This template is tailored for remote accounting and CAS firms to assess and manage capacity effectively. This template is structured to guide your team through a 90-day capacity reset plan, ensuring scalability and preventing burnout.

📄 Capacity Planning Template for Remote Accounting Firms

Overview: 90-Day Capacity Reset Plan

Week Range	Objective
Weeks 1–2	Diagnose capacity blind spots
Weeks 3–5	Conduct asynchronous team check-ins & pulse surveys
Weeks 6–8	Map key workflows & identify automation opportunities
Weeks 9–12
Next Steps	Pilot improvements & establish capacity review cadence
Reflect on improvements & how to maintain capacity visibility

Section 1: Capacity Audit (Weeks 1–2)

Leadership Questions:

How do we currently assess if we can onboard a new client?
Do we have visibility into our team's workload across different time zones?
What systems are in place to report blockers or overloads?

Audit Checklist:

Team workload is tracked in a shared, visible system.
Real-time workload visibility across time zones and projects.
Structured reporting for blockers or overloads.
Tools reflect real-time progress, not just task completion.
Ability to project capacity 2–4 weeks ahead confidently.

Section 2: Team Engagement (Weeks 3–5)

Pulse Survey Questions:

How often do you feel over capacity?