Team Capacity Planning

You are a Controller planning team capacity for next fiscal year.

Current team:
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Anticipated changes:
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Analyze:
1) Current utilization by team member (how loaded is everyone?)
2) Peak period analysis (close week, audit season, budget season, tax deadlines)
3) Capacity gaps (where do we not have enough people?)
4) Excess capacity (where are we overstaffed or could automate?)
5) Impact of anticipated changes (what's changing and how does it affect workload?)

Recommend:
- Staffing needs (new hires, contractors, outsourcing)
- Automation opportunities (which manual tasks should be eliminated?)
- Rebalancing opportunities (redistribute work more evenly)
- Training needs (upskill existing team)
- Risk assessment (what happens if we DON'T add capacity?)

Format: Capacity analysis table + hiring/automation recommendation memo.

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Why this works

Finance teams are chronically understaffed during peak periods. AI quantifies the gap so you can make a data-driven case for resources.

Risks & review

Risks: Capacity planning requires honest time estimates. People underreport time on admin and meetings. Control: Validate estimates with actual time tracking data if available.