How can we use actual effort to improve future resource plans?

Unclosed planning feedback

Compare planned and actual effort for similar work, accounting for scope, interruptions, and skill differences. Use the findings to improve assumptions rather than rank individuals mechanically.

What to do now

  1. Select comparable completed work
  2. Reconcile scope and effort records
  3. Identify recurring estimation differences
  4. Update future planning assumptions
Recommended action flow for unclosed planning feedback: Select comparable completed work then Reconcile scope and effort records then Identify recurring estimation differences then Update future planning assumptions. Escalate when data quality is too weak to support consequential staffing decisions.

When to escalate

Escalate when

Data quality is too weak to support consequential staffing decisions.

Who decides

The resource owner and project manager

Example

Repeated review effort leads the team to reserve more reviewer capacity for similar deliverables.

Mistake to avoid

Comparing raw hours across unrelated tasks or people.

Prevent a repeat

Review overload and bottlenecks at the person or skill level before adding more commitments.

Suggested ApprovedFlow setup

  • Resources
  • Tasks
  • Timesheets

Compare available capacity, assigned task work and actual recorded effort using the enabled resource and timesheet views. See the platform

Related cases

Practice references