Agree the review period, examine team capacity and approve the project commitment before assigning work.
Delivery Lead reviews active team members, their role and practice, and weekly capacity hours. Agree the review period and examine unfinished tasks whose dates overlap it, including work due later. Resolve undated assignments with their owner before accepting more demand.
Project Manager prepares the Planned project and its work packages, with dates, hour budgets and Backlog tasks. Check the estimate and intended assignee for each task that needs a place in the current period.
Delivery Lead approves, rejects or returns the project scope under the team's setup policy. Record the project reference, reviewer and decision notes before the manager makes the agreed commitment Active.
Project Manager discusses the proposed work with the Developer or QA Engineer and checks other project commitments. Update the assignee, estimate and dates to reflect the agreed plan.
Assigned staff begin the agreed tasks and maintain progress. The Project Manager follows the package schedule and raises a capacity concern when the planned work changes.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.