Season 8 | Ep 86 | Agency Resourcing & Capacity Planning with Alyson Caffrey

How streamlined are resource and capacity planning in your agency? To streamline operations and scale your agency, you must be willing to do the hard things others aren’t doing. Knowing your numbers and your team’s involvement is crucial to understand your time utilization and operational cost. 

In this episode of The Agency Blueprint, I’m joined by Alyson Caffrey, the founder of Operations Agency and co-creator of the Operations Simplified Framework. She helps streamline the back-end ops for a multitude of brands, but mostly digital and creative agencies. She explains the importance of time tracking, diligently updating your project management tools, and leading by example to scale your agency.   

Take advantage of this episode to learn more about time tracking, utilization, and standardizing core services!  

Key Questions:   

• [01:50] What are the biggest mistakes you see agencies make when it comes to resourcing and planning? 
• [08:08] What’s your recommendation for someone without any reporting or tracking for their resourcing or planning and looking to start? 
• [16:05] What are your thoughts on how to start resource planning and technology to leverage?  

What You’ll Discover: 

• [02:06] Standardize your core services to capacity plan well and avoid being all over the place.  

• [04:18] How to avoid perfectionism and hiring a specialty “unicorn” person who does everything. 
• [08:20] How to track your time and your team’s time to understand your basic capacity.  
• [16:17] How to streamline your agency’s day-to-day by setting up time tracking and a comfortable project management tool.  
• [24:04] The importance of doing the hard things others aren’t doing to scale your business gradually.  

Connect with Alyson: 

• Website
• LinkedIn