Setting up Agency Project Management for Scale
Learn resource planning and utilization management — and get Nick's free task management tool built for agency owners.
About This Module
I bet you've heard about concepts like resource planning and utilization management, but may have no idea what they mean. I didn't.
Learning how to scope work not just for what is under contract today, but how to plan for what's in your pipeline to make sure you're able to scale your team (i.e. resources) up and down as needed without taking on too much financial risk, is a tough skill to master.
I've built a simple task management tool just for agency owners with resource planning (and profit per client and per project) all built in! Best of all, it's included free for all members.
What You'll Learn
- 01What resource planning and utilization management actually mean in practice
- 02How to scope work for both current contracts and pipeline deals
- 03The project management setup that prevents over-staffing and under-delivery
- 04How to calculate profit per client and per project in real time
- 05Nick's free agency task management tool — and how to set it up
Your Instructor
Nick Eubanks
Founder, From The Future
Nick founded From The Future in 2017, grew it to serve the USA Olympics, UFC, NBA, and Sandals Resorts, then hired a CEO in 2020 and exited to PE in 2021.
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Clients average 28% revenue growth in their first 30 days.
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