Workload Analysis Means Improved Productivity: A Complete Process for Professionals

Thanks to workload analysis, your project can avoid delays and conflicts in dependencies before it even starts. Here's how you can make it a part of your resource management methods in a blink of an eye!

Arkadiusz Terpiłowski


Resource & Skills Management


Table of contents

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What is workload analysis? Definition

A workload analysis, also known as workload assessment or workload evaluation, is a process of systematically examining and understanding the demands and requirements of tasks and activities performed within a particular job, role, or organization.

What is the main objective of the implementation of workload analysis?

The goal of workload analysis is to gain insights into how employees or resources are utilized, identify potential areas of improvement, and ensure that the workload is balanced and manageable for individuals and teams working on task scenarios.

How can workload analysis help you manage the current workload?

Workload analysis methods are not just another slogan - they can really help you manage all the data you need to plan your resources without schedule conflicts. Here are a few things you can achieve with this process.

Resource optimization

Resource optimization, or workforce optimization, is one of the leading performance-based techniques of managing people without stress or conflicts. By understanding workload distribution, organizations can allocate resources more effectively. This includes assigning tasks to the right individuals based on their skills and expertise, which can lead to improved productivity and performance.

Improved productivity

Workload analysis helps identify inefficiencies and bottlenecks in processes, allowing organizations to streamline workflows and increase overall productivity. By focusing on high-priority tasks, teams can achieve more in less time.

Reduced overtime and costs

An optimized workload can reduce overtime expenses, as employees can complete their tasks within regular working hours. It can also minimize the need for hiring additional staff, leading to cost savings.

Improved risk management

Overloaded employees may be more prone to errors and mistakes, which can result in costly rework or compromised quality. By managing workloads effectively, organizations can reduce the risk of errors and maintain higher quality standards.

Workload analysis

Workload analysis template: an example of a perfect process

If you want to measure the mental workload of your employees, you do not need various physiological techniques - you just need a perfect process for monitoring user's performance.

Step 1: Identify and sort tasks

Create a project scope to get a better understanding of what lies ahead. In the process, outline all the tasks and activities that make up the job or project. Using the information on the workload, create task lists for each stage of the project.

Then, categorize tasks based on their nature, complexity, and priority. Some tasks may be routine and repetitive, while others may require special skills or involve decision-making. Do not be afraid of using some subjective measures when necessary, especially in case of dependencies - sometimes, your experience in managing such responsibilities might be more valuable than any reports.

Step 2: Measure the workload for each task

At this stage of planning team workload, you should try to measure the amount of either mental or physical work you will need to distribute among your employees. To do so, measure the volume of work being generated within a specific period, such as a day, week, or month. This can help determine the overall workload.

At the same time, evaluate the complexity of different tasks and how they may impact the time and effort required to complete them. You should also measure workload of each task and determine the time your team will need to complete them. Using such simple, primary task measurements should provide you with all the information you will need for your resource management plan - including the crucial information on how many people your project requires to make any progress.

Workload divided into stages in Primetric
Workload analysis in Primetric with cost and duration of each stage of work

Step 3: Determine the capacity of your resources

Before you create a project schedule, you should focus a little more on your team's availability. To do so, assess the capacity and capability of the workforce to handle the current workload effectively. This includes considering factors like skills, experience, and expertise. Still, first and foremost, the team members you wish to choose for the job should match primary task measurements in terms of their availability; otherwise, the tasks might be left with no hours of work done to complete them!

An example of employee capacity being displayed in Primetric (on the right)
Primetric can automatically implement a capacity formula to display the capacity of each team member

Step 4: Find obstacles and bottlenecks

Let's face it: your team's brain activity, performance, and efficiency will drop when it has too many tasks on its hands. Fortunately, you do not need to monitor employees' eye activity, body movement or heart rate to tell when they are struggling; you simply need to anticipate any obstacles and solve them before your team demands a break from overtime.

At this point, evaluate the potential stress and fatigue factors associated with the workload. Check whether any overlapping projects might interfere with your operations (especially with their expected duration). If necessary, make a query to other managers to see what their plans are and whether or not they might affect the work of your department.

For the sake of accuracy, we strongly recommend using a resource management tool in this process. Such software can automatically combine the data from different operations and reflect the actual situation in the department. In the same time, they can notify project managers about mistakes in their plans while saving them from endless paperwork - just like shown in the example below.

Primetric knows how much time a team member has available, and notifies manager when overbooking is about to happen
Primetric compares the demands with employee availability, notifying the user about possible overbooking

Step 5: Allocate resources

Based on the workload analysis, make informed decisions about resource allocation, such as staffing levels, task assignments, and prioritization. Importantly, you should create visual tasks in Gantt charts or other designated tools to allow for continuous monitoring of the planned work and avoiding mistakes in workload assessment.

An example of project calendar in Primetric

Step 6: Monitor the subjective workload measures for your project

Of course, the work on your workload analysis does not stop when your basic workload analysis is over. The performance-based techniques such as this one rely on constant monitoring of the project and user's performance, as the data can later be used to develop new solutions for existing problems.

To do so with a high degree of accuracy and combine many fields of work (i.e., resources, finances, projects, performance, and more), we highly recommend using the designated tool for the workload assessment - such as Primetric. This software can provide project managers with information on:

  • the execution of each employee's responsibilities,
  • the performance of the entire project,
  • the status of each of the tasks,
  • financial data of the project and work done in it,

...and more.

As a result, such tools can help you analyze all the crucial elements of workload analysis without any additional mental workload for the managers.

Do you want to learn more about workload analysis?

We've got you covered!

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Arkadiusz Terpiłowski


Arkadiusz is Head of Growth and Co-founder at Primetric. Prior to that, Arkadiusz was at the helm of his own software development company where he oversaw operations. A great enthusiast of process improvements, his personal mission is to make software companies more profitable and efficient on their path to growth.

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