This is a blank planning worksheet, not a calculator, financial forecast or pricing recommendation. Use one consistent planning period and record the source or rationale for every assumption. Leave an unknown visible rather than replacing it with a convenient average.
Complete the operating model first
Define included work, active limits and revision boundaries before estimating capacity. Record availability by capability, including internal review. Account support, leave and administration need explicit treatment; the same time cannot also be available for client production.
The service design guide helps specify the offer. The capacity guide explains why an overall effort total can conceal a constrained specialist.
Review the financial assumptions
Keep delivery costs separate from fixed overhead, state how owner labour is valued and distinguish cash received from the revenue basis used in planning. Record any calculations separately with checked units and assumptions. This worksheet supplies no automatic results.
Compare the expected request mix with a plausible heavier-load case and reduced availability. If that changes the decision, document the trigger for accepting less work or changing the offer. Have an appropriate adviser review financial and tax assumptions before using them for a material commitment.
Use this template
Download the plain-text version, or select the text below and copy it into your own document. Replace the prompts with your studio’s decisions.
Download .txtSTUDIOSIFT | PRICING AND CAPACITY WORKSHEET This is not a calculator, a financial forecast or a pricing recommendation. Use your own inputs. Record checked calculations separately if needed. CONTROL AND ASSUMPTIONS Worksheet owner / reviewer: ____ Planning period and effort unit: ____ Currency and consistent revenue basis: ____ Evidence period / sources / gaps: ____ Review date / decision this worksheet supports: ____ SERVICE OFFER Included work families and complexity boundaries: ____ Excluded work / exception owner: ____ Client scope-policy reference: ____ Active-request limit and its rationale: ____ Revision boundary / changed-brief rule: ____ Pause and cancellation assumptions: ____ Expected request mix and basis: ____ AVAILABLE EFFORT (repeat per person or constrained capability) Person / capability / review responsibility: ____ Scheduled availability during planning period: ____ Leave or unavailable time: ____ Administration and account-support allowance: ____ Internal review allocation: ____ Existing committed production effort: ____ Known revision and restart obligations: ____ Additional revision / uncertainty reserve and rationale: ____ Remaining assignable effort, checked separately: ____ [ ] No time counted twice across categories [ ] Effort distinguished from elapsed waiting time [ ] Skills and reviewers not assumed interchangeable [ ] Blocked-work restart obligations remain visible REQUEST LOAD AND BOUNDARIES Expected production effort by work family: ____ Evidence or estimate basis / uncertainty: ____ Heavier revision-load scenario: ____ Reduced-availability scenario: ____ Bottleneck in each scenario: ____ Commitment that would need to change: ____ Trigger for stopping new starts or sales: ____ FINANCIAL INPUTS (use the same period and currency) Proposed fee / service entitlement: ____ Revenue assumption and recognition basis: ____ Refund / credit / nonpayment assumptions: ____ Delivery labour cost and treatment: ____ Owner labour valuation basis (even if unpaid): ____ Contractor costs / included commitments: ____ Payment and other variable delivery costs: ____ Fixed overhead recorded separately: ____ Tax and accounting treatment requiring advice: ____ Separate calculation reference / units checked by: ____ [ ] Contribution estimate not presented as business profit [ ] Cash timing not confused with earned revenue [ ] Delivery costs and overhead not omitted or double counted DECISION [ ] Keep offer [ ] Narrow scope [ ] Change capacity [ ] Reassess pricing Reason and unresolved assumptions: ____ Next action / owner / review date: ____ Professional review needed before commitment: ____ Do not infer a universal client limit or financial result from blank inputs.