CA-03

Planning Event Arrival Spike

CFD Advanced

Default severity: medium
PrioritizationProcessMetricsOutputRisk

What it detects

A statistically significant step in total item count occurs within the configured window around a configured planning event date (PI planning, quarterly planning, etc.).

Detection formula

planning_dates = config.planning.event_dates // list of planning event dates, configurable spike_window = config.ca.planning_spike_window_days // default: 7d before/after event FOR each planning_date: spike = total_items(date + spike_window) - total_items(date - spike_window) IF spike > total_items(date) * config.ca.planning_spike_threshold // default: 10% THEN FLAG — predict Control Chart impact in config.ca.lag_weeks weeks // default: 3-5

Examples in practice

  • A team shows a statistically significant step in total item count occurs within the configured window around a configured planning event date (pi planning, quarterly planning, etc while event dates is set to 7d.
  • Example signal: A statistically significant step in total item count occurs within the configured window around a configured planning event date (PI planning, quarterly planning, etc.

Suggested response

Use planning-event context when interpreting advanced CFD bottlenecks, spikes, and ageing WIP.

Coaching playbook

Symptom

A statistically significant step in total item count occurs within the configured window around a configured planning event date (PI planning, quarterly planning, etc.).

Why it matters

When "Planning Event Arrival Spike" keeps appearing, the team is signalling a repeatable process gap. Left unexamined, the pattern hides where work really stalls and makes improvement metrics harder to trust.

What you can achieve

Use planning-event context when interpreting advanced CFD bottlenecks, spikes, and ageing WIP.

Facilitation questions

  • What system change would stop "Planning Event Arrival Spike" from firing again?
  • What do the cited issues have in common — same root cause or same workaround?
  • Who owns the two-week experiment and how will we verify on the next import?

Run this rule against your own tracker data with Flow Analyzer.

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CA-03: Planning Event Arrival Spike — FlowAnalyzer