A capacity plan rarely fails all at once. It drifts. Quietly. Incrementally. Until suddenly, SL drops and no one understands why.

This checklist helps you identify the early warning signs that your capacity plan is silently failing — so you can correct course before it becomes a firefighting exercise.

Designed for WFM professionals who want control, not surprises.

What this checklist helps you do:

Validate whether your planning assumptions are still accurate

Detect hidden risks in forecast, AHT, shrinkage, and staffing mix

Spot operational signals that usually go unnoticed

Prevent downstream impacts on SL, occupancy, and burnout

Take corrective action before issues escalate

Perfect for: • WFM Analysts & Planners • Forecasting & Capacity Planning Specialists • WFM Managers & Leads • Operations leaders working closely with WFM

Format: ✔ Clean, printable PDF ✔ Easy to share with leadership ✔ Can be used monthly or quarterly

Practical. Strategic. Built for real WFM teams.