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Capacity planning template
Capacity planning template

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Streamline your resource management and simplify your workload management with our free capacity planning templates. These templates are designed to seamlessly fit into your existing project management and team management workflows.

Our templates will guide you through the capacity planning process, helping you to easily determine capacity and measure your team's total capacity against the current team's resource capacity. This will allow you to effectively identify and measure the capacity gap and better synchronize capacity and demand, ultimately enhancing your operations strategy.

Understanding capacity planning

Capacity planning is key to managing resources and projects well. It’s about finding the right balance between what your team can do and the work they have. We look at what the team can handle now and guess what they’ll need later. This helps us hit our big targets.

Effective team management spots the difference between what we can do and what’s needed. We figure out how to match what we can do with what’s asked from us. This makes sure we use our people well. 

Definition and importance of capacity planning

Capacity planning is big for managing projects and how things run. It’s about figuring out the most we can do. We check how much work our team can take on and what they’re doing now. This planning is a big deal for managing resources and the work we have.

This plan is key because it shows us where we’re short, so we can line up what we can do with what’s needed. Plus, good capacity planning means we use our stuff well, help our teams do better, and make our projects go smoothly.

Key elements of capacity planning

The first step is to see what our team can do right now. We dig into how much work they can handle. This is super important for managing resources and projects. It helps bosses see where we might fall short.

The next step is to make sure what we can do matches what’s needed. This takes a smart plan and good team leadership. We make sure we use our resources well and meet project deadlines.

The last step is to see how planning helps us. Better planning means we manage work better, get more done, and save money. This brings big wins for the business.

Benefits of using capacity planning templates


Templates for capacity planning make the whole process smoother. They help businesses figure out how much they can do, manage their teams, and handle work better. This makes managing resources and projects simpler, leading to smarter and cheaper ways of working.

These tools also shed light on what our team can handle right now. They make it easier to see where we’re falling short. Plus, they give us a clear picture of how to match our abilities with what’s needed, making sure we’re using our resources to the fullest. In the end, these templates lead to lots of wins by making our teams stronger and more productive.

Efficiency in resource allocation

Managing resources in a smart way means planning carefully. We need to really understand how much we can do and where we’re lacking. The main ideas here are handling work and figuring out how much our team can take on.

Making sure what we can do lines up with what’s needed is super important. This helps us use what our team can do right now in the best way possible. It also means we manage our projects and teams better. By doing all this, we waste less and get more benefits, like saving resources.

Plus, when we plan our resources well, our business is set up to grow and do even better. All of this shows why it’s so important to be smart about how we use what we have.

Improved project management

Good project management means managing resources and planning well. We use the planning process to figure out how much we can do, see where we’re lacking, and make sure our abilities and needs match up. This also means looking at how much work our team can really handle.

Better strategies for managing resources and work are key to making the most of our team’s abilities. Also, smart planning can really make a difference in how we run things. With better project management, we lead our teams more effectively and get our projects done the right way.

Cost-effective business operations

Managing resources, planning capacity, and running things efficiently are all part of keeping business costs down. By figuring out how much we can do and managing our resources well, companies can see the full picture of their team’s abilities and how to handle work. This helps line up what we can do with what’s needed, which makes a big difference to our profits.

Strong project and team management are crucial for keeping an eye on what our team can do right now and for spotting where we’re lacking. These smart, forward-thinking moves have lots of perks, like saving money, doing better work, and running things smoothly.

Putting money into planning can give us an edge by making the most of our team’s abilities and making sure we plan our resources efficiently.

Top free capacity planning templates


Free capacity planning templates help in facilitating an efficient capacity planning process. They assist project managers To determine Capacity, Devise Operations Strategy, and Implement Result-oriented resource management. Using these templates can also simplify team management by providing a clear overview of the team's total capacity.

These templates enable easy monitoring of resource capacity, support in measuring capacity Gap, and help to synchronize capacity and demand seamlessly. Additionally, they can be instrumental in effective workload management, which can ultimately maximize team capacities. Understanding and utilizing these capacity planning benefits are crucial for efficient project management.

Bonsai best capacity planning software

Bonsai is acclaimed as the best capacity planning software for its robust features that streamline resource management. It integrates team capacity, resource allocation, and demand forecasting, enabling managers to measure and monitor resource utilization effectively. With Bonsai, project scheduling and workload management are optimized, providing data-driven insights to bolster business strategy planning.

Link to Resourcing

Microsoft project capacity planning template

Microsoft project's capacity planning template simplifies the capacity planning process, allowing team management To effectively determine capacity and optimize resource management. This template meticulously observes the current team's resource capacity, unveiling the workload management framework.

Crucial features of this template include:

  • Measuring the capacity gap: identifies potential discrepancies between the resource capacity and project demand.
  • Synchronizing capacity and demand: balances available resources with project needs to avoid overspending or underutilization.
  • Team capacities: provides data to help optimize the operations strategy, leading to better project management.

The use of such a template promises numerous capacity planning benefits and improves overall project outcomes.

Smartsheet capacity planning template

The smartsheet capacity planning template is a highly effective tool designed to improve your capacity planning process. It helps to accurately determine Capacity, Manage Resources, And can significantly enhance your project and team management. By Providing insights into your current team's resource capacity and overall team Capacities, It Allows for effective workload management.

Furthermore, this template aids in identifying and measuring the capacity gap. with this crucial information, you will be able to synchronize capacity and demand, making your operations strategy more effective. The numerous capacity planning benefits offered by this tool make it an indispensable asset for resource capacity planning and management.

Team Gantt capacity planning template

Team gantt provides a comprehensive capacity planning template to manage an effective resource planning process. Using team gantt, workload management becomes efficient as it aids To Easily Determine Capacity and accurately Measure The capacity gap. Simplifying the resource management process, team gantt helps in tracking the current team's resource capacity, ultimately assisting in operations strategy and project management.

Through resource capacity analytics, you can synchronize capacity and demand to maximize team capacities. Notably, the potential capacity planning benefits include optimal utilization of resources, improved team management, and enhanced project performance.

How to choose the right capacity planning template


The right capacity planning template could streamline your project management and workload management dramatically. It should make it easier for you to determine the capacity of your resources and consider your team's total capacity. This is key to understanding your current team's resource capacity and highlighting areas where there may be a capacity gap.

Choose a template that facilitates the capacity planning process, including mechanisms to synchronize capacity and demand. Ideally, it should both reflect your operations strategy and bring capacity planning benefits, such as improved resource planning and resource management, as well as efficient team management.

Understanding your business needs

Optimizing operations strategy involves a careful capacity planning process. This includes steps to determine capacity, tackle resource management, and synchronize capacity and demand. Distinct advantages of robust Capacity planning include efficient project and team management.

Measuring the capacity gap is crucial in the resource planning phase. It showcases the difference between your team's total capacity and your current team's resource capacity. Hence, workload management becomes simpler while maximizing resource capacity.

The gauged data aids in effective decision making, and strengthens team capacities. This streamlined approach offers valuable insights and is often associated with capacity planning benefits.

Evaluating template features

Effective resource management and capacity planning Process Is Crucial to successful project management. This pertains to determining the team's total resource capacity, measuring the capacity gap and synchronizing the capacity and demand. Resource capacity and workload management play instrumental roles in meeting the team capacities and executing the operations strategy.

Benefits of capacity planning include improved team management, strategic resource planning, and optimal utilization of available resources. Thus, understanding the current team's resource capacity can significantly streamline the workload management and project execution.

Customizing your capacity planning template

In leveraging the capacity planning process, one needs to determine capacity effectively in line with resource planning. This capacity planning template allows for seamless resource management, providing a clear overview of your project management tasks.

With this template, you can easily track your team's total capacity, examine the current team's resource capacity, and measure the capacity gap. It enables workload management optimization and helps to synchronize capacity and demand.

Significantly, a well-customized capacity planning template brings numerous capacity planning benefits. It contributes to team Capacities Enhancement and forms an integral part of your operations strategy.

Adjusting for your business size

The capacity planning process plays a significant role in resource planning and management in any business size. This includes determining capacity, assessing your current team's resource capacity, and understanding your team's total capacity. It aids in workload management and project management, Crucial Elements in efficient team management.

By measuring the capacity gap, you can effectively synchronize capacity and demand. This not only ensures proficient resource management but also brings capacity planning benefits such as foreseeing potential hurdles, creating an effective operations strategy, and optimizing team capacities.

Incorporating your business goals

Effective project management heavily relies on well-orchestrated capacity planning processes and resource management strategies. Recognizing a team's total capacity and accurately evaluating the current team's resource capacity through measures such as workload management contribute to the efficient utilization of available resources.

Synchronized capacity and demand, pioneered through a solid operations strategy, helps to minimize wastage and boosts the benefits garnered through capacity planning. In essence, adopting strategic resource planning, team management, and resource capacity strategies goes a long way in helping any company meet predetermined business goals.

Integrating capacity planning templates with other tools

Integrating capacity planning templates with other tools like resource management and project management software can make the capacity planning process smoother. It helps managers to figure out capacity, see the team’s total capacity, find the capacity gap, and match capacity and demand effectively. This combined method also supports workload management.

Combining with project management software

A good resource management approach is key for any project management task. Through the capacity planning process, project managers can figure out capacity, make workload management smoother, and get a better understanding of their team’s total capacity. This improves team management, helping in reaching project goals on time and within budget limits.

Linking with resource management tools

Using resource management tools effectively can make the capacity planning process smoother. These tools support operations strategy by helping to figure out capacity and manage resources for better project and team management. They efficiently find the capacity gap, the difference between the team’s total capacity and the current team’s resource capacity.

Common challenges in capacity planning and how templates can help


One common challenge in the capacity planning process is the measurement of the capacity gap to determine capacity. Resource management is critical in project team management, as it allows for effective workload management. Determining the current team's resource capacity can often be complex and tricky.

Templates can be beneficial in assisting with capacity planning. For instance, they can be used to outline the operations strategy, giving a clear overview of the team's total capacity. They can also assist in synchronizing capacity and demand, thereby streamlining the resource planning process.

Overcoming resource overallocation

Resource management is crucial within project management and team management to prevent overallocation. One key strategy is the capacity planning process, which allows a team to determine the capacity of their resources, i.e., evaluate the current team's resource capacity and measure the capacity gap. this process ensures effective workload management, aligns with the operations strategy, and generally results in the following capacity planning benefits:

  • Synchronization of capacity and demand
  • Improved understanding of team capacities
  • Enhanced resource planning

Addressing inaccurate capacity forecasting

Addressing inaccurate capacity forecasting involves refining the capacity planning process and enhancing resource management. This can be achieved through the better use of project management and workload management tools to determine capacity accurately. It's vital to assess the team's total capacity and compare it with the current team's resource capacity.

Improvement efforts should focus on developing operations strategies to try and measure the capacity gap, then synchronize capacity and demand. Realizing accurate resource planning offers numerous capacity planning benefits, including enhanced resource capacity utilization and efficient team capacities.

Conclusion: maximizing the benefits of capacity planning templates

To maximize the benefits of capacity planning templates, a clear understanding and effective management of the capacity planning process is crucial. This involves using the templates to accurately determine capacity, efficiently manage resources, and streamline workload management. These key steps enable project and team management to:

  • Evaluate their team's total capacity,
  • Assess the current team's resource capacity,
  • Measure the capacity gap,
  • Synchronize capacity and demand,

Thus, leveraging capacity planning templates can profoundly enhance operations strategy, resource capacity, and ultimately, the capacity planning benefits.

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Capacity planning template

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.