M142 Project Health Check Questionnaire Report v.1.0 - DOC by zdh15614

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									<Project Name>
          Project Health Check Questionnaire & Report (M142)

     Project Name:                                                    PlanView Number:
     Project Sponsor:                                                 Project Size:
     Project Director:                                                Project Start Date:
     Project Manager:                                                 Project End Date:

    Fill in the project information table below. This table must be completed in all deliverable documents related to the
    project. In addition, all documents must include the project name in the title bar (above) and in page headers
    (beginning with Page 2 of each document). Delete this instructional paragraph from your final draft.

1. Project Health Check Questionnaire
    Complete for each project phase. Delete this instructional paragraph from your final draft.

                                                                                                  YES      NO       N/A

    Project Definition Phase
     1. Does the Project Charge include description of background and objective?
        Comments:
     2. Does the Project Charge clearly define what is “in” and “out” of scope of this
        effort?
        Comments:
     3. Has the online repository or Lotus Notes database been updated and archived?
        Comments:
     4.   Does the PM Approach Document contain metrics and thresholds for the project
          and each phase?
          Comments:
     5.   Does the Project Charge include a high-level description of the technical
          environment required by the project?
          Comments:
     6.   Have the PM Deliverables defined in the Project Definition Phase been created?
          Comments:
     7.   Are acceptance criteria for deliverables defined and documented?
          Comments:
     8.   Has the acceptance process for this project been defined and documented in the
          PM Process Approach Document? (This includes who is authorized to sign,
          timeframe for disposition, and escalation process once timeframe past).
          Comments:
     9.   Is the Change Control Process defined and documented? (This includes who is
          authorized to sign, timeframe for disposition, and escalation process once
          timeframe past).
          Comments:


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                                                                                               YES   NO    N/A
     10. Are criteria for Change Control defined?
         Comments:
     11. Is the Schedule and Budget summarized?
         Comments:

    Start-up Activities
     12. Was the Project Scope clearly communicated to the Project Team?
         Comments:
     13. Did the Project Management Team review the Project Definition Phase
         deliverables?
         Comments:
     14. Did the Project Leader review project control, reporting, and administration
         expectations with the Project Stakeholder(s)?
         Comments:
     15. Was Project Management Team’s knowledge of/ability to perform PM Standards
         reviewed? If gaps existed, was a training plan developed to enhance
         skills/knowledge? Is the plan being implemented?
         Comments:
     16. Did the Project Management team review the team members’ ability to perform
         their tasks per the project’s defined roles and responsibilities? If gaps exist was
         training plan developed to enhance skills/ knowledge? Is the plan being
         implemented?
         Comments:

    Control Management Processes
     17. Is there evidence of a review and update of the Issues, Risks, and Change/Scope
         Control logs at least monthly?
         Comments:
     18. Is there documentation on progress against Control Management Logs?
         Comments:
     19. Are change requests generated when appropriate?
         Comments:
     20. Are change requests approved by the authorized person(s) within the timeframe
         defined?
         Comments:
     21. Is the budget variance (activity to date plus estimate to complete vs. original
         budget plus approved changes requests) monitored, reviewed & approved on a
         regular basis?
         Comments:
     22. Is the schedule variance (completion earlier or later than approved) monitored,
         reviewed & approved on a regular basis?
          Comments:

    Team Status Meeting/Reporting
     23. Does each individual report their time on a weekly basis to the Project
         Plan/Schedule in PlanView?
         Comments:


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                                                                                                   YES   NO    N/A
     24. Does the Project Management Team produce weekly status reports that document
         accomplishments, planned accomplishments, lost time and issues?
         Comments:
     25. Are Project Team meetings regularly conducted, with agendas and meeting
         minutes created and distributed for decisions made?
         Comments:

    Project Status Reporting
     26. Is the Project Status Report distributed to Stakeholders on a regular basis?
         Comments:
     27. Does the Project Status Report contain schedule review, accomplishments, planned
         accomplishments for next week, Acceptance/Change Management, effort, and
         Issues?
         Comments:

    Stakeholder Status Review
     28. Does the Project Management Team meet with the appropriate Stakeholder
         management on regular basis to review the Project Status Report?
         Comments:

    Project Repository
     29. Has a project repository, containing all necessary material, been established?
         Comments:
     30. Is access to project repository documents restricted to appropriate individuals?
         Comments:
     31. Has the project repository been kept current? Are copies kept of all documents
         that require acknowledgement (such as change requests and deliverable
         acceptances)? Comments:
     32. Are meeting minutes kept (including action items with assigned owner and target
         date)?
         Comments:

    Project Schedule
     33. Are tasks at the resource level broken into appropriate timeframes?
         Comments:
     34. Is the estimate basis (estimating assumptions) documented?
         Comments:
     35. Are tasks identified for project support (such as Project Management - Project
         Administration, Reporting, Control, etc)?
         Comments:
     36. Does the project schedule reflect all deliverables identified in the Project Definition
         Phase?
         Comments:
     37. Are deliverable products distributed reasonably across the project’s life span?
         Comments:
     38. Are deliverable reviews (walkthroughs and acknowledgements with the
         stakeholder) established on the project schedule?
         Comments:
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                                                                                             YES   NO    N/A
     39. Is the project schedule updated (with both actual and estimate to complete) on at
         least a regular basis?
         Comments:
     40. Are Project Team and Stakeholder personnel available per their commitments?
         Comments:

    Health Check Management
     41. Is a Project Health Check included in the schedule?
         Comments:
     42. Is a Post Project Health Check included in the schedule?
         Comments:
     43. If a Project Health Check has been conducted, is there an action plan developed
         and documented on progress/implementation of the recommendations? Is this
         updated on a regular basis?
         Comments:

    NOD/MAIS Management/Stakeholder Support
     44. Does NOD/MAIS Management/Stakeholder participate in regularly scheduled
         Project Reviews?
         Comments:
     45. Does NOD/MAIS Management/Stakeholder review major issues, key risks from
         the Risks and Issues Logs, and progress on a regular basis?
         Comments:
     46. Is the NOD/MAIS Management/Stakeholder responsive to issues escalated, when
         appropriate?
         Comments:

    Requirements & Fit/Gap Analysis Phase
     47. Is the approach to Requirements & Fit/Gap Analysis activities documented and
         communicated?
         Comments:
     48. Are requirements reviewed, analyzed and communicated when they change?
         Comments:
     49. Are requirements documented & version-controlled?
         Comments:
     50. Are requirements traceable to Project Scope and Definition?
         Comments:

    Design Phase
     51. Is the approach to Design activities documented and communicated?
         Comments:
     52. Are Designs peer-reviewed, analyzed and communicated when they change?
         Comments:
     53. Are Designs documented & version-controlled?
         Comments:

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                                                                                           YES   NO    N/A
     54. Are Designs traceable to Requirements?
         Comments:

    Development/Build Phase
     55. Is the approach to Design activities documented and communicated?
         Comments:
     56. Are Designs peer-reviewed, analyzed and communicated when they change?
         Comments:
     57. Are Designs documented & version-controlled?
         Comments:
     58. Are Designs traceable to Requirements?
         Comments:

    Test Phase
     59. Is the approach to Testing activities documented and communicated?
         Comments:
     60. Are Testing artifacts analyzed, tested, and communicated when they change?
         Comments:
     61. Are Testing artifacts version-controlled?
         Comments:
     62. Are Testing artifacts traceable to Requirements?
         Comments:

     Release/Rollout Phase (Transition to Production Support and Change Management)
     63. Is the approach to Release/Rollout activities documented and communicated?
         Comments:
     64. Are Release/Rollout artifacts analyzed, tested, and communicated when they
         change?
         Comments:
     65. Is the approach to Release/Rollout activities documented and communicated?
         Comments:
     66. Are Release/Rollout artifacts version-controlled?
         Comments:

    Post Project Phase Activities
     67. Are all outstanding Control Logs resolved and closed?
         Comments:
     68. Has final documentation been prepared on status against outstanding actions?
         Comments:
     69. Have status reports been “bundled” in one place for final project documentation
         turnover?
         Comments:


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                                                                                                YES    NO      N/A
     70. Has a final Team Meeting with the project team been scheduled?
         Comments:
     71. Has the project team prepared a final project status report?
         Comments:
     72. Has a final Project Status report been prepared for your Stakeholders? :
         Comments
     73. Has a final Project Status Review meeting with the Stakeholders been scheduled?
         Comments:
     74. Is the project notebook / binder (repository) containing all required materials
         ready to be archived?
         Comments:
     75. Are confidential project materials, if any, ready to be archived? :
         Comments
     76. Are all hard copies that require signatures (such as change requests and deliverable
         acceptances) signed? :
         Comments
     77. Are all tasks and deliverables completed as prescribed in the Project Schedule /
         Plan? :
         Comments
     78. Are all change requests completed, signed off, and closed? :
         Comments


2. Project Health Check Assessment Rating
    Using the rating key below, indicate a rating for each component. Add any comments in support of the rating. Delete
    this instructional paragraph from your final draft.


                            Component                         Rating                Supporting Comment
    1.   Project Definition Phase
    2.   Start-up Activities
    3.   Control Management Processes
    4.   Team Status Meeting/Reporting
    5.   Project Status Reporting
    6.   Stakeholders Status Review
    7.   Project Repository
    8.   Project Schedule
    9.   Health Check Management
    10. NOD/ MAIS Management/Stakeholder Support
    11. Requirements and Fit/Gap Analysis Phase
    12. Design Phase
    13. Development/Build Phase
    14. Test Phase

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    15. Release/Rollout Phase (Transition to Production
        Support & Change Management)
    16. Post Project Phase Activities
    17. Project Definition Phase
    18. Start-up Activities


                                                   Rating Total
                                                      Rating %


                                                             Evaluation                                Rating

                                  Excellent. Fully meets requirements:                                   4
                                  Good. Generally meets requirements. Could be improved.                 3
                                  Fair. Minimally meets requirements. Stretch Goals recommended.         2
                                  Poor. Does not meet requirements. Corrective Action Plan required.     1
                                  Not Applicable. Not assessed or does not apply.                       N/A
                                                               Project Ratings Key


3. Recommendations and Summary Review Comments
    Add any recommendations, summary, and other comments. Delete this instructional paragraph from your final draft.




4. Assessment History
    Identify who conducted the Assessment, as well as participants who contributed to the Assessment. Delete this
    instructional paragraph from your final draft.


     Assessment Conducted by:                                      Title                                 Role   Date




    Assessment Participants:                                       Title                                 Role   Date




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  <Project Name>

  Document Change Control is a fixed section of all project management document templates. This section tracks the revision
  history of the template and indicates the most current version in effect. Include this section, as is, in your final document as a
  separate, last page. Delete this instructional paragraph from your final draft.

Internal Use Only
                                                 Document Change Control
                                        Project Health Check Questionnaire (M142)
         Version          Date           Revision                                       Description
         Number                           Author
             1.0        05/27/08            SS-KS          Converted to new format; submitted for ISPS review.
             1.0        05/29/08            SS-KS          Approved for production.




      This document is owned and maintained by MAIS Shared Services, Project Support. Any changes to template format and content
      must adhere to departmental document management standards.




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