Tracking questionnaire

The planning and tracking questionnaire is a tool that gathers more insight AbOUT the process and gives a qualitative perspective that cannot be achieved from the data alone.

These questions are framed in a way that if a team is not able to answer these questions and justify their decisions, it can be assumed that the process the team had followed for planning and tracking is considerably different Earned Value Analysis/Burn down chart or Burn up charts.

Quantitative Questions

1. Can you define where your project is right now and where it should have been?
2. Was it at the right level of granularity?
   1. Was the reporting consistent with the level of planning?
   2. Was it consisitent with the length of the tasks in the iterations? (How frequently do you report the effort? For example, for a task that spans across two days, you might be reporting once instead of two times)
   3. How was the variance between the planned and earned value? How was it distributed? Consistently above or below?
3. Can you distinguish between changes requested by the user and changes requested by the team?
4. Can you distinguish between what was originally planned and what was achieved earned?
5. Did you use buffers? how did you handle it? did you plan using ideal hours or real hours?
6. Did you report ideal or did you report real hours?
7. How do you represent the existence of buffers in your planned value or burn down chart?
8. How did you accrue value at the end level of the effort?
9. What did you do with the tasks not completed during the planned iteration?
10. What did you do with unplanned activities and tasks?
11. How many times did you change the performance baseline based on the earned value?
12. Did each iteration start from zero or cumulative hours left or planned?
13. Who imposed the process in the team? Was it voluntary or monitored and directed by a planning member or team leader?
14. Comments.

Qualitative questions

1. How did you use the information provided by the technique?
   
2. Analyse the qualitative results and prepare a proposal
   

Observations

1. Should the team be exposed to the plans and estimates?
   #School of thoughts - Some support sharing and others don't
   #Analyse how people finish work? Based on which, reallocation is done.
   
2. The patterns how employees (on whom the estimates are imposed) try to spend time (more or less).