Philippines staffing guide
Capacity Plan for a Remote Assistant Team
A capacity plan that separates available hours, blocked time, and demand by work type.
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Why this control matters
Capacity Plan for a Remote Assistant Team is a record, not a reminder to be careful. It shows what the team checked, who owned the next step, and what remained open before the client acted. The control matters because the team looks fully staffed while meetings and blocked access consume the day.
Open the governing record
Start with the capacity workbook and queue. Record the source, the version or date observed, the owner, and the field the evidence supports. Save the original rather than retyping it into a summary. The assistant prepares and checks the record; the account owner keeps the decision that changes a client commitment, a payment, a schedule, or access.
Where the handoff breaks
The predictable failure is this: the team looks fully staffed while meetings and blocked access consume the day. It becomes expensive when the next owner cannot tell whether the item is a request, an approval, or a correction. Use one status set: ready, exception, approved, and closed. A status without an owner and a date is only a label.
A worked outsourced example
A team has 160 scheduled hours and 40 blocked. The plan shows the available hours and the work type that drives the gap. The point is not the specific number. It is that the record shows the original state, the change, the reviewer, and the confirmation in one place. Review the example with the person who owns assistant capacity plan. If they cannot explain the close condition from the record alone, the control is not finished.
Weekly review and stop rule
Sample one ordinary item, one exception, and one recently corrected item. Track completeness and the age of what remains open. Count errors by rule rather than by person. When the same gap appears twice, fix the form, the routing rule, or the source map before coaching the same operator again.