BMAD-METHOD/src/modules/bmm-metrics/workflows/metrics-review/instructions.md

Metrics Review Instructions

Objective

Perform in-depth analysis of metric trends, identify patterns and anomalies, correlate metrics with events, and generate actionable insights for continuous improvement.

Prerequisites

• Historical metric data (at least 3 periods recommended)
• Module state with recorded metric history
• Context about recent changes (releases, team changes, process changes)

---

Define Review Scope

What type of metrics review is this? [s] Sprint retrospective review [m] Monthly business review [q] Quarterly planning review [a] Ad-hoc investigation

Review type:

Store as {{review_type}}

Is there a specific focus area for this review? [v] Velocity and delivery [q] Quality and testing [p] Process efficiency [c] Capacity and planning [n] No specific focus - comprehensive review

Focus:

Store as {{focus_area}}

What period should we analyze?

• From: (date or "last_sprint")
• To: (date or "current")

Period:

Store as {{analysis_period}}

---

Load Historical Data

Load metric history from module-state.yaml Load previous {{review_type}} review if exists Identify comparison baseline period

Data Loaded:

• Historical periods available: {{periods_count}}
• Earliest data: {{earliest_date}}
• Latest data: {{latest_date}}
• Baseline period: {{baseline_period}}

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Trend Analysis

Calculate trends for each tracked metric Identify improving, stable, and declining metrics

Velocity Trends:

Sprint Velocity (Last 6 Sprints)
│
│    ▲
│   ▲ ▲    ▲
│  ▲   ▲  ▲
│ ▲     ▲
├─────────────────
  S1 S2 S3 S4 S5 S6

Rolling Average: {{velocity_avg}}
Trend: {{velocity_trend}} ({{velocity_change}}%)

Quality Trends:

Metric	3 Periods Ago	2 Periods Ago	Last Period	Current	Trend
Test Coverage	{{cov_3}}%	{{cov_2}}%	{{cov_1}}%	{{cov_0}}%	{{cov_trend}}
Pass Rate	{{pass_3}}%	{{pass_2}}%	{{pass_1}}%	{{pass_0}}%	{{pass_trend}}
Defect Rate	{{def_3}}	{{def_2}}	{{def_1}}	{{def_0}}	{{def_trend}}

Delivery Trends:

Metric	Trend	Change	Assessment
Cycle Time	{{cycle_trend}}	{{cycle_change}}	{{cycle_assessment}}
PR Review Time	{{pr_trend}}	{{pr_change}}	{{pr_assessment}}
Deploy Frequency	{{deploy_trend}}	{{deploy_change}}	{{deploy_assessment}}

---

Anomaly Detection

Identify metrics with significant deviations from baseline Flag sudden changes (>20% swing) Check for correlation with known events

Anomalies Detected:

{{#each anomalies}}

{{metric_name}}

• Current Value: {{current}}
• Expected Range: {{expected_min}} - {{expected_max}}
• Deviation: {{deviation_percent}}%
• First Detected: {{first_detected}}
• Possible Causes: {{possible_causes}}

{{/each}}

{{anomaly_metric}} {{anomaly_current}} {{anomaly_expected}} {{anomaly_deviation}} {{anomaly_severity}} {{current_timestamp}}

---

Correlation Analysis

Analyze relationships between metrics Identify leading and lagging indicators

Key Correlations Found:

Metric A	Metric B	Correlation	Insight
Team Size	Velocity	{{team_vel_corr}}	{{team_vel_insight}}
PR Review Time	Cycle Time	{{pr_cycle_corr}}	{{pr_cycle_insight}}
Test Coverage	Defect Escape	{{cov_def_corr}}	{{cov_def_insight}}
Sprint Planning Accuracy	Completion Rate	{{plan_comp_corr}}	{{plan_comp_insight}}

Leading Indicators: These metrics predict future performance: {{#each leading_indicators}}

• {{indicator}}: {{prediction}} {{/each}}

---

Period-over-Period Comparison

Compare current period to baseline Calculate improvements and regressions

Comparison: {{current_period}} vs {{baseline_period}}

Category	Baseline	Current	Change	Status
Velocity	{{vel_base}}	{{vel_curr}}	{{vel_change}}	{{vel_status}}
Quality	{{qual_base}}	{{qual_curr}}	{{qual_change}}	{{qual_status}}
Delivery	{{del_base}}	{{del_curr}}	{{del_change}}	{{del_status}}
SLA Compliance	{{sla_base}}%	{{sla_curr}}%	{{sla_change}}	{{sla_status}}

Improvements: {{#each improvements}}

• {{metric}}: Improved by {{improvement}} ({{cause}}) {{/each}}

Regressions: {{#each regressions}}

• {{metric}}: Declined by {{decline}} ({{cause}}) {{/each}}

---

Root Cause Analysis

For the identified regressions/anomalies, can you provide context?

Recent events to consider:

• Team changes (joiners/leavers)
• Process changes
• Technical changes (new tools, migrations)
• External factors (holidays, incidents)

Context:

Store as {{external_context}}

Root Cause Analysis:

{{#each issues_to_analyze}}

{{metric_name}} {{direction}}

Symptoms:

• {{symptom_1}}
• {{symptom_2}}

Potential Root Causes:

1. {{cause_1}} (likelihood: {{likelihood_1}})
2. {{cause_2}} (likelihood: {{likelihood_2}})
3. {{cause_3}} (likelihood: {{likelihood_3}})

Recommended Investigation:

• {{investigation_step_1}}
• {{investigation_step_2}}

{{/each}}

---

Recommendations

Generate actionable recommendations based on analysis Prioritize by impact and effort

High Priority Recommendations:

{{#each high_priority_recs}}

{{number}}. {{title}}

• Issue: {{issue}}
• Impact: {{impact}}
• Recommendation: {{recommendation}}
• Expected Outcome: {{expected_outcome}}
• Effort: {{effort_level}}

{{/each}}

Medium Priority Recommendations: {{#each medium_priority_recs}}

• {{recommendation}} {{/each}}

Monitoring Suggestions: {{#each monitoring_suggestions}}

• {{suggestion}} {{/each}}

---

Generate Review Report

Generate a comprehensive metrics review report including: - Executive summary - Trend analysis with visualizations - Anomaly findings - Period comparison - Root cause analysis (if applicable) - Prioritized recommendations - Action items with owners - Follow-up metrics to watch

Report Generated: {{output_file_path}}

---

Complete Review

{{review_type}} {{analysis_period}} {{key_findings_summary}} {{recommendations_count}} {{anomalies_count}} {{health_change}} {{output_file_path}} {{current_timestamp}}

Update module state with review timestamp and summary

---

Completion

Metrics review complete for {{analysis_period}}.

Key Findings: {{#each key_findings}}

• {{finding}} {{/each}}

Health Assessment:

• Overall trend: {{overall_trend}}
• Areas improving: {{improving_count}}
• Areas declining: {{declining_count}}
• Anomalies detected: {{anomalies_count}}

Next Steps:

1. Share report with stakeholders
2. Discuss recommendations in retrospective
3. Assign owners to action items
4. Schedule follow-up review: {{next_review_date}}

Report Location: {{output_file_path}}