- Products
- For Agencies
Templates for Agencies, Studios & Consultancies.
When you sell your team's time, one question decides everything: can we take this on, or are we already full? These templates answer it — book people onto projects, net every hour against what they actually have, and see utilization, spare capacity, and the first month the team runs tight. Owned workbooks for the resourcing calls you make every week.
Know if the team can take on the work
For an agency, studio, or consultancy, people are both the product and the biggest cost — and the gap between the two is where the money is won or lost. Overbook the team and you pay in overtime, slipped deadlines, and burnout; leave them idle and you're carrying capacity that never turns into billings. Both come down to a number most teams carry in their heads: how full is each person, really, once you subtract time off. A utilization rate and a forward capacity plan put that on a grid you can act on — before the crunch, not after.
New to the numbers? Start free with the Team Capacity Starter — no signup — then read what utilization rate is and how it fits into capacity planning.
Weighing a subscription tool? See how an owned workbook compares to a per-seat resource-management app for the stage you're at — and if you also run reviews and hiring, the templates for HR & team leads hub picks up where this one leaves off.
Recommended tools
The capacity, coverage and talent toolkit
5 templates
An owned capacity & utilization planner for the resourcing call, plus the coverage, cross-training and talent grids a small people-powered business runs on — in Excel and Google Sheets.
- $24.95 Spreadsheet
Team Capacity & Utilization Planner — Resource Planning for Excel & Google Sheets
A team capacity and utilization planner for Excel & Google Sheets: book people onto projects and see who's over-allocated and who has room, by month.
Team & TalentView details - $19.95 Spreadsheet
PTO / Absence & Coverage Tracker — Employee Leave & Vacation Tracker with a Team Coverage Calendar (Excel + Google Sheets)
A PTO and absence tracker for Excel & Google Sheets — log leave once, see each person's balance, and a team calendar that flags coverage clashes.
Team & TalentView details - $24.95 Spreadsheet
Cross-Training & Coverage Planner — Skills Coverage & Cross-Training Matrix (Excel + Google Sheets)
A cross-training and coverage planner for Excel & Google Sheets — set a coverage target per task, see the gaps, and get the pairings to close them.
Team & TalentView details - $24.95 Spreadsheet
9-Box Talent Grid — Performance & Potential Matrix for Excel & Google Sheets
A 9-box talent grid for Excel & Google Sheets — score performance and potential, auto-place each person, and see succession risk on one grid.
Team & TalentView details - $24.95 Spreadsheet
Skills Matrix Template - Team Skills Gap Analysis & Key-Person Risk (Excel & Google Sheets)
A 9-tab skills matrix for Excel & Google Sheets: score your team 0-5, find the skills gaps, and flag single points of failure before someone resigns.
Team & TalentView details
Where we fit
Between a blank page and rented software
Most tools force a choice between a blank spreadsheet you build from scratch and a monthly app that's overkill. Ardent Workshop is the rung in between — structure you own.
- № 01
Blank spreadsheet
Free, but you build and maintain every formula, tab and layout yourself.
- Free
- Infinite setup
- No structure
- № 02 You are here
Ardent Workshop
Owned, structured, connected workbooks — a one-time price, yours to keep.
- One-time price
- Structured & connected
- Yours to own
- № 03
Generic SaaS app
Powerful, but overkill, rented and locked-in — built for someone bigger than you.
- Monthly rent
- Overkill
- Lock-in