ten-test planner evaluation worksheet

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AUTOMATIC PLANNER EVALUATION WORKSHEET
Critical Path editorial library | 2026-09-21

Use fictional actions and a test calendar. Obtain consent before any message,
invitation, or collaborator test. This worksheet requires no signup and sends
no information anywhere. Keep completed copies and exports private.

Product / plan:
Evaluation date:
Browser or native app / version:
Device / operating system:
Calendar provider / test calendar / time zone:
Tester and consenting collaborator:

THE DECISION
Three problems in the current process:
1.
2.
3.

Must-pass gates chosen BEFORE testing:
Convenience criteria:
Cost ceiling and approved payment authority:
Authoritative system during pilot:
Rollback owner:

FICTIONAL FIXTURE
A: Draft a decision note, 60 minutes.
B: Review a proposal, 45 minutes.
C: Prepare a recommendation, 180 minutes, deadline Friday.
Existing meeting: 10:00-11:00.
Required minimum gap: 15 minutes.
Add an afternoon unavailable period; record its exact zone and dates.
No real customer details or confidential attachments are needed.

EVIDENCE SCALE
Pass / Partial / Fail / Not tested. Use Not applicable only with a reason.
Separate documented capability, observed once, and repeated under change.
Record facts and timestamps; do not turn estimates into claimed hours saved.

TEN TESTS
For EACH numbered test, fill:
  Input / settings:
  Expected result:
  Actual result and timestamp:
  Application evidence:
  Provider or recipient evidence where relevant:
  Result / limitation / next action:

1. BUFFER
   A 60-minute action after the 10:00-11:00 meeting starts no earlier
   than 11:15 when a 15-minute separation is required. Check both sides.

2. CHANGED MEETING
   Add a conflict after a block exists. Inspect rescheduling, timing,
   old event identity, duplicates, and unresolved constraints.

3. OUT OF OFFICE
   Test a timed interval and an all-day absence in the correct zone.
   Inspect new work and already-created reservations separately.

4. INSUFFICIENT CAPACITY
   Give the planner more effort than fits. An explicit unresolved state
   may be correct; no silently ignored deadline or unavailable time.

5. DEADLINE VERSUS EFFORT
   Move a session without changing the intended Friday deadline or
   pretending that total remaining effort has disappeared.

6. PARTIAL PROGRESS
   Complete one step or session, not the whole commitment. Inspect
   remaining work, completion state, and subsequent reservations.

7. OWNERSHIP AND WAITING
   With consent, assign an action and identify the dependency/review point.
   Ask the recipient to explain the next move from their authorized view.

8. SAVE AND CONFLICT
   Use harmless data for a network interruption or stale-tab conflict.
   Preserve recovery information before reload. Check the saved result.

9. EXPORT AND RESTORE
   Inspect a private export for fields and readability. Test reversible
   restore separately. Export does not imply full automatic re-import.

10. SUPPORT AND ACCESSIBILITY
    Find the support path; prepare a redacted failure report. Check critical
    controls with your keyboard, zoom, and assistive technology as relevant.

COMMERCIAL TERMS (VERIFY CURRENT PURCHASE SCREEN)
Currency / monthly or annual commitment / seats / taxes:
Trial offered? If yes, exact expiry and cancellation steps:
Charges after trial / refund policy / records after cancellation:
Required integrations and actual authorization status:
Native platforms actually released versus proposed:
Offline, push, and cross-device behavior actually verified:

DECISION
Must-pass failures:
Untested risks:
Repeated critical tests and dates:
Pilot scope / end date / success condition:
Duplicate reminders or automations to disable deliberately:
Reason to adopt, retain current system, or defer:

Do not publish a completed worksheet with task names, invite links, tokens,
calendar details, or raw exports. A single successful run is not a guarantee.

Permission: you may copy and adapt this Critical Path worksheet for personal or internal team planning. No account, payment or attribution is required. Product links are optional; using the template is not enrollment in a service.