How is Expected Progress Arrived at?

Expected Progress is the term used to describe the ideal progress value for a given entity at a given point in time. It is an aspect of tracking built into Measures and Actions. 

It breaks down the timeline of the objective, and allows you to attach certain dates to certain progress checks that you expect to have completed at that time. Then you can update progress on that Measure or Action according to the tracking that you set up. The progress tracked on an Measure or Action will be funneled upward to reflect in the progress made on the attached Objective.

In case of Measures, from the Edit Measures sidebar, in the

• Tracking section, you need to select the desired tracking type, and input the values. Either way, you need to set the Initial and Target values or Critical limits, and Unit to enable tracking your measure's progress.
• Expected progress area under Tracking, you can leave the default schedule, which is weekly, every Friday, or you can change it, according to your need. Depending on your choice of updating the progress on a measure, you can also choose monthly, quarterly, biannually, or annually, and further select the day on which you're most likely to make updates! But remember that, whatever you update here, you must ensure to update that measure by that day or days!

In case of Actions, from the Edit Actions sidebar, in the

• Tracking section, you need to select either Manually, Milestones, or Checklists, and input the values. If you select Manually, then in the Expected Progress area under Tracking, you can leave the default schedule, which is weekly, every Friday, or you can change it, according to your need. Depending on your choice of updating the progress on a action, you can also choose monthly, quarterly, biannually, or annually, and further select the day on which you're most likely to make updates!
  • If you select Milestones, the milestones has its own set of dates for tracking which is used to set expected progress! In this case, you'll see Update schedule section where you can set schedule cadence to make progress updates.
  • If you select Checklists, based on the number of checklist items, the expected progress is calculated. Every checklist item has equal weightage, and you can set schedule cadence in the Update schedule section.

Click the (Explore icon) against the Objective or Measure or Project or Action from the Planner or from the relevant Sidebar page to access the Goal Hub. If the tracking and schedule are updated, you will see the expected progress in dotted lines, and the actual progress in the Goal Hub. Hover the mouse over the graph to view the progress and health over time.

How is it calculated?

As mentioned above, the update schedule frequency along with the targets and due dates that you set determines the calculation of the expected progress. Let's consider a simple example: 

The initial and target values are 0% and 100%, and due date is set to 1 year (1st, Jan 2023 - 31st, Dec 2023)!

Update Annually or Yearly:

If the update schedule is annually or yearly, then the expected progress will just show up as 100% by Dec 2023, and the health will show "On track" till the year end!

Update Biannually or Half yearly:

If the update schedule is chosen biannually or half yearly, then the expected progress will be split by 50% for 6 months interval, i.e., 50% by June 2023, and the rest 50% by Dec 2023. The health will show "On track" between 0-49.4 till June, and 49.5-100 for December! 

Update Quarterly:

If the update schedule is chosen quarterly, then the expected progress will be split by 25% for 3 months interval, i.e., 25% by Mar 2023, 25% by Jun 2023, 25% by Sep 2023, and the rest 25% by Dec 2023. The health will then be determined by the actual progress you make divided by the expected progress, and based on the range that they fit in, it will be displayed as At risk (0-84%), Behind (85-94%), and On track (95-105%).

Update Monthly:

If the update schedule is chosen monthly, then the expected progress is split 100/12 which'll be close to 8.18% per month. This'll be cumulatively added month on month till Dec 2023. The health will then be determined by the actual progress you make divided by the expected progress, and based on the range that they fit in, it will be displayed as At risk (0-84%), Behind (85-94%), and On track (95-105%).

Update Weekly:

Here, the expected progress will be split by the number of days in a week you're set to update the actual progress until the end of year! This'll keep increasing cumulatively till Dec 2023. The health will then be determined by the actual progress you make divided by the expected progress, and based on the range that they fit in, it will be displayed as At risk (0-84%), Behind (85-94%), and On track (95-105%).