What are Planning Team metrics? Finding the right Planning Team metrics can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.
You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.
Find Planning Team metrics with AI While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI metrics generator below to generate your own strategies.
Examples of Planning Team metrics and KPIs 1. Planned vs Actual Delivery Dates This metric compares the initially planned delivery dates to the actual delivery dates to assess the team's ability to meet deadlines
What good looks like for this metric: 80% of projects delivered on time
Ideas to improve this metric Conduct detailed planning sessions Implement regular progress reviews Improve risk management practices Enhance communication within the team Optimise resource allocation 2. Scope Creep Measures the changes and additions in the project scope after the project has commenced, indicating how often the team deviates from the original plan
What good looks like for this metric: Less than 5% increase in scope
Ideas to improve this metric Establish clear project requirements Implement strict change control processes Engage stakeholders early and often Document all changes meticulously Maintain a project scope baseline 3. Budget Variance This metric tracks the difference between the budgeted costs and the actual costs incurred, indicating financial planning accuracy
What good looks like for this metric: Less than 10% budget overrun
Ideas to improve this metric Conduct thorough budget forecasting Monitor expenditures closely Implement cost control measures Review financial reports regularly Optimise purchasing processes 4. Defect Density Measures the number of defects identified within a certain timeframe or phase of the project, reflecting product quality
What good looks like for this metric: Fewer than 1 defect per 1000 lines of code
Ideas to improve this metric Enhance testing processes Implement automated testing tools Provide training on quality standards Review code regularly Incorporate quality assurance in each phase 5. Customer Satisfaction Assesses the stakeholders' and customers' satisfaction with the delivered project through surveys and feedback mechanisms
What good looks like for this metric: Customer satisfaction score above 8 out of 10
Ideas to improve this metric Gather customer feedback regularly Act on the feedback received Improve stakeholder communication Deliver regular project updates Ensure project deliverables meet expectations
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1. Task Completion Rate The percentage of tasks completed out of the total tasks planned for the day, calculated as (Number of completed tasks / Total planned tasks) * 100
What good looks like for this metric: 70-90%
Ideas to improve this metric Prioritise tasks in order of importance Break large tasks into smaller, manageable segments Set realistic daily targets Eliminate distractions during task activities Review daily plan each morning 2. Daily Task Review Time Amount of time spent reviewing and planning tasks for the next day
What good looks like for this metric: 10-20 minutes
Ideas to improve this metric Set a specific time each day for review Use productivity tools like planners or apps Reflect on successful and challenging tasks Keep track of recurring tasks Engage in short meditative practices to enhance focus 3. Procrastination Level The amount of time or number of instances daily tasks are delayed or avoided
What good looks like for this metric: Less than 10%
Ideas to improve this metric Identify and address root causes of procrastination Use time-blocking techniques Set deadlines for each task Reward yourself after completing tasks Use a timer to stay focused 4. Task Prioritisation Accuracy The effectiveness of task prioritisation, measured by the completion of high-priority tasks first
What good looks like for this metric: At least 80% of high-priority tasks completed first
Ideas to improve this metric Use a priority matrix (e.g., Eisenhower Box) Review and adjust priorities as needed Set clear criteria for what makes a task high-priority Regularly communicate with team or stakeholders Analyse the importance vs. urgency of tasks 5. Stress Level Related to Task Management The self-reported level of stress associated with organising and completing tasks
What good looks like for this metric: Low to moderate levels
Ideas to improve this metric Practice regular stress management techniques Ensure tasks are achievable within the time frame Build flexibility into the task schedule Take short breaks between tasks Seek feedback or assistance if overwhelmed
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1. Quote-to-Order Ratio The ratio of quotes provided by channel partners that convert into actual orders
What good looks like for this metric: 20-30% is typical in the industry
Ideas to improve this metric Enhance the training of channel partners to improve their quoting accuracy Provide better sales tools and materials to channel partners Implement CRM systems to track and analyse quoting patterns Offer incentives for high quote-to-order conversion Regularly review partner performance and provide feedback 2. Lead Time Variance Measures the difference between promised and actual delivery times by channel partners
What good looks like for this metric: 0-10% variance is desirable
Ideas to improve this metric Set clear expectations with channel partners regarding lead times Implement joint planning sessions with partners to align on lead time goals Use demand forecasting tools to better predict lead times Regularly assess and enhance supply chain logistics Promote transparent communication between all parties 3. Order Frequency Per Partner Tracks the number of orders placed by each channel partner over a specific period
What good looks like for this metric: Varies depending on partner size and capacity
Ideas to improve this metric Analyse order patterns to identify potential bottlenecks Foster relationships with high-frequency partners to understand their success Allocate resources to low-frequency partners for support and growth Evaluate and adjust inventory strategies based on order frequency Provide targeted promotions to stimulate ordering 4. Sales Cycle Time The average time it takes for a quote to turn into a closed sale via channel partners
What good looks like for this metric: 21 days is average for the objective scenario
Ideas to improve this metric Identify stages in the sales cycle where delays occur and address them Automate parts of the sales process to reduce cycle time Train channel partners on effective sales techniques Use data analytics to pinpoint areas for process improvement Establish collaborative goals to align efforts with partners 5. Channel Partner Satisfaction Score Measures the level of satisfaction among channel partners regarding their business transactions
What good looks like for this metric: Scores above 80% are preferable
Ideas to improve this metric Conduct surveys to gather feedback from partners Address concerns and implement changes based on feedback Ensure consistent and clear communication channels with partners Create recognition and reward programs for partners Invest in an easy-to-use partner portal for interactions
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Tracking your Planning Team metrics Having a plan is one thing, sticking to it is another.
Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.
A tool like Tability can also help you by combining AI and goal-setting to keep you on track.
More metrics recently published We have more examples to help you below.
Planning resources OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:
Tability's check-ins will save you hours and increase transparency
The best metrics for Process Improvement