Training Module
Training Module

Resource Management Foundations

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

Understand

Implement

Manage

Audit

Training module overview

Management systems often become fragile when responsibilities are added “in addition to the day job”, budgets are unclear, and infrastructure and external support are arranged ad-hoc. The result is fatigue, inconsistent execution, and a system that deteriorates after initial rollout.

This module focuses on resource adequacy as a design and governance concern. Participants learn to distinguish implementation resourcing from ongoing operation, structure resource categories, make assumptions explicit, and define who decides, who provides, and who monitors resourcing over time—without turning resourcing into bureaucracy.

Management systems often become fragile when responsibilities are added “in addition to the day job”, budgets are unclear, and infrastructure and external support are arranged ad-hoc. The result is fatigue, inconsistent execution, and a system that deteriorates after initial rollout.

This module focuses on resource adequacy as a design and governance concern. Participants learn to distinguish implementation resourcing from ongoing operation, structure resource categories, make assumptions explicit, and define who decides, who provides, and who monitors resourcing over time—without turning resourcing into bureaucracy.

Target audience

  • Management system implementers and coordinators

  • Quality, information security, environmental, HSE, and continuity managers

  • Risk, compliance, and governance professionals involved in system operation

  • Project and portfolio contributors responsible for implementation rollouts

  • HR, procurement, and IT counterparts who support system roles and tooling

  • Sponsors and leaders who approve capacity and funding for system work

  • Management system implementers and coordinators

  • Quality, information security, environmental, HSE, and continuity managers

  • Risk, compliance, and governance professionals involved in system operation

  • Project and portfolio contributors responsible for implementation rollouts

  • HR, procurement, and IT counterparts who support system roles and tooling

  • Sponsors and leaders who approve capacity and funding for system work

Agenda

  1. Why resources decide system effectiveness

  • Typical resourcing failure modes in management systems

  • Resource adequacy as an operational and governance issue

  1. Resource needs driven by system design

  • How scope, obligations, and objectives shape resource demand

  • Separating implementation work from ongoing operation and improvement load

  1. Resource categories and what “adequate” means

  • People and skills, including role coverage and resilience

  • Time/attention, budget, infrastructure/tools, and external providers

  1. Planning resources for implementation

  • Estimating effort and sequencing across design and rollout activities

  • Making “hidden projects” visible in planning and approvals

  1. Planning resources for ongoing operation

  • Recurring activities and predictable peaks across the year

  • Managing single-person dependency, absence, and turnover risk

  1. Governance of resource decisions

  • Decision rights: who approves, funds, and reallocates resources

  • Documenting assumptions, constraints, and trade-offs for transparency

  1. Interfaces to HR, procurement, and IT

  • Role expectations, capacity signals, and external support boundaries

  • Tooling and service support needs without overengineering the stack

  1. Maintaining adequacy over time

  • Practical checks and early-warning signals for under-resourcing

  • Options to reprioritise or simplify when constraints tighten

  1. Workshop

  • Map resource needs for selected system activities in your organisation

  • Identify 3–5 concrete adjustments to improve sustainability

  1. Why resources decide system effectiveness

  • Typical resourcing failure modes in management systems

  • Resource adequacy as an operational and governance issue

  1. Resource needs driven by system design

  • How scope, obligations, and objectives shape resource demand

  • Separating implementation work from ongoing operation and improvement load

  1. Resource categories and what “adequate” means

  • People and skills, including role coverage and resilience

  • Time/attention, budget, infrastructure/tools, and external providers

  1. Planning resources for implementation

  • Estimating effort and sequencing across design and rollout activities

  • Making “hidden projects” visible in planning and approvals

  1. Planning resources for ongoing operation

  • Recurring activities and predictable peaks across the year

  • Managing single-person dependency, absence, and turnover risk

  1. Governance of resource decisions

  • Decision rights: who approves, funds, and reallocates resources

  • Documenting assumptions, constraints, and trade-offs for transparency

  1. Interfaces to HR, procurement, and IT

  • Role expectations, capacity signals, and external support boundaries

  • Tooling and service support needs without overengineering the stack

  1. Maintaining adequacy over time

  • Practical checks and early-warning signals for under-resourcing

  • Options to reprioritise or simplify when constraints tighten

  1. Workshop

  • Map resource needs for selected system activities in your organisation

  • Identify 3–5 concrete adjustments to improve sustainability

Course ID:

HAM-RMF-1

Audience:

Manager

Domain:

Agnostic

Available in:

English

Duration:

7 h

List price:

CHF 550

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

What you get

Learning outcomes

  • Distinguish resource needs for implementation projects versus ongoing system operation

  • Identify common resourcing failure modes (e.g., “side-of-desk” ownership, budget ambiguity, one-person dependency)

  • Structure resource requirements into clear categories (people/skills, time, budget, infrastructure/tools, external support)

  • Build a simple, transparent resource plan with explicit assumptions and constraints

  • Define and document decision responsibilities for resourcing (who decides, who provides, who monitors)

  • Establish routine checks and early-warning signals to detect resourcing drift over time

  • Distinguish resource needs for implementation projects versus ongoing system operation

  • Identify common resourcing failure modes (e.g., “side-of-desk” ownership, budget ambiguity, one-person dependency)

  • Structure resource requirements into clear categories (people/skills, time, budget, infrastructure/tools, external support)

  • Build a simple, transparent resource plan with explicit assumptions and constraints

  • Define and document decision responsibilities for resourcing (who decides, who provides, who monitors)

  • Establish routine checks and early-warning signals to detect resourcing drift over time

Learning materials

  • Slide deck

  • Participant workbook

  • Certificate of completion

  • Slide deck

  • Participant workbook

  • Certificate of completion

Templates & tools

  • Resource planning matrix (activity × resource type × effort × frequency)

  • Implementation vs. ongoing operation resourcing overview

  • Resource decision & responsibility matrix (decide / provide / monitor)

  • Early-warning checklist for under-resourced systems

  • Simple resourcing business case outline (for internal approval discussions)

  • Example role resource profiles (e.g., system owner, process owner, internal audit interface)

  • Resource planning matrix (activity × resource type × effort × frequency)

  • Implementation vs. ongoing operation resourcing overview

  • Resource decision & responsibility matrix (decide / provide / monitor)

  • Early-warning checklist for under-resourced systems

  • Simple resourcing business case outline (for internal approval discussions)

  • Example role resource profiles (e.g., system owner, process owner, internal audit interface)

Prerequisites

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)

Strongly recommended preparatory modules

System Foundations: Context, Stakeholders, and System Boundaries

Understand organisational context, stakeholders, and system boundaries

7 h

System Foundations: Context, Stakeholders, and System Boundaries

Understand organisational context, stakeholders, and system boundaries

7 h

System Foundations: Context, Stakeholders, and System Boundaries

Understand organisational context, stakeholders, and system boundaries

7 h

Leadership & Policy Foundations: Management Commitment and Policy Direction in Practice

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

7 h

Leadership & Policy Foundations: Management Commitment and Policy Direction in Practice

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

7 h

Leadership & Policy Foundations: Management Commitment and Policy Direction in Practice

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

7 h

Office scene with people standing, walking and sitting

Ready to achieve mastery?

Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.

Office scene with people standing, walking and sitting

Ready to achieve mastery?

Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.

Office scene with people standing, walking and sitting

Ready to achieve mastery?

Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.