management:

Every RM should be ready to deliver their elevator pitch with a C-suite executive. We talk about having a seat at the table, influencing, and being a strategic partner. How can you do that if you're not seen in that light? You need to be able to effectively communicate that value proposition and stand behind it. What it is you do and why you do what you do.’

6. Elevating resource management from operational to strategic 

Resource management operates at two levels – operational and strategic. Operational resource management is the day-to-day optimization of how resources are allocated to tasks and projects. Strategic resource management is about how resourcing supports broader organizational objectives. Strategic resource management is associated with higher resource management maturity and better business performance, so should be the endgame of ambitious resource managers like you. But what does it actually entail? And how do you elevate resource management from operational to strategic? Strategic resource management includes advanced practices such as:

  • Aligning resource allocations with strategic goals – Prioritizing resources for projects that most move the needle for the business
  • Forecasting capacity and demand – Using resource and project data to plan recruitment and workforce development strategies, and avoid the cost and disruption of reactive resourcing 
  • Scenario planning – Using scenario modeling techniques to understand and mitigate resource risks, as well as maximize on opportunities, such as spare capacity
  • Data-driven decision-making – Basing business decisions on relevant data rather than intuition or guesswork 

Elevating purely operational resource management to a more strategic approach is challenging. It won’t be a quick fix. But here are some tips to start laying the groundwork.

  1. Share your strategic vision – Initiate conversations with key stakeholders about the strategic potential of resource management, focusing on alignment with current organizational objectives, such as efficiency, productivity, or cost control 
  1. Consider a governance and delivery framework – Think about how strategic resource management will be governed and delivered. For example, through a centralized resource management office (RMO)
  1. Undertake industry-recognized training – Elevate the expertise of RMs in the organization by undertaking formal training to develop a shared understanding, methodology, and vocabulary across the business. Our experts recommend the RMI’s Resource Management Certified Professional Program...
For a Resource Manager, getting your RMCP® certification solidifies you as a true professional in the field, leveling you up from someone who provides staffing support to someone who is a strategic contributor to the business. I am able to draw clear connections between resource management and a company’s goals, priorities, and objectives, and communicate these connections clearly,’ explains Laura Dean Smith RMCP®, Director of Consulting Operations for Resource Management at Clarivate.

7. Moving from multiple muddled systems to a single tool 

Many customers expect an uphill struggle when it comes to implementing dedicated resource management software – especially if they’re currently managing resources in a jumble of different tools. And with some software vendors, maybe it is. But not with Runn.

We will transition you from struggling with spreadsheets – or whatever else you’re using – to fully functioning RM software, fast. With Runn, you can opt to implement our software in-house yourselves or get support from our implementation team. If you opt for our help, we’ll get you up and running ASAP. You’ll start with a scoping session where our experts take time to understand:

  • What your pain points are 
  • Where you're struggling right now
  • If you've got any inefficiencies in their current process
  • The areas that you’re looking to improve on

From there, we’ll move on to data discovery, where we learn what data you have, where it’s held, and in what format. Then we’ll come back to you with a fully fledged plan – with all the phases and milestones mapped out – and a customer success manager to support you. We don’t just want to get you onto the system, we want you to succeed, so we’ll help with training, comms strategy – anything you need to win hearts and minds along the way. 

Read more about the process of implementing Runn in this interview with our Senior Implementation Manager, Brian Naylor ➡️

Overcome your resource management challenges with Runn 

Whether you’re sold on resource management software yet or not, give it a try. You’ve got nothing to lose and – trust us – a heck of a lot to gain.

  • Get unrivaled visibility into resources, capacity, utilization, and more
  • Allocate the right people to the right projects at the right time
  • Balance workloads, increase productivity, and reduce burnout
  • Use data to proactively plan your workforce 
  • Make better decisions, faster 
  • And lots more

Start your free 14-day trial today ➡️

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