The efficiency playbook: Proven tactics for optimizing staff workloads

Learn strategies to boost your team’s productivity—and morale

The battle to optimize staff workloads

We dug deep with industry leaders to uncover the real struggles agencies face with staff workloads. See the most pressing issues in the chart opposite.

Many agencies are grappling with the same struggles—like missing billable hours, staff burnout, and more.

It can be tough to identify things that so often just feel like a vibe shift, but we’ve cut through the noise to reveal the trends and fixes that can actually make a difference—and turn that profit dial up a notch.

The path to
workload wizardry

Regularly assess your team’s capacity: 42% of agencies focus on regularly assessing team capacity to ensure projects are completed profitably
Use real-time data to monitor project progress: 40% of agencies are using real-time tracking to monitor project progress, which helps in identifying bottlenecks and adjusting workloads dynamically
Automate your time tracking processes: 39% of agencies have started automating time tracking processes to ensure accurate and efficient monitoring of billable and non-billable hours
Reward employees who exceed targets: 33% of agencies recognize and reward employees who exceed billable hours targets, giving staff extra motivation to keep logging their billable hours

3 steps to simplify your capacity planning with Hannah Taylor

Watch on-demand

Involve your team in the capacity planning process to get everyone's perspectives. By encouraging active participation, you'll create an environment where your staff feel comfortable asking for more work or extra help if they need it.

Amber Kemmis, Chief Operations Officer, Instrumental Group