Progress Tracking
Overview
Monitor and report project status effectively
Steps
Step 1: Collect progress data
Gather information on work completed and status:
- Define what to track (select appropriate for project):
Work completion:
- Tasks/stories completed vs. planned
- Milestones achieved
- Deliverables produced
- Features implemented Time:
- Actual hours/effort expended
- Calendar time elapsed
- Time remaining estimates Cost (if budget is tracked):
- Actual spending
- Committed spending
- Budget remaining Quality:
- Defects found/fixed
- Test coverage
- Code review completion
- User acceptance results
- Establish collection mechanisms:
- Daily standups (team verbal updates)
- Task/issue tracking system updates
- Time tracking entries
- Milestone sign-offs
- Deliverable acceptance
- Collect from team:
- Status on assigned tasks
- Percent complete (caution: be specific about meaning)
- Hours worked (if tracking effort)
- Estimated time to complete
- Blockers or issues
- Gather from systems:
- Pull data from project tracking tools
- Extract from version control (commits, PRs)
- Collect from CI/CD (builds, deploys)
- Pull from testing systems (test results)
Step 2: Calculate progress metrics
Compute quantitative measures of progress:
- Basic progress metrics:
Percent Complete (Scope):
- Completed items / Total items
- Be specific: completed means done-done (tested, accepted) Schedule Performance:
- Planned work by now vs. actual work completed
- Days ahead/behind schedule
- Milestone status (on track/at risk/missed) Effort/Burn Rate:
- Hours/effort consumed vs. planned
- Current weekly burn rate
- Effort remaining estimate
- Velocity metrics (for iterative projects):
- Points/items completed per sprint
- Average velocity over last 3-4 sprints
- Velocity trend (improving, declining, stable)
- Earned Value basics (for cost-tracked projects):
Planned Value (PV):
- Budgeted cost of work scheduled by now
- What should have been spent based on plan Earned Value (EV):
- Budgeted cost of work actually performed
- Value of work completed Actual Cost (AC):
- Actual cost of work performed
- What was actually spent Key Indicators:
- Schedule Variance (SV) = EV - PV (positive = ahead, negative = behind)
- Cost Variance (CV) = EV - AC (positive = under budget, negative = over)
- Schedule Performance Index (SPI) = EV / PV (> 1 = ahead, < 1 = behind)
- Cost Performance Index (CPI) = EV / AC (> 1 = under budget, < 1 = over)
- Calculate forecast:
- Estimate at Completion (EAC)
- Estimated completion date based on current pace
Step 3: Create visualizations
Build visual representations of progress:
- Burndown chart:
Shows remaining work over time:
- Y-axis: Work remaining (points, tasks, hours)
- X-axis: Time (days, sprints)
- Ideal line: Straight line from start to target
- Actual line: Actual remaining work Interpretation:
- Above ideal = behind schedule
- Below ideal = ahead of schedule
- Flat sections = no progress (investigate)
- Upward slope = scope added
- Burnup chart (alternative):
Shows work completed and scope over time:
- Y-axis: Work (points, tasks)
- X-axis: Time
- Scope line: Total planned work
- Completed line: Work done Advantage: Shows scope changes explicitly
- Milestone tracker:
Visual status of key milestones:
- Milestone name and target date
- Status (complete/on-track/at-risk/missed)
- Color coding for quick assessment
- Dashboard (for stakeholders):
- Overall RAG status (Red/Amber/Green)
- Key metrics at a glance
- Trend arrows
- Top issues
- Keep visualizations simple:
- One main message per chart
- Consistent scales and colors
- Easy to interpret quickly
Step 4: Identify and manage blockers
Track and resolve impediments to progress:
- Identify blockers:
- Issues preventing task completion
- Dependencies not met
- Resource constraints
- Technical problems
- Decision delays
- External delays (vendors, approvals)
- For each blocker, document:
- Description: What is blocked and why?
- Impact: What work is affected?
- Owner: Who is working to resolve?
- Actions: What’s being done?
- Target resolution date
- Status: Open/In Progress/Resolved
- Prioritize blockers:
- By impact on critical path
- By number of people/tasks affected
- By duration if unresolved
- Escalate appropriately:
- Blockers that persist without resolution
- Blockers requiring authority beyond team
- Blockers with significant schedule impact
- Define escalation paths and timing
- Drive resolution:
- Daily focus on blocker resolution
- Remove obstacles for the team
- Involve right people to resolve
- Track time blockers remain open
- Learn from patterns:
- Recurring blocker types
- Root causes
- Prevention opportunities
Step 5: Analyze variances
Understand and explain deviations from plan:
- Identify variances:
- Compare actual progress to planned
- Note schedule variances (ahead/behind)
- Note effort variances (under/over)
- Note scope variances (more/less than planned)
- Analyze causes:
For negative variances (behind):
- Underestimation of complexity?
- Resource issues (availability, skill)?
- External dependencies?
- Scope changes?
- Technical problems?
- Process inefficiencies? For positive variances (ahead):
- Overestimation?
- Efficiencies found?
- Scope reduction?
- Be cautious: is quality being sacrificed?
- Assess significance:
- Is variance within acceptable range?
- Will variance self-correct or compound?
- What’s the impact on overall objectives?
- Determine response:
- Adjust plan (re-baseline)?
- Add resources?
- Reduce scope?
- Accept schedule slip?
- Implement process improvements?
Step 6: Prepare status report
Create clear, useful status communication:
- Status report structure:
Executive summary:
- Overall status (RAG)
- One-line summary of current state
- Key achievements this period
- Top issues requiring attention Progress section:
- Work completed this period
- Milestone status
- Key metrics and trends
- Burndown/burnup chart Issues and risks:
- Active blockers
- Escalations needed
- Risk updates Plan for next period:
- Planned work
- Key milestones upcoming
- Decisions needed
- Tailor for audience:
Executive level:
- High-level status only
- Focus on outcomes and milestones
- Key decisions needed
- Brief (one page or less) Management level:
- More detail on progress and issues
- Resource and budget status
- Risks and mitigations Team level:
- Detailed task-level status
- Daily/weekly coordination
- Technical issues and solutions
- Be honest and clear:
- Report reality, not wishes
- Bad news early, not late
- Provide context for numbers
- Recommend actions, don’t just report problems
- Make it actionable:
- Clear asks for decisions
- Specific help needed
- Next steps defined
Step 7: Communicate and follow up
Distribute status and drive actions:
- Distribute status report:
- Send to appropriate stakeholders
- Post to project repository
- Review in status meetings
- Status meeting best practices:
- Keep focused and time-boxed
- Review status, don’t create it
- Focus on exceptions and actions
- Capture decisions and action items
- Follow up on actions:
- Track action items to closure
- Follow up on blocker resolution
- Confirm decisions are implemented
- Update status based on outcomes
- Solicit feedback:
- Is reporting useful?
- Right frequency and detail?
- Missing information?
- Adjust based on feedback
Step 8: Update baseline and forecast
Maintain accurate plans and projections:
- Update task/activity status:
- Mark completed items
- Update remaining estimates
- Adjust assignments as needed
- Update forecast:
- Estimated completion date
- Estimated final cost
- Expected final scope
- Confidence level in forecast
- Re-baseline if needed:
Triggers for re-baselining:
- Significant scope change approved
- Major replanning occurred
- Current baseline no longer meaningful Re-baseline process:
- Document reason for re-baseline
- Get sponsor approval
- Maintain record of original baseline
- Update all tracking to new baseline
- Maintain historical data:
- Keep records of actuals
- Preserve variance history
- Enable future estimation improvement
When to Use
- Throughout project execution phase
- When stakeholders need visibility into progress
- When projects have schedule or budget constraints
- For distributed or remote teams needing coordination
- When projects have dependencies on other work
- When project health needs to be assessed
- At regular intervals (daily, weekly, monthly)
Verification
- Progress data is accurate and current
- Metrics are calculated correctly
- Visualizations clearly show status
- Blockers are tracked and being resolved
- Variances are explained with root causes
- Status reports are timely and actionable
- Stakeholders are appropriately informed
- Forecasts are realistic based on actuals
Input: $ARGUMENTS
Apply this procedure to the input provided.