Building The Blueprint For Scalable Operations: Tools & Templates For Workload Forecasting, Resource Planning, & Efficient Execution

Are you looking to optimize your resource planning and workload forecasting to drive better efficiency and performance within your B2B marketing operations?

Join us in this hands-on workshop where we’ll explore how to build and implement a robust system for managing both internal and external resources against project demands, and create a seamless workflow that optimizes time, cost, and performance—even in the face of fewer resources.

This session will guide you through the entire process—from intake of project requests to triaging those requests, assigning them to the right teams, and tracking time and costs associated with each project. We’ll discuss how to approach conversations with finance and sales teams about generating pipeline with limited resources, while focusing on key strategies like operational leverage, identifying high-value MQLs and SQLs, and ensuring that your resource allocation directly impacts revenue.

We’ll dive into how to balance fixed vs. variable costs, especially when managing multiple agencies or external vendors, and how to leverage data and AI to better allocate resources based on what’s truly driving sales. You’ll also gain insights into creating stakeholder relationships that make a strong business case for your resource planning, while addressing the importance of measurability in driving success.

You’ll leave this workshop with:

• A system for workload forecasting and resource planning: Learn how to predict workload demands and efficiently allocate resources, both internal and external, while considering operational leverage and shifting resources.


• A structured approach to project intake and triage: Streamline how you intake project requests, prioritize them, and assign the right teams to each.


• Effective tracking methods: Discover how to track time, costs, and performance against projects to understand resource utilization, cost efficiency, and where improvements can be made.


• Insights into chargebacks and cost analysis: Learn how to implement chargeback models, analyze project costs, and identify patterns to optimize workflow and budgeting.


• A framework for continuous optimization: Get actionable steps for refining and improving your resource management processes over time, ensuring scalability, and making data-driven decisions about where to invest.


• A deeper understanding of how to drive pipeline with fewer resources: Learn how to approach resource constraints with a strategic mindset, ensuring that marketing efforts are aligned with sales and revenue goals.


• Leveraging external resources effectively: Understand when to collaborate with agencies, freelancers, or other businesses to maximize productivity and reduce complexity.

Whether you’re looking to better manage your internal agency or create a clearer, more efficient system for resourcing and forecasting, this workshop will equip you with the tools, strategies, and frameworks to streamline your operations, maximize productivity, and drive measurable results.