Alchemy Design Services

Work Packages and Unit‑Based Resourcing

How work units are defined, the quarterly target, two worked examples, and how the projects currently in progress convert from hours to units.

Status
Planning draft. Nothing described here has been executed in Beaker or ClickUp.
Prepared
August 2026
Sources
Model Utilization workbook; Product Catalog Cost & Price (rev 07-26); Beaker allocations as at 21 August 2026; MDC2601 order form
Contents

What this document covers

PartSubjectContents
1Units and the targetHow a unit is defined, how each role converts, the quarterly target, how packages are structured
2Worked example: a new saleProgram design, five courses, five videos, five interactives, from order form to packages
3Worked example: a project in progressMDC Phase 1, converted from its contract and its current allocations
4Converting the work in progressThe whole portfolio in units, the conversion rules, and what the change requires of Beaker
5Cutover, 26 SeptemberThe sequence to cutover, how existing bookings translate, and how units count toward Q4

Parts 2 and 3 use live figures. The new sale in Part 2 is illustrative and priced from the standard catalog. Part 3 and Part 4 are drawn from current contracts and the allocations recorded in Beaker.

Part 1

Units and the target

The definition, the conversion rates, the quarterly target, and the structure of a package.

1.1   Definition

One unit is one hour of Lead ID time

1 unit  =  1 hour of Lead ID time  =  $65 of internal cost

The figure is taken from the Product Catalog rate card, which already prices Lead ID at $65 an hour. Every other role converts at its own cost rate divided by 65.

Because the rate card is the same one used to scope and price the work, a package expressed in units carries the same value as the catalog line it was sold from. No separate rate table is introduced.

RoleCost rateUnits per hour
SME (high)$1001.54
Lead ID, Lead PM$651.00
Video Producer$550.85
SME (med), Graphic Designer$500.77
Active ID, PM, Copyeditor$450.69
Course Builder$350.54

Source. Product Catalog Cost & Price, rev 07-26, Lists tab. Applied in the Model Utilization workbook as 1.00 for lead and 0.69 for active.

1.2   Target

345 to 375 units per person per quarter

The target is a band of 345 to 375 work units a quarter for a full-time designer, centred on 360. Delivering within the band meets the salaried commitment. Packages delivered above it are paid additionally.

The band scales with contracted capacity.

Contracted capacityQuarterly band
Full time345 to 375
Three quarter time259 to 281
Half time173 to 188

How the figure was set

Billable hours per week30
Weeks per quarter12
Per designer, per quarter360
Four designers1,440

Source. Model Utilization, cell I56 = 30*4*12, with the per-designer figure derived as I56/4. The workbook compares quarterly demand against this capacity; for Q4 it shows 1,413 units of demand against 1,440 of capacity across four designers.

1.3   Structure

Packages follow the existing catalog lines

Each catalog service already carries a task list, a role, a duration and a cost rate. A package is one catalog line, divided by role, priced in units. Packages fall into three tiers according to how often they occur.

TierOccurrencePackageRoleUnits
1Once per engagementProgram Setup / Course Design KitLead ID24.00
1Once per engagementCourse Standards & TemplateLead ID18.50
2Per courseActive ID: Design & BuildActive ID22.09
2Per courseLead ID: Review & OversightLead ID4.00
2Per courseLMS BuildCourse Builder4.45
2Per courseCopyedit and Alt TextCopyeditor3.12
3Per artifact or bundleStandard Storyline ILOMedia9.94
3Per artifact or bundleCurie Intro VideoMedia2.60

Sizing. At a 360 unit quarter a designer completes about sixteen accelerated course packages and holds roughly eleven open at a time, between one and two new claims a week. Packages below about five units make the board behave as a task list; packages above about forty are difficult to reassign mid-course. Figures shown are for Accelerated scoping; Standard scoping is higher, at 37.38 units for Active ID and 8.11 for Lead ID.

Part 2

Worked example: a new sale

Program design, five course developments, five Curie intro videos and five standard Storyline interactives, taken from order form to assigned packages.

2.1   Items sold

The order form, unchanged

Catalog lineQtyCost eachPrice eachCost totalPrice total
Program Design Strategy1$1,875$5,481$1,875$5,481
New Course Design & Build (Accelerated)5$2,680$7,851$13,400$39,255
Curie Course Intro Video5$169$494$845$2,470
Standard Storyline ILO5$646$1,889$3,230$9,445
Total16$19,350$56,651

Sales copies the Product Catalog master, selects the services and sets quantities. This step is unchanged by the proposal.

2.2   Conversion

Cost by role, expressed in units

RoleCostUnitsComposition
Active ID$7,180110.4622.09 × 5 courses
Media, Storyline interactives$3,23049.699.94 × 5
Lead ID$2,86044.0024.00 program setup + 4.00 × 5 course reviews
PM and Lead PM$2,19333.743.74 program + 6.00 × 5 courses
Course Builder$1,44522.234.45 × 5
Copyeditor and Alt Text$1,01515.623.12 × 5
Media, Curie videos$84513.002.60 × 5
Contingency, held at project level$5879.034 per cent; not issued as a package
Total$19,350297.70$19,350 ÷ 65

Conversion applies the rate table in 1.1 to the role hours recorded on each catalog detail tab. No estimate or judgement is introduced at this step.

2.3   Packages

Twenty-nine packages, 288.74 units

TierPackageRoleUnits eachQtyUnits
1Program Setup / Course Design KitLead ID24.00124.00
2Active ID: Design & BuildActive ID22.095110.45
2Lead ID: Review & OversightLead ID4.00520.00
2LMS BuildCourse Builder4.45522.25
2Copyedit and Alt TextCopyeditor3.12515.60
3Storyline ILO, bundle of fiveMedia49.70149.70
3Curie Intro Video, bundle of fiveMedia13.00113.00
Course PMLead PM6.00530.00
Program PMPM3.7413.74
Total29288.74

Media is issued as a bundle rather than per artifact, since the catalog sells it by quantity and individual items fall below the sizing threshold in 1.3. The 9.03 units of contingency are retained at project level. A lead designer taking the program setup package and all five course reviews would carry 44.00 units from this sale, or roughly an eighth of a quarterly band.

Part 3

Worked example: a project in progress

MDC Phase 1. Fifteen teacher preparation courses and a Course Design Kit, currently running, converted from its contract and its existing allocations.

3.1   Contract

The cost budget converts to whole units

ComponentQtyPriceMarginCost budgetUnits
Course Design Kit1$11,60077.59%$2,60040.00
Course development15$6,30069.05%$1,95030.00
Programme$106,100$31,850490.00

Source. MDC2601 order form; Beaker project records for the parent and its sixteen child projects.

Observations

  • The existing cost budget resolves to 40.00 and 30.00 units. The figures are already whole; they have not previously been expressed this way.
  • Kara Kelley's 60-hour lead allocation divides to 4.00 units per course across fifteen courses, matching the Accelerated catalog line for Lead ID exactly.
  • No re-scoping is required to express this contract in units.
3.2   Allocations

Existing allocations, converted

ResourceRoleAllocationBookedBasisUnits
Kara KelleyLead IDCourse Design Kit, May to June40 hRole factor 1.0040.00
Kara KelleyLead IDCourse lead, 15 courses, May to December60 hRole factor 1.0060.00
Katie SchmidtActive IDESOL, five blocks of 28 hours140 hRole factor 0.6996.60
Katie SchmidtLead IDJuly to August10 hRole factor 1.0010.00
Leah LouviereActive IDEEC 3213, contracted$1,000Flat fee ÷ 6515.38
Melissa SauerActive IDEEC 3412, contracted$1,000Flat fee ÷ 6515.38
Shane MerrittPMMay to December70 hRole factor 0.6948.30
Total285.66

Source. Beaker allocations as at 21 August 2026. Staff allocations convert at hours times the role factor; contracted allocations carry a flat fee, which converts at the fee divided by 65. This follows Beaker's own cost model. Four allocations carrying zero hours are excluded as placeholders. Total booked stands against a programme budget of 490.00 units.

3.3   Assignment

The same allocations, issued as packages

Kara Kelley

Lead ID · MDC Phase 1
Program Setup / CDK
Delivered, invoiced 25 June
40.00
Lead review, ESOL, 5 courses
In progress
20.00
Lead review, Batch 1, 5 courses
In progress
20.00
Lead review, Batch 2, 5 courses
Claimed
20.00
Total100.00

Katie Schmidt

Active ID · MDC ESOL
TSL 3240 Applied Linguistics
In progress, due 9 Oct
19.32
TSL 3520C Communication
In progress, due 23 Oct
19.32
TSL 4140C Curriculum
Claimed, due 30 Oct
19.32
TSL 4340C Methods
Claimed, due 13 Nov
19.32
TSL 4441C Testing
Claimed, due 20 Nov
19.32
Total96.60

Leah Louviere, Melissa Sauer

Active ID, contract · MDC Batch 2
EEC 3213 Design and Build
Leah, claimed, due 16 Oct
15.38
EEC 3412 Design and Build
Melissa, claimed, due 16 Oct
15.38
Total30.76

Seven allocations become nine packages. The project schedule, the client-facing dates and the ClickUp task structure are unaffected.

3.4   Comparison

Unit cost per course, by resource

BasisActive IDLead IDUnits per courseAgainst 30.00 budget
Catalog, Accelerated scoping22.094.0026.093.91 under
Katie Schmidt, ESOL, staff at 28 hours19.324.0023.326.68 under
Leah Louviere and Melissa Sauer, contracted at $1,00015.384.0019.3810.62 under

Reading. All three routes deliver the same course inside the 30.00 unit budget. The contracted route is the cheapest at 19.38 units, 20 per cent below the staff equivalent: $1,000 against 28 staff hours, which cost $1,260 at the Active ID rate. Because staff time and contracted fees both resolve to units, the three are directly comparable, which they are not on the face of the allocations, where one reads as 28 hours and another as a flat fee.

Part 4

Converting the work in progress

The whole portfolio expressed in units, the rules used to convert it, and what the change requires of Beaker and the project plans.

4.1   Portfolio

Every open project, converted

ProjectTierUnitsPrincipal roles
SSU Wine ProgramA880Active ID, Video, PM, Lead ID, Builder
UAGC Course Development 2026A700Active ID, Lead ID, PM, CE
ID Curie SupportC673Lead ID
USMA484Video, Active ID, PM
UWMA460Builder, PM, Active ID
Shippensburg Certification Development Phase 2A278Active ID
Shippensburg Certification Development 2026A250Active ID, Builder, SME
CompTIA Content Maintenance 2026B235Active ID, PM
MDC Phase 1A228Active ID, PM, Lead ID
UMSL Course Development 2026A210Lead ID, Active ID, PM
Cengage, four titlesB399Active ID, PM, SME
CompTIA, three reviewsB41PM
Fourteen smaller projectsA / C211mixed
Total, 109 open allocations5,049
TierTreatmentUnits
AConverts to packages3,647
BContent development, billed on actuals; remains hourly675
CInternal; no catalog line exists727
Unassigned queue, 67 open rows810
Total5,859

Basis. Open Beaker allocations as at 21 August 2026, converted at booked value. Of the 109 allocations, 93 are staff or hourly and convert at hours times the role factor, contributing 3,615 units; 16 carry a flat fee and convert at the fee divided by 65, contributing 1,434 units. Thirteen allocations carrying zero hours are excluded. Booked value is the whole allocation rather than the portion still outstanding.

4.2   Rules

How each allocation converts

RuleConditionTreatment
1Allocation carries zero hoursNot converted. Placeholder rows, thirteen in total.
2Tier B: CompTIA and CengageNot converted. Billed on actuals, remains hourly.
3Tier C: internal projectsConverted to an internal package type, which does not yet exist in the catalog.
4Allocation spans several coursesSplit into one package per course, sized from the catalog line rather than from the booked hours.
5Allocation carries a flat feeOne package. Units = fee ÷ 65. The booked hours are a scheduling shape and do not set the value.
6All other allocationsOne package. Units = hours × the role factor from 1.1.

Where the booked hours and the catalog hours disagree, the catalog sets the package value and the difference is recorded as a scoping variance. Part 3.4 shows the comparison on MDC: three routes to the same course, at 26.09, 23.32 and 19.38 units against a 30.00 unit budget.

4.3   Systems

Project plans continue; four tables are added to Beaker

Project plans

A package records commercial scope and assignment. The ClickUp course schedule records sequence and progress. One package covers a range of tasks, and the existing task numbering already marks the boundaries.

TasksPackage
100, 200Program and Lead Design
300, 400Active ID: Design and Build
320, 420, 520, 620Course Builder
600Review and QA

Beaker calculates percentage complete from weighted ClickUp task completion, and the client-facing schedule is a filtered view of the plan. Package status is derived from the task range rather than entered directly.

TableChangePurpose
package_typesNewSeeded from the Product Catalog
packagesNewThe unit of assignment
unit_ratesNewRole factors held as configuration
resource_unit_targetsNewThe band, per resource, per quarter
project_unassigned_workReuseBecomes the available queue
clickup_list_mapReusePackage to task range join, 34 rows in use
allocationsDerivedWritten on assignment, preserving all existing reporting
time_entriesUnchangedHours remain a measure of effort

Downstream reporting reads from allocations. Deriving them from package assignment leaves revenue recognition, margin and budget reporting intact at the point of transition.

4.4   Before conversion

Items to settle first

Catalog

  • An internal package type is required. Tier C accounts for 727 units with no catalog line.
  • Of the 55 sales SKUs, six carry a costing tab and convert directly; a further eighteen have a cost but no role breakdown.
  • Neither the Standard nor the Accelerated catalog tab carries a QA line, although task 700 is scoped to QA.

Data

  • UAGC role budgets record $93,239 against Lead ID and nil against Active ID for a ten-course build.
  • Gemini is recorded as a resource against 200 hours on each of two projects. It is a tool rather than a person.
  • Seven bookings that run into Q4 are already past their booked hours, by 381 hours in total, across Kara Kelley, Nina Doan and Shane Merritt. They carry no remaining units and would convert to nothing at cutover, although the work continues to December. Each needs re-scoping first.
  • Contracted capacity per designer in Beaker has not been verified against current arrangements.

The conversion itself is mechanical once these are settled. It requires no re-scoping, no client conversation, and no change to any project schedule.

Part 5

Cutover, 26 September

How the bookings already in the schedule become packages, and how units count toward the Q4 band.

5.1   Sequence

Four weeks to cutover

WhenStepOwner
w/c 31 AugConfirm contracted capacity per designer and record the band against each nameShane, Lois
w/c 31 AugAgree an internal package type. 727 units of internal work has no catalog line todayLois, Craig
w/c 31 AugCorrect the UAGC role budget splitShane, Craig
w/c 7 SepSeed package types from the Product Catalog; load the conversion ratesShane
w/c 14 SepConvert the bookings. Lead work 1:1; other roles mapped to catalog package typesShane
w/c 14 SepEach designer reviews their translated board and confirms scope and datesDesign team
w/c 21 SepDry run. Boards live alongside existing schedules, no change to pay or assignmentAll
Fri 25 SepFreeze allocations at close of businessShane
Sat 26 SepCutover. Packages become the assignment record; allocations are written from package assignmentShane
Mon 28 SepBoards live. Remaining bookings appear as claimed packages carrying their remaining unitsAll
Thu 1 OctQ4 opens. Units delivered from this date count toward the bandAll

Project schedules, client-facing dates, the ClickUp task structure and time entry all continue unchanged. Hours remain a measure of effort, and hourly staff continue to be paid for every hour worked. 26 September falls on a Saturday, hence the Friday freeze and Monday start.

5.2   Migration

How each existing booking translates

Every booking running past 26 September converts. Hours already logged stay as delivered work; the balance carries into a package.

Work typeBecomesUnits
Lead IDLead package, one unit per hour1:1
Active IDActive ID: Design & Build22.09
Media, ILOStoryline ILO9.94
VideoMedia, video bundle13.00
Course BuilderLMS Build4.45
CopyeditorCopyedit and Alt Text3.12

Lead work converts one to one because a unit is defined as an hour of lead time. Everything else is mapped onto a catalog package type, so the package count follows from the units rather than from the hours.

What is in scope

Bookings running past 26 SeptemberCountUnits
All open bookings743,446
Of which design and delivery roles553,446
Less units already delivered638
Carried into packages at cutover2,808

Units already delivered are derived from time entries logged against each booking. The migration table in the working file lists every booking with its total hours, hours spent, hours remaining, conversion basis, resulting package type and units.

5.3   Q4 counting

Units assigned from 1 October count toward the band

DesignerCapacityQ4 bandQ4 goalQ4 units assignedStill to assignFilled
Kara Kelley40345 to 375360304.355.785%
Nova Cobble40345 to 375360132.8227.237%
Nina Doan40345 to 375360129.3230.736%
Katie Schmidt40345 to 37536084.4275.623%
Emily Yee20172 to 18818064.9115.136%
Saundra Solum20172 to 1881800.0180.00%
Becky Tomlinson20172 to 1881800.0180.00%
Total1,980715.71,264.336%

Counting rule. Units count toward the quarter in which the work falls. A booking that straddles the cutover contributes only the share of its outstanding work dated 1 October or later, so September is not counted twice. The figures above are projected from hours remaining at 28 August and are recalculated at cutover once September actuals are known. Two sources close the 1,264 unit gap: the 810 units sitting unassigned in the Beaker queue, and roughly 440 units of Q4 design work currently held by contractors. Capacity is taken from Beaker and is the first item on the 5.1 sequence to confirm.

References

Sources and supporting material

Basis of preparation. Figures are drawn from live Beaker allocations as at 21 August 2026, the Model Utilization workbook, the Product Catalog Cost & Price workbook at revision 07-26, and the MDC2601 order form. MDC packages are priced against Program Design Strategy and New Course Design & Build (Accelerated) as reference scopings, because the contract was written against Course Design Kit and Miscellaneous - Design, neither of which carries a costing tab. That mapping is an assumption and is not taken from the catalog.

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