"Experience, Empiricism, Excellence"
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The Metrics and Reporting View looks at the various feedback cycles, metrics and reports in Holistic Software Development.

We generally recommend against regular reporting. Measure the numbers of readers of each report and you will often find that readership gradually reduces over time. 
 
Reports tell you what happened, and so they are a lag indicator. We prefer building in corrective feedback elements into all areas of process to prevent issues rather than report them after the fact. Where reports are useful they should be transparently communicated to the entire organization.
 
Where possible we try to fit reports onto a single page or dashboard showing the main indicators. People can then drill down from top-level indicators where useful or more importantly find out who to talk with to understand the real story behind a metric (Go See).
 
We recommend reporting and publishing:
We recommend that Business Leaders commission one off , deep dive reports into unusual indicators, major successes or areas of concern. Reporting on successes, to celebrate success and share lessons learned is just as important as learning from failure.

Executive Dashboard

The Executive Dashboard is the top level report that combines reporting on progress against strategic goals, development organization health and workforce shape. Providing evidence for Business Leaders to make decisions the Executive Dashboard helps to generate "pull" throughout the organization.

 

We recommend creating an Executive Dashboard as a simple single page, no bigger than A3. 

The Executive Dashboard should provide a balance across indicators that will generate behaviors across speed, quality, morale, cost and progress aligned with Strategic Direction.

We recommend the following are included on the Executive Dashboard on a monthly cycle:

We recommend that the Executive Dashboard is produced monthly. Where possible reporting should be automated, although we've found putting a little manual care into report production helps consumption, but a monthly snapshot is still worth taking.

Remember to periodically check the Executive Dashboard against the checks we mentioned in the Metrics and Reporting View:

  • Who is reading the report or looking at the metric?
  • Are decisions based on the report/metric?
  • Do the readers consider it valuable?
  • Are positive behaviors driven by use of the metric?
  • Is the metric cost effective to capture?

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