10. MONITORING, METRICS & REPORTING

Project Name: [Your Project Name]
Owner/Lead: [Your Name]
Created: [MM/DD/YYYY]
Status: [Planning / In Progress / On Hold / Completed]

Overview

This document defines what metrics to track, how to monitor progress, and how to report status to stakeholders. It ensures transparency and data-driven decision making.

Connections: Uses Sections 2 (Metrics), 8 (Execution); Feeds into Sections 10 (ROI), 11 (Governance)

Real-Time Monitoring Dashboard

Daily Metrics to Track

Development Metrics:

• Sprint velocity (story points completed)
• Burndown chart progress
• Code commits per day
• Pull requests opened/merged
• Test coverage percentage
• Build success rate

Quality Metrics:

• Bug count (open, in progress, resolved)
• Bug escape rate (bugs found in production)
• Code review time (average)
• Technical debt score
• Security vulnerabilities (open, critical)

Operational Metrics:

• System uptime percentage
• API response time (p50, p95, p99)
• Error rate
• Deployment frequency
• Mean time to recovery (MTTR)

Business Metrics:

• Active users (DAU, MAU)
• Feature adoption rate
• User satisfaction (NPS)
• Revenue (if applicable)
• Conversion rate (if applicable)

Development Metrics

Sprint Velocity

Metric: Story points completed per sprint
Target: [X] story points per sprint
Tracking: Updated after each sprint
Owner: Project Lead

Trend Analysis:

• Increasing: Team improving, scope appropriate
• Stable: Predictable delivery
• Decreasing: Investigate blockers or scope issues

Burndown Chart

Metric: Remaining work vs. time in sprint
Target: Linear burn to zero by sprint end
Tracking: Updated daily
Owner: Project Lead

Interpretation:

• Above line: Behind schedule, need to adjust
• On line: On track
• Below line: Ahead of schedule

Code Quality Metrics

Operational Metrics

System Health

Uptime:

• Target: 99.9% (8.76 hours downtime/year)
• Current: [X]%
• Monitoring: [Datadog / New Relic / Other]

Performance:

• API Response Time (p95): Target <200ms, Current [X]ms
• Database Query Time: Target <100ms, Current [X]ms
• Page Load Time: Target <2s, Current [X]s

Reliability:

• Error Rate: Target <0.1%, Current [X]%
• Deployment Success Rate: Target 95%+, Current [X]%
• Mean Time to Recovery: Target <4 hours, Current [X] hours

Alert Thresholds

Business Metrics

User Metrics

Active Users:

• Daily Active Users (DAU): [X]
• Weekly Active Users (WAU): [X]
• Monthly Active Users (MAU): [X]
• Growth Rate: [X]% month-over-month

Engagement:

• Session Duration: [X] minutes average
• Pages per Session: [X]
• Bounce Rate: [X]%
• Feature Adoption: [X]% of users

Product Metrics

Feature Usage:

• Feature 1: [X]% of users
• Feature 2: [X]% of users
• Feature 3: [X]% of users

User Satisfaction:

• Net Promoter Score (NPS): [X] (Target: 50+)
• Customer Satisfaction (CSAT): [X]% (Target: 80%+)
• Support Tickets: [X] per week

Weekly Status Report Template

Report Structure

Date: [MM/DD/YYYY]
Reporting Period: [Start Date] to [End Date]
Report Owner: [Name]

Executive Summary

One-paragraph summary of the week:

• Key accomplishments
• Major blockers
• Upcoming milestones

Progress Against Objectives

Sprint Progress

• Sprint: [Sprint Number]
• Goal: [Sprint Goal]
• Velocity: [X] story points
• Burndown: [On Track/Behind/Ahead]
• Completed: [X] stories
• In Progress: [X] stories
• Blocked: [X] stories

Key Accomplishments

1. [Accomplishment 1]
2. [Accomplishment 2]
3. [Accomplishment 3]

Blockers & Risks

Upcoming Milestones

Metrics Summary

• Development: [Summary]
• Quality: [Summary]
• Operations: [Summary]
• Business: [Summary]

Monthly Business Review Template

Report Structure

Date: [MM/DD/YYYY]
Reporting Period: [Month Year]
Report Owner: [Name]

Executive Summary

High-level overview:

• Overall project status
• Key achievements
• Major challenges
• Strategic recommendations

Objectives Progress

30-Day Targets:

• [Objective 1]: [Status] - [X]% complete
• [Objective 2]: [Status] - [X]% complete
• [Objective 3]: [Status] - [X]% complete

60-Day Targets:

• [Objective 1]: [Status] - [X]% complete
• [Objective 2]: [Status] - [X]% complete

90-Day Targets:

• [Objective 1]: [Status] - [X]% complete

Financial Summary

• Budget: $[X]
• Spent: $[X]
• Remaining: $[X]
• Forecast: $[X]
• Variance: [X]%

Key Metrics Dashboard

Development:

• Sprint velocity: [X] story points
• Code quality: [Summary]
• Team productivity: [Summary]

Operations:

• Uptime: [X]%
• Performance: [Summary]
• Reliability: [Summary]

Business:

• Users: [X]
• Engagement: [Summary]
• Revenue: $[X] (if applicable)

Risks & Mitigation

Top 5 Risks:

1. [Risk 1]: [Status] - [Mitigation]
2. [Risk 2]: [Status] - [Mitigation]
3. [Risk 3]: [Status] - [Mitigation]
4. [Risk 4]: [Status] - [Mitigation]
5. [Risk 5]: [Status] - [Mitigation]

Recommendations

1. [Recommendation 1]
2. [Recommendation 2]
3. [Recommendation 3]

Data Sources & Refresh Rates

Metrics Visualization

Dashboard Tools

• Development Metrics: [GitHub Insights / Jira / Other]
• Operational Metrics: [Datadog / Grafana / Other]
• Business Metrics: [Google Analytics / Mixpanel / Other]
• Custom Dashboards: [Tableau / Looker / Other]

Dashboard Access

• Team: Full access to all dashboards
• Stakeholders: Business metrics dashboard
• Leadership: Executive summary dashboard

Alert Configuration

Alert Channels

• Critical Alerts: Phone/SMS + Email
• Warning Alerts: Email + Slack
• Info Alerts: Slack only

Alert Recipients

• System Alerts: DevOps team
• Performance Alerts: Technical Lead
• Business Alerts: Product Manager
• Security Alerts: Security team + Technical Lead

Success Criteria

Monitoring Success:

• All key metrics tracked daily
• Weekly status reports sent on time
• Monthly business reviews conducted
• Dashboards updated in real-time
• Alerts configured and tested
• Stakeholders have visibility

Last Updated: [Date]
Next Review: [Date]
Owner: [Name]