Strategic Workload Redistribution Planner

Purpose:

Methodically redistribute work to balance capacity while optimizing skill development, client relationships, and team capability building.

Instructions:

Use this tool when capacity imbalances are identified to create strategic redistribution plans that benefit both individuals and team performance.

Current Workload Analysis

Assessment Date:

Team Capacity Overview:

Team Member	Volume (1-5)	Complexity (1-5)	Stress (1-5)	Energy (1-5)	Total Score	Status
					0
					0
					0
					0
					0
					0

Redistribution Opportunities Identified:

Overloaded Team Members:

Available Capacity:

Redistributable Work Items:

Strategic Redistribution Planning

Redistribution Strategy 1

Work to Move:

From:

To:

Rationale:

Development Benefit:

Timeline:

Success Measure:

Redistribution Strategy 2

Work to Move:

From:

To:

Rationale:

Development Benefit:

Timeline:

Success Measure:

Redistribution Strategy 3

Work to Move:

From:

To:

Rationale:

Development Benefit:

Timeline:

Success Measure:

Implementation and Monitoring

Communication Plan:

How will redistribution be explained to team members?

What support will be provided during transition?

How will clients be informed of changes?

Implementation Timeline:

Week 1:

Week 2:

Week 3:

Week 4:

Monitoring and Adjustment:

Weekly Check-ins:

Success Indicators:

Adjustment Criteria:

Results Evaluation

Complete this section 30 days after implementation

Capacity Balance Improvement:

Team Member Feedback:

Client Impact Assessment:

Development Benefits Achieved:

Lessons Learned:

Future Redistribution Improvements: