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Resource and capacity planning: The hidden engine behind successful managed IT services

How can resource and capacity planning help MSPs balance service demands, optimise costs, and drive efficiency? Daniel Lewis, Head of Resource and Capacity Planning, discusses why it’s the key to delivering seamless IT services while staying ahead in a competitive market.

by Daniel LewisPublished on 2 December 2025 3 minute read

Nowadays, IT managed service providers (MSPs) face constant pressure to deliver high-quality support, maintain uptime, and respond quickly to evolving customer needs - all while optimising costs and managing a diverse technical workforce. Amid the day-today of implementing technology for our customers and ensuring their IT environments are running securely and seamlessly, one key discipline often separates the truly effective MSPs from the rest: resource and capacity planning.

What is resource and capacity planning?

At its core, resource and capacity planning is the process of aligning your available people, skills, and tools with the demands of your service commitments.
It answers crucial operational questions such as:

  • Do we have the right people with the right skills available when our customers need them?
  • Can we take on new work without impacting existing service levels?
  • Where are we over or under utilising our teams?

By analysing workloads, forecasting demand, and scheduling resources efficiently, IT service managers can balance capacity against demand, ensuring the business runs smoothly today and is prepared for tomorrow.

Why it matters in a managed services environment

In an MSP setting, where success is measured by service availability, responsiveness, and efficiency, resource and capacity planning plays a critical role in both operational performance and customer satisfaction.

Here’s why it’s so important:

1. Improved service delivery and SLA compliance

Effective planning ensures our support teams are neither overstretched nor idle. With clear visibility into workloads and resource availability, managers can assign work strategically to meet service-level agreements (SLAs) without risking burnout or missed deadlines.

2. Enhanced forecasting and business agility

Accurate capacity forecasts empower us to predict upcoming spikes in demand, such as onboarding new customers, project go-lives, or seasonal workload changes and adjust resources proactively. This agility prevents last-minute scrambles and positions us as a responsive, reliable partner.

3. Optimised utilisation and cost efficiency

One of the most tangible benefits of effective resource planning is cost optimisation. By analysing utilisation data, we can identify inefficiencies for example, where senior engineers are spending time on tasks that could be delegated or automated. This enables smarter workforce deployment and maximises return on staffing investment.

4. Better strategic decision-making

Resource and capacity data feeds directly into strategic planning. Whether deciding when to hire, where to upskill, or how to rebalance workloads between teams, this visibility supports data-driven decision-making and long-term growth.

5. Improved employee experience

Well-balanced workloads and transparent scheduling create a healthier work environment. Team members who know expectations and aren’t constantly firefighting are more engaged, more productive, and less likely to burn out, a key advantage in a competitive IT talent market.

How to get it right

Implementing effective resource and capacity planning in an IT managed services function doesn’t happen overnight. It requires the right combination of process, technology, and culture.

Here are some key steps:

  • Centralising data: Using an integrated tool e.g. Power Platform that consolidates project, timesheet, and service desk information in one place.
  • Standardised process: Define clear rules for how capacity is measured, forecasted, and reviewed across teams.
  • Plan proactively: Regularly review future workloads and compare them against available capacity weeks or months in advance.
  • Leverage automation and dashboards: Visual reporting helps identify pinch points early and allows for scenario planning.
  • Engage our people: Encourage teams to update availability and raise risks early. Planning works best when it’s a shared responsibility.

The bottom line

For OneAdvanced, resource and capacity planning is not just an operational exercise, it’s a strategic advantage. It underpins reliable service delivery, supports profitable growth, and helps build resilient, motivated teams.

In an era where customers expect speed, flexibility, and transparency, MSPs that invest in mastering this discipline will find themselves better equipped to deliver consistent value and stay ahead of the competition. Get in touch today to learn how we can support your business.

About the author


Daniel Lewis

Head of Resource & Capacity Planning

Daniel Lewis is an experienced resource and capacity planning leader with over 15 years of experience in workforce optimisation and operational strategy.

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