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Example of a project evaluation form intended as a component of an overall project closure process. Used at IT Evolution, Inc. (http://itevcorp.com/).
Project Evaluation Project Evaluation Project Name Prepared by [Click here and type name] [Click here and type name] Evaluation Date m/d/y Item # 1 1.1 Item Planning Was the project statement -- scope, definition and objectives -- the same as agreed to in the project initiation process and/or in the vendor contract? Has the Project Scope Statement been reviewed as part of the baseline process? Was there a baseline plan against which to measure progress? Does the baseline plan address the following areas: Project Scope, Deliverables, and Milestones Work Breakdown Structure Task Plans, Estimates, Resource Assignments Task Dependencies Project Schedule Milestone Schedule Project progress tracking Issue Resolution and Change Management Quality Plan Risk Management Plan Project Organization Facilities Plan Documentation Plan Materials Plan Training Plan Back-up and Recovery Plan Contingency Plan Cut Over Plan Warranty Plan Transition Plan Others Was the plan for project resources adequate? Was the original project schedule and budget Realistic? Was the plan for the organization of the project resources adequate? Are there adequate project control systems? page 1 of 5 Y/N or NA Comments/Resolution 1.2 1.3 1.4 1.4.1 1.4.2 1.4.3 1.4.4 1.4.5 1.4.6 1.4.7 1.4.8 1.4.9 1.4.10 1.4.11 1.4.12 1.4.13 1.4.14 1.4.15 1.4.16 1.4.17 1.4.18 1.4.19 1.4.20 1.4.21 1.5 1.6 1.7 1.8 Project Evaluation Project Name Prepared by [Click here and type name] [Click here and type name] Evaluation Date m/d/y Item # 1.9 1.10 1.11 1.12 1.13 1.14 1.15 2 2.1 2.2 2.3 Item Was there an information system for the project? Were key project stakeholders brought into the Project Plan? Were potential customers involved early in the planning process? Was planning completed before the project was initiated? Was the plan under configuration management? If there are vendors, have they signed off on the Project Plan? If there Was an independent oversight contractor, have they signed off on the Project Plan? Organization Was the project organization documented and on file? Was the Project Manager qualified and experienced in Project Management? Have roles and responsibilities of the team been documented and clearly communicated to the team, customer, and stakeholders? Was the organization structure appropriate for the project’s size and complexity? Was there an identified role of a technical leader (i.e., Project Lead, Team Lead, Solution Architect)? Was the quality function identified and assigned? Was the Project Sponsor function identified and defined? Was there a Change Management Board? Have the Configuration Management functions been assigned? Are there backup strategies for key members of the project? Other Organization items: Tracking & Monitoring Were the various types of reports, their contents, frequency, and audience defined and communicated to the project team? Were the input requirements from the team members clearly documented and communicated? Have the reports to be produced, distributed, and filed been defined? Has the format for tracking and monitoring schedules and costs been defined? Y/N or NA Comments/Resolution 2.4 2.5 2.6 2.7 2.8 2.9 2.10 2.11 3 3.1 3.2 3.3 3.4 page 2 of 5 Project Evaluation Project Name Prepared by [Click here and type name] [Click here and type name] Evaluation Date m/d/y Item # 3.5 3.6 3.7 3.8 4 4.1 Item Were Change Control procedures in place for cost overruns? Did Team Members know about their budget/hours to monitor their progress against deliverables? Was project status accurate and match milestone deliverables and budget? Do you know where underruns/overruns occurred and why? Reviewing Have the various meetings, the purpose, context, frequency, and participants been defined and communicated? What are the defined meeting materials? Were the meetings set up to have assigned note takers that will add actions/Issues to the Issue list? Issue Management Was an Issue Management Process documented and filed? Was this process communicated to the customer and team members? Was there an issues log? Were all project Issues unconditionally tracked through the Issue resolution process? Were all tasks resulting from Issues be entered into the Project Plan and tracked through the plan? Were there processes for unresolved Issues to be escalated and resolved within a reasonable timeframe? Change Control Was there a Change Control Process in place? Was the Change Control Process documented and on file? Was the process be communicated to the customer and project team? Was there be a change request form in use? Were all project deliverable and software configuration management be changed only through the change control process? Were all change requests be unconditionally tracked through this process and logged? Were all tasks resulting from approval changes be entered into project plan and tracked through the plan? Y/N or NA Comments/Resolution 4.2 4.3 5 5.1 5.2 5.3 5.4 5.5 5.6 6 6.1 6.2 6.3 6.4 6.5 6.6 6.7 page 3 of 5 Project Evaluation Project Name Prepared by [Click here and type name] [Click here and type name] Evaluation Date m/d/y Item # 6.8 6.9 7 7.1 7.2 7.3 7.4 7.5 7.6 Item Were the change requests acknowledged in a timely manner? Were risk management factors engaged prior to change requests based on impact? Risk Management Were the project Risks being managed according to the project’s Risk management process? Was the Risk Plan updated on a regular and frequent basis? Was the Risk Status be reported to management on a regular and frequent basis? Was the Risk documents be filed? Were there documented contingency plans for the top 5-10 Risks? Were the Preventive Plans for the top 5 Risks be identified, included in the Project Plan, and implemented? Quality Assurance Was there a Quality Assurance Plan documented and filed? Were the quality assurance functions and related roles and responsibilities clearly defined? Were there completion/verification criteria defined for each task producing an output? Was there a process (test plans, inspections, reviews) defined for verifying outputs for each task? Were tasks marked “complete” only after QA was successfully completed? Was there be a formal process for submitting, logging, tracking, and reporting items undergoing QA throughout the submit-test-rework-resubmitretest cycle? Were statistics related to QA be collected, trends analyzed, and problems raised as issues? Were the QA related information be reported regularly as part of the Status Reporting mechanisms? Had a method and process for requirement tracking been developed? Y/N or NA Comments/Resolution 8 8.1 8.2 8.3 8.4 8.5 8.6 8.7 8.8 8.9 page 4 of 5 Project Evaluation Project Name Prepared by [Click here and type name] [Click here and type name] Signatures Date m/d/y Name/Title Signature Date page 5 of 5
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