ops-capacity-plan

name	ops-capacity-plan
description	Analyze team capacity, workload distribution, and resource allocation for upcoming sprints or quarters. Triggers on "capacity plan", "resource allocation", "can we take on [project]", "team bandwidth", "staffing plan for [period]"
metadata	{"openclaw":{"tags":["operations","planning","capacity","resources"]}}

Capacity Plan

When the user asks about team capacity or resource planning:

Step 1: Define planning parameters

Gather from the user:

• Time period: sprint, month, quarter, custom range
• Teams or individuals: who to include in the analysis
• Planned work: known upcoming projects, features, or initiatives
• Constraints: holidays, PTO, oncall rotations, part-time allocations
• Capacity model: hours per week, story points, or percentage-based

Step 2: Gather current workload

Use capability_execute with capabilityId "project.list_tasks" to pull:

• All open tasks assigned to team members
• Task status (not started, in progress, blocked)
• Story point or time estimates for each task
• Sprint or milestone assignments
• Task priorities and deadlines
• Overdue items

Step 3: Calendar and availability

Use capability_execute with capabilityId "calendar.read_events" to check:

• Scheduled PTO and holidays for the planning period
• Recurring meetings and their time cost
• Training or conference time blocked
• Oncall rotation schedules

Step 4: Historical velocity

Use capability_execute with capabilityId "project.list_tasks" to analyze:

• Completed tasks from the last 3 sprints or months
• Average velocity per team member
• Planned vs actual completion rates
• Common causes of carryover

Step 5: Context and commitments

Use capability_execute with capabilityId "chat.search_messages" to find:

• Commitments made in recent planning discussions
• Known upcoming work not yet in the project tool
• Team concerns about workload
• Cross-team dependencies

Use capability_execute with capabilityId "docs.search_files" to find:

• Roadmap documents with planned deliverables
• Quarterly OKR or goal documents
• Resource allocation spreadsheets

Step 6: Calculate capacity

For each team member:

• Total available hours/points = (work days in period - PTO - holidays) * daily capacity
• Subtract: meeting overhead, oncall time, maintenance/support allocation
• Net capacity = available for project work
• Current allocation = sum of assigned task estimates
• Remaining capacity = net capacity - current allocation

For the team:

• Aggregate capacity and current allocation
• Identify over-allocated and under-allocated individuals
• Calculate team utilization percentage

Step 7: Plan and recommend

Based on the analysis:

• Can the team absorb the planned work?
• Who has bandwidth? Who is overloaded?
• What should be deferred, delegated, or descoped?
• Where are the bottleneck skills or roles?

Output Format

Capacity Plan: [Team/Period]

Planning Summary

Field	Value
Period	start - end date
Working Days	X days
Team Size	X people
Total Gross Capacity	X hours/points
Total Net Capacity	X hours/points
Currently Allocated	X hours/points
Remaining Capacity	X hours/points
Utilization	X%

Team Capacity Breakdown

Team Member	Gross	PTO	Meetings	Oncall	Net Capacity	Allocated	Remaining	Status
name	X	X	X	X	X	X	X	Under/At/Over
name	X	X	X	X	X	X	X	Under/At/Over

Workload Distribution

Team Member	High Priority	Medium Priority	Low Priority	Blocked	Total Items
name	X	X	X	X	X

Upcoming Commitments

Project/Initiative	Estimated Effort	Start Date	Required Skills	Assigned To	Fits?
project name	X hours/points	date	skills needed	person/TBD	Yes/No/Partial

Capacity Assessment

• Can the team absorb planned work? Yes/No/With adjustments
• Key constraint: what limits capacity most

Risk Factors

Risk	Impact	Likelihood	Mitigation
Person X at 120% utilization	Burnout, missed deadlines	High	Redistribute Y tasks
No backup for skill Z	Single point of failure	Medium	Cross-train team member

Recommendations

1. Immediate actions (this sprint/week)

   • Specific rebalancing or reassignment actions

2. Near-term adjustments (this month/quarter)

   • Hiring, contracting, or training recommendations

3. Work prioritization

   • What to keep, defer, reduce scope, or cut

Historical Velocity

Sprint/Period	Planned	Completed	Carryover	Velocity
period	X	X	X	X pts/sprint
period	X	X	X	X pts/sprint
period	X	X	X	X pts/sprint
Average	X	X	X	X pts/sprint