The Blueprint: Resource Management Masterclass (Without the Jargon)

For project-based and time-billing firms, performance is determined by two things: people and time.

How effectively those two assets are planned, deployed, and protected determines whether projects stay on track, margins hold, and teams remain sustainable.

This masterclass distills decades of firsthand experience and thousands of real-world conversations into a clear, structured approach to resource management.

Not theory.
Not buzzwords.
Not generic advice.

Just the fundamentals—applied rigorously.

The Blueprint is a practical, experience-backed masterclass in how high-performing firms plan and manage their people to deliver predictably, profitably, and at scale.

What This Masterclass Covers

Resource management is often talked about—but rarely taught as a cohesive discipline.

In this masterclass, we break it down clearly and systematically.

Resource management is the practice of planning, allocating, and forecasting your people so the firm can meet commitments without overloading teams or eroding financial performance.

For project-based firms, people are the primary asset. Resource management is how people are managed.

Why This Matters Now

Most firms don’t lack effort or intent.

They lack structure.

Instead, they rely on:

The result is reactive decision-making—when what’s needed is foresight.

This masterclass exists to help firms move from reactive staffing to intentional planning.

The 5 Core Disciplines of Resource Management

We break resource management into five foundational components:

  1. Resource Planning – Defining what work must be done and when
  2. Capacity Planning – Understanding how much work your teams can truly support
  3. Resource Allocation – Assigning the right people to the right work
  4. Resource Forecasting – Seeing risk and opportunity before they surface
  5. Resource Analytics – Using data to guide decisions, not just report the past

Each section focuses on how these disciplines actually work in real firms, not how they’re described in textbooks.

From Ad Hoc to Operational Excellence

We’ll also cover:

This is about building a repeatable operating capability, not adding more process.

A Structured, Applied Series

Each week, we’ll release one chapter of The Blueprint.

Every section builds on the last and is designed to be applied immediately—helping you strengthen planning, improve utilization, protect margins, and create calmer, more predictable operations.

Sign up to receive the full Resource Management Masterclass, delivered weekly to your inbox.

Why This Masterclass Exists

Over the last decade, I’ve spoken with thousands of project-based and time-billing firms—principals, operations leaders, project managers, and finance teams—about one thing: resource management.

Different firm sizes. Different geographies. Different levels of maturity.

Yet the same patterns show up again and again.

Teams working incredibly hard, but still feeling behind. Projects that look profitable on paper, but erode quietly over time. Managers forced to make staffing decisions with incomplete or outdated information. Planning that exists—but never quite holds once reality hits.

Before all of that, I experienced this firsthand.

More than 20 years ago, I started my own firm. As we matured our resource management practices, I understood the basics—that managing people and time controlled how much work was billed, and that billed time directly impacted profitability.

What I didn’t expect was the scale of the improvement.

As planning became more intentional and resource management more disciplined, the gains went far beyond utilization. Project delivery stabilized. Decision-making improved. Teams became more sustainable. The financial impact was real—and, frankly, shocking.

What became clear is this: resource management is not an administrative function. It is a performance lever.

And yet, it’s rarely taught clearly, cohesively, or in a way that reflects how firms actually operate.

That’s why this masterclass exists.

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