Try These 9 Steps for Effective Workload Management

Macgill Davis

Does your team often feel overworked? Does it seem like some team members struggle to keep up while others are left with too little to do? If so, it's time for some workload planning.

Workload management is an essential component of effective team management and leadership. It’s critical to improving your team's efficiency and maximizing performance.

An effective workload management plan tracks, measures, and analyzes employee workloads to identify areas of improvement. The goal is to balance workloads, so employees work on the right tasks at the right time and with the right resources.

In this article, we'll examine workload management, how to spot an imbalance in your team, and how you can build an effective workload management process.

What Is Workload Management?

Workload management is the process of allocating and distributing work amongst employees in a way that optimizes efficiency and prevents overwork. It is vital to ensure that each employee has a manageable workload according to their skill level.

There are two key aspects to workload management:

  • Tracking team workloads: Time tracking and task management can help you understand how team workload is distributed and how much work each employee does.
  • Distributing workloads: When you use that team workload insight to allocate tasks, you can ensure that each team member has a workload appropriate for their skill set and capacity.

Workload management is a dynamic process that should be regularly reviewed and updated to reflect changes in the business, such as new projects or staff changes. Dips in team performance and increases in overwork and burnout are signs it's time to reassess your workload planning.

Why Managing Your Workload Matters

Workload management: stressed employee at an office

Managing workloads is an important element of fostering a happy and productive team. When a team’s work is unbalanced, it can lead to many problems, but taking a proactive approach to workload management can help you avoid them.

These are some of the benefits of an effective workload management system:

  • It helps you optimize team performance: Working long hours doesn't mean you’ll get more done, since overwork decreases productivity. Understanding your team's capacity allows you to assign tasks more efficiently and prevent overwork. Optimized workflows lead to improved performance and increased efficiency.
  • It protects your team members' health: In the first study of its kind, the World Health Organization (WHO) and International Labor Organization (ILO) discovered that working long hours increases the risk of heart disease and stroke. More than 745,000 people died from these causes in 2016, directly attributable to working more than 55 hours a week.
  • It helps you identify areas of improvement: When you track your team's workload, you can identify areas where team members struggle and address them accordingly. You might provide additional training or reassign tasks to distribute workloads more evenly.
  • It helps reduce the risk of burnout: According to a Deloitte survey of over 1,000 employees, 77% suffered from burnout at work, 91% stated that stress and frustration affected their work quality, and 83% reported that burnout negatively affected their personal lives. The more effectively you balance workloads, the lower the risk of burnout and the better the employee experience.

The effort and time it takes to track, assess, and distribute team workloads can be significant. But in the end, a comprehensive workload management system can help you save time and money.

How to Spot an Imbalance in Your Team's Workload

A crucial step in adequately managing your team's workload is noticing when things are out of balance. Spotting the signs of overwork or discontent can help you take corrective action before it leads to more severe problems, such as employee burnout.

Here are some of the most common signs that your team's workload might be out of sync:

  • Employees are consistently putting in long work hours or taking work home with them.
  • There are high levels of absenteeism due to illness or stress.
  • Team members are frequently taking time off for personal reasons or holidays.
  • There is a high turnover rate.
  • Team performance is declining with frequent mistakes or missed due dates.
  • There are high levels of conflict or tension amongst team members.

If you notice any of these signs, it's a good indication that your team's workload is out of balance. Multiple factors may contribute to this, such as an uneven distribution of work, unrealistic deadlines, hustle culture, or a lack of resources.

Examine your team's workload closely and identify areas for improvement, then take action to address the problems as soon as possible. This will help prevent further issues from developing and show your employees that you're committed to managing workloads effectively.

9 Quicks Steps to Creating an Effective Workload Management Process

Workload management: employees working together

Building an effective workload management process requires careful planning and execution. Here are some key steps to follow.

1. Define Your Goals

Before you start, it's important to take a step back and think about what effective workload management looks like for you. What do you want to achieve by workload planning? Do you want to improve team performance, reduce the risk of burnout, or increase workflow efficiency? By defining and prioritizing goals, you can formulate a better plan to achieve them.

2. Assess Your Current Status and Team Capacity

The next step is to take a closer look at your current workload distribution. How is team performance? Where are team members struggling, and what's working well? When you locate bottlenecks, you can do something to improve them, like balance workloads according to team capacity or reassign tasks to prevent overwork.

3. Identify and Gather Your Resources

When planning your workload management process, it's important to consider your available resources. This includes things like time, money, and staff. Before implementing, you'll need to ensure you have enough resources to support your workload management process.

4. Prioritize Projects and Tasks

Once you've defined your goals, assessed your team capacity, and understand your resource allocation, you can start developing a workload management plan. Effective workload planning includes everything from allocating and managing tasks to workflow balance. A great place to start is to prioritize tasks by the highest priority, then work down the list, assigning tasks as you go.

5. Set Deadlines and Expectations

As you're assigning tasks, setting expectations and due dates is essential. It should be clear to you and the person responsible for the job what exactly needs to be done and when the deadline is. This ensures that tasks are completed on time while reducing time anxiety and improving quality.

6. Communicate the Workload Management Process

Once you've developed a plan, communicate it to the entire team. Answer critical questions, so all team members understand their roles and expectations. This will help to ensure that everyone is on the same page and knows what they need to do.

7. Stay on Track With a Clear Plan

Clarity is crucial for effective workload management. Create a single location where the entire team can see the plan and which tasks they need to complete. This could be a physical project schedule board or an online project management tool like Asana. Not only does workload planning help everyone stay organized, but it also allows you to track progress at a glance.

8. Monitor Your Workload With Time Tracking

Busy times present their own challenges, but time management tools can help. Time tracking software, like Rize, empowers your employees to see how they’re spending their time and to make adjustments for optimal focus and productivity. 

This can also help your team members spot signs of overwork so they can let you know when their workload is becoming unmanageable.

9. Review and Adjust Your Process

Regularly review your workload management process to see how it's working. Are your team members finding it helpful? Does anything need to be improved? Adjust your strategy as necessary to ensure it's always meeting your team's needs.

Top Workload Management Tips

Once you've created your workload management process, you can do a few things to ensure it's always running smoothly. Here are some tips:

  • Communicate with your team regularly: Check-in with team members regularly and discuss workloads, deadlines, and expectations. Encourage employees to give feedback as well. When the entire team is on the same page, you can prevent misunderstandings and increase productivity.
  • Be realistic about time frames: When setting deadlines and estimating workloads, be realistic about the amount of time the work takes. It's one thing to be optimistic, but if you're unrealistic, employees will become frustrated, and workloads will suffer.
  • Use data to inform decision-making: Use data to guide your workload planning. Consider things like time tracking data, resource allocations, and team capacity to help you make more informed decisions that will improve efficiency and productivity.
  • Discourage long hours: While it's sometimes necessary to work a little longer to meet an important milestone, discourage employees from doing this regularly. Long hours can lead to burnout, which will ultimately decrease productivity.
  • List goals to add clarity: Both short- and long-term goals should be clear to team members. This will help everyone stay focused and motivated and make workload management easier.

With these tips, you can improve how you manage workloads and get the most from your team.

Master Workload Management and Boost Your Productivity

Employee using a laptop

We all experience busy times at work, but if your team seems more stressed than usual, you might want to consider implementing a workload management process. Workload management can help you and your team stay organized, productive, and balanced.

Rize makes it easy to help your team monitor their time and workload. The app works quietly in the background, automatically tracking work hours and focus time, so your employees can spot when they’re overworking. Try Rize for free for two weeks.