The Resource Management Maturity Quiz

Complete this seven-question quiz to find out your firm’s resource management maturity stage.

By completing The Resource Management Maturity Quiz, you’re taking the first step on your resource management maturity by identifying your current stage, considering both your people and processes, and your software. Once complete, your next steps are included in The Resource Management Maturity Guide which will enable your resource management maturity journey, no matter your starting point.

This guide contains a four-step transformation blueprint which will help you to:

Confirm your current stage (guided by a checklist assessment)
Pick your goal stage (considering benefits and blockers)
Achieve your goal stage (with case study examples), and
Continuously improve your resource management practices.

We recommend that you take the quiz to get an initial idea of your maturity level and then use the guide to thoroughly assess your maturity level and improvement areas.

How to answer:
Answer to the best of your knowledge for your firm. Note that in firms with a lower level of maturity, resource management can differ between service lines, business units, and locations, so you may need to identify a maturity stage for each to really understand and determine your firm’s overall resource management priorities.

1 7

Which best describes how scheduling is done in your firm?

Delivery teams/fee-earners on a reactive basis

We have a scheduler but fee-earners still do most of the scheduling

Work is allocated by resource managers aligned to delivery teams

Resource managers scheduling across teams/a centralized resource management organization

Centralized resourcing making heavy use of technology to automate work allocation

2 7

How are fee-earning staff organized across the firm?

Resources “belong” to the delivery team

Resources are sometimes shared to other teams but primarily sit within a specific team (it’s not easy to ‘”borrow” resources)

Processes are in place to share resources across the firm but it isn’t standard practice

Resources “belong” to the firm, not specific teams

Resources are allocated to work centrally across service lines and/or locations

3 7

How formalized are your resource management processes?

No documented processes or controls

Some processes but mostly ad-hoc and across multiple systems

Resourcing processes are fully documented but some teams are more advanced than others

Firm-wide resourcing processes are documented and monitored for compliance

Strategic, firm-wide Resource Management Office (RMO) overseeing all resource managment

4 7

How do you store, maintain, and apply skills information?

Skills are known but not in a format that can be used to apply them to job matching

Decentralized skills database in a spreadsheet format

Centralized and/or consistent skills database in a spreadsheet or low-tech format

Centralized, software-based skills database, used to assign work to the most suitable resources

Skills data is updated regularly and used strategically to manage supply and demand, and training needs (not just work allocation)

5 7

What technology do you predominantly use for allocating work?

Spreadsheets

Scheduling functionality within a wider PSA, ERP, or practice management software

Dedicated resource management software

Dedicated resource management software making some use of AI and automation to match work to people

Dedicated resource management software with AI/automation contributing heavily to scheduling with minimal manual review/approvals

6 7

How tightly are your practice management systems and data (HR, CRM, and timesheets) integrated with scheduling/resource management software?

No scheduling technology, therefore no need for integrations

Use one system for everything but modules are disconnected and inefficient

Separate resource management software for scheduling with manual uploads or limited integrations to practice management/ERP/PSA; e.g., resource data is linked but there’s no budget data

Close to real-time feed of skills, projects, and financials data into a dedicated resource management software

Integrated best-of-breed and ERP systems give a seamless “all-in-one” mature resource management experience

7 7

How does your firm approach resource management reporting?

Limited to no reporting on resource management metrics e.g., utilization

Manual spreadsheet-based reporting

Software reporting is available but it’s clunky and hard to manipulate and/or export

Reporting on core metrics from a dedicated resource management software with integrations to/from other system data

Centralized, real-time reporting on a suite of organizational metrics

Thanks for filling in the quiz

Get your results to understand where you are on your resource management maturity journey.

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Result section 1

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RMM people and processes

Stage 1

Stage 2

Stage 3

Stage 4

Stage 5

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Result section 2

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RMM software

Stage 1

Stage 2

Stage 3

Stage 4

Stage 5

Your Resource Management Maturity Stage: 1 / 5

Your Resource Management Maturity Stage: 2 / 5

Your Resource Management Maturity Stage: 3 / 5

Your Resource Management Maturity Stage: 4 / 5

Your Resource Management Maturity Stage: 5 / 5

Your results breakdown:

People and processes:

Resource management expertise

Resource sharing

Resource management processes

Skills organization

Software:

Resource management software

Resource management integrations

Resource management reporting

Congrats! You’ve taken the first step on your resource management maturity journey. Your next steps are included in The Resource Management Maturity Guide which will enable your resource management maturity journey, no matter your starting point.

The guide contains a four-step transformation blueprint which will help you to:

1. Confirm your current stage (guided by a checklist assessment)

2. Pick your goal stage (considering benefits and blockers)

3. Achieve your goal stage (with case study examples), and

4. Continuously improve your resource management practices.

The Resource Management Maturity Guide

Download now

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