Plan, allocate resources and coordinate work

This standard is about planning, allocating resources and coordinating work to support effective delivery. You determine the work required, gather and analyse relevant information and develop realistic plans that align with organisational priorities. You identify the people, skills and resources needed, including colleagues, contractors, temporary staff and volunteers, and allocate them 
proportionately. You coordinate activities, communicate clearly, and support shared understanding of plans, roles and responsibilities. You monitor progress, evaluate risks, respond to concerns, escalate issues when required and adapt plans when conditions change. You apply relevant leadership and management theories to strengthen planning, resource allocation and coordination. 

This standard applies to managers and leaders at all levels across all sectors.

1. Determine the work and information required to plan and coordinate activities that support organisational priorities. 
2. Gather and analyse information from relevant sources to develop realistic and achievable plans. 
3. Analyse factors that influence planning, resource allocation and coordination to inform effective decisions. 
4. Select people with the skills, knowledge and experience required to deliver planned work, including colleagues, contractors, temporary staff and volunteers. 
5. Develop plans that support effective delivery and align with organisational needs. 
6. Communicate plans, roles and expectations clearly to support inclusion, dignity and shared understanding. 
7. Adapt your communication and behaviour to support colleagues’ participation in planning and coordination discussions. 
8. Allocate resources in ways that support effective delivery, efficient use of capacity and alignment with priorities. 
9. Coordinate people, resources and activities to support timely, consistent and effective delivery of work. 
10. Monitor progress to identify achievements, challenges and changes in conditions that may affect delivery. 
11. Evaluate risks that may affect delivery and take proportionate action to maintain progress. 
12. Respond constructively to concerns raised about plans, resources or coordination and escalate if required to protect delivery and safety. 
13. Monitor behaviours that may affect planning, resourcing or coordination and respond in line with organisational procedures to maintain a positive working environment. 
14. Provide information and guidance that enables colleagues to understand their role and deliver planned work effectively. 
15. Apply relevant leadership and management theories to strengthen planning, resource allocation and coordination. 
16. Reflect critically on your performance and behaviour to identify improvements in how you plan, allocate resources and coordinate work.

1. The purpose of planning, allocating resources and coordinating work in your area of responsibility. 
2. The factors that influence planning, resourcing and coordination and how they affect performance, engagement and organisational outcomes. 
3. How to determine and gather the information you need to plan and coordinate work from relevant sources. 
4. How to analyse information to develop realistic and achievable plans. 
5. Methods used to plan, allocate resources and coordinate work, including scheduling, workload planning and resource allocation approaches. 
6. How to determine the skills, knowledge and experience required to deliver planned work and select suitable people, including contractors, temporary staff and volunteers. 
7. How to communicate in ways that support inclusion, dignity and shared understanding during planning and coordination. 
8. How to adapt your communication and behaviour to support colleagues’ participation in planning and coordination discussions. 
9. How to allocate resources proportionately to support delivery and efficient use of capacity. 
10. How to coordinate people, resources and activities to deliver work effectively. 
11. How to monitor progress to evaluate achievements, challenges and changes in conditions. 
12. How to evaluate risks that may affect delivery, take proportionate action and adapt plans in response to changing conditions. 
13. How changes in the working environment influence plans, resources and coordination and when escalation is required. 
14. How to respond constructively to concerns about plans, resources or coordination and recognise behaviours that may affect planning, resourcing or coordination. 
15. How leadership and management theories and models can strengthen planning, resource allocation and coordination, and how to reflect critically on your performance to identify opportunities for improvement.

The following values underpin this standard. They are integrated throughout the performance criteria and knowledge and understanding requirements and inform how individuals approach their work, make decisions and interact with others.

• Integrity - acting consistently with organisational values when planning and coordinating work.
• Openness - sharing information to support shared understanding.
• Inclusion - valuing diverse perspectives when planning and coordinating work.
• Responsibility - taking ownership of the work you plan and coordinate.
• Respect - considering colleagues’ needs and experiences when allocating work.
• Stewardship - using resources responsibly to support high-quality outcomes.

The following behaviours underpin this standard. They are integrated throughout the performance criteria and knowledge and understanding requirements and inform how individuals approach their work, make decisions and interact with others.

• Act with integrity, aligning planning and coordination with organisational values.
• Be inclusive, valuing diverse perspectives in planning and resource decisions.
• Act with respect, treating colleagues with dignity and supporting psychological safety.
• Communicate openly, supporting clarity and shared understanding.
• Encourage participation, enabling colleagues to contribute meaningfully to planning and delivery.
• Take accountability for owning your role in planning, resourcing and coordination.
• Consider wellbeing, recognising how plans and resource decisions affect colleagues’ workload, participation and engagement.