Here’s how to succeed at resource planning with Notion

Use Notion to document your resource plan and have what you need when you need it.

How can Notion help manage your resources?

Notion’s connected workspace centralizes resource management so you can keep an eye on the big picture.

Give your team members the support they need to deliver on time and to the highest standards.

Use Notion to document your resource plan and and have what you need when you need it.

Using Notion for resource planning, your team can:

  • Improve project efficiency — effective resource planning reduces waste, streamlines processes, and improves profitability.

  • Enhance collaboration — allocate personnel resources so team members know everyone’s responsibilities.

  • Avoid resource constraints — prevent bottlenecks and avoid disasters by planning ahead and determining exactly what you need.

Make sure all edge cases are considered with a repeatable design spec template.

How can I build a resource plan in Notion?

  1. Create a Notion account and invite your team

  2. Create a database on a new page by selecting Table, then clicking Database. Or, on an existing page, type /database.

  3. Populate the database with information about your resources by adding descriptive properties, like quantity or source.

Use Notion to document your resource plan and and have what you need when you need it.

Determine your project’s needs ahead of time to help your team thrive

Take advantage of Notion’s comprehensive project resource planning software to document and plan resources.


What are the four steps of resource planning?

The four steps of the resource planning process are:

  1. Defining goals

  2. Identifying resources

  3. Taking action

  4. Monitoring outcomes

Why is resource planning important?

Resource planning improves project efficiency, enhances team collaboration, and reduces waste by helping you devote exactly what you need to each stage of a project. Having a plan in place makes a project more likely to succeed. 

What are examples of resource planning?

Examples of resource planning include:

  • Assigning team members to specific tasks or roles

  • Procuring materials and equipment

  • Securing a project budget 

  • Scheduling the use of facilities or equipment

  • Forecasting personnel resource requirements for future projects