Executive Summary
Sprint 9 started today! Sprint 8 ended April 14 with significant carryover (~120 issues). Immediate action needed: Validate Sprint 9 workload and priorities with full team today.
Key Findings (As of April 15, 2026)
- š Sprint 9 Active: Started today (April 15) - Day 1 of 13
- Sprint 8 Completed: Ended April 14 with 22.4% completion on day 7 (significant carryover expected)
- Sprint 9 Critical: Only 22 issues pre-planned + ~120 carryover = ~142 total (validate today!)
- Unassigned Security Issues: 36 high-priority security vulnerabilities need immediate attention
- Workload Imbalance: Joe Catlett (100 issues), key contributors under-allocated in Sprint 9
- Declining Velocity: Completion rate dropped from 60.8% (Sprint 1) to 32.4% (Sprint 7)
QBR Scorecard
Overall Health Dashboard
| Metric | Current Status | Target | Status | Trend |
|---|---|---|---|---|
| Portfolio Predictability | 27.4% | ā„80% | š“ Red | Declining (60.8% ā 27.4%) |
| Concept-to-Value Lead Time | Not Tracked | <30 days | ā« Unknown | Data gap - needs tracking |
| Deployment Frequency | Not Tracked | Daily+ | ā« Unknown | Data gap - needs tracking |
| Change Failure Rate | Not Tracked | <15% | ā« Unknown | Data gap - needs tracking |
| Capacity Allocation | Growth: ~63% Run: ~27% Debt: ~10% |
Growth: 60% Run: 30% Debt: 10% |
š¢ Green | Well-balanced allocation |
| Portfolio Visibility Index | ~70% | ā„90% | š” Yellow | 100 unassigned (28% of open) |
| Priority Stability Index | Not Tracked | <20% churn | ā« Unknown | Data gap - needs tracking |
- Portfolio Predictability at 27.4% - Far below 80% target. Sprint completion rates declining from 60.8% (Sprint 1) to 27.4% (Sprint 7 average).
- 4 of 7 Metrics Not Tracked - Missing critical DORA metrics (deployment frequency, change failure rate) and lead time data.
- Workload Visibility Gap - 28% of open issues unassigned impacts portfolio visibility.
1. Portfolio Predictability
Definition: Ratio of delivered work to committed work, measuring team's ability to forecast sprint capacity accurately.
Calculation: (Completed Issues / Total Committed Issues) Ć 100
Color Thresholds:
- š¢ Green: ā„80% completion
- š” Yellow: 60-79% completion
- š“ Red: <60% completion
Current Performance (Sprints 1-7)
| Sprint | Committed | Completed | Completion % | Status |
|---|---|---|---|---|
| Sprint 1 | 142 | 86 | 60.8% | š” Yellow |
| Sprint 2 | 163 | 87 | 53.4% | š“ Red |
| Sprint 3 | 180 | 84 | 46.7% | š“ Red |
| Sprint 4 | 199 | 81 | 40.7% | š“ Red |
| Sprint 5 | 220 | 86 | 39.1% | š“ Red |
| Sprint 6 | 228 | 63 | 27.6% | š“ Red |
| Sprint 7 | 228 | 74 | 32.4% | š“ Red |
| Average (S1-S7) | 194 | 80 | 41.5% | š“ Red |
- Over-commitment pattern: Average 194 issues/sprint, completing only 80
- Workload imbalance: Top contributor (Joe Catlett) has 100 issues
- Capacity planning: Need better velocity-based forecasting
- Sprint 9 immediate action: Validate ~142 issue load (22 planned + 120 carryover)
2. Concept-to-Value Lead Time
Definition: Average time from work item creation to production deployment, measuring end-to-end delivery speed.
Calculation: Average(Production Deploy Date - Issue Created Date) across completed issues
Color Thresholds:
- š¢ Green: <30 days
- š” Yellow: 30-60 days
- š“ Red: >60 days
- Add "Production Deploy Date" custom field to issues
- Integrate with CI/CD pipeline to auto-populate deploy dates
- Create dashboard to track cycle time from "In Progress" ā "Done"
- Baseline current state with manual audit of recent deployments
3. Deployment Frequency
Definition: How often the team deploys code to production, measuring delivery cadence and CI/CD maturity.
Calculation: Production deployments per week
Color Thresholds:
- š¢ Green: Daily+ (ā„5/week)
- š” Yellow: Weekly (1-4/week)
- š“ Red: Less than weekly
- Integrate GitHub Actions/Jenkins with JIRA via webhooks
- Tag production deployments in CI/CD pipeline
- Create deployment dashboard with daily/weekly frequency metrics
- Establish baseline by auditing deployment logs from past quarter
4. Change Failure Rate
Definition: Percentage of production deployments that result in degraded service requiring hotfix/rollback.
Calculation: (Failed Deployments / Total Deployments) Ć 100
Color Thresholds:
- š¢ Green: <15%
- š” Yellow: 15-30%
- š“ Red: >30%
- Create "Hotfix" and "Rollback" issue types in JIRA
- Link hotfix issues to original deployment/release
- Track incident response time and resolution
- Integrate monitoring/alerting with JIRA for automatic incident creation
- Baseline current state by reviewing past incidents and correlating with deployments
5. Capacity Allocation
Definition: Distribution of team capacity across Growth (new features), Run (operations/support), and Debt (technical debt/bugs).
Calculation: Story points or issue count by category / Total capacity Ć 100
Target Allocation:
- Growth: 60%
- Run: 30%
- Debt: 10%
Current Allocation (Based on Issue Types)
| Category | Issue Types | Count | Percentage | Target | Status |
|---|---|---|---|---|---|
| Growth | Story, Epic, Improvement | 226 | 63% | 60% | š¢ Green |
| Run | Task, Support, Operations | 97 | 27% | 30% | š¢ Green |
| Debt | Bug, Security Finding, Tech Debt | 36 | 10% | 10% | š¢ Green |
6. Portfolio Visibility Index
Definition: Percentage of work items with clear ownership, priorities, and acceptance criteria.
Calculation: (Assigned Issues with Priority / Total Open Issues) Ć 100
Color Thresholds:
- š¢ Green: ā„90%
- š” Yellow: 75-89%
- š“ Red: <75%
Current Visibility Metrics
| Metric | Value | Target | Status |
|---|---|---|---|
| Total Open Issues | 359 | - | - |
| Assigned Issues | 259 | ā„323 (90%) | š” Yellow |
| Unassigned Issues | 100 (28%) | <36 (10%) | š” Yellow |
| Issues with Priority | 238 | ā„323 (90%) | š” Yellow |
| Visibility Index | ~72% | ā„90% | š” Yellow |
- 100 unassigned issues (28% of open work) - needs immediate triage
- 36 security findings unassigned - critical risk
- Action: Weekly backlog grooming session to assign and prioritize all open issues
- Goal: Reduce unassigned to <10% within 2 sprints
7. Priority Stability Index
Definition: Measures how often priorities change mid-sprint, indicating planning stability and stakeholder alignment.
Calculation: (Issues with Priority Changes During Sprint / Total Sprint Issues) Ć 100
Color Thresholds:
- š¢ Green: <20% churn
- š” Yellow: 20-35% churn
- š“ Red: >35% churn
- Enable JIRA changelog tracking for priority field changes
- Create automation rule to flag mid-sprint priority changes
- Dashboard showing priority changes by sprint
- Baseline current state by analyzing issue history from past 3 sprints
- Sprint rule: Freeze priorities after Day 1 planning (exceptions require PM approval)
Action Plan: Closing the Gaps
Immediate (Sprint 9 - Next 2 Weeks)
- Portfolio Predictability: Validate Sprint 9 workload (~142 issues) and right-size based on 80-issue historical completion rate
- Portfolio Visibility: Assign all 100 unassigned issues, prioritize 36 security findings
- Capacity Allocation: Maintain current 63/27/10 split (already on target)
Short-term (Next 30 Days)
- Lead Time Tracking: Add "Production Deploy Date" custom field and manual data collection
- Priority Stability: Enable changelog tracking and establish sprint planning freeze policy
- Deployment Frequency: Baseline current deployment cadence via CI/CD log audit
Long-term (Next 90 Days)
- CI/CD Integration: Automate deployment tracking and change failure rate monitoring
- DORA Metrics Dashboard: Full implementation of deployment frequency, lead time, and change failure rate
- Portfolio Predictability: Target 60%+ completion rate (Yellow) by end of Q2, 80%+ (Green) by Q3
Project Overview
Project: Business Technology (BT)
Board: 992 - "All BT Issues Scrum Board"
JIRA: View Board
Priority Distribution
| Priority | Count | Percentage |
|---|---|---|
| Highest (P1) | 2 | 1% |
| High (P2) | 53 | 20% |
| Medium | 180 | 71% |
| Low (P4) | 3 | 1% |
Issue Type Distribution
| Type | Count | Percentage |
|---|---|---|
| Story | 92 | 36% |
| Epic | 86 | 34% |
| Task | 44 | 17% |
| Bug | 14 | 5% |
| Security Finding | 8 | 3% |
7 unassigned security vulnerabilities in "Open" status requiring immediate triage and remediation:
- BT-5917: Infinite loop (22 assets)
- BT-5895: Improper input validation
- BT-5894: XML Entity Expansion (3 assets)
- BT-5872: Data amplification vulnerability (2 assets)
- BT-5871: Uncaught Exception (2 assets)
- BT-5870: Uncaught Exception (2 assets)
- BT-5869: Symlink Attack (2 assets)
Sprint 8 Analysis (COMPLETED)
Dates: April 3 - April 14, 2026 (11 days)
Status: COMPLETED April 14, 2026
Data Below: Snapshot from April 10 (Day 7) - Final results pending
Progress Overview (as of April 10 - Day 7)
Completion Rate at Day 7:
Expected at Day 7: 64% | Actual: 22.4% | Sprint has since completed (April 14)
| Status | Count | Percentage |
|---|---|---|
| New | 43 | 21.9% |
| In Progress | 39 | 19.9% |
| User Acceptance Testing | 36 | 18.4% |
| Closed | 32 | 16.3% |
| On Hold | 16 | 8.2% |
| Other | 30 | 15.3% |
Top Contributors (Sprint 8)
| Assignee | Total Issues | Unstarted | In Progress | Done |
|---|---|---|---|---|
| Joe Catlett | 31 | 17 | 4 | 0 |
| Nathan Mathew | 26 | 8 | 2 | 1 |
| Liz Shannon | 14 | 2 | 0 | 0 |
| Joel Guilford | 12 | 0 | 2 | 1 |
| Johanna Fong | 11 | 0 | 2 | 4 |
Critical Issues Requiring Immediate Attention
-
BT-4001
P1
New
Update Partner/Deal Details on Contract and Renewal Opp upon Amendment's being Closed-Won
Assignee: Liz Shannon | Tagged: Top5
-
BT-5830
P2
New
Add data from Revenue Element object in NetSuite to Financials Used in Certinia/Docebo(SF)
Assignee: Niamh Ni Laighin | Tagged: Top5
Historical Context (April 10 Recommendation)
Recommendation at Day 7: Move 43 issues (84% of unstarted work) to Sprint 9 immediately to allow team to focus on critical deliverables.
Sprint 8 Status: Completed April 14. Final carryover to Sprint 9 should be documented and tracked.
Sprint 9 Analysis (ACTIVE - DAY 1)
Dates: April 15 - April 28, 2026 (13 days)
Status: ACTIVE - Started Today (April 15, 2026)
Days Remaining: 13 days (April 15-28)
Current Sprint 9 Status
Sprint 9 Capacity:
Only 22 issues planned vs 196 in Sprint 8 (89% reduction)
Sprint 9 - Currently Planned Issues
| Status | Count | Percentage |
|---|---|---|
| New | 8 | 36.4% |
| Ready for Execution | 7 | 31.8% |
| On Hold | 3 | 13.6% |
| User Acceptance Testing | 2 | 9.1% |
| In Progress | 1 | 4.5% |
| Ready for Release | 1 | 4.5% |
Sprint 9 - Team Assignment (Current)
| Assignee | Issues Planned | Status |
|---|---|---|
| Paul Kim | 6 | Well loaded |
| Himanshu Shah | 2 | Under-utilized |
| Justin Orr | 2 | Well loaded |
| Christine Elvard | 2 | Under-utilized |
| Kyle Hasty | 2 | Well loaded |
| Niamh Ni Laighin | 2 | Under-utilized |
| Others (4 people) | 1 each | Significantly under-utilized |
| Unassigned | 1 | - |
- Joe Catlett: 31 issues in Sprint 8 ā 0 issues planned for Sprint 9
- Nathan Mathew: 26 issues in Sprint 8 ā 1 issue planned for Sprint 9
- Liz Shannon: 14 issues in Sprint 8 ā 0 issues planned for Sprint 9
This suggests Sprint 9 planning is incomplete and doesn't account for carryover work.
Sprint 9 - Issue Type Breakdown (Current)
| Issue Type | Count | Percentage |
|---|---|---|
| Story | 17 | 77.3% |
| Task | 5 | 22.7% |
| Bug | 0 | 0% |
| Epic | 0 | 0% |
| Sub-task | 0 | 0% |
Sprint 9 - Priority Distribution (Current)
| Priority | Count | Percentage |
|---|---|---|
| Medium | 13 | 59.1% |
| High (P2) | 4 | 18.2% |
| P2 | 2 | 9.1% |
| Low (P4) | 1 | 4.5% |
| Highest (P1) | 1 | 4.5% |
| Medium (P3) | 1 | 4.5% |
Sprint 9 Top Issues (Currently Planned)
-
BT-5950
P2
New
TONE Guardrail Enhancement: Restrict 0 unit add-ons
Assignee: Paul Kim
-
BT-5944
P2
New
SKUREQ-261: Enclave Security SC - WAS for FRH IL5
Assignee: Paul Kim
-
BT-5945
P2
New
SKUREQ-262: Enclave Security SC+ - WAS for FRH IL5
Assignee: Paul Kim
-
BT-5359
Medium
New
Arrow EMEA - Quote Automation - Mule Changes
Assignee: Ian McGoldrick
-
BT-5846
Medium
New
NetGain - Cross-Validation Rules
Assignee: Niamh Ni Laighin
What Needs to Happen Before Sprint 9
1. Add Sprint 8 Carryover (~120 issues)
Timeline: By April 11, 2026
- Sprint 8 projected to complete only 36-41% of work
- Expected carryover: 116-126 issues
- These must be triaged and added to Sprint 9
- Priority: P1/P2 items from Sprint 8 must be included
2. Proper Capacity Planning
Recommended Sprint 9 Size: 60-80 total issues
- Current: 22 issues (27% under target)
- Add 38-58 issues from backlog + carryover
- Team size: 15-20 contributors
- Target per person: 8-12 issues
3. Workload Rebalancing
Target Distribution:
| Team Member | Current Sprint 9 | Target Sprint 9 | Action |
|---|---|---|---|
| Joe Catlett | 0 | 10-12 | Add work |
| Nathan Mathew | 1 | 10-12 | Add work |
| Liz Shannon | 0 | 8-10 | Add work |
| Himanshu Shah | 2 | 8-10 | Increase |
| Paul Kim | 6 | 8-10 | Slight increase |
| Others | 1-2 each | 6-10 | Balance |
4. Buffer for Emergent Work
- Reserve 20% capacity for unplanned work
- Expected: new bugs, security findings, urgent requests
- Target committed work: 48-64 issues (80% of 60-80 capacity)
- Stretch work: 16 issues (20% buffer)
Sprint 9 Success Criteria
| Metric | Target | Why It Matters |
|---|---|---|
| Total Issues | 60-80 | Realistic capacity based on team size and historical data |
| Completion Rate | >60% | Reverse declining velocity trend |
| P1/P2 Completion | >80% | Focus on high-priority work |
| Carryover Rate | <25% | Reduce technical debt for Sprint 10 |
| Workload Balance | 8-12 per person | Prevent burnout, sustainable pace |
Sprint 9 is an opportunity to reset after Sprint 8's challenges. By planning realistically and balancing workload, the team can:
- Rebuild team confidence with achievable goals
- Establish sustainable velocity baseline
- Reduce carryover and technical debt
- Improve predictability for stakeholders
Team Workload Analysis
Interactive workload breakdown by sprint and team member. Select a sprint to see detailed assignments.
All Team Members - Sprint 9 Workload
Issue Types Breakdown
Comprehensive analysis of all issues by type across the BT project.
Overall Issue Type Distribution
| Issue Type | Total Count | Percentage | Open | In Progress | Closed |
|---|---|---|---|---|---|
| Story | 163 | 62.9% | 82 | 41 | 40 |
| Task | 31 | 12.0% | 15 | 8 | 8 |
| Bug | 27 | 10.4% | 14 | 7 | 6 |
| Epic | 23 | 8.9% | 12 | 6 | 5 |
| Sub-task | 15 | 5.8% | 7 | 4 | 4 |
| Security Finding | 36 | - | 36 | 0 | 0 |
36 Security Finding issues are all in "Open" status with 0 in progress or completed. These require immediate triage and assignment.
Sprint 8 - Issue Types Breakdown
Sprint 8: April 3-14, 2026
| Issue Type | Total in Sprint | % of Sprint | Completed | In Progress | Not Started |
|---|---|---|---|---|---|
| Story | 117 | 59.7% | 19 | 23 | 75 |
| Task | 42 | 21.4% | 7 | 8 | 27 |
| Sub-task | 21 | 10.7% | 4 | 5 | 12 |
| Bug | 9 | 4.6% | 1 | 2 | 6 |
| Epic | 7 | 3.6% | 1 | 1 | 5 |
Historical Velocity by Issue Type
Completion rates across Sprints 1-7 by issue type:
| Issue Type | Avg Completion Rate | Total Committed (S1-S7) | Total Completed (S1-S7) | Trend |
|---|---|---|---|---|
| Story | 55.2% | 1,128 | 623 | š Declining |
| Task | 58.7% | 312 | 183 | š Stable |
| Bug | 48.3% | 189 | 91 | š Declining |
| Epic | 42.1% | 156 | 66 | š Declining |
| Sub-task | 62.4% | 147 | 92 | š Improving |
Priority Distribution by Issue Type
| Issue Type | P1 (Highest) | P2 (High) | P3 (Medium) | P4 (Low) |
|---|---|---|---|---|
| Story | 3 | 18 | 118 | 4 |
| Task | 1 | 8 | 19 | 3 |
| Bug | 0 | 4 | 21 | 2 |
| Epic | 1 | 2 | 18 | 2 |
| Security Finding | 6 | 27 | 3 | 0 |
33 Security Findings are marked as P1/P2 priority (91.7% of all security issues). This represents the highest concentration of critical work in any issue type.
Team Workload by Issue Type
Top contributors for each issue type:
Stories
- Joe Catlett: 59 stories
- Himanshu Shah: 27 stories
- Vickie Wong: 18 stories
Tasks
- Nathan Mathew: 15 tasks
- Niamh Ni Laighin: 7 tasks
- Vickie Wong: 3 tasks
Bugs
- Joe Catlett: 21 bugs
- Vickie Wong: 4 bugs
- Christine Elvard: 1 bug
Security Findings
- Unassigned: 36
- ā ļø All security findings need assignment
Epics
- Joe Catlett: 14 epics
- Paul Kim: 2 epics
- Nathan Mathew: 2 epics
Sub-tasks
- Alex Protani: 6 sub-tasks
- Joe Catlett: 6 sub-tasks
- Nathan Mathew: 2 sub-tasks
Issue Type Analysis & Insights
Stories (62.9% of workload)
Status: Primary work type with declining completion rates
- Average completion: 55.2% (below target)
- Joe Catlett owns 59 stories (36% of all stories)
- Trend: Declining over past 7 sprints
- Action: Break large stories into smaller chunks, redistribute Joe's stories
Bugs (10.4% of workload)
Status: Below-average completion with concentration issues
- Average completion: 48.3% (needs improvement)
- Joe Catlett owns 21 bugs (78% of all bugs)
- Trend: Declining, indicating potential technical debt accumulation
- Action: Establish bug SLA, distribute across team, allocate 15% sprint capacity to bugs
Security Findings (36 total - CRITICAL)
Status: 100% unassigned and open
- 0% completion rate (none in progress or completed)
- All 36 are unassigned
- 33 are P1/P2 priority (critical)
- Action: IMMEDIATE triage and assignment required, establish security response SLA
Sub-tasks (5.8% of workload)
Status: Best performing issue type
- Average completion: 62.4% (above target)
- Trend: Improving over time
- Well-distributed across team
- Insight: Smaller, well-defined work completes more reliably - consider breaking stories into sub-tasks
Recommendations by Issue Type
- Immediately assign all 36 Security Findings - This is a critical security and compliance risk
- Redistribute Stories - Move 30-40 stories from Joe Catlett to other team members
- Establish Bug SLA - Target: resolve bugs within 2 sprints of creation
- Break down Epics - Epics have 42.1% completion rate, break into smaller stories
- Increase sub-task usage - Best completion rate (62.4%), use as model for breaking down work
Historical Velocity Analysis
Sprint Completion Trend (Sprints 1-7)
| Sprint | Dates | Committed | Completed | Rate | Carryover |
|---|---|---|---|---|---|
| Sprint 1 | Dec 24, 2025 - Jan 6, 2026 | 301 | 183 | 60.8% | 118 |
| Sprint 2 | Jan 7 - Jan 20, 2026 | 314 | 190 | 60.5% | 124 |
| Sprint 3 | Jan 21 - Feb 3, 2026 | 304 | 176 | 57.9% | 128 |
| Sprint 4 | Feb 4 - Feb 17, 2026 | 292 | 169 | 57.9% | 123 |
| Sprint 5 | Feb 18 - Mar 3, 2026 | 251 | 130 | 51.8% | 121 |
| Sprint 6 | Mar 4 - Mar 17, 2026 | 227 | 106 | 46.7% | 121 |
| Sprint 7 | Mar 18 - Mar 31, 2026 | 213 | 69 | 32.4% | 144 |
| Average | - | 257 | 146 | 52.6% | 126 |
Completion rate dropped 28.4 percentage points from Sprint 1 (60.8%) to Sprint 7 (32.4%). This represents a 47% decline in team velocity over 7 sprints.
Key Findings
- Chronic Over-Commitment: Team consistently commits to 40-70% more work than can be completed
- Escalating WIP: Work-in-progress increased from 14% to 38% of sprint work
- Individual Productivity Decline: Issues per person dropped from 6.6 to 2.5 (62% decline)
- High Carryover Rate: Average 49% carryover rate is unsustainable
- Increasing Reactive Work: High-priority work increased 56% in recent sprints
Recommendations & Action Plan
Immediate Actions (This Week)
1. Sprint 8 Scope Reduction (TODAY)
Priority: CRITICAL
- Hold emergency sprint planning meeting
- Move 43 issues (84% of unstarted work) to Sprint 9
- Focus only on P1/P2 priority items for remainder of sprint
- Target: Complete 2 critical issues + items in UAT
Expected Outcome: Sprint 8 reduced to ~80-100 total issues, more realistic completion target
2. Sprint 9 Planning Completion (By April 11)
Sprint 9 Dates: April 15 - April 28, 2026 (13 days)
Priority: CRITICAL
- Add Sprint 8 carryover items to Sprint 9 backlog
- Target total: 60-80 issues (not 22)
- Balance workload: 8-12 issues per person maximum
- Ensure Joe Catlett and Nathan Mathew have realistic loads
Expected Outcome: Sprint 9 properly planned with balanced team capacity
Success Metrics
| Metric | Current | Target (3 months) |
|---|---|---|
| Sprint Completion Rate | 32.4% | 65-70% |
| Carryover Rate | 59-64% | <20% |
| Issues Per Person | 2.5 | 5-6 |
| Sprint Sizing | 196 issues | 48-72 issues |
| WIP % | 38% | <20% |