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Why our projects slip past their deadlines

Finished 10 of 10 people answered Deep Study A software and digital services company with 380 staff

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Written by Lontra from 10 conversations, 3 shared documents and 3 Deep Study conversations.

The answer

Projects slip because the date is fixed before the scope is understood, and nothing in the plan moves when the scope or the build does, so the time comes out of testing.

Nobody described a careless team. The date comes from the proposal, the same senior people sit on several projects, scope changes are agreed by phone and never reach the plan, and status is measured against the latest date, so slippage is not visible at the board.

What people said

The date is set in the proposal, before anyone has seen the scope 6 of 10 people Strong signal

Dates reach project managers, designers and analysts already fixed. Estimates given as a range at proposal stage are quoted as one date, and the lower end is the one that is picked. Requirements are first seen days or weeks after signing.

“I get a date and a budget and I work backwards.”Project manager, 9 years in role
Show all 4 quotes and their conversations
  1. “I get a date and a budget and I work backwards.”

    Project manager, 9 years in role

    Open the conversation

    Excerpt from the conversation with: Project manager, 9 years in role · Runs four client projects at a time

    Lontra

    To start, think of the last project of yours that went past its date. What happened?

    Project manager

    P-17, the claims portal. It was signed in January with a delivery date of 30 April. We didn't see the real requirements until the second week of discovery, and by then it was obvious it was a bigger job than the proposal said. But the date was already in the contract.

    Lontra

    Who set the date?

    Project manager

    Sales and the business owner, with the client, before I was on it. I get a date and a budget and I work backwards.

    Lontra

    How often does a project reach you that way, with the date already fixed?

    Project manager

    Most of them. Seven in ten of mine, I'd say.

    Lontra

    When you can see the date won't hold, what do you do?

    Project manager

    Talk to the client early and re-plan. We re-plan quite a lot, and I think that's the honest thing to do. What gets squeezed is testing, every time, because it's the last block.

    Lontra

    How many of your projects land on time?

    Project manager

    Not many slip, really. Nine in ten land on time.

    Lontra

    You said P-17 was re-planned. Which date do you count when you say nine in ten land on time?

    Project manager

    The last one agreed. Not the first. Put like that, the first date and the last date aren't the same for half of mine. I've never counted against the first.

    Lontra

    What does a re-plan cost?

    Project manager

    A week of my time, a steering meeting and some of the client's patience. And then the team has to be re-booked, which is where it gets messy, because by then people are already on the next thing.

  2. “I give a range, say 12 to 20 weeks, and by the time it's in the proposal it's a date.”

    Senior developer, 8 years with the company

    Open the conversation

    Excerpt from the conversation with: Senior developer, 8 years with the company · Booked on three projects at once

    Lontra

    What was the last time your work got stuck behind something?

    Senior developer

    Wednesday. I'm on three projects. Another client's live system went down and I'm the only one who knows that module. That's a day gone, and nobody re-planned the project I was meant to be on.

    Lontra

    How many projects are you booked on in a normal week?

    Senior developer

    Officially three. In practice it's three plus whatever fires.

    Lontra

    When you're asked how long something will take, how does that go?

    Senior developer

    At proposal stage I get two days to read a forty-page document and say how long. I give a range, say 12 to 20 weeks, and by the time it's in the proposal it's a date. By the time it reaches me it's a date with a client's name on it.

    Lontra

    What happens to the range?

    Senior developer

    The 12 gets picked.

    Lontra

    How do changes to the scope reach you?

    Senior developer

    A chat message from the PM or the analyst. 'Quick one,' no ticket. By Friday I've done four quick ones.

    Lontra

    And when the build runs over, what happens to testing?

    Senior developer

    Test starts after build, go-live doesn't move, so test shrinks. I've never seen it the other way round.

  3. “Sales asks me for design estimates in the corridor. Ten minutes, no brief, and it ends up as a line in the plan.”

    UX designer, 4 years in role

    Open the conversation

    Excerpt from the conversation with: UX designer, 4 years in role · Designs screens for five projects

    Lontra

    Where does design sit in a project timeline?

    UX designer

    At the front, in theory. Two weeks planned. In real life it's four, because the client changes their mind about the brief and then sign-off sits with someone who's away.

    Lontra

    How long does client sign-off take?

    UX designer

    Anywhere between two days and three weeks. Nobody puts an end date on it. In the plan it's one day.

    Lontra

    What happens in the plan when it takes three weeks?

    UX designer

    Development starts without it. Then they build things and I only find out in review that it doesn't match.

    Lontra

    How many projects are you on at the moment?

    UX designer

    Five. I do the screens for all of them and each project manager thinks I'm theirs.

    Lontra

    How do you get asked how long design will take?

    UX designer

    Sales asks me for design estimates in the corridor. Ten minutes, no brief, and it ends up as a line in the plan.

  4. “The client wants a date. They won't sign without one.”

    Business owner, client accounts, 6 years in role

    Open the conversation

    Excerpt from the conversation with: Business owner, client accounts, 6 years in role · Agrees scope and dates with clients before a project starts

    Lontra

    Walk me through how a delivery date gets set on a new client project.

    Business owner

    The client wants a date. They won't sign without one. I ask delivery for a range, take the lower end plus a bit, and put one date in the proposal.

    Lontra

    What do you tell the client about that date?

    Business owner

    I tell them it's an estimate. They hear a date.

    Lontra

    What happens when the requirements turn out bigger than the proposal?

    Business owner

    That's a change request, in theory. In practice the client says it's what they meant all along and I'm trying to keep the relationship. I'll say yes to small things and mention it to the project manager later.

    Lontra

    How much later is later?

    Business owner

    Often after the fact. I'm not proud of that, but it's how it goes.

    Lontra

    Would you set the date differently if you could?

    Business owner

    I'd love to quote after discovery. But clients won't wait six weeks for a quote and our competitors give a date on day one.

    Lontra

    How much slack goes into a date?

    Business owner

    No rule. About ten per cent, if I think of it. I've never seen what other deals get, and nobody tracks it.

The same few people are booked on several projects, so a delay on one lands on the others 6 of 10 people Strong signal

Resource plans add up to more than 100 per cent for senior developers, and unplanned support work comes on top. A day lost on one project is not re-planned on the others, and the resource manager only learns a project is behind when someone asks to extend the team.

“Officially three. In practice it's three plus whatever fires.”Senior developer, 8 years with the company
Show all 4 quotes and their conversations
  1. “Officially three. In practice it's three plus whatever fires.”

    Senior developer, 8 years with the company

    Open the conversation

    Excerpt from the conversation with: Senior developer, 8 years with the company · Booked on three projects at once

    Lontra

    What was the last time your work got stuck behind something?

    Senior developer

    Wednesday. I'm on three projects. Another client's live system went down and I'm the only one who knows that module. That's a day gone, and nobody re-planned the project I was meant to be on.

    Lontra

    How many projects are you booked on in a normal week?

    Senior developer

    Officially three. In practice it's three plus whatever fires.

    Lontra

    When you're asked how long something will take, how does that go?

    Senior developer

    At proposal stage I get two days to read a forty-page document and say how long. I give a range, say 12 to 20 weeks, and by the time it's in the proposal it's a date. By the time it reaches me it's a date with a client's name on it.

    Lontra

    What happens to the range?

    Senior developer

    The 12 gets picked.

    Lontra

    How do changes to the scope reach you?

    Senior developer

    A chat message from the PM or the analyst. 'Quick one,' no ticket. By Friday I've done four quick ones.

    Lontra

    And when the build runs over, what happens to testing?

    Senior developer

    Test starts after build, go-live doesn't move, so test shrinks. I've never seen it the other way round.

  2. “Two projects. Sometimes three.”

    Developer, 1 year in role

    Open the conversation

    Excerpt from the conversation with: Developer, 1 year in role · On two or three projects

    Lontra

    How is your week split across projects?

    Developer

    Two projects. Sometimes three.

    Lontra

    How do you decide what to work on first?

    Developer

    The stand-up. Or whoever shouts loudest.

    Lontra

    What happens at the end of a build when it's late?

    Developer

    Test gets less time. We're told just deliver.

    Lontra

    Is there anything you'd change?

    Developer

    Fewer meetings. Not sure what else.

  3. “Some people come out over a hundred.”

    Resource manager, 6 years in role

    Open the conversation

    Excerpt from the conversation with: Resource manager, 6 years in role · Allocates about 60 people across projects

    Lontra

    How do you decide who goes onto which project?

    Resource manager

    Each project manager sends me what they need, as percentages. I put them in a sheet on Monday. I've got about sixty people.

    Lontra

    What does it look like when it's added up?

    Resource manager

    Some people come out over a hundred. Senior developers mainly, because everyone asks for them. I ring round and nobody can give any up.

    Lontra

    What happens then?

    Resource manager

    It stays. The person works longer or something gets less, whichever project nobody's chasing that week.

    Lontra

    What do you see of the project dates?

    Resource manager

    I see the end dates in the plan. I don't see why they move.

    Lontra

    How do you know a project is behind?

    Resource manager

    When the project manager asks me to extend the people for another month. That's the signal. Not before.

  4. “The same ten or twelve people are on everything important.”

    Portfolio manager, 11 years with the company

    Open the conversation

    Excerpt from the conversation with: Portfolio manager, 11 years with the company · Reports project status to the delivery board

    Lontra

    How do you see the state of the projects?

    Portfolio manager

    A status report every fortnight from each project manager. Red, amber, green, and a date. I roll it up for the delivery board.

    Lontra

    In the extract you shared, P-17 has moved three times, from 30 April to 30 June, and its status is Green. How is Green decided?

    Portfolio manager

    Green means on track against the current date. It's always measured against the latest plan. If a project manager re-plans, it resets.

    Lontra

    How many of the projects have been re-planned at least once?

    Portfolio manager

    Of forty, I'd guess a third. I'd have to count. Nobody has asked me that before.

    Lontra

    Where do the dates in the portfolio plan come from?

    Portfolio manager

    A lot of them come from the proposal, before delivery has seen the scope. The portfolio plan is what I promise the board. If a date moves it needs a reason.

    Lontra

    What does the board see?

    Portfolio manager

    The dates and the colours. Not the count of re-plans. It's not in the pack.

    Lontra

    Who are the people the board worries about?

    Portfolio manager

    The same ten or twelve people are on everything important. If one of them is out, three projects feel it.

Testing gets whatever time is left after the build overruns 5 of 10 people Strong signal

Test is the last block before a client date. When the build moves, test shrinks, and known issues go live and return as support tickets to the people who are by then on the next project.

“Test starts after build, go-live doesn't move, so test shrinks.”Senior developer, 8 years with the company
Show all 4 quotes and their conversations
  1. “Test starts after build, go-live doesn't move, so test shrinks.”

    Senior developer, 8 years with the company

    Open the conversation

    Excerpt from the conversation with: Senior developer, 8 years with the company · Booked on three projects at once

    Lontra

    What was the last time your work got stuck behind something?

    Senior developer

    Wednesday. I'm on three projects. Another client's live system went down and I'm the only one who knows that module. That's a day gone, and nobody re-planned the project I was meant to be on.

    Lontra

    How many projects are you booked on in a normal week?

    Senior developer

    Officially three. In practice it's three plus whatever fires.

    Lontra

    When you're asked how long something will take, how does that go?

    Senior developer

    At proposal stage I get two days to read a forty-page document and say how long. I give a range, say 12 to 20 weeks, and by the time it's in the proposal it's a date. By the time it reaches me it's a date with a client's name on it.

    Lontra

    What happens to the range?

    Senior developer

    The 12 gets picked.

    Lontra

    How do changes to the scope reach you?

    Senior developer

    A chat message from the PM or the analyst. 'Quick one,' no ticket. By Friday I've done four quick ones.

    Lontra

    And when the build runs over, what happens to testing?

    Senior developer

    Test starts after build, go-live doesn't move, so test shrinks. I've never seen it the other way round.

  2. “On P-19 I was given five days and it was planned as fifteen.”

    QA tester, 5 years in role

    Open the conversation

    Excerpt from the conversation with: QA tester, 5 years in role · Tests on four projects

    Lontra

    Where does testing sit in a typical plan, and how long does it get?

    QA tester

    At the end. A week, sometimes five days. For a project this size it ought to be three weeks. On P-19 I was given five days and it was planned as fifteen.

    Lontra

    In the plan you shared, test goes from 15 working days to 5 while go-live stays at 9 May. How was that decided?

    QA tester

    It wasn't decided in a meeting. The build dates slid, test starts after build, and go-live is a client date, so test is what's left. I found out when the plan landed in my inbox.

    Lontra

    What do you do with five days?

    QA tester

    Test the main paths. Log the rest as known issues.

    Lontra

    What happens to the known issues?

    QA tester

    They go live with the project. Then they come back as support tickets to the same developers, who are on the next project by then.

    Lontra

    How would you want it to work?

    QA tester

    Test days fixed in the plan like build days are. Protected, not whatever's left.

  3. “We tested the new reports in the last four days, which is not testing, it's looking.”

    Project manager, 18 months in role

    Open the conversation

    Excerpt from the conversation with: Project manager, 18 months in role · Two client projects, was a developer before

    Lontra

    Tell me about a project of yours that missed a date.

    Project manager

    P-26, a reporting tool for a client's finance team. First date was 27 June, it's now September.

    Lontra

    What moved it?

    Project manager

    In week six the finance director asked for three extra reports. On a call. I said yes, we can look at it. Nobody wrote it down as a change.

    Lontra

    What happened to the plan?

    Project manager

    Nothing. I didn't update it. I told myself we'd absorb it. We absorbed it for two sprints and then we couldn't.

    Lontra

    What stopped you updating the plan?

    Project manager

    If I add three reports the end date moves, and then I'm explaining to my director and to the client. I used to be a developer. I'd have said just tell us. Now I'm the one holding the line.

    Lontra

    Who else knew about the reports?

    Project manager

    The analyst and the two developers. Not resource management, not the portfolio side. They saw green.

    Lontra

    What happened to testing on that project?

    Project manager

    It got whatever was left. We tested the new reports in the last four days, which is not testing, it's looking.

    Lontra

    How would you have seen it earlier?

    Project manager

    If we compared hours spent with hours planned every week. We only look at it at month end.

  4. “Test gets less time.”

    Developer, 1 year in role

    Open the conversation

    Excerpt from the conversation with: Developer, 1 year in role · On two or three projects

    Lontra

    How is your week split across projects?

    Developer

    Two projects. Sometimes three.

    Lontra

    How do you decide what to work on first?

    Developer

    The stand-up. Or whoever shouts loudest.

    Lontra

    What happens at the end of a build when it's late?

    Developer

    Test gets less time. We're told just deliver.

    Lontra

    Is there anything you'd change?

    Developer

    Fewer meetings. Not sure what else.

Scope changes are agreed in a call or a chat message and never reach the plan 5 of 10 people Strong signal

Small additions are accepted to keep the relationship with the client, or to avoid moving the end date. They are absorbed until they cannot be, and the plan, the resource manager and the portfolio all still show the old picture.

“I said yes, we can look at it. Nobody wrote it down as a change.”Project manager, 18 months in role
Show all 4 quotes and their conversations
  1. “I said yes, we can look at it. Nobody wrote it down as a change.”

    Project manager, 18 months in role

    Open the conversation

    Excerpt from the conversation with: Project manager, 18 months in role · Two client projects, was a developer before

    Lontra

    Tell me about a project of yours that missed a date.

    Project manager

    P-26, a reporting tool for a client's finance team. First date was 27 June, it's now September.

    Lontra

    What moved it?

    Project manager

    In week six the finance director asked for three extra reports. On a call. I said yes, we can look at it. Nobody wrote it down as a change.

    Lontra

    What happened to the plan?

    Project manager

    Nothing. I didn't update it. I told myself we'd absorb it. We absorbed it for two sprints and then we couldn't.

    Lontra

    What stopped you updating the plan?

    Project manager

    If I add three reports the end date moves, and then I'm explaining to my director and to the client. I used to be a developer. I'd have said just tell us. Now I'm the one holding the line.

    Lontra

    Who else knew about the reports?

    Project manager

    The analyst and the two developers. Not resource management, not the portfolio side. They saw green.

    Lontra

    What happened to testing on that project?

    Project manager

    It got whatever was left. We tested the new reports in the last four days, which is not testing, it's looking.

    Lontra

    How would you have seen it earlier?

    Project manager

    If we compared hours spent with hours planned every week. We only look at it at month end.

  2. “I'll say yes to small things and mention it to the project manager later.”

    Business owner, client accounts, 6 years in role

    Open the conversation

    Excerpt from the conversation with: Business owner, client accounts, 6 years in role · Agrees scope and dates with clients before a project starts

    Lontra

    Walk me through how a delivery date gets set on a new client project.

    Business owner

    The client wants a date. They won't sign without one. I ask delivery for a range, take the lower end plus a bit, and put one date in the proposal.

    Lontra

    What do you tell the client about that date?

    Business owner

    I tell them it's an estimate. They hear a date.

    Lontra

    What happens when the requirements turn out bigger than the proposal?

    Business owner

    That's a change request, in theory. In practice the client says it's what they meant all along and I'm trying to keep the relationship. I'll say yes to small things and mention it to the project manager later.

    Lontra

    How much later is later?

    Business owner

    Often after the fact. I'm not proud of that, but it's how it goes.

    Lontra

    Would you set the date differently if you could?

    Business owner

    I'd love to quote after discovery. But clients won't wait six weeks for a quote and our competitors give a date on day one.

    Lontra

    How much slack goes into a date?

    Business owner

    No rule. About ten per cent, if I think of it. I've never seen what other deals get, and nobody tracks it.

  3. “'Quick one,' no ticket.”

    Senior developer, 8 years with the company

    Open the conversation

    Excerpt from the conversation with: Senior developer, 8 years with the company · Booked on three projects at once

    Lontra

    What was the last time your work got stuck behind something?

    Senior developer

    Wednesday. I'm on three projects. Another client's live system went down and I'm the only one who knows that module. That's a day gone, and nobody re-planned the project I was meant to be on.

    Lontra

    How many projects are you booked on in a normal week?

    Senior developer

    Officially three. In practice it's three plus whatever fires.

    Lontra

    When you're asked how long something will take, how does that go?

    Senior developer

    At proposal stage I get two days to read a forty-page document and say how long. I give a range, say 12 to 20 weeks, and by the time it's in the proposal it's a date. By the time it reaches me it's a date with a client's name on it.

    Lontra

    What happens to the range?

    Senior developer

    The 12 gets picked.

    Lontra

    How do changes to the scope reach you?

    Senior developer

    A chat message from the PM or the analyst. 'Quick one,' no ticket. By Friday I've done four quick ones.

    Lontra

    And when the build runs over, what happens to testing?

    Senior developer

    Test starts after build, go-live doesn't move, so test shrinks. I've never seen it the other way round.

  4. “We have one but not everyone uses it.”

    Business analyst, 3 years in role

    Open the conversation

    Excerpt from the conversation with: Business analyst, 3 years in role · Writes requirements and logs client change requests

    Lontra

    What does your role involve on a project?

    Business analyst

    Requirements. I write them up with the client. And change requests, when they come.

    Lontra

    When do you first see the delivery date?

    Business analyst

    After it's signed, usually. I see the requirements the week after.

    Lontra

    How do change requests come in?

    Business analyst

    Email, calls. Depends on the client.

    Lontra

    What happens to a change after you've logged it?

    Business analyst

    It goes to the project manager. They decide.

    Lontra

    What decides whether the date moves?

    Business analyst

    I'm not sure. That's above me.

    Lontra

    Is there anything that would make that easier?

    Business analyst

    Maybe a standard form. We have one but not everyone uses it.

Projects are reported against their latest date, so slippage does not show 4 of 10 people Emerging

Status is measured against the current plan and resets when a project is re-planned. P-17 has moved three times and is Green. One project manager, counting against the first date, found five of twelve on time rather than nine in ten.

“Green means on track against the current date. It's always measured against the latest plan.”Portfolio manager, 11 years with the company
Show all 4 quotes and their conversations
  1. “Green means on track against the current date. It's always measured against the latest plan.”

    Portfolio manager, 11 years with the company

    Open the conversation

    Excerpt from the conversation with: Portfolio manager, 11 years with the company · Reports project status to the delivery board

    Lontra

    How do you see the state of the projects?

    Portfolio manager

    A status report every fortnight from each project manager. Red, amber, green, and a date. I roll it up for the delivery board.

    Lontra

    In the extract you shared, P-17 has moved three times, from 30 April to 30 June, and its status is Green. How is Green decided?

    Portfolio manager

    Green means on track against the current date. It's always measured against the latest plan. If a project manager re-plans, it resets.

    Lontra

    How many of the projects have been re-planned at least once?

    Portfolio manager

    Of forty, I'd guess a third. I'd have to count. Nobody has asked me that before.

    Lontra

    Where do the dates in the portfolio plan come from?

    Portfolio manager

    A lot of them come from the proposal, before delivery has seen the scope. The portfolio plan is what I promise the board. If a date moves it needs a reason.

    Lontra

    What does the board see?

    Portfolio manager

    The dates and the colours. Not the count of re-plans. It's not in the pack.

    Lontra

    Who are the people the board worries about?

    Portfolio manager

    The same ten or twelve people are on everything important. If one of them is out, three projects feel it.

  2. “I've never counted against the first.”

    Project manager, 9 years in role

    Open the conversation

    Excerpt from the conversation with: Project manager, 9 years in role · Runs four client projects at a time

    Lontra

    To start, think of the last project of yours that went past its date. What happened?

    Project manager

    P-17, the claims portal. It was signed in January with a delivery date of 30 April. We didn't see the real requirements until the second week of discovery, and by then it was obvious it was a bigger job than the proposal said. But the date was already in the contract.

    Lontra

    Who set the date?

    Project manager

    Sales and the business owner, with the client, before I was on it. I get a date and a budget and I work backwards.

    Lontra

    How often does a project reach you that way, with the date already fixed?

    Project manager

    Most of them. Seven in ten of mine, I'd say.

    Lontra

    When you can see the date won't hold, what do you do?

    Project manager

    Talk to the client early and re-plan. We re-plan quite a lot, and I think that's the honest thing to do. What gets squeezed is testing, every time, because it's the last block.

    Lontra

    How many of your projects land on time?

    Project manager

    Not many slip, really. Nine in ten land on time.

    Lontra

    You said P-17 was re-planned. Which date do you count when you say nine in ten land on time?

    Project manager

    The last one agreed. Not the first. Put like that, the first date and the last date aren't the same for half of mine. I've never counted against the first.

    Lontra

    What does a re-plan cost?

    Project manager

    A week of my time, a steering meeting and some of the client's patience. And then the team has to be re-booked, which is where it gets messy, because by then people are already on the next thing.

  3. “When the project manager asks me to extend the people for another month. That's the signal. Not before.”

    Resource manager, 6 years in role

    Open the conversation

    Excerpt from the conversation with: Resource manager, 6 years in role · Allocates about 60 people across projects

    Lontra

    How do you decide who goes onto which project?

    Resource manager

    Each project manager sends me what they need, as percentages. I put them in a sheet on Monday. I've got about sixty people.

    Lontra

    What does it look like when it's added up?

    Resource manager

    Some people come out over a hundred. Senior developers mainly, because everyone asks for them. I ring round and nobody can give any up.

    Lontra

    What happens then?

    Resource manager

    It stays. The person works longer or something gets less, whichever project nobody's chasing that week.

    Lontra

    What do you see of the project dates?

    Resource manager

    I see the end dates in the plan. I don't see why they move.

    Lontra

    How do you know a project is behind?

    Resource manager

    When the project manager asks me to extend the people for another month. That's the signal. Not before.

  4. “They saw green.”

    Project manager, 18 months in role

    Open the conversation

    Excerpt from the conversation with: Project manager, 18 months in role · Two client projects, was a developer before

    Lontra

    Tell me about a project of yours that missed a date.

    Project manager

    P-26, a reporting tool for a client's finance team. First date was 27 June, it's now September.

    Lontra

    What moved it?

    Project manager

    In week six the finance director asked for three extra reports. On a call. I said yes, we can look at it. Nobody wrote it down as a change.

    Lontra

    What happened to the plan?

    Project manager

    Nothing. I didn't update it. I told myself we'd absorb it. We absorbed it for two sprints and then we couldn't.

    Lontra

    What stopped you updating the plan?

    Project manager

    If I add three reports the end date moves, and then I'm explaining to my director and to the client. I used to be a developer. I'd have said just tell us. Now I'm the one holding the line.

    Lontra

    Who else knew about the reports?

    Project manager

    The analyst and the two developers. Not resource management, not the portfolio side. They saw green.

    Lontra

    What happened to testing on that project?

    Project manager

    It got whatever was left. We tested the new reports in the last four days, which is not testing, it's looking.

    Lontra

    How would you have seen it earlier?

    Project manager

    If we compared hours spent with hours planned every week. We only look at it at month end.

Where accounts differ

Whether the first date is an estimate or a promise

In delivery teams the date in the proposal arrives as a commitment with a client's name on it. The business owner says he gives it to clients as an estimate and they hear a date. The portfolio manager treats the dates in her plan as a promise to the board and wants a reason for every move. All three describe the same date; what it is depends on where they sit.

In delivery teams 5 people
  1. “By the time it reaches me it's a date with a client's name on it.”

    Senior developer, 8 years with the company

    Open the conversation

    Excerpt from the conversation with: Senior developer, 8 years with the company · Booked on three projects at once

    Lontra

    What was the last time your work got stuck behind something?

    Senior developer

    Wednesday. I'm on three projects. Another client's live system went down and I'm the only one who knows that module. That's a day gone, and nobody re-planned the project I was meant to be on.

    Lontra

    How many projects are you booked on in a normal week?

    Senior developer

    Officially three. In practice it's three plus whatever fires.

    Lontra

    When you're asked how long something will take, how does that go?

    Senior developer

    At proposal stage I get two days to read a forty-page document and say how long. I give a range, say 12 to 20 weeks, and by the time it's in the proposal it's a date. By the time it reaches me it's a date with a client's name on it.

    Lontra

    What happens to the range?

    Senior developer

    The 12 gets picked.

    Lontra

    How do changes to the scope reach you?

    Senior developer

    A chat message from the PM or the analyst. 'Quick one,' no ticket. By Friday I've done four quick ones.

    Lontra

    And when the build runs over, what happens to testing?

    Senior developer

    Test starts after build, go-live doesn't move, so test shrinks. I've never seen it the other way round.

  2. “go-live is a client date, so test is what's left.”

    QA tester, 5 years in role

    Open the conversation

    Excerpt from the conversation with: QA tester, 5 years in role · Tests on four projects

    Lontra

    Where does testing sit in a typical plan, and how long does it get?

    QA tester

    At the end. A week, sometimes five days. For a project this size it ought to be three weeks. On P-19 I was given five days and it was planned as fifteen.

    Lontra

    In the plan you shared, test goes from 15 working days to 5 while go-live stays at 9 May. How was that decided?

    QA tester

    It wasn't decided in a meeting. The build dates slid, test starts after build, and go-live is a client date, so test is what's left. I found out when the plan landed in my inbox.

    Lontra

    What do you do with five days?

    QA tester

    Test the main paths. Log the rest as known issues.

    Lontra

    What happens to the known issues?

    QA tester

    They go live with the project. Then they come back as support tickets to the same developers, who are on the next project by then.

    Lontra

    How would you want it to work?

    QA tester

    Test days fixed in the plan like build days are. Protected, not whatever's left.

  3. “I used to be a developer. I'd have said just tell us. Now I'm the one holding the line.”

    Project manager, 18 months in role

    Open the conversation

    Excerpt from the conversation with: Project manager, 18 months in role · Two client projects, was a developer before

    Lontra

    Tell me about a project of yours that missed a date.

    Project manager

    P-26, a reporting tool for a client's finance team. First date was 27 June, it's now September.

    Lontra

    What moved it?

    Project manager

    In week six the finance director asked for three extra reports. On a call. I said yes, we can look at it. Nobody wrote it down as a change.

    Lontra

    What happened to the plan?

    Project manager

    Nothing. I didn't update it. I told myself we'd absorb it. We absorbed it for two sprints and then we couldn't.

    Lontra

    What stopped you updating the plan?

    Project manager

    If I add three reports the end date moves, and then I'm explaining to my director and to the client. I used to be a developer. I'd have said just tell us. Now I'm the one holding the line.

    Lontra

    Who else knew about the reports?

    Project manager

    The analyst and the two developers. Not resource management, not the portfolio side. They saw green.

    Lontra

    What happened to testing on that project?

    Project manager

    It got whatever was left. We tested the new reports in the last four days, which is not testing, it's looking.

    Lontra

    How would you have seen it earlier?

    Project manager

    If we compared hours spent with hours planned every week. We only look at it at month end.

Business owner 1 person
  1. “I tell them it's an estimate. They hear a date.”

    Business owner, client accounts, 6 years in role

    Open the conversation

    Excerpt from the conversation with: Business owner, client accounts, 6 years in role · Agrees scope and dates with clients before a project starts

    Lontra

    Walk me through how a delivery date gets set on a new client project.

    Business owner

    The client wants a date. They won't sign without one. I ask delivery for a range, take the lower end plus a bit, and put one date in the proposal.

    Lontra

    What do you tell the client about that date?

    Business owner

    I tell them it's an estimate. They hear a date.

    Lontra

    What happens when the requirements turn out bigger than the proposal?

    Business owner

    That's a change request, in theory. In practice the client says it's what they meant all along and I'm trying to keep the relationship. I'll say yes to small things and mention it to the project manager later.

    Lontra

    How much later is later?

    Business owner

    Often after the fact. I'm not proud of that, but it's how it goes.

    Lontra

    Would you set the date differently if you could?

    Business owner

    I'd love to quote after discovery. But clients won't wait six weeks for a quote and our competitors give a date on day one.

    Lontra

    How much slack goes into a date?

    Business owner

    No rule. About ten per cent, if I think of it. I've never seen what other deals get, and nobody tracks it.

  2. “I'd love to quote after discovery.”

    Business owner, client accounts, 6 years in role

    Open the conversation

    Excerpt from the conversation with: Business owner, client accounts, 6 years in role · Agrees scope and dates with clients before a project starts

    Lontra

    Walk me through how a delivery date gets set on a new client project.

    Business owner

    The client wants a date. They won't sign without one. I ask delivery for a range, take the lower end plus a bit, and put one date in the proposal.

    Lontra

    What do you tell the client about that date?

    Business owner

    I tell them it's an estimate. They hear a date.

    Lontra

    What happens when the requirements turn out bigger than the proposal?

    Business owner

    That's a change request, in theory. In practice the client says it's what they meant all along and I'm trying to keep the relationship. I'll say yes to small things and mention it to the project manager later.

    Lontra

    How much later is later?

    Business owner

    Often after the fact. I'm not proud of that, but it's how it goes.

    Lontra

    Would you set the date differently if you could?

    Business owner

    I'd love to quote after discovery. But clients won't wait six weeks for a quote and our competitors give a date on day one.

    Lontra

    How much slack goes into a date?

    Business owner

    No rule. About ten per cent, if I think of it. I've never seen what other deals get, and nobody tracks it.

Portfolio 1 person
  1. “The portfolio plan is what I promise the board. If a date moves it needs a reason.”

    Portfolio manager, 11 years with the company

    Open the conversation

    Excerpt from the conversation with: Portfolio manager, 11 years with the company · Reports project status to the delivery board

    Lontra

    How do you see the state of the projects?

    Portfolio manager

    A status report every fortnight from each project manager. Red, amber, green, and a date. I roll it up for the delivery board.

    Lontra

    In the extract you shared, P-17 has moved three times, from 30 April to 30 June, and its status is Green. How is Green decided?

    Portfolio manager

    Green means on track against the current date. It's always measured against the latest plan. If a project manager re-plans, it resets.

    Lontra

    How many of the projects have been re-planned at least once?

    Portfolio manager

    Of forty, I'd guess a third. I'd have to count. Nobody has asked me that before.

    Lontra

    Where do the dates in the portfolio plan come from?

    Portfolio manager

    A lot of them come from the proposal, before delivery has seen the scope. The portfolio plan is what I promise the board. If a date moves it needs a reason.

    Lontra

    What does the board see?

    Portfolio manager

    The dates and the colours. Not the count of re-plans. It's not in the pack.

    Lontra

    Who are the people the board worries about?

    Portfolio manager

    The same ten or twelve people are on everything important. If one of them is out, three projects feel it.

Documents

Portfolio status, six projects (extract) Shared by a participant

Original and current delivery dates, number of re-plans and status for six projects. Three have moved; two of those are Green.

Shared by: Portfolio manager, 11 years with the company

Open the document

The line Lontra asked about is marked.

ProjectOriginal deliveryCurrent deliveryTimes re-plannedStatus
P-1114 Mar14 Mar0Complete
P-1428 Mar16 May2Green
P-1730 Apr30 Jun3Green
P-1909 May09 May0Amber
P-2313 Jun13 Jun0Green
P-2627 Jun19 Sep2Amber

What Lontra asked about it

Excerpt from the conversation with: Portfolio manager, 11 years with the company · Reports project status to the delivery board

Lontra

How do you see the state of the projects?

Portfolio manager

A status report every fortnight from each project manager. Red, amber, green, and a date. I roll it up for the delivery board.

Lontra

In the extract you shared, P-17 has moved three times, from 30 April to 30 June, and its status is Green. How is Green decided?

Portfolio manager

Green means on track against the current date. It's always measured against the latest plan. If a project manager re-plans, it resets.

Lontra

How many of the projects have been re-planned at least once?

Portfolio manager

Of forty, I'd guess a third. I'd have to count. Nobody has asked me that before.

Lontra

Where do the dates in the portfolio plan come from?

Portfolio manager

A lot of them come from the proposal, before delivery has seen the scope. The portfolio plan is what I promise the board. If a date moves it needs a reason.

Lontra

What does the board see?

Portfolio manager

The dates and the colours. Not the count of re-plans. It's not in the pack.

Lontra

Who are the people the board worries about?

Portfolio manager

The same ten or twelve people are on everything important. If one of them is out, three projects feel it.

Project P-19, plan version 3 (extract) Shared by a participant

The plan after the build was extended: go-live is unchanged, the build takes two more weeks and the test block drops from 15 working days to 5.

Shared by: QA tester, 5 years in role

Open the document

The line Lontra asked about is marked.

PROJECT P-19, PLAN v3 (extract)

Discovery and scope sign-off: 3 Feb - 14 Feb (done)

Design: 17 Feb - 14 Mar (done)

Build: 17 Mar - 25 Apr (v1: 17 Mar - 11 Apr)

Test: 28 Apr - 02 May, 5 working days (v1: 14 Apr - 02 May, 15 working days)

Fix and retest: 05 May - 08 May

Go-live: 09 May (client date, unchanged since v1)

What Lontra asked about it

Excerpt from the conversation with: QA tester, 5 years in role · Tests on four projects

Lontra

Where does testing sit in a typical plan, and how long does it get?

QA tester

At the end. A week, sometimes five days. For a project this size it ought to be three weeks. On P-19 I was given five days and it was planned as fifteen.

Lontra

In the plan you shared, test goes from 15 working days to 5 while go-live stays at 9 May. How was that decided?

QA tester

It wasn't decided in a meeting. The build dates slid, test starts after build, and go-live is a client date, so test is what's left. I found out when the plan landed in my inbox.

Lontra

What do you do with five days?

QA tester

Test the main paths. Log the rest as known issues.

Lontra

What happens to the known issues?

QA tester

They go live with the project. Then they come back as support tickets to the same developers, who are on the next project by then.

Lontra

How would you want it to work?

QA tester

Test days fixed in the plan like build days are. Protected, not whatever's left.

People allocation, week 14 (extract) Shared by a participant

Percentage of each person's week booked on four projects and support. One senior developer is booked at 120 per cent.

Shared by: Resource manager, 6 years in role · Shared during Deep Study

Open the document

The line Lontra asked about is marked.

PersonP-14P-17P-19P-26SupportBooked %
Senior developer A404030010120
Senior developer B50040010100
Developer C0505000100
Developer D6000400100
Designer E252525250100
QA tester F02550250100

What Lontra asked about it

Excerpt from the Deep Study conversation with: Resource manager, 6 years in role · Allocates about 60 people across projects

Lontra

In the allocation sheet you shared for week 14, senior developer A is booked at 120 per cent. How does that get through?

Resource manager

Because the percentages are what each project manager asks for. I add them up on Monday, I can see 120, I ring round and nobody can give any up. So it stays.

Lontra

The sheet has 10 for support. Where does that number come from?

Resource manager

It's a guess. Nobody tracks real support time. I type ten for the seniors because it feels about right.

Lontra

Who would know how much developer time goes on support?

Resource manager

Production support. The engineer who handles the tickets pulls developers off projects. Talk to her, she sees it before I do.

What we still don’t know

  • How many re-plans were caused by the client and how many by our own overruns.The plan only records that a project was re-planned, not why. The project manager who checked her own twelve projects could count the moves but not the causes.
  • How much of a senior developer's week goes on support for live systems while they are booked on projects.The resource plan types in 10 per cent as a guess. Production support logs its own time against the ticket, not the developer's, and the engineer's estimate was a day a week across three people, which she called a guess.

Deep Study

A few days after the last conversation, Deep Study went back to two people whose answers left a question open, and spoke to one colleague a participant suggested.

Project manager, 9 years in role Asked again

Said nine in ten projects land on time, but described re-planning. Against which date?

Open the conversation

Excerpt from the conversation with: ·

Resource manager, 6 years in role Asked again

Described people booked over 100 per cent. How does that get through?

Open the conversation

Excerpt from the conversation with: ·

Production support engineer, 4 years in role Suggested by: Resource manager, 6 years in role

Suggested by the resource manager: she sees developers pulled off projects onto support before anyone else does.

Open the conversation

Excerpt from the conversation with: ·

What Deep Study added

  • Counted against the first date, five of one project manager's twelve projects landed on time, not nine in ten.
  • The 10 per cent for support in the resource plan is a guess: nobody records the developer time that production support takes.
  • Re-plans carry no reason, so the split between client changes and internal overruns cannot be found in the plan.

Who took part

People are described by their role and context, as in any Lontra study.

  • Project manager, 9 years in role Runs four client projects at a time · 22 min

    Read the conversation

    Excerpt from the conversation with: Project manager, 9 years in role · Runs four client projects at a time

    Lontra

    To start, think of the last project of yours that went past its date. What happened?

    Project manager

    P-17, the claims portal. It was signed in January with a delivery date of 30 April. We didn't see the real requirements until the second week of discovery, and by then it was obvious it was a bigger job than the proposal said. But the date was already in the contract.

    Lontra

    Who set the date?

    Project manager

    Sales and the business owner, with the client, before I was on it. I get a date and a budget and I work backwards.

    Lontra

    How often does a project reach you that way, with the date already fixed?

    Project manager

    Most of them. Seven in ten of mine, I'd say.

    Lontra

    When you can see the date won't hold, what do you do?

    Project manager

    Talk to the client early and re-plan. We re-plan quite a lot, and I think that's the honest thing to do. What gets squeezed is testing, every time, because it's the last block.

    Lontra

    How many of your projects land on time?

    Project manager

    Not many slip, really. Nine in ten land on time.

    Lontra

    You said P-17 was re-planned. Which date do you count when you say nine in ten land on time?

    Project manager

    The last one agreed. Not the first. Put like that, the first date and the last date aren't the same for half of mine. I've never counted against the first.

    Lontra

    What does a re-plan cost?

    Project manager

    A week of my time, a steering meeting and some of the client's patience. And then the team has to be re-booked, which is where it gets messy, because by then people are already on the next thing.

    Excerpt from the Deep Study conversation with: Project manager, 9 years in role · Runs four client projects at a time

    Lontra

    You said nine in ten of your projects land on time, counted against the latest agreed date. Did you check against the first date?

    Project manager

    I did. I went back through my last twelve. Five landed on the first date, seven moved at least once.

    Lontra

    Of the seven that moved, which were moved by the client and which by your own team's overruns?

    Project manager

    I can't tell you. We don't record why. The field just says re-planned.

    Lontra

    What would you need in the plan to know?

    Project manager

    A reason on every re-plan. Three choices would do. Client change, our estimate, or something outside the project. It's ten seconds.

    Lontra

    Would that change what you report?

    Project manager

    Probably. I'd stop saying nine in ten. I'd say five in twelve on the first date, and then the reasons.

  • Project manager, 18 months in role Two client projects, was a developer before · 17 min

    Read the conversation

    Excerpt from the conversation with: Project manager, 18 months in role · Two client projects, was a developer before

    Lontra

    Tell me about a project of yours that missed a date.

    Project manager

    P-26, a reporting tool for a client's finance team. First date was 27 June, it's now September.

    Lontra

    What moved it?

    Project manager

    In week six the finance director asked for three extra reports. On a call. I said yes, we can look at it. Nobody wrote it down as a change.

    Lontra

    What happened to the plan?

    Project manager

    Nothing. I didn't update it. I told myself we'd absorb it. We absorbed it for two sprints and then we couldn't.

    Lontra

    What stopped you updating the plan?

    Project manager

    If I add three reports the end date moves, and then I'm explaining to my director and to the client. I used to be a developer. I'd have said just tell us. Now I'm the one holding the line.

    Lontra

    Who else knew about the reports?

    Project manager

    The analyst and the two developers. Not resource management, not the portfolio side. They saw green.

    Lontra

    What happened to testing on that project?

    Project manager

    It got whatever was left. We tested the new reports in the last four days, which is not testing, it's looking.

    Lontra

    How would you have seen it earlier?

    Project manager

    If we compared hours spent with hours planned every week. We only look at it at month end.

  • Senior developer, 8 years with the company Booked on three projects at once · 20 min

    Read the conversation

    Excerpt from the conversation with: Senior developer, 8 years with the company · Booked on three projects at once

    Lontra

    What was the last time your work got stuck behind something?

    Senior developer

    Wednesday. I'm on three projects. Another client's live system went down and I'm the only one who knows that module. That's a day gone, and nobody re-planned the project I was meant to be on.

    Lontra

    How many projects are you booked on in a normal week?

    Senior developer

    Officially three. In practice it's three plus whatever fires.

    Lontra

    When you're asked how long something will take, how does that go?

    Senior developer

    At proposal stage I get two days to read a forty-page document and say how long. I give a range, say 12 to 20 weeks, and by the time it's in the proposal it's a date. By the time it reaches me it's a date with a client's name on it.

    Lontra

    What happens to the range?

    Senior developer

    The 12 gets picked.

    Lontra

    How do changes to the scope reach you?

    Senior developer

    A chat message from the PM or the analyst. 'Quick one,' no ticket. By Friday I've done four quick ones.

    Lontra

    And when the build runs over, what happens to testing?

    Senior developer

    Test starts after build, go-live doesn't move, so test shrinks. I've never seen it the other way round.

  • Developer, 1 year in role On two or three projects · 6 min

    Read the conversation

    Excerpt from the conversation with: Developer, 1 year in role · On two or three projects

    Lontra

    How is your week split across projects?

    Developer

    Two projects. Sometimes three.

    Lontra

    How do you decide what to work on first?

    Developer

    The stand-up. Or whoever shouts loudest.

    Lontra

    What happens at the end of a build when it's late?

    Developer

    Test gets less time. We're told just deliver.

    Lontra

    Is there anything you'd change?

    Developer

    Fewer meetings. Not sure what else.

  • UX designer, 4 years in role Designs screens for five projects · 15 min

    Read the conversation

    Excerpt from the conversation with: UX designer, 4 years in role · Designs screens for five projects

    Lontra

    Where does design sit in a project timeline?

    UX designer

    At the front, in theory. Two weeks planned. In real life it's four, because the client changes their mind about the brief and then sign-off sits with someone who's away.

    Lontra

    How long does client sign-off take?

    UX designer

    Anywhere between two days and three weeks. Nobody puts an end date on it. In the plan it's one day.

    Lontra

    What happens in the plan when it takes three weeks?

    UX designer

    Development starts without it. Then they build things and I only find out in review that it doesn't match.

    Lontra

    How many projects are you on at the moment?

    UX designer

    Five. I do the screens for all of them and each project manager thinks I'm theirs.

    Lontra

    How do you get asked how long design will take?

    UX designer

    Sales asks me for design estimates in the corridor. Ten minutes, no brief, and it ends up as a line in the plan.

  • Business analyst, 3 years in role Writes requirements and logs client change requests · 9 min

    Read the conversation

    Excerpt from the conversation with: Business analyst, 3 years in role · Writes requirements and logs client change requests

    Lontra

    What does your role involve on a project?

    Business analyst

    Requirements. I write them up with the client. And change requests, when they come.

    Lontra

    When do you first see the delivery date?

    Business analyst

    After it's signed, usually. I see the requirements the week after.

    Lontra

    How do change requests come in?

    Business analyst

    Email, calls. Depends on the client.

    Lontra

    What happens to a change after you've logged it?

    Business analyst

    It goes to the project manager. They decide.

    Lontra

    What decides whether the date moves?

    Business analyst

    I'm not sure. That's above me.

    Lontra

    Is there anything that would make that easier?

    Business analyst

    Maybe a standard form. We have one but not everyone uses it.

  • Business owner, client accounts, 6 years in role Agrees scope and dates with clients before a project starts · 18 min

    Read the conversation

    Excerpt from the conversation with: Business owner, client accounts, 6 years in role · Agrees scope and dates with clients before a project starts

    Lontra

    Walk me through how a delivery date gets set on a new client project.

    Business owner

    The client wants a date. They won't sign without one. I ask delivery for a range, take the lower end plus a bit, and put one date in the proposal.

    Lontra

    What do you tell the client about that date?

    Business owner

    I tell them it's an estimate. They hear a date.

    Lontra

    What happens when the requirements turn out bigger than the proposal?

    Business owner

    That's a change request, in theory. In practice the client says it's what they meant all along and I'm trying to keep the relationship. I'll say yes to small things and mention it to the project manager later.

    Lontra

    How much later is later?

    Business owner

    Often after the fact. I'm not proud of that, but it's how it goes.

    Lontra

    Would you set the date differently if you could?

    Business owner

    I'd love to quote after discovery. But clients won't wait six weeks for a quote and our competitors give a date on day one.

    Lontra

    How much slack goes into a date?

    Business owner

    No rule. About ten per cent, if I think of it. I've never seen what other deals get, and nobody tracks it.

  • QA tester, 5 years in role Tests on four projects · 14 min

    Read the conversation

    Excerpt from the conversation with: QA tester, 5 years in role · Tests on four projects

    Lontra

    Where does testing sit in a typical plan, and how long does it get?

    QA tester

    At the end. A week, sometimes five days. For a project this size it ought to be three weeks. On P-19 I was given five days and it was planned as fifteen.

    Lontra

    In the plan you shared, test goes from 15 working days to 5 while go-live stays at 9 May. How was that decided?

    QA tester

    It wasn't decided in a meeting. The build dates slid, test starts after build, and go-live is a client date, so test is what's left. I found out when the plan landed in my inbox.

    Lontra

    What do you do with five days?

    QA tester

    Test the main paths. Log the rest as known issues.

    Lontra

    What happens to the known issues?

    QA tester

    They go live with the project. Then they come back as support tickets to the same developers, who are on the next project by then.

    Lontra

    How would you want it to work?

    QA tester

    Test days fixed in the plan like build days are. Protected, not whatever's left.

  • Resource manager, 6 years in role Allocates about 60 people across projects · 19 min

    Read the conversation

    Excerpt from the conversation with: Resource manager, 6 years in role · Allocates about 60 people across projects

    Lontra

    How do you decide who goes onto which project?

    Resource manager

    Each project manager sends me what they need, as percentages. I put them in a sheet on Monday. I've got about sixty people.

    Lontra

    What does it look like when it's added up?

    Resource manager

    Some people come out over a hundred. Senior developers mainly, because everyone asks for them. I ring round and nobody can give any up.

    Lontra

    What happens then?

    Resource manager

    It stays. The person works longer or something gets less, whichever project nobody's chasing that week.

    Lontra

    What do you see of the project dates?

    Resource manager

    I see the end dates in the plan. I don't see why they move.

    Lontra

    How do you know a project is behind?

    Resource manager

    When the project manager asks me to extend the people for another month. That's the signal. Not before.

    Excerpt from the Deep Study conversation with: Resource manager, 6 years in role · Allocates about 60 people across projects

    Lontra

    In the allocation sheet you shared for week 14, senior developer A is booked at 120 per cent. How does that get through?

    Resource manager

    Because the percentages are what each project manager asks for. I add them up on Monday, I can see 120, I ring round and nobody can give any up. So it stays.

    Lontra

    The sheet has 10 for support. Where does that number come from?

    Resource manager

    It's a guess. Nobody tracks real support time. I type ten for the seniors because it feels about right.

    Lontra

    Who would know how much developer time goes on support?

    Resource manager

    Production support. The engineer who handles the tickets pulls developers off projects. Talk to her, she sees it before I do.

  • Portfolio manager, 11 years with the company Reports project status to the delivery board · 16 min

    Read the conversation

    Excerpt from the conversation with: Portfolio manager, 11 years with the company · Reports project status to the delivery board

    Lontra

    How do you see the state of the projects?

    Portfolio manager

    A status report every fortnight from each project manager. Red, amber, green, and a date. I roll it up for the delivery board.

    Lontra

    In the extract you shared, P-17 has moved three times, from 30 April to 30 June, and its status is Green. How is Green decided?

    Portfolio manager

    Green means on track against the current date. It's always measured against the latest plan. If a project manager re-plans, it resets.

    Lontra

    How many of the projects have been re-planned at least once?

    Portfolio manager

    Of forty, I'd guess a third. I'd have to count. Nobody has asked me that before.

    Lontra

    Where do the dates in the portfolio plan come from?

    Portfolio manager

    A lot of them come from the proposal, before delivery has seen the scope. The portfolio plan is what I promise the board. If a date moves it needs a reason.

    Lontra

    What does the board see?

    Portfolio manager

    The dates and the colours. Not the count of re-plans. It's not in the pack.

    Lontra

    Who are the people the board worries about?

    Portfolio manager

    The same ten or twelve people are on everything important. If one of them is out, three projects feel it.

  • Production support engineer, 4 years in role Handles tickets from clients' live systems · 12 min · joined in Deep Study

    Read the conversation

    Excerpt from the Deep Study conversation with: Production support engineer, 4 years in role · Handles tickets from clients' live systems

    Lontra

    The resource manager suggested we talk to you, because developers get pulled onto support. What does that look like?

    Production support engineer

    A client's live system has a problem, the ticket lands with me. If it's serious I go to whoever wrote that part. It's nearly always the same three senior people. They drop what they're doing.

    Lontra

    How much time is that?

    Production support engineer

    I log my own time against the ticket, not theirs. They fix it and tell their project manager, maybe. I'd guess a day a week across the three. But I'd be guessing.

    Lontra

    Do the project plans know about it?

    Production support engineer

    No. Support isn't in any project plan. It's the ten per cent someone typed in a sheet.

    Lontra

    What would you change?

    Production support engineer

    A line in the ticket when I pull a developer. This takes a day from project so-and-so. Then the project manager and resource management would see it the same afternoon.

About this study

The question

“I want to understand why our projects slip past their deadlines, where the time goes between the date we promise and the date we deliver, and what we could see earlier.”

A software and digital services company with 380 staff. Ten people took part: two project managers, a senior developer and a developer, a UX designer, a business analyst, a business owner for client accounts, a QA tester, a resource manager and a portfolio manager. Each conversation lasted 6 to 22 minutes. Deep Study went back to two of them and spoke to one colleague a participant suggested.

What Lontra asked about

  1. How a delivery date gets set and who sets it
  2. What happens between the plan and the work on a project that runs late
  3. How people are booked across projects
  4. What reaches the board, and when

Ask your results

Answers from 10 conversations and 3 documents

These are questions the organiser asked about this study. Each answer shows the quotes it rests on.

Where does the time go between the promised date and the delivered date?

People described three places. Scope grows after the date was set, usually by a call or a chat message that never reaches the plan. The same senior people are pulled onto other projects and onto support. And testing, as the last block, absorbs whatever the earlier ones lost.

On P-19 the go-live date never moved: the build took two more weeks and the test block went from 15 working days to 5.

Show 3 sources
1
“We absorbed it for two sprints and then we couldn't.”
Project manager, 18 months in role
2
“That's a day gone, and nobody re-planned the project I was meant to be on.”
Senior developer, 8 years with the company
3
“It wasn't decided in a meeting.”
QA tester, 5 years in role
Does the board see projects slipping?

Not early. Status is measured against the latest plan, so a project that has moved three times can still be Green, and the board's pack does not show the number of re-plans. One project manager who checked her own twelve projects against the first date found five on time, not nine in ten.

The resource manager gets her signal only when a project manager asks to extend the team.

Only one portfolio manager took part, so this is one view of what the board sees.

Show 3 sources
1
“The dates and the colours. Not the count of re-plans.”
Portfolio manager, 11 years with the company
2
“Five landed on the first date, seven moved at least once.”
Project manager, 9 years in role · Deep Study
3
“I see the end dates in the plan. I don't see why they move.”
Resource manager, 6 years in role
Did anyone say the dates are realistic?

Nobody said so directly. One project manager first said nine in ten projects land on time, then agreed that she counts against the latest date. The business owner calls the date an estimate, and says clients hear a date. Two people gave short answers without a view on it.

One business owner took part, so this study cannot say whether other account owners set dates the same way.

Show 3 sources
1
“Not many slip, really. Nine in ten land on time.”
Project manager, 9 years in role
2
“I'm not sure. That's above me.”
Business analyst, 3 years in role
3
“Fewer meetings. Not sure what else.”
Developer, 1 year in role
What would they change first?

Estimate with the people who will do the work before a date is promised, and quote after discovery where the client will allow it. After that the asks are small and specific: protect test days in the plan, write a reason on every re-plan, and tell the project manager and resource management on the day a developer is pulled onto support.

Show 4 sources
1
“I'd love to quote after discovery.”
Business owner, client accounts, 6 years in role
2
“Test days fixed in the plan like build days are.”
QA tester, 5 years in role
3
“A reason on every re-plan.”
Project manager, 9 years in role · Deep Study
4
“A line in the ticket when I pull a developer.”
Production support engineer, 4 years in role · Deep Study

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Sample study · simulated participants