A
Resource and Task Matrix organizes the performance of tasks by different people
or departments, and can also show which resources will be needed for a task.
It
consists of a table with a list of resources (people, departments, or other
resources) in the leftmost column and a series of tasks listed in the top row.
If
a resource plays a part in a task, the corresponding cell is marked by a symbol
representing the kind of participation the resource will apply: if it's a
person, he or she may have primary responsibility, be a team member, or provide
additional resources.
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This type of matrix is not particularly
useful if each person in a project has a single assignment, or when there is
only one task involved in the completion of a project. However, for more
complicated projects that have numerous activities and persons involved, a
Resource and Task Matrix can greatly organize and simplify the process. Also,
if resources are limited, this matrix can assist in organizing tasks using the
same resource efficiently.
Best Practices:
Identify the project: Determine the project
for which the Resource and Task Matrix will be made.
Determine resources and tasks: Determine
the tasks required to complete the project, and what resources will be needed
for each.
Create the matrix: Create a table with a
row for each person or resource involved in the project and a column for each
task. Place the names of the people involved in the cells on the far left of
the table. Then place descriptions of the tasks in the cells along the top of
the table. SmartDraw offers a Resource and Task Matrix template, making its
creation fast and easy.
Make assignments: Assign specific
individuals to their tasks. Choose some symbols to represent the type of
responsibility each individual has. Once again, an individual may have primary
responsibility, be a team member, or provide additional resources, so a
different symbol would be used for each. The symbols should be defined in a
key. A particular resource may not have a part in a task, and may also have a
part in several tasks.
Inform: Distribute or display the finished
Resource and Task Matrix to all members of the project team.
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