Staffing Plan: Workload, FTE, & Cost Calculation Workbook Guide

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This staffing plan template calculates workload, FTE (full time equivalent) requirements, and
process activity costs.

We suggest you save a copy marked "ORIGINAL" as a recovery copy in case you inadvertently
corrupt a subsequent version.

Pink cells have formulas that should not be overwritten unless you want to permanently modify
the calculations

Green cells contain formulas that should be overwritten for your final worksheet calculations

Yellow cells require your input.

CHECK cells C11, C13, and C19 for dependant volume formulas. Consider using these dependent
volume formulas because they will usually make your worksheet more accurate than using raw
volumes and they will reduce the volume capture effort.

The Cost worksheet tables allow you to modify costs as they change without modifying any cost
formulas in the Workload/FTE sheet.

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Staffing Plan: Workload & Cost Calculation Template
Insurance Processing Center Exhibit

Avg Process
Monthly Time Standard
Processes & Activities Volume (mins)
Totals
New Policy Process
Quotes 3,000 17 3.53
Referral 450 12 5.00
Review & Accept/Decline apps 409 4 15.00
Complete app. & Prep dat entry sheet 409 8 7.50
Outgoing request for additional information 194 6 10.00
Issue New Policies (Commercial-Plus) 387 36 1.67
Issue New Policies (HNW) 276 28 2.14
Issue Loss of use policy (Manual) 10 4 15.00
Policy Assembly 663 11 5.45
Filing of uw copy 663 2 30.00
Renewal Process
Renewal report 20 60 1.00
Retrieve master policy for endorsement check 6,500 20 3.00
Adjust renewal notice items 3,500 22 2.73
Assemble and prep renewal notices 9,000 3 20.00
Issue renewal notice 9,000 1 60.00
Sort & send to U/W 9,000 1 120.0
Issue renewal policy 7,500 9 6.67
Assemble policy documents 7,500 12 5.00
Filing 9,000 2 30.00
Endorsements & Cancellation:
Endorsement request 5,500 3 20.00
Validate information 1,000 14 4.29
Issue endorsement (System) 350 16 3.75
Issue endorsement (Manual) 100 22 2.73
Prepare coverage/peril for booking - manual end. 50 9 6.67
Prepare batch summary for manual booking 10 17 3.53
Manual Booking 50 5 12.00
Policy Assembly 373 2 30.00
Filing of endorsement instruction 373 2 30.00
Totals
emplate 1 FTE = 147.00

Monthly Cost
Required Monthly
Hours Required FTE Salary & Equip & Mgmt
Occupancy
Benefits Supplies Overhead
9,294.1 63.2 101,387 187,028 12,015 29,180
1,546 10.52
850.00 5.78 12,528 73,482 3,064 800
90.00 0.61 1,327 127 324 85
27.27 0.19 402 39 98 26
54.53 0.37 804 77 197 51
19.35 0.13 285 27 70 18
232.20 1.58 3,422 329 837 219
128.80 0.88 1,898 182 464 121
0.67 0.00 10 1 2 1
121.55 0.83 1,792 172 438 114
22.10 0.15 326 31 80 21
7,070.00 48.10
20.00 0.14 2 0 0 1
2,166.67 14.74 150 9 13 56
1,283.33 8.73 38 2 3 14
450.00 3.06 23 1 2 8
150.00 1.02 8 0 1 3
75.00 0.51 4 0 0 1
1,125.00 7.65 75 5 6 28
1,500.00 10.20 15 1 1 6
300.00 2.04 15 1 1 6
677.67 4.61
275.00 1.87 789 42 58 252
233.33 1.59 118 7 10 44
93.33 0.63 2,105 132 182 783
36.67 0.25 827 52 71 308
7.50 0.05 169 11 15 63
2.83 0.02 64 4 6 24
4.17 0.03 94 6 8 35
12.42 0.08 280 18 24 104
12.42 0.08 280 18 24 104
9,294.1 63.2 73,538 112,251 6,013 25,885
 Total Monthly Standard Total Process
Cost Cost Cost

329,609.9
$ 333.26
$ 89,874.29 $ 29.96
$ 1,863.04 $ 4.14
$ 564.43 $ 1.38
$ 1,128.86 $ 2.76
$ 400.55 $ 2.07
$ 4,806.64 $ 12.42
$ 2,666.22 $ 9.66
$ 13.80 $ 1.38
$ 2,516.14 $ 3.80
$ 457.48 $ 0.69
25.59
$ 2.86 $ 2.86
$ 228.73 $ 11.44
$ 57.18 $ 0.29
$ 34.31 $ 1.72
$ 11.44 $ 0.57
$ 5.72 $ 0.29
$ 114.36 $ 5.72
$ 22.87 $ 1.14
$ 22.87 $ 1.14
39.62
$ 1,142.03 $ 6.34
$ 180.12 $ 8.01
$ 3,202.18 $ 9.15
$ 1,258.00 $ 12.58
$ 257.32 $ 5.15
$ 97.21 $ 9.72
$ 142.95 $ 2.86
$ 426.00 $ 1.14
$ 426.00 $ 1.14
$ 217,686.26
Cost Worksheet

This cost worksheet provides the ability to easily update cost changes without modifying any
Workload Calculation sheet formulas.

1) Monthly Cost: salary and benefits by job position

Annual
Total Annual
Annual Salary Benefits Monthly Cost/FTE Notes
Cost/FTE
Midpoint Percent
Job Positions 30%
Job Position 1 30,000 9,000 39,000 3,250
Job Position 2 40,000 12,000 52,000 4,333 see cell H9 in Workload Calculation sheet
Job Position 3 50,000 15,000 65,000 5,417
Job Position 4 60,000 18,000 78,000 6,500
Job Position 5 70,000 21,000 91,000 7,583
Job Position 6 80,000 24,000 104,000 8,667
2) Occupancy Cost (Rent & Utilities)
Sq Ft Cost per SqFt/Month Total Cost/Month
Manager 500 2.08 1,040
Assistant Manager 400 2.08 832
Staff 100 2.08 208
3) Call Center Cost
Total Cost/Month
Supplemental (Outsourced) Call Center 68,000
Strategic Shared Services Call Center (In-house) 12,500
4) Depreciation, Equipment and Supplies: Monthly Expenses
IT Telecom Equip & Supplies T&E Total Cost/Month
Department 2,000 5,000 3,000 1,000 11,000
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
Other Monthly Expenses
Total $/Mo
Training 1,217
Amortization Existing (IT only) 8,760
Depreciation (IT Fixed assets & Facilities) 4,200
Depreciation (non IT Fixed assets & Facilities) 2,058
16,235
5) Management Overhead Ratio
Monthly Total
Monthly Monthly Equipment Total Cost/
Salary & Monthly $ Number of FTE
Occupancy & Supplies Month
Benefits per FTE
Manager 15,000 1,040 11,000 27,040 1.0 27,040
Assistant Mgr 10,000 832 0 10,832 3.0 32,496
Supervisor 8,000 208 0 8,208 8.0 65,664
Total 33,000 2,080 11,000 46,080 12.0 125,200
Total non-managerial number of FTE 60.0
Average management cost per staff person per month 2,087

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http://orientpoint.com (888) 444-2210
 Staffing Plan Template

1 FTE = 154.00 7 hrs X 22

Avg Monthly
Process Time Required
Monthly Standard Required
(mins) Hours
Volume FTE

Processes & Activities

Totals 21,221 3,536.8 23.0
Process 1 521.0 3.38
Activity 1 1,100 10.00 6.0 183.3 1.19
Activity 2 165 10.00 6.0 27.5 0.18
Activity 3 110 10.00 6.0 18.3 0.12
Activity 4 409 10.00 6.0 68.2 0.44
Activity 5 409 10.00 6.0 68.2 0.44
Activity 6 194 10.00 6.0 32.3 0.21
Activity 7 387 10.00 6.0 64.5 0.42
Activity 8 276 10.00 6.0 46.0 0.30
Activity 9 10 10.00 6.0 1.7 0.01
Activity 10 66 10.00 6.0 11.1 0.07
Process 2 81.8 0.53
Activity 1 1 10.00 6.0 0.2 0.00
Activity 2 20 10.00 6.0 3.3 0.02
Activity 3 60 10.00 6.0 10.0 0.06
Activity 4 60 10.00 6.0 10.0 0.06
Activity 5 250 10.00 6.0 41.7 0.27
Activity 6 20 10.00 6.0 3.3 0.02
Activity 7 20 10.00 6.0 3.3 0.02
Activity 8 20 10.00 6.0 3.3 0.02
Activity 9 20 10.00 6.0 3.3 0.02
Activity 10 20 10.00 6.0 3.3 0.02
Process 3 1,615.2 10.49
Activity 1 1 10.00 6.0 0.2 0.00
Activity 2 1,700 10.00 6.0 283.3 1.84
Activity 3 680 10.00 6.0 113.3 0.74
Activity 4 170 10.00 6.0 28.3 0.18
Activity 5 1,700 10.00 6.0 283.3 1.84
Activity 6 1,530 10.00 6.0 255.0 1.66
Activity 7 170 10.00 6.0 28.3 0.18
Activity 8 1,700 10.00 6.0 283.3 1.84
Activity 9 1,700 10.00 6.0 283.3 1.84
Activity 10 340 10.00 6.0 56.7 0.37
Process 4 1,088.0 7.06
Activity 1 1 10.00 6.0 0.2 0.00
Activity 2 1,500 10.00 6.0 250.0 1.62
Activity 3 300 10.00 6.0 50.0 0.32
Activity 4 150 10.00 6.0 25.0 0.16
Activity 5 1,500 10.00 6.0 250.0 1.62
Activity 6 1,500 10.00 6.0 250.0 1.62
Activity 7 17 10.00 6.0 2.8 0.02
Activity 8 1,200 10.00 6.0 200.0 1.30
Activity 9 240 10.00 6.0 40.0 0.26
Activity 10 120 10.00 6.0 20.0 0.13

© 2010 Orient Point Consulting LLC, All rights reserved

http://orientpoint.com (888) 444-2210
 Staffing Plan Template

1 FTE = 154.00 7 hrs X 22

Avg Monthly
Process Time Required
Monthly Standard Required
(mins) Hours
Volume FTE

Processes & Activities

Process 5 230.8 1.50
Activity 1 180 10.00 6.0 30.0 0.19
Activity 2 23 10.00 6.0 3.8 0.02
Activity 3 350 10.00 6.0 58.3 0.38
Activity 4 100 10.00 6.0 16.7 0.11
Activity 5 50 10.00 6.0 8.3 0.05
Activity 6 10 10.00 6.0 1.7 0.01
Activity 7 50 10.00 6.0 8.3 0.05
Activity 8 373 10.00 6.0 62.1 0.40
Activity 9 50 10.00 6.0 8.3 0.05
Activity 10 200 10.00 6.0 33.3 0.22
Totals 21,221 3,536.8 23.0

© 2010 Orient Point Consulting LLC, All rights reserved

http://orientpoint.com (888) 444-2210
Staffing Planl: Workload & Cost Calculation Template 1 FTE = 147.00

Avg Monthly Monthly Cost

Process Time Required
Monthly Standard Required Standard
(mins) Hours Total Monthly Cost
Volume FTE Salary & Equip & Mgmt Cost
Occupancy
Benefits Supplies Overhead
Processes & Activities
Totals 21,221 6,552.6 24.1 4,554 20,594 12,749 3,330 41,227.6
Process 1 521.0 3.54 ###
Activity 1 1,100 10.00 6.0 183.3 1.25 2,702 15,849 661 173 $ 19,384.65 $ 17.62
Activity 2 165 10.00 6.0 27.5 0.19 405 39 99 26 $ 569.26 $ 3.45
Activity 3 110 10.00 6.0 18.3 0.12 - 26 66 17 $ 109.29 $ 0.99
Activity 4 409 10.00 6.0 68.2 0.46 1,005 96 246 64 $ 1,411.08 $ 3.45
Activity 5 409 10.00 6.0 68.2 0.46 - 96 246 64 $ 406.36 $ 0.99
Activity 6 194 10.00 6.0 32.3 0.22 - 46 116 30 $ 192.25 $ 0.99
Activity 7 387 10.00 6.0 64.5 0.44 - 91 233 61 $ 384.50 $ 0.99
Activity 8 276 10.00 6.0 46.0 0.31 - 65 166 43 $ 274.22 $ 0.99
Activity 9 10 10.00 6.0 1.7 0.01 - 2 6 2 $ 9.94 $ 0.99
Activity 10 66 10.00 6.0 11.1 0.08 - 16 40 10 $ 65.87 $ 0.99
Process 2 81.8 0.56
Activity 1 1 10.00 6.0 0.2 0.00 - 0 1 0 $ 0.99 $ 0.99
Activity 2 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 3 60 10.00 6.0 10.0 0.07 - 14 36 9 $ 59.61 $ 0.99
Activity 4 60 10.00 6.0 10.0 0.07 - 14 36 9 $ 59.61 $ 0.99
Activity 5 250 10.00 6.0 41.7 0.28 - 59 150 39 $ 248.38 $ 0.99
Activity 6 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 7 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 8 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 9 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Activity 10 20 10.00 6.0 3.3 0.02 - 5 12 3 $ 19.87 $ 0.99
Process 3 1,615.2 10.99
Activity 1 1 10.00 6.0 0.2 0.00 - 0 1 0 $ 0.99 $ 0.99
Activity 2 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 3 680 10.00 6.0 113.3 0.77 - 160 409 107 $ 675.60 $ 0.99
Activity 4 170 10.00 6.0 28.3 0.19 - 40 102 27 $ 168.90 $ 0.99
Activity 5 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 6 1,530 10.00 6.0 255.0 1.73 - 361 919 240 $ 1,520.11 $ 0.99
Activity 7 170 10.00 6.0 28.3 0.19 - 40 102 27 $ 168.90 $ 0.99
Activity 8 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 9 1,700 10.00 6.0 283.3 1.93 - 401 1,021 267 $ 1,689.01 $ 0.99
Activity 10 340 10.00 6.0 56.7 0.39 - 80 204 53 $ 337.80 $ 0.99
Process 4 1,088.0 7.40
Activity 1 1 10.00 6.0 0.2 0.00 - 0 1 0 $ 0.99 $ 0.99
Activity 2 1,500 10.00 6.0 250.0 1.70 - 354 901 235 $ 1,490.30 $ 0.99
Activity 3 300 10.00 6.0 50.0 0.34 - 71 180 47 $ 298.06 $ 0.99
Activity 4 150 10.00 6.0 25.0 0.17 - 35 90 24 $ 149.03 $ 0.99
Activity 5 1,500 10.00 6.0 250.0 1.70 - 354 901 235 $ 1,490.30 $ 0.99
Activity 6 1,500 10.00 6.0 250.0 1.70 - 354 901 235 $ 1,490.30 $ 0.99
Activity 7 17 10.00 6.0 2.8 0.02 - 4 10 3 $ 16.89 $ 0.99
Activity 8 1,200 10.00 6.0 200.0 1.36 - 283 721 188 $ 1,192.24 $ 0.99
Activity 9 240 10.00 6.0 40.0 0.27 - 57 144 38 $ 238.45 $ 0.99
Activity 10 120 10.00 6.0 20.0 0.14 - 28 72 19 $ 119.22 $ 0.99

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http://orientpoint.com (888) 444-2210
Staffing Planl: Workload & Cost Calculation Template 1 FTE = 147.00

Avg Monthly Monthly Cost

Process Time Required
Monthly Standard Required Standard
(mins) Hours Total Monthly Cost
Volume FTE Salary & Equip & Mgmt Cost
Occupancy
Benefits Supplies Overhead
Processes & Activities
Process 5 230.8 1.57
Activity 1 180 10.00 6.0 30.0 0.20 442 42 108 28 $ 621.01 $ 3.45
Activity 2 23 10.00 6.0 3.8 0.03 - 5 14 4 $ 22.35 $ 0.99
Activity 3 350 10.00 6.0 58.3 0.40 - 83 210 55 $ 347.74 $ 0.99
Activity 4 100 10.00 6.0 16.7 0.11 - 24 60 16 $ 99.35 $ 0.99
Activity 5 50 10.00 6.0 8.3 0.06 - 12 30 8 $ 49.68 $ 0.99
Activity 6 10 10.00 6.0 1.7 0.01 - 2 6 2 $ 9.94 $ 0.99
Activity 7 50 10.00 6.0 8.3 0.06 - 12 30 8 $ 49.68 $ 0.99
Activity 8 373 10.00 6.0 62.1 0.42 - 88 224 58 $ 370.09 $ 0.99
Activity 9 50 10.00 6.0 8.3 0.06 - 12 30 8 $ 49.68 $ 0.99
Activity 10 200 10.00 6.0 33.3 0.23 - 47 120 31 $ 198.71 $ 0.99
Totals 21,221 3,536.8 24.1 4,554 20,594 12,749 3,330 $ 41,227.60
###

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http://orientpoint.com (888) 444-2210
Cost Worksheet

1) Monthly Cost: salary and benefits by job position

Annual
Total Annual
Annual Salary Benefits Monthly Cost/FTE Notes
Cost/FTE
Midpoint Percent
Job Positions 30%
Job Position 1 10,000 3,000 13,000 1,083
Job Position 2 20,000 6,000 26,000 2,167 see cell H9 in Workload Calculation sheet
Job Position 3 0 0 0 0
Job Position 4 0 0 0 0
Job Position 5 0 0 0 0
Job Position 6 0 0 0 0
2) Occupancy Cost (Rent & Utilities)
Sq Ft Cost per SqFt/Month Total Cost/Month
Manager 500 2.08 1,040
Assistant Manager 300 2.08 624
Staff 100 2.08 208
3) Call Center Cost
Total Cost/Month
Supplemental (Outsourced) Call Center 68,000
Strategic Shared Services Call Center (In-house) 12,500
4) Depreciation, Equipment and Supplies: Monthly Expenses
IT Telecom Equip & Supplies T&E Total Cost/Month
Manager 230 100 100 100 530
Assistant Manager 230 100 100 100 530
Supervisor 230 100 100 100 530
Staff 230 100 100 100 530
IT Category Monthly Expenses
Total $/Mo
Other IT 2,000
Amortization Existing (IT only) 10,000
Depreciation (IT Fixed assets & Facilities) 5,000
Depreciation (non IT Fixed assets & Facilities) 3,000
20,000 230
5) Management Cost
Monthly Total
Monthly Monthly Equipment Total Cost/
Salary & Monthly $ Number of FTE
Occupancy & Supplies Month
Benefits per FTE
Manager 0 1,040 530 1,570 1.0 1,570
Assistant Mgr 0 624 530 1,154 3.0 3,462
Supervisor 0 208 530 738 8.0 5,903
Total 0 1,872 1,590 3,462 12.0 10,935
Total Staff 79.0
Average management cost per staff person per month 138

© 2010 Orient Point Consulting LLC, All rights reserved

http://orientpoint.com (888) 444-2210