DG-08

Excessive Planning Event Transfers

DoD Gates

Default severity: medium
ProcessOutputQuality

What it detects

An issue has been transferred across planning events (PI, quarter, release) more than the configured maximum number of times.

Detection formula

planning_field = config.planning.pi_field // configurable: fixVersion, PI custom field, sprint pi_transfers = COUNT(changelog WHERE field = planning_field AND value changes to different PI) IF pi_transfers >= config.dod.max_pi_transfers // default: 2 THEN FLAG IF pi_transfers >= config.dod.critical_pi_transfers // default: 3 THEN CRITICAL

Examples in practice

  • Issues advance workflow stages without meeting the configured Definition of Done score.
  • Stage transitions occur before required DoD evidence is present.
  • A team shows an issue has been transferred across planning events (pi, quarter, release) more than the configured maximum number of times while pi field is set to fixVersion.

Suggested response

Hold stage transitions until DoD evidence is complete and visible for auditors.

Coaching playbook

Symptom

An issue has been transferred across planning events (PI, quarter, release) more than the configured maximum number of times.

Why it matters

When "Excessive Planning Event Transfers" 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

Hold stage transitions until DoD evidence is complete and visible for auditors.

Facilitation questions

  • What system change would stop "Excessive Planning Event Transfers" 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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DG-08: Excessive Planning Event Transfers — FlowAnalyzer