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Project Assessment Checklist


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Project Assessment Checklist The next Project Assessment Checklist helps you monitor and control your project through assessing its basic processes and measuring performance and efficiency at each project stage. You can use the checklist throughout the entire lifecycle of your project to make sure that the project shows expected performance and keeps to the baseline.

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 Project Processes Assessment (What to assess).

  • Planning Process: You need to monitor basic activities of the planning process to make sure resources required for your project are in place and available for use. You should focus on the assessment of the next activities:
    • Scoping the project (goal & objectives setting; deliverables definition)
    • Creating the work breakdown structure and task decomposition
    • Estimating time and effort
    • Scheduling tasks and setting milestones
    • Costing and resourcing the project
    • Analyzing risks and creating risk mitigation strategies
    • Setting roles and responsibilities for project stakeholders
    • Making assumptions
    • Implementation Process: When you start implementing your project you need to be sure that resources (time, people, money, technology, information) are distributed and used appropriately. In your document plan, add tasks to assess the next activities of the implementation process:
      • Meeting milestones
      • Budgeting and Cost Control
      • Task management
      • Resource Allocation
      • Quality assurance and control
      • Staff training and team support
    • Communication Process: Effective implementation of this process allows establishing teamwork and creating a framework for team collaboration. Add the next tasks in your outline plan:
      • Assess effectiveness & efficiency of meetings, workshops, conferences, reports and other communication channels used by team members within the project.
      • Measure functioning and commitment of the team.
    • Monitoring and Control: To make sure that your project is running as desired you need to monitor project progress and control activities. Add tasks in your sample document to monitor and measure the following:
      • Project progress at each stage
      • Efficiency of decision-making processes
      • Activities of the management/authority structures
      • Efficiency of risk mitigation strategies
      • Budget expenditure

 Steps of Project Assessment (How to assess).

  • Specify, select and refine goals and objectives for the process.
  • Define criteria/standards (performance measures) and include them in your plan.
  • Set benchmarks to be used to evaluate your project’s success (project success criteria).
  • Select data gathering methods and techniques (what information will be gathered and how it will be assessed?)
  • Collect relevant data and insert is into a matrix.
  • Use tools (software) to process, summarize and analyze relevant data available in the matrix.
  • Compare data with project evaluation standards and assessment criteria.
  • Conduct cost-benefit analysis and measure project effectiveness (Were investments worth the benefits obtained?)
  • Use a reporting system to report and communicate results to senior management of your project (you can prepare a report template in advance).

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