Software & apps · Planning worksheet

Feedback reporting: preserve the context

Illustrative situation

Managers compare satisfaction figures from different questions and survey channels as if they were equivalent.

The decision

Keep the wording, collection method and response period visible. A change in who responds can alter a score without proving that the service itself improved or worsened.

Rehearse this before accepting the change

Change the question wording; reports should identify the break in comparability.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track results with missing question or sampling context.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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