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

2010 Orient Point Consulting LLC, All rights reserved


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

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


Instructions about assembling and using this template are available at a free
staffing model webinar. Register for this webinar at:
http://www.orientpoint.com/webinar_registration.htm
For more information about work measurement, activity costing, or staffing models go to:
http://www.staffingmodel.com
http://www.orientpoint.com/FileRoom_Staffing_Model.htm
Contact us:
(888) 444-2210
client.services@orientpoint.com
This staffing model 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 is used to manage your cost data. The tables will allow you to modify costs as
they change without modifying any cost formulas in the Workload/FTE sheet.

2010 Orient Point Consulting LLC, All rights reserved


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

Staffing Model: Workload & Cost Calculation Template


Insurance Processing Center Exhibit
Avg
Monthly
Volume

Processes & Activities

Process
Time
(mins)

Standard

Totals

New Policy Process


Quotes
Referral
Review & Accept/Decline apps
Complete app. & Prep dat entry sheet
Outgoing request for additional information
Issue New Policies (Commercial-Plus)
Issue New Policies (HNW)
Issue Loss of use policy (Manual)
Policy Assembly
Filing of uw copy

3,000
450
409
409
194
387
276
10
663
663

17
12
4
8
6
36
28
4
11
2

3.53
5.00
15.00
7.50
10.00
1.67
2.14
15.00
5.45
30.00

20
6,500
3,500
9,000
9,000
9,000
7,500
7,500
9,000

60
20
22
3
1
1
9
12
2

1.00
3.00
2.73
20.00
60.00
120.0
6.67
5.00
30.00

5,500
1,000
350
100
50
10
50
373
373

3
14
16
22
9
17
5
2
2

20.00
4.29
3.75
2.73
6.67
3.53
12.00
30.00
30.00

Renewal Process
Renewal report
Retrieve master policy for endorsement check
Adjust renewal notice items
Assemble and prep renewal notices
Issue renewal notice
Sort & send to U/W
Issue renewal policy
Assemble policy documents
Filing

Endorsements & Cancellation:


Endorsement request
Validate information
Issue endorsement (System)
Issue endorsement (Manual)
Prepare coverage/peril for booking - manual end.
Prepare batch summary for manual booking
Manual Booking
Policy Assembly
Filing of endorsement instruction
Totals

Template

Required
Hours
9,294.1
1,546
850.00
90.00
27.27
54.53
19.35
232.20
128.80
0.67
121.55
22.10
7,070.00
20.00
2,166.67
1,283.33
450.00
150.00
75.00
1,125.00
1,500.00
300.00
677.67
275.00
233.33
93.33
36.67
7.50
2.83
4.17
12.42
12.42
9,294.1

1 FTE = 147.00

Monthly
Required FTE
63.2
10.52
5.78
0.61
0.19
0.37
0.13
1.58
0.88
0.00
0.83
0.15
48.10
0.14
14.74
8.73
3.06
1.02
0.51
7.65
10.20
2.04
4.61
1.87
1.59
0.63
0.25
0.05
0.02
0.03
0.08
0.08
63.2

Monthly Cost
Salary &
Benefits

Occupancy

Equip &
Supplies

Mgmt
Overhead

101,387

187,028

12,015

29,180

12,528
1,327
402
804
285
3,422
1,898
10
1,792
326

73,482
127
39
77
27
329
182
1
172
31

3,064
324
98
197
70
837
464
2
438
80

800
85
26
51
18
219
121
1
114
21

2
150
38
23
8
4
75
15
15

0
9
2
1
0
0
5
1
1

0
13
3
2
1
0
6
1
1

1
56
14
8
3
1
28
6
6

789
118
2,105
827
169
64
94
280
280
73,538

42
7
132
52
11
4
6
18
18
112,251

58
10
182
71
15
6
8
24
24

252
44
783
308
63
24
35
104
104
25,885

6,013

Total Monthly
Cost

Standard
Cost

Total Process
Cost

329,609.9
$
$
$
$
$
$
$
$
$
$
$

89,874.29
1,863.04
564.43
1,128.86
400.55
4,806.64
2,666.22
13.80
2,516.14
457.48

$
$
$
$
$
$
$
$
$
$

29.96
4.14
1.38
2.76
2.07
12.42
9.66
1.38
3.80
0.69

$
$
$
$
$
$
$
$
$

2.86
228.73
57.18
34.31
11.44
5.72
114.36
22.87
22.87

$
$
$
$
$
$
$
$
$

2.86
11.44
0.29
1.72
0.57
0.29
5.72
1.14
1.14

333.26

25.59

39.62
$
$
$
$
$
$
$
$
$
$

1,142.03
180.12
3,202.18
1,258.00
257.32
97.21
142.95
426.00
426.00
217,686.26

$
$
$
$
$
$
$
$
$

6.34
8.01
9.15
12.58
5.15
9.72
2.86
1.14
1.14

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 Salary
Midpoint
Job Positions
Job Position 1
30,000
Job Position 2
40,000
Job Position 3
50,000
Job Position 4
60,000
Job Position 5
70,000
Job Position 6
80,000
2) Occupancy Cost (Rent & Utilities)
Manager
Assistant Manager
Staff
3) Call Center Cost

Annual
Benefits
Percent
30%
9,000
12,000
15,000
18,000
21,000
24,000

Total Annual
Cost/FTE

Monthly Cost/FTE

39,000
52,000
65,000
78,000
91,000
104,000

3,250
4,333
5,417
6,500
7,583
8,667

Sq Ft
500
400
100

Manager
15,000
Assistant Mgr
10,000
Supervisor
8,000
Total
33,000
Total non-managerial number of FTE
Average management cost per staff person per month

see cell H9 in Workload Calculation sheet

Cost per SqFt/Month


2.08
2.08
2.08

Supplemental (Outsourced) Call Center


Strategic Shared Services Call Center (In-house)
4) Depreciation, Equipment and Supplies: Monthly Expenses
IT
Telecom
Department
2,000
5,000
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
Salary &
Benefits

Notes

Monthly
Occupancy
1,040
832
208
2,080

Total Cost/Month
1,040
832
208
Total Cost/Month
68,000
12,500

Equip & Supplies


3,000
0
0
0

T&E
1,000
0
0
0

Total
Monthly Equipment
Monthly $
& Supplies
per FTE
11,000
0
0
11,000

27,040
10,832
8,208
46,080

Total Cost/Month
11,000
0
0
0

Number of FTE
1.0
3.0
8.0
12.0
60.0

Total Cost/
Month
27,040
32,496
65,664
125,200
2,087

2010 Orient Point Consulting LLC, All rights reserved


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

Staffing Model Template

1 FTE = 147.00
Avg
Monthly
Volume

Process Time
(mins)

Standard

Required
Hours

Monthly
Required
FTE

Processes & Activities


Totals

21,221

3,536.8

Process 1
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10

1,100
165
110
409
409
194
387
276
10
66

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

1
20
60
60
250
20
20
20
20
20

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

Process 2
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10

Process 3
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10

1
1,700
680
170
1,700
1,530
170
1,700
1,700
340

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

1
1,500
300

10.00
10.00
10.00

Process 4
Activity 1
Activity 2
Activity 3

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

24.1

521.0

3.54

183.3
27.5
18.3
68.2
68.2
32.3
64.5
46.0
1.7
11.1

1.25
0.19
0.12
0.46
0.46
0.22
0.44
0.31
0.01
0.08

81.8

0.56

0.2
3.3
10.0
10.0
41.7
3.3
3.3
3.3
3.3
3.3

0.00
0.02
0.07
0.07
0.28
0.02
0.02
0.02
0.02
0.02

1,615.2

10.99

0.2
283.3
113.3
28.3
283.3
255.0
28.3
283.3
283.3
56.7

0.00
1.93
0.77
0.19
1.93
1.73
0.19
1.93
1.93
0.39

1,088.0

7.40

6.0
0.2
0.00
6.0
250.0
1.70
6.0
50.0
0.34
2010 Orient Point Consulting LLC, All rights reserved
http://orientpoint.com (888) 444-2210

Staffing Model Template

1 FTE = 147.00
Avg
Monthly
Volume

Process Time
(mins)

Standard

Required
Hours

Monthly
Required
FTE

Processes & Activities


Activity
Activity
Activity
Activity
Activity
Activity
Activity

4
5
6
7
8
9
10

150
1,500
1,500
17
1,200
240
120

10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0

Process 5
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10
Totals

180
23
350
100
50
10
50
373
50
200
21,221

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

25.0
250.0
250.0
2.8
200.0
40.0
20.0

0.17
1.70
1.70
0.02
1.36
0.27
0.14

230.8

1.57

30.0
3.8
58.3
16.7
8.3
1.7
8.3
62.1
8.3
33.3
3,536.8

0.20
0.03
0.40
0.11
0.06
0.01
0.06
0.42
0.06
0.23
24.1

2010 Orient Point Consulting LLC, All rights reserved


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

Staffing Model: Workload & Cost Calculation Template

Avg
Monthly
Volume

Process Time
(mins)

Standard

1 FTE = 147.00

Required
Hours

Monthly
Required
FTE

Monthly Cost
Salary &
Benefits

Occupancy

Equip &
Supplies

Mgmt
Overhead

4,554

20,594

12,749

3,330

Total Monthly Cost

Standard
Cost

Processes & Activities


Totals

21,221

6,552.6

Process 1
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10

1,100
165
110
409
409
194
387
276
10
66

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

1
20
60
60
250
20
20
20
20
20

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

1
1,700
680
170
1,700
1,530
170
1,700
1,700
340

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

1
1,500
300
150
1,500
1,500

10.00
10.00
10.00
10.00
10.00
10.00

Process 2
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10

Process 3
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10

Process 4
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6

24.1

521.0

3.54

183.3
27.5
18.3
68.2
68.2
32.3
64.5
46.0
1.7
11.1

1.25
0.19
0.12
0.46
0.46
0.22
0.44
0.31
0.01
0.08

81.8

0.56

0.2
3.3
10.0
10.0
41.7
3.3
3.3
3.3
3.3
3.3

0.00
0.02
0.07
0.07
0.28
0.02
0.02
0.02
0.02
0.02

1,615.2

10.99

0.2
283.3
113.3
28.3
283.3
255.0
28.3
283.3
283.3
56.7

0.00
1.93
0.77
0.19
1.93
1.73
0.19
1.93
1.93
0.39

1,088.0

7.40

6.0
0.2
0.00
6.0
250.0
1.70
6.0
50.0
0.34
6.0
25.0
0.17
6.0
250.0
1.70
6.0
250.0
1.70
2010 Orient Point Consulting LLC, All rights reserved
http://orientpoint.com (888) 444-2210

41,227.6

2,702
405
1,005
-

15,849
39
26
96
96
46
91
65
2
16

661
99
66
246
246
116
233
166
6
40

173
26
17
64
64
30
61
43
2
10

$
$
$
$
$
$
$
$
$
$

19,384.65
569.26
109.29
1,411.08
406.36
192.25
384.50
274.22
9.94
65.87

$
$
$
$
$
$
$
$
$
$

17.62
3.45
0.99
3.45
0.99
0.99
0.99
0.99
0.99
0.99

0
5
14
14
59
5
5
5
5
5

1
12
36
36
150
12
12
12
12
12

0
3
9
9
39
3
3
3
3
3

$
$
$
$
$
$
$
$
$
$

0.99
19.87
59.61
59.61
248.38
19.87
19.87
19.87
19.87
19.87

$
$
$
$
$
$
$
$
$
$

0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99

0
401
160
40
401
361
40
401
401
80

1
1,021
409
102
1,021
919
102
1,021
1,021
204

0
267
107
27
267
240
27
267
267
53

$
$
$
$
$
$
$
$
$
$

0.99
1,689.01
675.60
168.90
1,689.01
1,520.11
168.90
1,689.01
1,689.01
337.80

$
$
$
$
$
$
$
$
$
$

0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99

0
354
71
35
354
354

1
901
180
90
901
901

0
235
47
24
235
235

$
$
$
$
$
$

0.99
1,490.30
298.06
149.03
1,490.30
1,490.30

$
$
$
$
$
$

0.99
0.99
0.99
0.99
0.99
0.99

Staffing Model: Workload & Cost Calculation Template

Avg
Monthly
Volume

Process Time
(mins)

Standard

Required
Hours

1 FTE = 147.00

Monthly
Required
FTE

Monthly Cost
Salary &
Benefits

Occupancy

Equip &
Supplies

Mgmt
Overhead

Total Monthly Cost

Standard
Cost

Processes & Activities


Activity
Activity
Activity
Activity

7
8
9
10

17
1,200
240
120

10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0

180
23
350
100
50
10
50
373
50
200
21,221

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00

6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0
6.0

Process 5
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Activity

1
2
3
4
5
6
7
8
9
10
Totals

2.8
200.0
40.0
20.0

0.02
1.36
0.27
0.14

230.8

1.57

30.0
3.8
58.3
16.7
8.3
1.7
8.3
62.1
8.3
33.3
3,536.8

0.20
0.03
0.40
0.11
0.06
0.01
0.06
0.42
0.06
0.23
24.1

2010 Orient Point Consulting LLC, All rights reserved


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

4
283
57
28

10
721
144
72

3
188
38
19

$
$
$
$

16.89
1,192.24
238.45
119.22

$
$
$
$

0.99
0.99
0.99
0.99

442
4,554

42
5
83
24
12
2
12
88
12
47
20,594

108
14
210
60
30
6
30
224
30
120
12,749

28
4
55
16
8
2
8
58
8
31
3,330

$
$
$
$
$
$
$
$
$
$
$

621.01
22.35
347.74
99.35
49.68
9.94
49.68
370.09
49.68
198.71
41,227.60

$
$
$
$
$
$
$
$
$
$

3.45
0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99
0.99

Cost Worksheet

1) Monthly Cost: salary and benefits by job position


Annual Salary
Midpoint
Job Positions
Job Position 1
10,000
Job Position 2
20,000
Job Position 3
0
Job Position 4
0
Job Position 5
0
Job Position 6
0
2) Occupancy Cost (Rent & Utilities)
Manager
Assistant Manager
Staff
3) Call Center Cost

Annual
Benefits
Percent
30%
3,000
6,000
0
0
0
0

Total Annual
Cost/FTE

Monthly Cost/FTE

13,000
26,000
0
0
0
0

1,083
2,167
0
0
0
0

Sq Ft
500
300
100

Supplemental (Outsourced) Call Center


Strategic Shared Services Call Center (In-house)
4) Depreciation, Equipment and Supplies: Monthly Expenses
IT
Manager
230
Assistant Manager
230
Supervisor
230
Staff
230
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
5) Management Cost
Monthly
Salary &
Benefits
Manager
0
Assistant Mgr
0
Supervisor
0
Total
0
Total Staff
Average management cost per staff person per month

Notes

see cell H9 in Workload Calculation sheet

Cost per SqFt/Month


2.08
2.08
2.08

Total Cost/Month
1,040
624
208
Total Cost/Month
68,000
12,500

Telecom
100
100
100
100

Equip & Supplies


100
100
100
100

T&E
100
100
100
100

Total Cost/Month
530
530
530
530

230

Monthly
Occupancy
1,040
624
208
1,872

Total
Monthly Equipment
Monthly $
& Supplies
per FTE
530
530
530
1,590

1,570
1,154
738
3,462

Number of FTE
1.0
3.0
8.0
12.0
79.0

Total Cost/
Month
1,570
3,462
5,903
10,935
138

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