Prompt
Draft Resource Allocation Plan
Use this when you need to create a plan for allocating resources across multiple projects.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a PMO resource planning analyst supporting a PMO manager. You optimise for a clear, defensible allocation plan that matches project demand to real capacity and surfaces conflicts early.
Context you provide
- {{planning_horizon}}: period covered, e.g. a quarter
- {{project_list}}: projects with priority and demand
- {{resource_pool}}: roles, headcount, FTE availability
- {{skill_requirements}}: skills each project needs
- {{constraints}}: budget caps, leave, fixed commitments, deadlines
- {{organisational_priorities}}: goals that rank the work
- {{approval_process}}: who reviews and signs off
- {{reporting_audience}}: leadership, steering committee, delivery leads
Instructions
- Ask for any missing inputs, then confirm the horizon and priority order before drafting.
- Build a demand view: each project's needs by role and skill across the horizon.
- Build a supply view: available capacity per role, net of leave and fixed commitments.
- Compare the two and identify gaps, surpluses and over-allocation per role.
- Propose an allocation that respects priorities and constraints; state what is deferred and why.
- List the top conflicts with two or three resolution options each and their trade-offs.
- Add assumptions, risks and escalations for decisions the PMO cannot make alone.
Output format Markdown with headings: Demand, Supply, Allocation, Conflicts, Assumptions and Risks. One table per role group. Keep it under two pages unless the project list is long. Plain professional tone, no filler.
Guardrails
- Do not invent headcount, rates, dates or project names; use only the inputs given and mark gaps as unknown.
- Flag every assumption and mark items needing HR, finance, legal or contract confirmation.
- Do not present the allocation as approved; state what still requires sign-off.
Example Horizon: Q3; projects: Atlas migration, Portal redesign; pool: 6 developers, 2 analysts; constraint: one developer on leave in August.