Training Module

Resource Management Foundations

Learn the fundamentals of resourcing your management systems across people, time, budget, infrastructure, and external support

Training Module

Resource Management Foundations

Learn the fundamentals of resourcing your management systems across people, time, budget, infrastructure, and external support

Training Module

Resource Management Foundations

Learn the fundamentals of resourcing your management systems across people, time, budget, infrastructure, and external support

Two professionals reviewing notes and calculations at a desk, representing resource management foundations with deliberate decisions on people, time, and budget in management systems.

Are fragmented or insufficient resources undermining the effectiveness of your management system?

This training module provides practical methods to make resource needs visible, assign clear decision responsibilities, and establish effective controls to ensure adequate resourcing over time.

Two professionals reviewing notes and calculations at a desk, representing resource management foundations with deliberate decisions on people, time, and budget in management systems.

Are fragmented or insufficient resources undermining the effectiveness of your management system?

This training module provides practical methods to make resource needs visible, assign clear decision responsibilities, and establish effective controls to ensure adequate resourcing over time.

Two professionals reviewing notes and calculations at a desk, representing resource management foundations with deliberate decisions on people, time, and budget in management systems.

Are fragmented or insufficient resources undermining the effectiveness of your management system?

This training module provides practical methods to make resource needs visible, assign clear decision responsibilities, and establish effective controls to ensure adequate resourcing over time.

Training module overview

Training module overview

Training module overview

Management systems frequently falter due to implicit resourcing, unclear budgets, and ad-hoc support, leading to fatigue and inconsistent execution.

This module addresses the critical issue of resource adequacy by teaching participants how to systematically plan and govern resources across people, time, budget, infrastructure, and external support. It enables them to distinguish between implementation and operational resourcing, categorize needs, make assumptions explicit, and establish clear decision-making and monitoring processes to ensure the sustained effectiveness of their management systems.

Management systems frequently falter due to implicit resourcing, unclear budgets, and ad-hoc support, leading to fatigue and inconsistent execution.

This module addresses the critical issue of resource adequacy by teaching participants how to systematically plan and govern resources across people, time, budget, infrastructure, and external support. It enables them to distinguish between implementation and operational resourcing, categorize needs, make assumptions explicit, and establish clear decision-making and monitoring processes to ensure the sustained effectiveness of their management systems.

Applicable environments

This module is applicable across a wide range of management systems and organisational contexts. The concepts are not tied to a specific ISO standard and are used wherever organisations need clear, workable processes, defined ownership, and embedded controls.

It is commonly applied in quality, information security, environmental, and other ISO-based management systems, as well as in non-certified environments that require structured, auditable operations.

Target audience

Target audience

Target audience

  • Management system implementers and coordinators

  • Executives and department heads accountable for management system performance

  • Those responsible for processes, policies, assets, risks, and controls related to a management system

  • Auditors seeking insights into management-side best practice (not audit technique)

  • Management consultants working with management system design, governance, or improvement

  • Management system implementers and coordinators

  • Executives and department heads accountable for management system performance

  • Those responsible for processes, policies, assets, risks, and controls related to a management system

  • Auditors seeking insights into management-side best practice (not audit technique)

  • Management consultants working with management system design, governance, or improvement

Decision support

Is this module for you?

It is a good fit if you…

  • are responsible for ensuring that people, time, budget, and tools support a management system.

  • rely on implicit or “side-of-desk” resourcing rather than explicit decisions.

  • experience gaps between system commitments and available resources.

  • need clearer accountability for who decides, provides, and monitors resources.

  • want resourcing decisions to be transparent, defensible, and sustainable over time.

  • are responsible for ensuring that people, time, budget, and tools support a management system.

  • rely on implicit or “side-of-desk” resourcing rather than explicit decisions.

  • experience gaps between system commitments and available resources.

  • need clearer accountability for who decides, provides, and monitors resources.

  • want resourcing decisions to be transparent, defensible, and sustainable over time.

If most of the points above apply, this module is likely a good fit.

It may not be the best fit if you…

  • already operate a clear, realistic, and consistently working resource model.

  • have no mandate or interest in influencing how resources are planned or prioritised.

  • need detailed operational procedures rather than principles and decision logic.

  • are looking for budgeting, procurement, or tooling deep dives.

  • already operate a clear, realistic, and consistently working resource model.

  • have no mandate or interest in influencing how resources are planned or prioritised.

  • need detailed operational procedures rather than principles and decision logic.

  • are looking for budgeting, procurement, or tooling deep dives.

Agenda

Agenda

Agenda

  • Why resources decide system effectiveness

  • Resource needs driven by system design

  • Resource categories and what “adequate” means

  • Planning resources for implementation

  • Planning resources for ongoing operation

  • Governance of resource decisions

  • Interfaces to HR, procurement, and IT

  • Maintaining adequacy over time

  • Case-based workshop

Show detailed agenda...

  • Why resources decide system effectiveness

  • Resource needs driven by system design

  • Resource categories and what “adequate” means

  • Planning resources for implementation

  • Planning resources for ongoing operation

  • Governance of resource decisions

  • Interfaces to HR, procurement, and IT

  • Maintaining adequacy over time

  • Case-based workshop

Show detailed agenda...

  • Why resources decide system effectiveness

  • Resource needs driven by system design

  • Resource categories and what “adequate” means

  • Planning resources for implementation

  • Planning resources for ongoing operation

  • Governance of resource decisions

  • Interfaces to HR, procurement, and IT

  • Maintaining adequacy over time

  • Case-based workshop

Show detailed agenda...

Learning outcomes

Learning outcomes

Learning outcomes

Key outcomes

  • Distinguish resource needs for implementation projects from ongoing system operation

  • Structure resource requirements into clear categories

  • Define and document decision responsibilities for resourcing

  • Distinguish resource needs for implementation projects from ongoing system operation

  • Structure resource requirements into clear categories

  • Define and document decision responsibilities for resourcing

Additional capabilities

  • Identify common resourcing failure modes

  • Build a transparent resource plan with explicit assumptions and constraints

  • Establish routine checks and early-warning signals for resourcing adequacy

  • Identify common resourcing failure modes

  • Build a transparent resource plan with explicit assumptions and constraints

  • Establish routine checks and early-warning signals for resourcing adequacy

Additional benefits

Additional benefits

Additional benefits

Learning materials

  • Slide deck

  • Participant workbook

Templates & tools

Practical, reusable artefacts to apply the module directly to your organisation.

  • Resource management process including key role definitions

  • Resource planning matrix

  • Implementation vs. ongoing operation resourcing overview

  • Resource decision & responsibility matrix

  • Early-warning checklist for under-resourced systems

  • Simple resourcing business case outline

  • Resource management process including key role definitions

  • Resource planning matrix

  • Implementation vs. ongoing operation resourcing overview

  • Resource decision & responsibility matrix

  • Early-warning checklist for under-resourced systems

  • Simple resourcing business case outline

Confirmation

  • Certificate of completion

Module ID

HAM-AG-C-05

Domain

Audience

Manager

Language

English

Delivery

Live virtual

Duration

7 h

List price

CHF 550

Excl. VAT. VAT may apply depending on customer location and status.

Delivery & learning format

Delivery & learning format

Delivery & learning format

Virtual live teaching

This module is delivered live, with a strong focus on discussion, practical application, and direct interaction with the instructor.

Sessions work through realistic examples, clarify concepts in context, and apply methods directly to participants’ organisational realities.

Custom delivery options

For organisations with specific constraints or learning objectives, the module can be adapted in format or scope, including in-house delivery and contextualised case material.

Not sure if this module is right for you?

Not sure if this module is right for you?

Not sure if this module is right for you?

Send a short message and describe your context.

For an optimal learning experience

Preparation guidance

This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.

For an optimal learning experience

Preparation guidance

This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.

For an optimal learning experience

Preparation guidance

This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.

Assumed background

This module assumes general familiarity with management system concepts and basic organisational governance. No prior standard-specific knowledge is required.

Helpful background includes:

  • Understanding of how your organisation assigns roles and responsibilities

  • Basic awareness of budgeting/capacity planning cycles and operational constraints

  • Familiarity with typical management system activities (planning, operation, evaluation, improvement)

This module assumes general familiarity with management system concepts and basic organisational governance. No prior standard-specific knowledge is required.

Helpful background includes:

  • Understanding of how your organisation assigns roles and responsibilities

  • Basic awareness of budgeting/capacity planning cycles and operational constraints

  • Familiarity with typical management system activities (planning, operation, evaluation, improvement)

Preparatory modules

Foundational modules (depending on background)

Useful if you are new to the underlying concepts or want a shared baseline before attending this module.

Governance Foundations

Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems

7 h

Governance Foundations

Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems

7 h

Governance Foundations

Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems

7 h

Supporting modules (optional)

Helpful if you want to deepen related skills, but not required to participate effectively.

Leadership & Policy Foundations

Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability

7 h

Leadership & Policy Foundations

Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability

7 h

Leadership & Policy Foundations

Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability

7 h

Continuous learning

Follow-up modules

Continuous learning

Follow-up modules

Continuous learning

Follow-up modules

After completion of this module, the following modules are ideal to further deepen your competence. If you are looking for a structured learning path, modules can also be taken as part of a professional track.

Governance Foundations

Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems

Duration

7 h

List price

CHF 550

View module

Governance Foundations

Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems

Duration

7 h

List price

CHF 550

View module

Governance Foundations

Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems

Duration

7 h

List price

CHF 550

View module

Risk Management Foundations

Learn the fundamentals of identifying, evaluating, treating, and monitoring risks and opportunities across management systems

Duration

7 h

List price

CHF 550

View module

Risk Management Foundations

Learn the fundamentals of identifying, evaluating, treating, and monitoring risks and opportunities across management systems

Duration

7 h

List price

CHF 550

View module

Risk Management Foundations

Learn the fundamentals of identifying, evaluating, treating, and monitoring risks and opportunities across management systems

Duration

7 h

List price

CHF 550

View module

Management Review

Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs

Duration

7 h

List price

CHF 550

View module

Management Review

Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs

Duration

7 h

List price

CHF 550

View module

Management Review

Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs

Duration

7 h

List price

CHF 550

View module

People & Communication Foundations

Learn the fundamentals of competence planning, awareness building, and structured communication in management systems

Duration

7 h

List price

CHF 550

View module

People & Communication Foundations

Learn the fundamentals of competence planning, awareness building, and structured communication in management systems

Duration

7 h

List price

CHF 550

View module

People & Communication Foundations

Learn the fundamentals of competence planning, awareness building, and structured communication in management systems

Duration

7 h

List price

CHF 550

View module

Documentation & Knowledge Foundations

Fundamentals of documented information control, records, and knowledge capture for management systems

Duration

7 h

List price

CHF 550

View module

Documentation & Knowledge Foundations

Fundamentals of documented information control, records, and knowledge capture for management systems

Duration

7 h

List price

CHF 550

View module

Documentation & Knowledge Foundations

Fundamentals of documented information control, records, and knowledge capture for management systems

Duration

7 h

List price

CHF 550

View module

Office scene with people standing, walking and sitting

Ready to improve your management systems?

We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.

Office scene with people standing, walking and sitting

Ready to improve your management systems?

We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.

Office scene with people standing, walking and sitting

Ready to improve your management systems?

We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.