Record actual vs. planned progress as a delivery rate (%)…
For each active goal in monthly reviews, record actual progress against planned progress as a numerical delivery rate (e.g., 50% completion) and track this ratio over time to calibrate future estimation accuracy.
When This Fires
- During monthly reviews when assessing each active goal's progress
- When monthly plans consistently overcommit and underdeliver
- When building the estimation data that Apply your personal estimation ratio as a multiplier… uses as a personal multiplier
- Complements Limit monthly commitments to 3-5 specific outcomes… (3-5 monthly outcomes) with the tracking that measures whether those outcomes were achieved
Common Failure Mode
Binary assessment: "Did I achieve the goal? Yes/No." This loses all nuance: a goal at 90% completion and a goal at 10% completion both register as "no." The numerical delivery rate captures the magnitude, which is essential for calibration and for deciding whether a partially-completed goal needs another month or should be abandoned.
The Protocol
(1) During monthly review, for each goal set at the start of the month, assess: "What percentage of the planned outcome did I actually deliver?" (2) Record the delivery rate as a number: 30%, 65%, 100%, etc. Be honest — the data is only useful if it's accurate. (3) Calculate your monthly average delivery rate across all goals. This is your current planning accuracy. (4) Track this average over months. If it's consistently below 70% → you're overcommitting. Reduce next month's goal scope by the deficit (Apply your personal estimation ratio as a multiplier… multiplier logic). If it's consistently 90-100% → you may be undercommitting. Stretch slightly. (5) Break down by goal category: which types of goals have the highest and lowest delivery rates? Use category-specific delivery rates to calibrate category-specific planning.