Team-capacity worksheet

Print it, fill it by hand with the people who do the work, and bring it to the free setup session. It starts empty on purpose.

Case-study evidence worksheet. Measure the work people can complete as well as the effort changed. No Birkan results or example numbers are supplied.

Before and after the same task

  • Team, task, task mix, and comparison scope:
  • Baseline period and task count:
  • Comparison period and task count:
  • Earlier active human time per task, across all participating roles:
  • Current active human time per task, including prompting, review, correction, and monitoring:
  • Additional training/setup/maintenance effort and period:
  • Elapsed waiting/decision time, measured separately:
  • Method, records, sample size, and uncertainty:

What the team did with the capacity

  • Work that previously waited or was not attempted:
  • Specific additional work completed and by whom:
  • Accepted output counts and evidence:
  • Quality criteria, rework, and comparable denominators:
  • Backlog before and after:
  • New task independence or broader coverage, with examples:
  • Outcome for colleagues, customers, or operations:
  • What remains difficult:

Interpretation

  • Other changes: staffing, demand, training, ERP fixes, process redesign:
  • Supported conclusion and its limits:
  • Evidence status: estimated / observed / attributed experience / measured / unresolved:
  • Reviewer and date:

Estimated capacity released can use comparable task volume multiplied by the difference in total active human effort per task, less additional period-level overhead. Record assumptions and avoid double-counting effort. Released time, additional accepted output, monetary savings, and revenue are separate claims.

Worksheets are planning material, free to use and share. They contain no member records.

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