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Tactical Planning

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Tactical planning translates the “anonymous” number of people of the capacity plan to real people, in other words, to a roster. The roster assigns people to shifts over several weeks. A shift is a recurring sequence of days and time slots per day.
In the following sample, we have three shifts: Early, Late and Night.
People rotate shifts, for instance: one week Early, one week Late, and one Week Night.

Please notice that we use a spreadsheet only to show the principle, and because many planners still use them, but please read this if you want to know why spreadsheets are bad.

Sample Excel Planning Spreadsheet

Breaking it down to days allows for managing daily deviations, like off-days or sick leaves.


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