Workflow Templates: Capacity Planning Checklist

Inventory existing hardware and software resources.

Evaluate current utilization rates for CPU, memory, storage, and network.

Identify bottlenecks and underutilized resources.

Review existing workload demands and performance metrics.

Document the current state of infrastructure and resource allocation.

Analyze historical data to identify growth trends.

Consult with business units to understand upcoming projects and initiatives.

Estimate future resource requirements based on anticipated growth.

Consider potential changes in technology and their impact on resources.

Develop scenarios for best-case, worst-case, and most likely growth trajectories.

Create a capacity plan that aligns with business objectives and budget constraints.

Establish thresholds for when to add or upgrade resources.

Implement monitoring tools to track resource usage and performance in real-time.

Develop procedures for scaling resources up or down as needed.

Schedule regular reviews and updates to the capacity plan.

Identify potential risks that could impact resource availability.

Develop contingency plans for resource shortages or outages.

Implement redundancy and failover mechanisms to ensure high availability.

Conduct regular disaster recovery drills to test and refine plans.

Ensure compliance with regulatory requirements related to resource management.

Document all capacity planning processes and procedures.

Communicate the capacity plan to all relevant stakeholders.

Provide training for staff on capacity management tools and techniques.

Maintain a centralized repository for all capacity planning documentation.

Regularly update stakeholders on capacity status and any changes to the plan.

Capacity Planning Checklist