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Managing Team Workload Balance

Unbalanced workloads create problems: overloaded team members burn out while others wait for work. Effective workload management ensures sustainable pace, prevents bottlenecks, and keeps the whole team productive—not just the busiest people.

Workload Problems

Imbalance SignConsequenceSolution
One person always busyBottleneck + burnoutDistribute + cross-train
Some people idleWasted capacityBetter allocation
Overtime as normalUnsustainableRealistic planning
Same person on-callBurnout riskFair rotation
Knowledge silosSingle point of failureKnowledge sharing

Visibility

Workload Dashboard

TEAM WORKLOAD VISIBILITY
════════════════════════

CURRENT SPRINT ALLOCATION:
─────────────────────────────────────
┌─────────────────────────────────────────────────────────┐
│  Team Workload - Sprint 26                             │
├─────────────────────────────────────────────────────────┤
│                                                         │
│  SARAH                                                  │
│  ████████████████░░░░ 85% (17h assigned)               │
│  Tasks: GS-400, GS-401, GS-402                         │
│  Status: At capacity                                    │
│                                                         │
│  MIKE                                                   │
│  ██████████░░░░░░░░░░ 55% (11h assigned)               │
│  Tasks: GS-403, GS-404                                 │
│  Status: Can take more                                  │
│                                                         │
│  ALEX                                                   │
│  ████████████████████ 100% (20h assigned) ⚠️           │
│  Tasks: GS-405, GS-406, GS-407, GS-408                 │
│  Status: OVERLOADED                                     │
│                                                         │
│  EMMA                                                   │
│  ████████████░░░░░░░░ 65% (13h assigned)               │
│  Tasks: GS-409, GS-410                                 │
│  Status: Good                                           │
│                                                         │
├─────────────────────────────────────────────────────────┤
│  ACTION: Reassign GS-408 from Alex to Mike             │
└─────────────────────────────────────────────────────────┘

REBALANCE:
├── Move work from overloaded
├── Add work to underloaded
├── Consider skills match
└── Review in planning

Trend Analysis

WORKLOAD TREND ANALYSIS
═══════════════════════

PERSON ALLOCATION OVER TIME:
─────────────────────────────────────
         Sprint 22  Sprint 23  Sprint 24  Sprint 25
Sarah      85%        90%        95%        100% ⚠️
Mike       60%        55%        50%        45%
Alex       75%        80%        85%        90%
Emma       70%        75%        70%        65%

PATTERNS:
├── Sarah: Trending up → approaching burnout
├── Mike: Trending down → underutilized
├── Alex: Trending up → monitor closely
├── Emma: Stable → healthy

INVESTIGATE:
─────────────────────────────────────
Why is Sarah always overloaded?
├── Only one who knows payment system
├── Gets all urgent bugs
├── Can't say no
├── Others not trained

ACTION:
├── Cross-train Mike on payment system
├── Rotate urgent bug assignments
├── Protect Sarah's sprint capacity
└── Long-term: Reduce single-point-of-failure

Balancing Strategies

Assignment Fairness

FAIR WORK ASSIGNMENT
════════════════════

ROUND-ROBIN BUGS:
─────────────────────────────────────
Instead of: Assign to whoever knows it
Do: Rotate through team

Week 1: Sarah handles incoming bugs
Week 2: Mike handles incoming bugs
Week 3: Alex handles incoming bugs
Week 4: Emma handles incoming bugs
Repeat

NEW FEATURES:
─────────────────────────────────────
Instead of: Expert always does related work
Do: Pair expert with learner

"Sarah will pair with Mike on payment
feature so Mike learns the system"

URGENT REQUESTS:
─────────────────────────────────────
Instead of: Always go to most responsive
Do: Check current load first

"Mike has capacity this week, assign to Mike"

ON-CALL ROTATION:
─────────────────────────────────────
Instead of: Same person always on-call
Do: Fair rotation

Week 1: Sarah
Week 2: Mike  
Week 3: Alex
Week 4: Emma
(Swap for vacations)

Cross-Training for Balance

CROSS-TRAINING TO DISTRIBUTE WORK
═════════════════════════════════

IDENTIFY KNOWLEDGE SILOS:
─────────────────────────────────────
Area          Expert    Backup    Action
─────────────────────────────────────
Payment       Sarah     None!     TRAIN MIKE
Auth          Alex      Emma      OK
Frontend      Emma      Mike      OK
Database      Sarah     None!     TRAIN ALEX
DevOps        Mike      Alex      OK

CROSS-TRAINING PLAN:
─────────────────────────────────────
Q1:
├── Week 1-2: Sarah teaches Mike payments (pairing)
├── Week 3-4: Sarah teaches Alex database
├── Week 5+: Mike/Alex handle some payment/DB work
└── Result: Work can be distributed

SESSION FORMAT:
─────────────────────────────────────
├── Expert: Do work while explaining
├── Learner: Watch, ask questions
├── Next: Learner does, expert watches
├── Then: Learner solo, expert reviews
└── Finally: Learner independent

AFTER CROSS-TRAINING:
├── Payment work: Sarah or Mike
├── Database work: Sarah or Alex
├── No single point of failure
└── Work naturally balances

WIP Limits

Limiting Work in Progress

WORK IN PROGRESS LIMITS
═══════════════════════

PERSONAL WIP LIMITS:
─────────────────────────────────────
Rule: Max 2 tasks in progress per person

WHY:
├── Forces finishing before starting
├── Prevents overwhelming anyone
├── Makes overload visible
├── Improves throughput

ENFORCEMENT:
─────────────────────────────────────
If Mike has 2 tasks in progress:
├── Cannot start a third
├── Must complete or hand off one
├── Or: Task sits in Ready column

VISIBLE ON BOARD:
─────────────────────────────────────
In Progress column:
├── [GS-400] Sarah
├── [GS-401] Sarah ← Sarah at limit
├── [GS-402] Mike
├── [GS-403] Mike ← Mike at limit
├── [GS-404] Alex
└── WIP limit: 6 (team) or 2 per person

AUTOMATIC WARNING:
├── Alert when someone exceeds limit
├── Manager can review
├── Discuss in standup
└── Rebalance as needed

Prevention

Sustainable Pace

SUSTAINABLE PACE PRACTICES
══════════════════════════

CAPACITY PLANNING:
─────────────────────────────────────
Don't plan to 100%:
├── Plan to 80% capacity
├── 20% for: meetings, bugs, unknowns
├── Room for life to happen
└── Sustainable long-term

OVERTIME POLICY:
─────────────────────────────────────
Occasional: Acceptable
├── Launch week
├── Critical bug
├── Rare events

Regular: Problem
├── If overtime is normal, capacity is wrong
├── Hire more or do less
├── Don't normalize overwork

MONITORING:
─────────────────────────────────────
Watch for:
├── Same person doing overtime
├── "Hero" always saving the day
├── Skipped lunches/breaks
├── Weekend work
├── Vacation not taken
└── These are symptoms of imbalance

Burnout Prevention

BURNOUT PREVENTION
══════════════════

EARLY SIGNS:
─────────────────────────────────────
├── Decreased quality
├── Increased cynicism
├── Emotional exhaustion
├── Detachment from work
├── Lower productivity
└── Physical symptoms

MANAGER ACTIONS:
─────────────────────────────────────
1. REDISTRIBUTE
   ├── Move work immediately
   ├── Don't wait for crisis
   └── Even temporary relief helps

2. PROTECT TIME
   ├── Block focus time
   ├── Reduce meetings
   ├── Shield from interruptions
   └── Vacation encouraged

3. ADDRESS ROOT CAUSE
   ├── Why this person overloaded?
   ├── Is it skill concentration?
   ├── Poor prioritization?
   └── Systemic fix needed

4. CHECK IN
   ├── Regular 1:1s
   ├── "How are you really doing?"
   ├── Watch for signs
   └── Intervene early

GitScrum Features

Workload Management

GITSCRUM WORKLOAD FEATURES
══════════════════════════

ASSIGNMENT TRACKING:
─────────────────────────────────────
Settings → Enable workload view

Each person shows:
├── Assigned tasks
├── Story points total
├── Estimated hours
├── Capacity used %
└── Trend over time

CAPACITY CONFIGURATION:
─────────────────────────────────────
Per person per sprint:
├── Available hours: 30h (5 days × 6h productive)
├── On PTO: Adjust down
├── Training: Adjust down
└── Accurate capacity = accurate load view

REPORTS:
─────────────────────────────────────
├── Workload distribution chart
├── Person-over-time trend
├── Overallocation alerts
├── Capacity planning
└── Export for review

Best Practices

For Workload Balance

  1. Make load visible — Dashboard view
  2. Set WIP limits — Per person and team
  3. Cross-train — Reduce silos
  4. Rotate fairly — Bugs, on-call, etc.
  5. Monitor trends — Catch before burnout

Anti-Patterns

WORKLOAD MISTAKES:
✗ Invisible allocation
✗ Same person always overloaded
✗ "Heroes" normalized
✗ No cross-training
✗ Unfair rotation
✗ Planning to 100%
✗ Ignoring overtime
✗ Waiting for burnout to act