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location.
Contact us:
(631) 949-2300
Click here or go to
client.services@orientpoint.com
This staffing model template calculates workload, FTE (full time equivalent) requirements, and
process activity costs.
staffingmodel.com
We suggest you save a copy marked "ORIGINAL" as a recovery copy in case you inadvertently
corrupt a subsequent version.
to get it.
Pink cells have formulas that should not be overwritten unless you want to permanently modify
the calculations
Green cells contain formulas that should be overwritten for your final worksheet calculations
CHECK cells C11, C13, and C19 for dependant volume formulas. Consider using these dependent
volume formulas because they will usually make your worksheet more accurate than using raw
volumes and they will reduce the volume capture effort.
The Cost worksheet is used to manage your cost data. The tables allow you to modify costs as
they change without modifying any cost formulas in the Workload/FTE sheet.
2010 Orient Point Consulting LLC, All Rights Reserved client.services@orientpoint.com +1 631.949.2300
Renewal report
Click here or go to
Retrieve master policy for endorsement check
20
6,500
60
20
1.00
3.00
staffingmodel.com
Adjust renewal notice items 3,500 22 2.73
Assemble and prep renewal notices 9,000 3 20.00
Issue renewal notice 9,000 1 60.00
to get it.
Sort & send to U/W 9,000 1 120.0
Issue renewal policy 7,500 9 6.67
Assemble policy documents 7,500 12 5.00
Filing 9,000 2 30.00
Endorsements & Cancellation:
Endorsement request 5,500 3 20.00
Validate information 1,000 14 4.29
Issue endorsement (System) 350 16 3.75
Issue endorsement (Manual) 100 22 2.73
Prepare coverage/peril for booking - manual end. 50 9 6.67
Prepare batch summary for manual booking 10 17 3.53
Manual Booking 50 5 12.00
staffingmodel.com
Template 1 FTE = 147.00
opyright
d thefts of this
Required
Hours
Monthly
Required FTE Salary &
Benefits
Monthly Cost
Occupancy
Equip &
Supplies
Mgmt
Overhead
mplate, it has
9,006.0
1,258
61.3
8.56
97,140 186,620 10,976 28,909
more secure
27.27 0.19 402 39 98 26
850.00 5.78 12,528 73,482 3,064 800
54.53 0.37 804 77 197 51
232.20 1.58 3,422 329 837 219
121.55 0.83 1,792 172 438 114
7,070.00 48.10
o 20.00
2,166.67
0.14
14.74 150
2 0
9
0
13
1
56
m
1,283.33 8.73 38 2 3 14
450.00 3.06 23 1 2 8
150.00 1.02 8 0 1 3
75.00 0.51 4 0 0 1
1,125.00 7.65 75 5 6 28
1,500.00 10.20 15 1 1 6
300.00 2.04 15 1 1 6
677.67 4.61
275.00 1.87 789 42 58 252
233.33 1.59 118 7 10 44
93.33 0.63 2,105 132 182 783
36.67 0.25 827 52 71 308
7.50 0.05 169 11 15 63
2.83 0.02 64 4 6 24
4.17 0.03 94 6 8 35
ight 12.42
12.42
0.08
0.08
280
280
18
18
24
24
104
104
efts of this
9,006.0 61.3 73,538 112,251 6,013 25,885
s@orientpoint.com +1 631.949.2300
te, it has
e secure
323,644.3
$ 333.26
$ 564.43 $ 1.38
$ 89,874.29 $ 29.96
$ 1,128.86 $ 2.76
$ 4,806.64 $ 12.42
$ 2,516.14 $ 3.80
25.59
$ 2.86 ###
$ 228.73 $ 11.44
$ 57.18 $ 0.29
$ 34.31 $ 1.72
$ 11.44 $ 0.57
$ 5.72 $ 0.29
$ 114.36 $ 5.72
$ 22.87 $ 1.14
$ 22.87 $ 1.14
39.62
$ 1,142.03 $ 6.34
$ 180.12 $ 8.01
$ 3,202.18 $ 9.15
$ 1,258.00 $ 12.58
$ 257.32 $ 5.15
$ 97.21 $ 9.72
$ 142.95 $ 2.86
$ 426.00 $ 1.14
$ 426.00 $ 1.14
$ 217,686.26
This cost worksheet provides the ability to easily update cost changes without modifying any
location.
Job Position 6 80,000
2) Occupancy Cost (Rent & Utilities)
24,000 104,000 8,667
Click here or go to
Sq Ft Cost per SqFt/Month Total Cost/Month
Manager 500 2.08 1,040
Assistant Manager 400 2.08 832
staffingmodel.com
Staff 100 2.08 208
3) Call Center Cost
Total Cost/Month
to get it.
Supplemental (Outsourced) Call Center
Strategic Shared Services Call Center (In-house)
4) Depreciation, Equipment and Supplies: Monthly Expenses
68,000
12,500
1 FTE = 147.00
location.
Activity
Activity
Activity
5
6
7
409
194
387
10.00
10.00
10.00
6.0
6.0
6.0
68.2
32.3
64.5
0.46
0.22
0.44
Click here or go to
Activity
Activity
Activity
8
9
10
276
10
66
10.00
10.00
10.00
6.0
6.0
6.0
46.0
1.7
11.1
0.31
0.01
0.08
staffingmodel.com
Process 2
Activity 1 1 10.00 6.0
81.8
0.2
0.56
0.00
to get it.
Activity 2 20 10.00 6.0 3.3 0.02
Activity 3 60 10.00 6.0 10.0 0.07
Activity 4 60 10.00 6.0 10.0 0.07
Activity 5 250 10.00 6.0 41.7 0.28
Activity 6 20 10.00 6.0 3.3 0.02
Activity 7 20 10.00 6.0 3.3 0.02
Activity 8 20 10.00 6.0 3.3 0.02
Activity 9 20 10.00 6.0 3.3 0.02
Activity 10 20 10.00 6.0 3.3 0.02
Process 3 1,615.2 10.99
Activity 1 1 10.00 6.0 0.2 0.00
Activity 2 1,700 10.00 6.0 283.3 1.93
Activity 3 680 10.00 6.0 113.3 0.77
Activity 4 170 10.00 6.0 28.3 0.19
Activity 5 1,700 10.00 6.0 283.3 1.93
Activity 6 1,530 10.00 6.0 255.0 1.73
Activity 7 170 10.00 6.0 28.3 0.19
Activity 8 1,700 10.00 6.0 283.3 1.93
Activity 9 1,700 10.00 6.0 283.3 1.93
Activity 10 340 10.00 6.0 56.7 0.39
Process 4 1,088.0 7.40
Activity 1 1 10.00 6.0 0.2 0.00
Activity 2 1,500 10.00 6.0 250.0 1.70
Activity 3 300 10.00 6.0 50.0 0.34
Activity 4 150 10.00 6.0 25.0 0.17
Activity 5 1,500 10.00 6.0 250.0 1.70
Activity 6 1,500 10.00 6.0 250.0 1.70
Activity 7 17 10.00 6.0 2.8 0.02
1 FTE = 147.00
location.
Activity 3 350 10.00 6.0 58.3 0.40
Activity 4 100 10.00 6.0 16.7 0.11
Activity 5 50 10.00 6.0 8.3 0.06
Click here or go to
Activity 6 10 10.00 6.0 1.7 0.01
Activity 7 50 10.00 6.0 8.3 0.06
Activity 8 373 10.00 6.0 62.1 0.42
Activity 9 50 10.00 6.0 8.3 0.06
staffingmodel.com
Activity 10
Totals
200
21,221
10.00 6.0 33.3
3,536.8
0.23
24.1
to get it. 2010 Orient Point Consulting LLC, All Rights Reserved client.services@orientpoint.com +1 631.949.2300
1,005
-
39
26
96
99
66
246
26
17
64
$
$
$
569.26
109.29
1,411.08
$
$
$
3.45
0.99
3.45
Activity
Activity
Activity
5
6
7
location. 409
194
387
10.00
10.00
10.00
6.0
6.0
6.0
68.2
32.3
64.5
0.46
0.22
0.44
-
-
-
96
46
91
246
116
233
64
30
61
$
$
$
406.36
192.25
384.50
$
$
$
0.99
0.99
0.99
Click here or go to
Activity 8 276 10.00 6.0 46.0 0.31 - 65 166 43 $ 274.22 $ 0.99
Activity 9 10 10.00 6.0 1.7 0.01 - 2 6 2 $ 9.94 $ 0.99
Activity 10 66 10.00 6.0 11.1 0.08 - 16 40 10 $ 65.87 $ 0.99
Process 2
Activity
Activity
1
2
staffingmodel.com 1
20
10.00
10.00
6.0
6.0
81.8
0.2
3.3
0.56
0.00
0.02
-
-
0
5
1
12
0
3
$
$
0.99
19.87
$
$
0.99
0.99
Activity
Activity
Activity
3
4
5
to get it. 60
60
250
10.00
10.00
10.00
6.0
6.0
6.0
10.0
10.0
41.7
0.07
0.07
0.28
-
-
-
14
14
59
36
36
150
9
9
39
$
$
$
59.61
59.61
248.38
$
$
$
0.99
0.99
0.99
Activity 6 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 7 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 8 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 9 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 10 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Process 3 1,615.2 10.99
Activity 1 1 10.00 6.0 0.2 0.00 - 0 1 0 $ 0.99 $ 0.99
Activity 2 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 3 680 10.00 6.0 113.3 0.77 - 160 409 107 $ 675.60 $ 0.99
Activity 4 170 10.00 6.0 28.3 0.19 - 40 102 27 $ 168.90 $ 0.99
Activity 5 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 6 1,530 10.00 6.0 255.0 1.73 - 361 919 240 $ 1,520.11 $ 0.99
Activity 7 170 10.00 6.0 28.3 0.19 - 40 102 27 $ 168.90 $ 0.99
Activity 8 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 9 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 10 340 10.00 6.0 56.7 0.39 - 80 204 53 $ 337.80 $ 0.99
Process 4 1,088.0 7.40
Activity 1 1 10.00 6.0 0.2 0.00 - 0 1 0 $ 0.99 $ 0.99
Activity 2 1,500 10.00 6.0 250.0 1.70 - 354 901 235 $ 1,490.30 $ 0.99
Activity 3 300 10.00 6.0 50.0 0.34 - 71 180 47 $ 298.06 $ 0.99
Activity 4 150 10.00 6.0 25.0 0.17 - 35 90 24 $ 149.03 $ 0.99
Activity 5 1,500 10.00 6.0 250.0 1.70 - 354 901 235 $ 1,490.30 $ 0.99
Activity 6 1,500 10.00 6.0 250.0 1.70 - 354 901 235 $ 1,490.30 $ 0.99
Activity 7 17 10.00 6.0 2.8 0.02 - 4 10 3 $ 16.89 $ 0.99
Activity 8 1,200 10.00 6.0 200.0 1.36 - 283 721 188 $ 1,192.24 $ 0.99
Activity 9 240 10.00 6.0 40.0 0.27 - 57 144 38 $ 238.45 $ 0.99
Activity 10 120 10.00 6.0 20.0 0.14 - 28 72 19 $ 119.22 $ 0.99
2010 Orient Point Consulting LLC, All rights reserved
client.services@orientpoint.com +1 631.949.2300
Staffing Model: Workload & Cost Calculation Template 1 FTE = 147.00
location.
Activity 6 10 10.00 6.0 1.7 0.01 - 2 6 2 $ 9.94 $ 0.99
Activity 7 50 10.00 6.0 8.3 0.06 - 12 30 8 $ 49.68 $ 0.99
Activity 8 373 10.00 6.0 62.1 0.42 - 88 224 58 $ 370.09 $ 0.99
Activity 9 50 10.00 6.0 8.3 0.06 - 12 30 8 $ 49.68 $ 0.99
Activity 10
Click here or go to Totals
200
21,221
10.00 6.0 33.3
3,536.8
0.23
24.1 4,554
-
20,594
47 120
12,749 3,330
31 $
$
198.71
41,227.60
$ 0.99
staffingmodel.com
2010 Orient Point Consulting LLC, All Rights Reserved client.services@orientpoint.com +1 631.949.2300 ###
to get it.
Job Position 5
Job Position 6 been moved to a more secure
2) Occupancy Cost (Rent & Utilities)
0
0
0
0
0
0
0
0
Manager location.
Assistant Manager
Sq Ft
500
300
Cost per SqFt/Month
2.08
2.08
Total Cost/Month
1,040
624
Staff
Click here or go to
3) Call Center Cost
100 2.08 208
Total Cost/Month
staffingmodel.com
Supplemental (Outsourced) Call Center
Strategic Shared Services Call Center (In-house)
68,000
12,500
to get it.
4) Depreciation, Equipment and Supplies: Monthly Expenses
IT Telecom Equip & Supplies T&E Total Cost/Month
Manager 230 100 100 100 530
Assistant Manager 230 100 100 100 530
Supervisor 230 100 100 100 530
Staff 230 100 100 100 530
IT Category Monthly Expenses
Total $/Mo
Other IT 2,000
Amortization Existing (IT only) 10,000
Depreciation (IT Fixed assets & Facilities) 5,000
Depreciation (non IT Fixed assets & Facilities) 3,000
20,000 230
5) Management Cost
Monthly Total
Monthly Monthly Equipment Total Cost/
Salary & Monthly $ Number of FTE
Occupancy & Supplies Month
Benefits per FTE
Manager 0 1,040 530 1,570 1.0 1,570
Assistant Mgr 0 624 530 1,154 3.0 3,462
Supervisor 0 208 530 738 8.0 5,903
Total 0 1,872 1,590 3,462 12.0 10,935
Total Staff 79.0
Average management cost per staff person per month 138
2010 Orient Point Consulting LLC, All Rights Reserved client.services@orientpoint.com +1 631.949.2300
An orient point is the "you are here" location that navigators use
to fix their position, orient their map, and plot their course. Your
orient point is critical because you can't get "there" from here if
you don't know where "here" is.
Successful executives are good navigators, the best executives lead and guide their organization
captain guides a ship.
1. Position: The navigation term is "fix your position" meaning locate where you are.
Managers have to know "where" they are with cost and capacity metrics related
to customers and products.
2. Set your course: You must have a plotted course with quantitative metrics, like a pilot's
compass points, landmarks, and mile markers.
3. Navigation information tools: Navigators have an array of tools for monitoring, assessing
and reporting their position, progress and timetable.
4. Course corrections: Every navigator routinely corrects their course to adjust it for new
occurrences. It's normal. You will certainly be off course if you don't check and adjust
your course.
5. Plot a new course by extending and replicating, the knowledge and strengths gained from
past routes.
Know precisely where you are with productivity, cost and capacity metrics
Evaluate your options and plot the most optimal plans that will achieve your goals
Monitor your progress and quickly make course adjustments when needed
Achieve your new results and goals in the fastest most efficient ways
Most of our new clients contact us after hearing of another company's success. We continue to be engaged
our first three clients from eighteen years ago. They engage us year after year because our methodologies
better results, faster and at lower costs than any other options they have. Most importantly, our clients eng
because our methodology delivers the information and tools their managers need to easy sustain their perfo
improvements.
Let's talk about your problems and goals. You'll learn how our powerful new operations ana
methodologies, technologies, and tools have been used by other executives to solve similar
problems and achieve similar goals.
need to:
) 949-2300