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Analysis / Professional services and client delivery

Analyze consultant utilization patterns

Analyze consultant utilization in Proforma with explicit available-hour definitions. Separate demand, delivery and recording issues before staffing decisions.

A starting point for

Practice lead · Resource manager

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Your starting prompt.

Analyze [timesheets] against [available hours] for [period]. Calculate billable, delivery, business development and internal utilization using explicit denominators. Show patterns by practice and project, including leave, incomplete submissions and staffing gaps. Separate demand shortfalls from time-recording issues and propose investigation questions. Aggregate where possible; do not rank individuals or infer performance from utilization without their role and work context.

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Method and review

Keep the assumptions visible.

Use the engagement scope, supplied evidence and delivery dates. Separate client facts from assumptions, retain source references and identify decisions that need client approval.

For this task, check

Leave, nonbillable responsibilities and incomplete time records must be reviewed before staffing conclusions are drawn.

This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.

Before you begin

  • Permitted timesheet and availability data
  • Agreed utilization categories

Work with permitted files or queryable data. Verify the result against the original records.

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Make it your investigation.

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