RMI Surveys

RMI Survey Series for Resource Management

The Resource Management Institute conducts a series of short research surveys to help professionals compare and contrast their Resource Management operations to their peer groups. Participants who complete these short surveys will receive the consolidated data back after the survey closes. This unique and resource management specific research information targets project-based industries including professional and consulting services, marketing agencies, accounting, audit, tax, and advisory firms, legal firms, engineering, enterprise/IT organizations, and product development teams. Each survey in the series explores various aspects of running Resource Management operations.

Current Survey

Resource Forecasting

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The number one issue for most RMO leaders is getting to accurate and reliable resource forecasting to support RM processes.  This survey will explore resource forecasting approaches and processes, outcomes, and automation support.  Armed with this important benchmark data companies can compare and contrast certain aspects of the current state of their resourcing forecasting capabilities vs. their peer group, hopefully leading to making important and targeted improvements.  

It only takes a few minutes to complete the survey and participants will receive a complimentary copy of the research report when it’s published.

Completed Research Reports

The below surveys have closed. Thank you to everyone who participated. RMI members can click on the survey name to view the research report. Not an RMI member?

  • Q2 2020 — This was the first survey we have conducted specific to the Agile methodology and the first we are aware of in the industry specific to resource management implications of Agile. Survey input was provided from 35 different companies, by PS/EIT/PD/MA services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view research report.
  • Q3 2022 — The RMI’s first research survey on Forecasting with plans to conduct future follow-on research as forecasting continues to be a common point of failure for many firms. The RMI wants to provide more benchmark data to help the membership with finding better solutions to effective forecasting and demand planning. Click here to login and view research report.
  • Q1 2024 — This was the fourth survey on resource management inhibitors and was expanded to include seven different project-based domains. Input was provided from 60 different companies, by services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view research report.
  • Q1 2022 — This was the third survey on resource management inhibitors and was expanded to include five different project-based domains. Professional/Consulting services and Enterprise/IT services made up 83% of the respondents. Recently added to the Survey Series is input from Accounting, Audit, Tax and Advisory organizations. Click here to login and view research report.
  • Q1 2020 — This was the second survey on RM inhibitors and was expanded to now include four different project-based domains. Input was provided from 68 different companies, by PS/EIT/PD/MA services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view research report.
  • Q1 2018 — Research collected from this survey focused on the largest inhibitors respondents have to effective resource management, process support for resource management, current inhibitors in respondents automation support for resource management, and what current automation deficiencies respondents plan on addressing. Click here to login and view research report.
  • Q2 2023 — This is the third trends survey on the profession of the Resource Manager/RMO leader. Input was provided from 66 different companies service entities including Professional Services, Enterprise/IT, Product Development teams, Marketing Agencies, Accounting, Audit, Tax and Advisory, and Law firms and their services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view research report.
  • Q4 2021 — This is the second trends survey on the profession of the Resource Manager/RMO leader. Input was provided from 45 different companies service entities including Professional Services, Enterprise/IT, Product Development teams, Marketing Agencies, and Accounting, Audit, Tax and Advisory firms and their services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view research report.
  • Q2 2018 — Research collected from this survey focused on many dimensions of the RM/RMO leader’s role including how many resource managers are in the respondent’s organizations and how many resources those RMs manage, organizational reporting, training, career planning, compensation and more. This first of its kind survey provides valuable benchmark information for services teams focused on resource management initiatives. Click here to login and view research report.
  • Q4 2023 — This was the fifth survey on resource management automation and was expanded to include seven different project-based domains. Input was provided from 57 different companies, by services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view the research report.
  • Q2 2022 — This was the fourth survey on resource management automation and was expanded to include five different project-based domains. Input was provided from 47 different companies, by services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view the research report.
  • Q4 2020 — The industry’s most in-depth look yet into the role of Automation tools for Resource Management in four different project-based domains. Good trending data now available from the last time we surveyed RM Automation tools in 2017 and again in 2019. Click here to login and view the research report.
  • Q2 2019 — This report examines the role of automation tools for Resource Management in three different project-based domains and gathered data from 60 different companies including IT services, professional services and product development executives and managers, resource managers, and resource management office leadership. Click here to login and view the research report.
  • Q2 2017 — Research collected from this survey focused on how satisfied respondents are with their PSA/PPM tool, what functions they are using the tool for, how satisfied are they with the RM functionality of their tool, and if they are still maintaining the use of spreadsheets to assist with the management of resources. Click here to login and view the research report.
  • Q3 2023 — Governance of any enterprise-wide process is important and challenging.   There is no exception to this when it comes to managing today’s RMO.  This survey will help identify what companies are measuring, how they are measuring it, who is using the data, how the data is reported, who is involved in the governance process, cadence for governance processes and more.   This important data will be used by RMOs and their companies to benchmark their operations to their peer group. Click here to login and view the research report.
  • Q3 2017 — Research collected from this survey focused on if respondents have a formal documented process for RM, how they develop their RM processes, how they rate their level of maturity and adoption of RM practices in their organization, how do they train those involved in RM, and their objectives for effective RM. Click here to login and view the research report.
  • Q3 2021 — This latest report on resource utilization continues the industry’s most in-depth look at utilization in four different project-based domains Professional Services, Enterprise IT, Marketing Agencies, and Product Development. Utilization continues to gain industry focus with important progress on the fundamentals of better metrics, governance, and management. However, many challenges remain in both process and technology used to manage this important element of a service business. Click here to login and view the research report.
  • Q3 2019 — Resource utilization continues to gain industry focus with project-based businesses, with important progress on the fundamentals of better metrics, governance and management. Survey input was provided from 56 different companies, by Professional Services, Enterprise IT, and Product Development executives, resource and project managers and resource management office leadership. Click here to login and view the research report.
  • Q3 2018 — Resource utilization has clearly hit the radar as more important than ever for project-based businesses. Research collected from this survey focused on how many resources organizations manage, standard hours used in utilization calculation, utilization targets, and automation tools used to measure and report utilization results. Click here to login and view the research report.
  • Q1 2024 — For this survey, we partnered with BigTime Software to conduct a deeper dive into RM automation capabilities.  This research explored many aspects of RM automation capabilities to help support resource and workforce management processes.  Armed with this important benchmark data companies can compare and contrast certain aspects of their current state vs. their peer group.  Input was provided by services executives, resource managers, project managers, and resource management office leaders from 47 different companies. Click here to login and view the research report.
  • Q1 2023 — Our third research report on the role of the Resource Management Office was expanded to include six different project-based domains. For analysis purposes, responses to this research survey were organized into two segments: companies that serve external customers (Professional/Consulting Services; Marketing Agencies; Accounting, Audit, Tax, and Advisory; and Law Firms) and those that serve internal customers (Enterprise/IT Services and Product Development). Click here to login and view research report.
  • Q1 2021 — This research report is the RMI’s second covering the role of the Resource Management Office in four different project-based domains with Professional/Consulting services and Enterprise/IT services making up 89% of the respondents. Input came from 47 different companies including IT services, professional services, marketing agencies and product development executives and managers, resource managers, and resource management office leadership. Click here to login and view research report.
  • Q1 2019 — This survey focused on getting better data on typical RMO size, structure, spend, workload ratios, key success measures, and more. The report is the industry’s most in-depth look yet at the role of the Resource Management Office (RMO) in three different project-based domains. Professional/Consulting services and Enterprise/IT services made up 93% of the respondents. Recently added to the Survey Series is input from Product Development organizations representing 7% of respondents. Click here to login and view research report.
  • Q4 2022 — This third survey on Skills Tracking and Management was expanded to include six different project-based domains. Input was provided by services executives, resource managers and resource management office leadership, project managers, and production managers from different companies across Professional/Consulting Services; Enterprise/IT; Product Development; Marketing Agencies; Accounting, Audit, Tax, and Advisory; and Law Firms. Click here to login and view research report.
  • Q3 2020 — This is our second research report on Skills Tracking and Management and was expanded to include four different project-based domains. Compared to the last time we surveyed on this topic, the majority of organizations feel their skills tracking and management capabilities are areas for improvement. Click here to login and view research report.
  • Q4 2018 — The skills database is the backbone of a good resource management process. Coupled with a resource demand forecast, an effective skills database supports the provision of needed information regarding skills capacity, type, availability, proficiencies and more allowing service delivery teams to plan for and staff projects with the right people in the right place at the right time. This research survey explored both process and technology factors related to skills tracking and management. Click here to login and view research report.
  • Q2 2021 — A comprehensive study of sourcing strategies for four different project-based domains including trending data from our 2019 survey. Incremental to our 2019 study was the addition of questions related to the impact and implications of the growing gig marketplace related to overall sourcing trends. Click here to login and view research report.
  • Q4 2019 — An industry first study of sourcing strategies for four different project-based domains. Survey input was provided from 53 different companies, by Professional Services/Enterprise IT/Product Development/Marketing Agency services executives, resource and project managers, production managers, and resource management office leadership. Click here to login and view research report.
  • Q4 2016 — Research collected from this survey included topics such as how companies organize their Resource Management Office function, the ratio of RMs to the number of staff that they are planning for, the base/denominator that the RM teams use to calculate utilization, and what the average utilization was in the respondents company. Click here to login and view research report.

For questions about the RMI Survey Series please email info@resourcemanagementinstitute.com.