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Resource Planning & Capacity Management Flashcards

7 cards from real CPSM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Resource Planning & Capacity Management flashcards as text
  1. In professional services, what does 'utilization rate' primarily measure?

    Answer: The percentage of billable hours worked relative to total available hours

    Utilization rate measures the percentage of an employee's available hours that are spent on billable client work, a key productivity metric in professional services.

  2. Which capacity planning approach begins with forecasted demand and works backward to determine required staffing levels?

    Answer: Demand-driven planning

    Demand-driven planning starts with projected client demand or sales pipeline data and determines the headcount and skills required to meet that demand.

  3. A professional services firm has 10 consultants each available 40 hours/week. If 320 hours are committed to billable projects, what is the team utilization rate?

    Answer: 80%

    320 billable hours divided by 400 total available hours (10 × 40) equals 80% utilization.

  4. What is 'bench time' in the context of professional services resource management?

    Answer: Non-billable time when consultants are available but not assigned to client projects

    Bench time refers to periods when consultants are paid and available but not generating billable revenue because they lack active project assignments.

  5. Which technique uses historical project data and current pipeline visibility to predict future resource shortfalls?

    Answer: Rolling resource forecasting

    Rolling resource forecasting continuously updates projections based on the latest pipeline and project data, typically in a 3-to-12-month horizon.

  6. When a professional services manager identifies a skill gap for an upcoming engagement, which is the MOST appropriate first action?

    Answer: Assess whether the gap can be filled by upskilling existing staff, a contractor, or a partner

    Assessing all options—internal upskilling, contractors, or partners—before committing to a solution ensures the most cost-effective and timely resolution to the skill gap.

  7. In resource management, what does 'over-allocation' mean?

    Answer: Assigning a resource to more hours of work than they are available to complete

    Over-allocation occurs when a resource is committed to more billable or project hours than their total available working hours, leading to burnout and delivery risk.