How is resource planning done at your firm? I ask because RSM switched to regional / national resource planning and IMO it's terribly executed. Can you explain how you are staffed on engagements at your firm?

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PwC has a similar model and it’s mostly the same experience. Large clients can usually keep a core team, but any additional resources needed to fill the gaps are plug-and-play/begging and rarely work out

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At BDO, I've had 4 in charge of a single audit over a few months.

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To add more color. At RSM tax we are rolling people in/out of engagements willy nilly. Everyone is assumed to be "plug and play" so anyone below senior takes very little ownership and might be free for 3 days and then you can't get them to do any work for weeks again. Our calendars are also all full through July and a bit into August. It's as if no one has any work that will bleed into fall but reality is that it does. Therefore, we are all set up for failure.

I was kind of hoping one of these other national firms / big 4 had "figured" it out since I think they've been in similar models for longer. Seems like no one at RSM has an opinion on a better method and just plugs away at work.

BDO is the same way and it hasn’t been smooth.

To add on to BDO1, this is also fairly new for us and like they said, it's not going great. We also use the same method with our offshore India team (Rise) so on top of them being fairly new, they aren't being consistently used in engagements and in my opinion, affects quality.

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