📅 Plan Tomorrow
🎯 Prioritization Rules
Critical — Do Now
- Production incident actively impacting users or revenue
- Deadline is today AND business consequence if missed
- Explicit directive from CTO/CEO with same-day expectation
- Security vulnerability in live systems
- Blocking an entire team from working
High — Today / This Sprint
- Deadline within 48 hours
- Dependency for another team or project
- Stakeholder commitment confirmed in writing
- Escalation risk if not addressed soon
Medium — Plan This Week
- Deadline within the sprint/week
- Contributes to OKR but not immediately critical
- Improves reliability, performance, or team efficiency
Low — Backlog / Opportunistic
- Nice to have, no firm deadline
- Technical debt without near-term consequence
- Administrative or process improvements
🚦 Status & RAG Rules
Project RAG
- Green — On track, no material risk to delivery
- Amber — At risk; mitigation plan exists but uncertain
- Red — Off track; escalation required
Task Statuses
- Not Started — Queued, not yet worked
- In Progress — Active work underway this sprint
- Waiting — Awaiting review, approval, or response
- Blocked — Cannot proceed; explicit blocker identified
- Complete — Definition of completion met
Forecast Accuracy
- Target: ±20% variance on task estimates
- Persistent underestimation → re-calibrate T-shirt sizing
- Persistent overestimation → tasks being de-scoped mid-sprint
🔀 Defer · Delegate · Escalate · Re-scope
Defer when
- Priority dropped below High and sprint is already full
- Dependency is unresolved with no unblock date
- Context switch cost exceeds the value of doing it now
- Work is blocked by a third party with no ETA
Delegate when
- Work doesn't require TL decision-making authority
- A team member has capacity and the skill
- Delegating builds capability in the team
- TL is the bottleneck on more than 3 tasks simultaneously
Escalate when
- Scope has grown beyond original estimate by 50%+
- Two Critical tasks with conflicting deadlines exist
- A blocker persists beyond 24 hours with no resolution path
- Delivery commitment to a Business Owner is at risk
Re-scope when
- Original estimate was <50% accurate after work begins
- MVP can satisfy stakeholder need at lower effort
- Technical approach discovered to be unviable
- Business requirement has changed mid-delivery
🛠 Tool Implementation Guide
📊 Excel / Google Sheets
Best for offline-first teams with no tooling budget.
- Tabs: Projects · Tasks · Milestones · Interruptions · Daily Review · Scorecard
- VLOOKUP/XLOOKUP to join Task → Project
- Conditional formatting for RAG and priority colours
📝 Notion
Best for linked databases and flexible views.
- Databases: Projects → Tasks → Milestones (linked)
- Views: Board by status, Calendar by due date
- Linked views filtered by Today for commitments
🟣 ClickUp / 🟦 Monday.com
Best for visual dashboards and automation.
- Space/Board per project; items = tasks; sub-items = milestones
- Custom fields: Category, Effort, Completion Definition
- Automation: alert when task blocked > 24h
🔵 Jira + Confluence
Best for engineering teams in the Atlassian ecosystem.
- Epic = Project · Story/Task = Task · Sub-task = Milestone
- JQL board filter for Critical or Blocked today
- Confluence templates for Daily Review + Scorecard