Overview

Effective resource allocation ensures capture teams have the right people, budget, and time to execute winning strategies while maintaining overall business efficiency. Strategic resource management maximizes win probability while optimizing cost and maintaining team productivity.

Resource Planning Framework

Capture Investment Levels

Watching Level

Investment: 2-5% of potential contract value Activities: Basic intelligence gathering, minimal customer engagement Team: Part-time BD support, shared resources

Active Pursuit

Investment: 0.5-2% of potential contract value Activities: Full capture plan execution, regular customer engagement Team: Dedicated capture manager, specialist support

Strategic Priority

Investment: 1-3% of potential contract value Activities: Comprehensive capture with executive involvement Team: Senior resources, dedicated specialists, external support

Resource Categories

Direct Labor:
  • Capture team salaries and benefits
  • Travel and customer engagement costs
  • Meeting and collaboration expenses
Indirect Support:
  • Proposal development preparation
  • Market research and intelligence
  • Legal and contract support
  • Executive time and oversight
External Resources:
  • Consultant and advisor fees
  • Market research subscriptions
  • Industry analysis and reports
  • Partnership development costs

Capacity Management

Team Member Allocation

Track allocation percentages across opportunities:
Team MemberPrimary RoleOpportunity AOpportunity BOpportunity CAvailable
John SmithCapture Mgr60%30%-10%
Sarah JonesBD Lead40%-20%40%
Mike WilsonTech Lead25%35%15%25%
Lisa ChenPricing10%15%10%65%

Allocation Guidelines

Capture Manager: Maximum 100% across 2-3 opportunities Technical Lead: Maximum 75% capture work (reserve for delivery) BD Lead: Can support 4-6 opportunities with varying allocation Pricing Lead: Shared across multiple opportunities as needed Ready to explore roles and responsibilities in detail?