Spreadsheet: 839753d1692197392-summarising-data-from-many-spreadsheets-into-one-spreadsheet-example
Sheet: Time Planner

 | Please complete your energy planner in conjunction with your line manager and then obtain approval from your Executive Team Head. Once approved, please email [NAME] with a copy of the agreed Energy Planner and this will be added to the central repoirting and Budget v Actual report that you can access to monitor with your line manager
RL PERSONALISED ENERGY PLANNER |  |  |  | CLIENT FACING TIME AS % OF AVAILABLE TIME =
Role: | Management Team |  |  | AVERAGE NO. CHARGEABLE HOURS PER AVAILABLE WORKING DAY =
 | [Guidance Notes] | (Instructions for Entry Details into coloured cells only) |  |  |  |  | [Enter any additional comments about your energy in this area if you feel it will be helpful when your energy planner is being reviewed]
Standard Total Working Days | [Available calendar weeks] | (Enter number of calendar weeks that you are working this year or using this energy planner from e.g. enter 52 unless you have joined during the financial year, starting first energy planner mid year  or have parental leave etc.) | 52
 | [Bank Holidays] | (enter number of bank holidays that will happen during the financial year e.g. 8 for 2023/24 unless you joined part way through the financial year) | 8
 | [Xmas Closure] | (Enter the number of days for Christmas close e.g. 3 for 2023/24 unless you joined after this period) | 3
 | [Total working days available for FTE after bank holidays and [NAME] closure] | Total working days available after bank holidays and [NAME] closure
Hours Adjustment for flexible working |  | (If you are full time - please enter "1".  If you are part time - please enter the proportion that your standard working hours represent of the standard 37.5 hour week i.e. 0.6 if you are 3 days per week etc) | 1
Your Total Working Days
No Days Holiday this year |  | (Enter your holiday entitlement including b/fwd allowance & salary sacrifice - ignore the [NAME] extra days) | 26
Wellbeing Time | [Based on 1/2 day per month on average (or FTE) to encourage time for wellbeing e.g. wellbeing training; joining [NAME] wellbeing activities; reflection time; structured breaks with team members to support their wellbeing etc ]
Available Working Days
Anticipated Working Hours each day |  | (Enter your standard daily working hours i.e. based on FTE of 7.5 hours for role) | 6
 |  |  | Total Hrs |  | Available Hrs
Client Development
Client Chargeable time | [Guidance: Flex based on nature of role, client portfolio, client relationships & specialist / advisory roles] | (Enter proposed Client Chargeable time)
Client PD Time | [Guidance: Time will depend on size of portfolio and type of work / externt of client development targeted from porfolio.  [NAME] could be from say 5% - 15% of Chargeable Time] | (Enter proposed Client PD time) | 12
Resource Management
Section Management time ([NAME] etc.) |  | (Enter monthly hours for section management based on your portfolio size and type of client) | 20
Team Management
Student line management | [Ave 6 hrs pm per student] | (Enter no. students you line manage. N.B. for part time line managers, it is assumed that you undertake full line management duties, but if you share this responsibility with others, please enter the proportion that you line manage e.g. 0.5 if you share the line management responsibilities equally with another) | 1
PQE line management | [Ave 3 hrs pm per PQE] | (Enter no. PQE you line manage. N.B. for part time line managers, it is assumed that you undertake full line management duties, but if you share this responsibility with others, please enter the proportion that you line manage e.g. 0.5 if you share the line management responsibilities equally with another)
Client Ops line management | [Ave 2 hrs pm per PQE] | (Enter no. Client Ops team you line manage. N.B. for part time line managers, it is assumed that you undertake full line management duties, but if you share this responsibility with others, please enter the proportion that you line manage e.g. 0.5 if you share the line management responsibilities equally with another)
Appraisals | [Ave 3 hrs per appraisal] | (Enter no. appraisals you facilitate - held in October-November) | 1
Personal Development (incl [NAME])
Technical skills development i.e. CPD | [Tailored to your role] | (Enter the number of hours pa that you need to undertake technical CPD training in order to keep up to date in your role.  This will vary depending on roles.  i.e, ICAEW / ACCA members may generally be required to undertake 30 hours; but other specialists may be 40 hours.  In addition, if you are a technical specialist for the firm i.e. in tax advisory then this may be a higher CPD requirement relevant to your role. All technical CPD should be linked to your CPD Planner and agreed with your line manager.] | 30
Soft skills & personal development |  | (Enter monthly hrs for personal development) | 1
Personal Appraisal | [Ave 5 hrs incl prep, mtg and follow up] | Will apply to all |  | 5
Business Development Responsibilities
New Client - Prospecting Activities | [Supporting prospecting activities] | (Enter Planned no. hours pm for prospecting) | 2
Are you part of a specialist sector group? | [Involvement in sector group meetings, sector development incl blogs / newswires etc ] | (Enter "Y" if applicable) | n
Management Responsibilities
Management Team Meetings (All) | [Average for meetings 32 hrs pa] | (Enter "Y" if applicable) | n
Management Investment Time | [If given specific responsibilities or mgt projects] | (Enter hrs pm as agreed with Service Leader) | 2
Other Responsibilities:
- RL Team Time | [Estimated 28 hrs pa to including team scrum meetings & catch ups; Total team briefings & Business Plan Meeting] | Will apply to all
- Wellbeing Champions | [Estimated Time 1.5 hrs pm] | (Enter "Y" if applicable) | n
- Best Companies Champions | [Estimated Time 6 hrs pa] | (Enter "Y" if applicable) | n
- Social Committee | [Estimated Time 1.5 hrs pm] | (Enter "Y" if applicable) | n
- FOTF Projects |  | (Enter hrs pa as agreed for projects)
- Software Super user |  | (Enter hrs pa required for support for others) | 30
- Other |  | (Enter hrs pa as agreed)
TOTAL HOURS REQUIRED ON PLANNER
ASSUMED ADDITIONAL TIME IDENTIFIED AS REQUIRED | [Difference between standard available hours and required on planner for role]