Projects Success and Health Scorecard
Description
This recipe delivers a comprehensive health scorecard for all operational projects by merging key indicators of adoption, velocity, and risk into a single, unified view. It gives leadership and project managers precise data on resource engagement and project stagnation, moving beyond simple task lists to identify exactly which initiatives are thriving, which are stalling, and who is overburdened.
Details
Project lists rarely show whether initiatives are truly active or simply nominally staffed; this recipe consolidates adoption, engagement, completion, and stagnation signals into a single, repeatable scorecard so leadership can spot stalled work, allocate resources, and prioritize interventions with confidence.
Business value
- Automated, comparable health scores that reduce manual review and inconsistent judgments
- Faster identification of stalled or mismanaged projects to prevent wasted effort
- Data-driven prioritization for governance and delivery resourcing
- Portfolio-level visibility for PMOs and leadership to inform strategy
- Actionable metrics to convert health insights into sprint/backlog items
Who benefits
- Project Managers
- Data Governance Teams
- Leadership / PMO
- Resource & Capacity Managers
What you receive
How the recipe works (guided flow)
Step 1 — Measure Project Adoption
Count unique project members per project to compute Total Members and rank initiatives by adoption level for portfolio context.
Step 2 — Measure User Engagement
Compute Engagement Score as Active Assignees ÷ Total Members × 100 to surface projects with strong participation versus those with low activity.
Step 3 — Identify Inactive Participation
Derive Inactive Members and inactive percentage (Total Members – Active Assignees) to flag projects with high passive membership.
Step 4 — Compute Task Stagnation Rate
Identify tasks stuck in Open/In Progress beyond the threshold (e.g., >14 days) and calculate stagnation % per project to measure velocity loss.
Step 5 — Compute Task Completion Rate
Count tasks transitioned to completed statuses and calculate completion % to quantify delivery effectiveness at the project level.
Step 6 — Assign Project Health Buckets
Combine engagement, completion, stagnation, and status mappings to classify each project as Thriving, Developing, or Idle for executive-ready actions.
Sample insights (illustrative)
| Insight Category | What the recipe discovered | Business Impact |
|---|---|---|
| Thriving & High-Velocity | Project Alpha shows 85% engagement, 78% completion rate, and <5% stagnation. | Ready for scaling and leadership showcase; low governance overhead. |
| Idle & Stagnated | Project Delta has 60 members but only 8 active assignees and a 42% task stagnation rate. | Requires immediate cleanup or strategic review to avoid wasted resource al |
| Developing & Can Improve | Project Beta posts moderate engagement (48%) with a 55% completion rate and manageable stagnation at 12%. | Good candidate for targeted coaching and process improvements to accelerate velocity. |
Make sure the following ingredients are available in your workspace:
- Connected datasets are crawled and profiled
- Columns have distinct counts and top values generated