Templates

Capacity Plan

A straightforward capacity plan designed as a strategic workforce management tool. It helps align staffing with forecasted demand to support service quality, efficiency, cost control, and long-term success. This easy-to-use template includes all the core elements outlined in our capacity plan article.

Simple Staff Plan (Demo / Values Only)

Schedule Efficiency

A practical template for calculating schedule efficiency for any given week. This metric shows how closely workforce schedules align with demand. Regularly monitoring it and making adjustments helps reduce staffing gaps and improve resource utilization. The template includes all the key components outlined in our blog post.

Schedule Efficiency Sample Worksheet

Line Adherence

A spreadsheet-based template for tracking line adherence on a single day. This metric helps ensure optimal staffing by measuring how closely actual staffing levels align with requirements, supporting consistent and efficient service. The template includes all the key elements discussed in our article on the topic.

Line Adherence Sample Worksheet