Weekly Team Metrics Snapshot for Project Managers
Track delivery health weekly.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Create a weekly metrics snapshot. Project type and team size: [PROJECT_AND_TEAM]. Data sources: [DATA_SOURCES]. This week's raw numbers: [WEEKLY_NUMBERS]. Define 8 metrics with formulas: tasks completed versus planned, percent complete (by effort, not by task count), schedule variance, budget burn rate (spent / budget versus time elapsed / total time), open risks by severity, open issues and age, scope changes accepted, and team load (assigned / available hours). Compute each from my numbers with arithmetic and give a green, amber, red status using thresholds I can adjust. Produce a one-page snapshot with a three-sentence summary, the metrics table, trend vs last week, and decisions needed. Add cautions: percent complete is a judgment, avoid false precision, and avoid using the snapshot to compare individuals. Provide the one-page layout as a table with the metric, value, last week, trend, and status, give a worked calculation for burn rate and schedule variance with made-up numbers labelled as an example, and finish with the three questions the manager should ask in the team meeting.
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See an example result (fictional data)
Week 12 of 20. Planned complete 55 percent; actual 48 percent. Schedule variance = 48 - 55 = -7 points (about 1.4 weeks behind on a 20-week plan). Budget: 400,000 total; spent 190,000. Burn rate vs time = 190,000 / 400,000 = 47.5 percent versus 60 percent time elapsed (12 / 20). Work completed: 38 of 52 planned tasks (73 percent of tasks, but percent complete by effort is 48 percent). Open risks: 2 high, 5 medium. Issues: 4, oldest 9 days. Scope changes accepted: 2. Team load: assigned 310 hours / available 280 = 111 percent. Status: amber. Questions for the team: what is blocked? what can wait?
Illustrative only, made-up data. Your results will differ and must be reviewed.