Software & apps · Planning worksheet

Training dashboards: compare like with like

Illustrative situation

A department appears less complete because its staff have more assigned requirements than another team.

The decision

Show the denominator and scope behind each training measure. Use the organisation's accepted definitions and keep missing records visible so comparisons do not conceal different requirements.

Rehearse this before accepting the change

Change a staff member's role mid-period; confirm how the denominator is recalculated.

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 unexplained movements in reported completion rates.

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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