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Unplanned Work Log | FREE Excel Template

by | reviewed 16/06/2023
The Unplanned Work Log is an essential tool for managing and tracking those unexpected tasks that crop up in any project. Unplanned work refers to tasks or activities not initially planned for in your project's timeline or scope. This can include anything from unexpected bug fixes to emergent tasks or new stakeholder requests.

Regardless of the nature of your project, handling unplanned work is a part of every team's reality. Our free Excel template helps you to keep track of these unforeseen tasks. A screenshot of an Excel template for logging unplanned work that can happen on any project.

The contents of the Unplanned Work Log

 

Project details and document control

Provide information on the project and document:
  • Project Number.
  • Date.
  • Project Name.
  • Project Manager.
  • Project Sponsor.
 

User Story

Enter the user story ID or name.
 

Description of the work

Write a clear description of the unplanned work.
 

Person who requested the work

The person who requested the work or who identified that it needs to be done.
 

Person who did the work

If the work has already been done note down who did it.
 

Date work requested

The date the work was requested or identified.
 

Status

We have suggested these statuses, but you can easily change them on the dropdown tab.

Unplanned work statuses:
STATUS DESCRIPTION
Open No action taken yet. 
Assigned for review In review to decide if the work should be done or if it has been done what the impact is. 
Closed no action No further action needed. 
Closed added to backlog This work needs to go into the change control process. 
Completed Work is complete no further action. 

Priority

We have suggested this list of priorities, but you can easily change them on the dropdown tab.

Unplanned work priorities:
PRIORITY DESCRIPTION
Must do urgent Something that must be done immediately to progress with the sprint.
Must do not urgent Something that must be done but not immediately.
Might be good An unplanned task that isn't essential, but might be good to have. Review and decide whether to add to the backlog.
Routine Tasks that need to happen, and are routine, but for some reason were not captured in planning.
 

Describe the impact

Describe the impact the work will have on the user story, project, sprint, backlog etc.
 

Next steps

Note down what the next steps are. For example, 'add to the sprint or product backlog.'

What Causes Unplanned Work?

Unplanned work often arises due to unforeseen circumstances and changes in a project environment. This can make it seem unpredictable and even random at times. Still, several common causes can lead to the creation of unplanned work. Understanding these can be crucial to managing and mitigating their impact on your projects.

1. Changes in Project Requirements

Sometimes, project requirements can change mid-course due to evolving business needs, customer feedback, or regulatory changes. These changes often lead to unplanned work as teams adjust to new targets, standards, or deliverables.

2. Unexpected Problems or Issues

Unforeseen issues can always arise no matter how well planned. These could be technical problems, issues with a supplier, or unexpected setbacks like team members falling ill. Such issues often result in unplanned work as the team needs to solve them to keep the project on track.

3. Overlooked Tasks

Some tasks may be inadvertently overlooked or underestimated during the planning phase. These tasks become evident only when the project is underway, leading to unplanned work.

4. Stakeholder Requests

Stakeholders may request additional features or changes not initially in the project scope. Accommodating these requests results in unplanned work.

5. Lack of Communication or Miscommunication

Poor communication of project expectations and requirements leads to confusion and errors, thus generating unplanned work.

6. External Factors

Factors outside the team's control, such as market changes, natural disasters, or a global pandemic, can disrupt a project's progress and lead to unplanned work.

While it's impossible to anticipate every instance of unplanned work, knowing these common causes can help teams better prepare for, manage, and prevent some forms of unplanned work. Building a strategy to manage unplanned work can lead to more successful projects and a more efficient and resilient team.

The Problem with Unplanned Work

Unplanned work, sometimes inevitable in any project, can pose several challenges if not managed effectively. The issues stem primarily from the unpredictable nature of such tasks, which disrupts planned work and can compromise the project's overall success.

1. Disruption to Planned Activities

Unplanned work, by its very nature, tends to come up unexpectedly and requires immediate attention. This can lead to disruptions in the scheduled work, pushing back timelines and potentially leading to missed deadlines.

2. Resource Misallocation

When unplanned tasks crop up, resources get diverted to handle them, leaving planned tasks under-resourced. This can lower the efficiency of resource utilization and increase project costs.

3. Increased Stress and Burnout

The urgency and unpredictability of unplanned work can cause stress among team members. If this becomes a regular occurrence, it could lead to burnout, negatively impacting the team's productivity and morale.

4. Lack of Transparency and Accountability

Without a proper tracking system, unplanned work can lead to a lack of transparency about what tasks are being done, by whom, and for what reason. This lack of visibility can make it difficult to hold individuals accountable for their work.

5. Poor Quality of Work

In the rush to complete unplanned tasks, the quality of work may suffer. Mistakes lead to more unplanned work.

6. Impact on Project Outcomes

Ultimately, all these factors can compromise the overall quality and outcomes of the project. The project may exceed its timeline or budget, or deliverables may not meet the desired standards or expectations.

Therefore, it is crucial to manage unplanned work effectively. Acknowledging its inevitability and developing a robust strategy to identify, track, prioritize, and address unplanned tasks can help mitigate its negative impacts, ensuring your project stays on track and your team remains productive and motivated.

How to Handle Unplanned Work in Agile Projects

Agile project management is inherently flexible and adaptive, making it well-suited to handle the uncertainties of unplanned work. Here are several strategies for managing unplanned work within an Agile framework.

1. Regular Backlog Refinement

Regularly review and refine the product backlog. This involves re-prioritizing user stories, estimating their size, and planning for potential unplanned work.

2. Incorporate Buffer Time

Include buffer time in your sprints for potential unplanned work. By leaving some capacity open, you can handle unexpected tasks without overloading your team or jeopardizing scheduled tasks.

3. Use Our Unplanned Work Log

To manage unexpected tasks efficiently, use our Unplanned Work Log. This tool allows you to document and visualize unplanned tasks distinctly from the regular workload. It includes sections to capture the task description, its current status, who is responsible, and its priority level. By utilizing our log, you can foster a greater level of transparency and accountability in your team while obtaining a clear understanding of the impact of these tasks on your overall project.

4. Limit Work in Progress (WIP)

Limit the work in progress at any given time to prevent your team from becoming overloaded. This practice, derived from the Kanban method, allows teams to quickly and effectively switch gears to handle unplanned work.

5. Foster Effective Communication

Regular stand-up meetings (or 'scrums') allow for quick and effective communication between team members, which can help identify and address unplanned work early on. Open and transparent communication can help manage expectations and keep everyone on the same page.

6. Prioritize Effectively

Not all unplanned work is of equal importance. Use a prioritization method, like MoSCoW (Must have, Should have, Could have, Won't have), to decide what to do.

7. Learn and Adapt

After each sprint, conduct a retrospective to understand what caused the unplanned work, how it was handled, and how the process can be improved. You can use these insights to adapt your approach in future sprints.

Remember, Agile is about adapting to change and continuously improving. While unplanned work may pose challenges, it also presents an opportunity to learn, evolve, and become more resilient and efficient as a team.

Download the template!

Excel download - Unplanned Work Log Template (.xlsx)

Excel 97 - 2003 download - Unplanned Work Log Template (.xls)

OpenDocument Spreadsheet download - Unplanned Work Log Template (.ods)

PDF - Unplanned Work Log Template (.pdf)

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