Description
A 12-month capacity planner that maps your billable days, non-billable time, holiday, and rest periods so you can see what you are actually committing to before you commit to it.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- 12-month capacity planner with billable and non-billable day tracking
- Holiday, training, and rest period columns
- Monthly capacity target and available days summary
Who it’s for
Useful if you regularly overcommit or are not protecting enough time for rest and business development. Also useful when you are considering taking on a large new project and want to know whether you genuinely have the capacity. Not useful if your work is entirely unpredictable and cannot be planned in advance.
If it works
If you block out planned holiday and rest periods at the start of the year before committing to client work, and set a maximum number of billable days per month and treat it as a real constraint, you will take on less than you have been doing and probably do it better. Most freelancers underestimate how few billable days they actually have once everything non-billable is accounted for.
A capacity planner does not create more time. It makes the limits visible so you can make better decisions about what to agree to.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
