Forecasting and dates, answered in full.
Probability rather than a promise: forecasting with confidence intervals, and what holding a date actually takes.
- questions in this group, each answered in full
- 8
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- 2
- questions across the whole FAQ
- 316
8 questions on forecasting and dates, answered by Tenhaw, a UK AI consultancy and AI delivery partner based in London. Nothing here is a summary: each answer is the exact text from the page that owns it, and every group links back to that page for the context around it.
How to forecast with confidence intervals
Answered on How to forecast with confidence intervals, and rendered here in the same words.
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How much history do I need before I can forecast?
Eight weeks is the working minimum and twelve is comfortable. What matters more than the length is whether the window describes the system you are in now. If the team doubled, the delivery mode changed, or the quarter opened with a two-week freeze, use the weeks since that change and accept a wider interval rather than padding the sample with data from a team that no longer exists. A wide honest range beats a narrow invented one.
The team is brand new and has no throughput at all. What then?
Borrow a reference class for the first six weeks: take the weekly throughput of a comparable team in the same organisation, label the forecast clearly as borrowed history, and publish a deliberately wide range. Replace one borrowed week with a real one every week until the sample is entirely yours. What you must not do is fall back on a single date because you have no data, since that is the situation in which invented dates are least defensible.
The business will not accept a range. What do I give them?
Give them p85 as the committed number and keep p50 as the internal plan, then say the remaining 15% out loud so nobody is surprised later. The range is not there for comfort, it is there to produce the currency number. Once the value at risk is on the table, the conversation stops being about whether the date is right and becomes a decision about which value gets deferred, which is the only version anyone can act on.
Do I need a forecasting tool to do this?
No. Ten thousand rows and two formulas in a spreadsheet produce the same answer as any Monte Carlo tool, and doing it by hand for a quarter teaches you where the forecast is fragile. Tools earn their place later, when you want the weekly refresh and the trend of p85 maintained without someone remembering. Buying one first does not help, because the arguments are always about the inputs, the unit, the window and the split rate, not about the maths.
How to manage delivery to be on time
Answered on How to manage delivery to be on time, and rendered here in the same words.
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We have no clean history to forecast from. Where do we start?
Start counting this week and forecast anyway. Four weekly throughput samples give a crude range that beats an invented date, and you widen the gap between p50 and p85 to reflect how thin the data is. Do not borrow another team's velocity or an industry benchmark: the point is that the numbers come from this team's own flow. Until the samples build up, lean on gate dates as the primary signal, because they are observable from day one and need no history to mean something.
The business will not accept a range. They want one date.
Give them one date: the p85. That is what the range is for. You plan the team against the p50, you commit externally to the p85, and you keep the p50 inside the team because outside it the earlier number is heard as the date. Say the p85 is a date you expect to beat five times in six, based on the last three quarters of this team's throughput and an item count you publish alongside it. That answer survives week nine, which a confident single date does not.
The date is fixed externally, by a regulator or a contract. What changes?
The date stops being the variable and scope becomes the variable, so run the simulation backwards. Ask how many items this team finishes by the fixed date at p85, compare that with the item count in the epic, and the difference is scope you cut now rather than in the final fortnight. Take it out explicitly, restate the epic's planned currency value at the reduced scope, and have that accepted by name. A fixed date with unfixed scope is not a commitment, it is a countdown.
How large a forecast movement is worth escalating?
Any movement that puts the p85 past the committed date on the table, however small, and any gate date that moves at all. Everything else stays inside the team. That rule keeps escalation cheap and credible: the accountable person hears from you rarely, and when they do it always means a decision is needed. Escalating every wobble in the p50 trains people to ignore you, which is how the week-eleven surprise reaches teams that were technically reporting all along.
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