RUNBOOK/
BUREAU

06 / CHECK THE WEEK AHEAD

Freelancer Capacity Planner

Before saying yes to another project, check the weeks it will occupy. Compare available hours with confirmed and proposed work so scheduling decisions are based on the workload you already have.

See the current price and purchase on Etsy. Digital files; software is not included.

Freelancer Capacity Planner — existing Runbook Bureau product overview
Runbook Bureau / Freelancer Capacity Planner

The planner puts weekly availability, existing commitments and possible new work into the same scheduling view.

WHAT IT HELPS YOU DO

Check available hours before committing them

01

Set realistic weekly capacity

Allow for admin and leave when entering the hours available for client work.

02

Separate committed and possible work

Track confirmed and proposed allocations so tentative opportunities do not disappear from your workload review.

03

Check whether a project fits

Use Project Fit to assess proposed work against the schedule before accepting dates or promising availability.

Weekly Capacity spreadsheet comparing available hours, committed work and tentative allocations
Actual workbook preview. Example data is illustrative.

Weekly Capacity shows gross hours, admin, leave, committed work and tentative work side by side. Free hours exclude tentative work; the “if all win” view shows the pressure if every proposed allocation proceeds.

Open image to view the workbook details. On a phone, zoom after opening.

INSIDE THE FILES

Weekly capacity, allocations and project fit

Four Excel sheets: Weekly Capacity, Allocations, Project Fit and Start Here. The workbook includes weekly available-hours planning and confirmed and proposed workload tracking.

Who it is for

Freelancers and independent consultants balancing several clients, variable project demands and limited weekly working time.

Files & compatibility

An editable .xlsx workbook and text instructions for desktop Microsoft Excel. Software is not included. Keep an untouched backup and replace the sample records. No macros, external data connections or subscriptions are required.

This is a planning workbook, not a calendar integration. Its view depends on the hours and allocations you enter; it does not guarantee that a particular number of clients is manageable.

A SIMPLE WORKING ROUTINE

Test the timing of your next project

  1. Set weekly working hours and account for admin time and leave.
  2. Add current commitments and proposed allocations.
  3. Use Project Fit to find weeks where new work fits or where dates need discussing.

RELATED SYSTEMS

Connect workload decisions with your business view

Browse all products →
Start HereSystem

Freelance Business System

Run your freelance business from lead to payment without scattered spreadsheets.

Explore the system View on Etsy ↗
See included files
  • 11-sheet Excel business system with Control Center, Dashboard, CRM, client database, project tracking, time logging, invoices, expenses, pricing and monthly targets
  • Editable Client Operations Templates in Word
  • Editable Sales & Client Script Library in Word
  • Quick-start guide in both Word and PDF plus buyer licence

Digital files. Software is not included.

Projects & MoneyTool

Project Profit Tracker

Know which client projects are actually profitable before margin disappears.

Explore the system View on Etsy ↗
See included files
  • 5-sheet Excel workbook with START HERE, DASHBOARD, PROJECT PROFIT, COST LOG and SETUP
  • Project-level revenue, cost, profit and margin tracking
  • Cost log for keeping direct project spending visible
  • Dashboard view for comparing project profitability and margin pressure

Digital files. Software is not included.

Check the Capacity Planner on Etsy

Explore this product on Etsy