LEADE RS HIP MODULE S

Project Management Fundamentals

Managing Projects that Succeed
Toolkit

TM

PROJECT MANAGEMENT PROCESS

Project Management
Definition
Project Management is the
application of knowledge, skills,
tools, and techniques to project
activities in order to meet or exceed
stakeholder needs and expectations
from a project[and] invariably
involves balancing competing
demands among scope, time, cost,
and quality and stakeholders with
differing needs and expectations.
Project Management Body of
Knowledge (The PMBOK Guide)

Initiating Processes

VISUALIZE
Preliminary
Go/No-Go
Decision

No

Exit
Process

Planning Processes

PLAN

Yes
Continue
to Plan

Final
Go/No-Go
Decision

No

Exit
Process

Executing and
Controlling Processes

IMPLEMENT

Yes
Final
Approval

Closing and
Evaluating Processes

CLOSE

VISUALIZE

VISUALIZE IS CLEARLY PICTURING YOUR

DESIRED END RESULT IN MIND BEFORE
YOU BEGIN.
1. Explore Project Ideas (Mindmapping)
2. Identify Stakeholder Needs
3. Create Project Vision Statement

Initiating Processes

VISUALIZE

Planning Processes

PLAN

Executing and
Controlling Processes

IMPLEMENT
Begin With the End in Mind is
based on the principle that all things
are created twice. Theres a mental
or first creation, and a physical or
second creation to all things.
Stephen R. Covey,
The 7 Habits of Highly
Effective People

Closing and
Evaluating Processes

CLOSE

VISUALIZE - EXPLORE PROJECT IDEAS (MINDMAPPING)

Thought-Mapping
Examples

VISUALIZE - EXPLORE PROJECT IDEAS (MINDMAPPING)

Values Map

VALUES MAP

My
Values

VISUALIZE - IDENTIFY KEY STAKEHOLDERS

Key-Stakeholder
Interview Tool

KEY- STAKEHOLDER INTERVIEW

ASK: As you think about success on this project, tell me, what kinds of things are important to you ?
ADD: Anything else?
PRIORITIZE: What is your priority for these things?
Key Stakeholder: __________________________________________________________________________________________

Desired Results

Priority

VISUALIZE - CREATE PROJECT VISION STATEMENT

Vision Statement Exercise

purpose



description

desired results

Specific
Is the vision statement clear and specific?
Measurable
Does it provide a quantifiable or identifiable standard
against which to measure results?
Achievable
Is the project realistically doable in terms of time and
resources?
Relevant
Does the project reflect the organizations (or your
personal) mission, vision, and values and strategic
initiatives?
Time-dimensioned
Is the project deadline clear and specific?

VISUALIZE

The Project Initiation Tool

The Project Initiation tool lets you record the
project vision statement.

PROJECT INITIATION
(Includes Vision Statement)
Project Title: ____________________________________
Start Date: ______________________________________

Current Date: _______________________________________

Target Finish Date: ___________________________________

VISION STATEMENT
PURPOSE _______________________________________________________________________________

__________________________________________________________________________________________________________
__________________________________________________________________________________________________________

DESCRIPTION __________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
DESIRED RESULTS ________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
Prioritize the desired results from highest to lowest.

Priority

Compare the project vision statement with the SMART criteria.

Specific
Measurable
Achievable
Relevant
Time-Dimensioned

APPROVALS
Preliminary approval (executive sponsor, key stakeholders) to proceed to the Plan stage. This needs to be completed
for every project.
Signature: _______________________________________
Date: _______________________________________________
Signature: _______________________________________

Date: _______________________________________________

Signature: _______________________________________

Date: _______________________________________________

Key stakeholders sign to indicate

their preliminary approval.

VISUALIZE - SUMMARY

Your Organization
Are there any other
questions unique to
your organization that
you should ask your key
stakeholders?
How does this project fit with my current
performance review goals?
How would you access the impact to
associates when this project is launched?
Do I need to consider other projects,
initiatives, and the potential impact on
resources?
What will be your involvement in this
project?
How would you like to be updated?
Who else should be in the update loop?
How and how often?
Should this project be delayed for any
reason?
Whats the confidentiality level of this
project?
What possible outside factors might effect
the deadline or the timeline?
Who can I call on as a subject-matter expert
on this project?
Will this project change the way we operate
here? If so, how?
Have you identified other potential team
members?
Are there any legal or regulatory issues?
Is there a SOX project?
Is the timeline set in stone?
Is there a set budget in mind?
What might be the impact of this project
upon our public image/brand?

Summary of Visualize Phase

Determine the success of the project.

Identify expectations.
Create buy-in.
Create shared vision.

Would you tell me please

which way I ought to go from
here?
That depends a good deal
on where you want to get to,
said the Cat.
I dont much care where...
said Alice.
Then it doesnt matter which
way you go, said the Cat.
From Alices Adventures in
Wonderland

PLAN

PLAN IS Predetermining a course of

events or tasks in writing.
1. Prioritize performance factors.
2. Identify hotspots/risks.
3. Break project into manageable pieces
(major/minor, tasks).
4. Enter pieces sequentially into a timeline tool.
5. Determine task durations.
6. Clarify task dependencies.
7. Determine resources/budget.

Initiating Processes

VISUALIZE

Planning Processes

PLAN

Executing and
Controlling Processes

IMPLEMENT
I have always thought that
one man of tolerable abilities
may work great changes, and
accomplish great affairs among
mankind, if he first forms a
good plan, and, cutting off all
amusements or other employments
that would divert his attention,
makes the execution of that same
plan his sole study and business.

Closing and
Evaluating Processes

CLOSE

Benjamin Franklin,
Autobiography

PLAN - PRIORITIZE PERFORMANCE FACTORS (STEP 1)

Quality/scope
Time
Cost

10

PLAN - IDENTIFY HOTSPOTS/RISKS (STEP 2)

How to Identify Hotspots

Identify priorities among the performance factors.
Involve project team members.
Look for possible problems/alternatives.

assess the risk level

Use the scale below to identify the risk level of each hotspot:
1. Causes minor adjustments.
2. Sacrifices the lowest-priority performance factor.
3. Sacrifices the medium-priority performance factor.
4. Sacrifices the highest-priority performance factor.
5. Causes total failure.

assign a probability of the risk

occurring:
1.
2.
3.
4.
5.

Very unlikely
Somewhat unlikely
Neutral
Somewhat likely
Very likely

Risk-Level Scale
Add the risk level and the probability to determine the
total risk level.
Risk ______ + Probability ______ = _______ Total Risk

ManagE Hotspots
To manage a hotspot, answer the following questions:
1. How can we avoid the hotspot?
2. If we cant avoid it, what is our contingency plan
to manage the risk?
3. Who is responsible for managing this hotspot?

11

PLAN - IDENTIFY HOTSPOTS/RISKS (STEP 2)

Project Planning Tool

The Project Planning tool provides space to
document the first three steps of planning for
a project: performance factors, hotspots, and
project pieces.

Performance
Specifications
Use this space to identify
and prioritize the triple
constraint of quality/
scope, time, and cost.

Hotspots

List all the possible

hotspots that might block
success on the project,
then identify the risk
level of each using the
scale provided.

PROJECT PLANNING
PROJECT PLANNING TOOL
Project Name: ____________________________________________________________________________________________
Start Date: _____________________
Target Finish: __________________
Actual Finish: _____________________
Prioritize performance specifications (quality/scope, time, and cost) for this project.
1. _______________________________________________________________________________________________________
2. _______________________________________________________________________________________________________
3. _______________________________________________________________________________________________________

Hotspots
List potential hotspots defi ned by key team members. Use the scale to identify the risk level of each hotspot: 1. Causes
minor adjustments. 2. Sacrifices the lowest-priority performance factor. 3. Sacrifices the medium-priority performance
factor. 4. Sacrifices the highest-priority performance factor. 5. Causes total failure.

Hotspot

Risk Level
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1

TOTAL:

12

PLAN - IDENTIFY HOTSPOTS/RISKS (STEP 2)

Managing Hotspots
MANAGING HOTSPOTS
Refer to the risk levels you identified above and, for each hotspot, identify the following:
a. How can you avoid the hotspot?
b. If you cant avoid it, what is the contingency plan to reduce the risk?
c. Who is responsible for managing this hotspot?

Hotspot Contingency Plan

Responsibility

Identify ways you and

other team members can
manage the hotspots you
identified on the front
side of this tool.

Project Pieces

Project Pieces: Map and sequence the major and minor pieces of this project.

Use this space to begin

mapping the main pieces
or parts of the project.
These are generally
separate from the hotspot
issues you have identified,
but may help address
some of the hotspots
before they occur.

13

PLAN - BREAK PROJECT INTO MANAGEABLE PIECES (STEP 3)

Planning Map Example

3.1
3.3
3.2

14

PROJECT TIMETABLE

PLAN - STEPS 47

15

PLAN - SUMMARY

Summary of Plan Phase

1. Prioritize performance factors.
2. Identify hotspots/risks.
3. Break project into manageable pieces
(major/minor, tasks).
4. Enter pieces sequentially into a timeline tool.
5. Determine task durations.
6. Clarify task dependencies.
7. Determine resources/budget.

Questions for
Decision Point 2

Can the project meet the prioritized

performance factors?
Are the hotspots low to medium risk
and manageable?
Are the resources and timeline realistic
and available?
Will the plan achieve the key stakeholders
desired results?

16

IMPLEMENT

IMPLEMENT IS Putting the plan into

action and coordinating activities,
resources, and schedules.
1. Time-ActivateTM
2. Conduct Effective Meetings
3. Handle Change Requests

Initiating Processes

VISUALIZE

Planning Processes

PLAN

Executing and
Controlling Processes

IMPLEMENT

A successful life does not

result from chance; nor is it
determined by fate or good
fortune, but rather through a
succession of successful days.

Closing and
Evaluating Processes

CLOSE

Ari Kiev

17

IMPLEMENT - TIME-ACTIVATETM

Prioritized Daily Task List

Time-Activate
projects into
your Prioritized
Daily Task List.

Schedule or
block appoint
ment time for
work on key
projects.

18

IMPLEMENT - TIME-ACTIVATETM

Schedule Monthly

19

IMPLEMENT - CONDUCT EFFECTIVE MEETINGS

Meeting Planner Tool

Meeting methods
Directed discussion
Open discussion
(most common)

Meeting Types

Establish goals and

objectives
Communicate
information
Plan
Make decisions
Coordinate
Evaluate

Guidelines for
Project Meetings
1.

2.



3.


4.

Be clear about the

meetings objectives.
Link the Meeting
Planner tool to the
date of the scheduled
meeting.
Record important
notes and delegated
tasks during the meeting.
Store the completed
Meeting Planner
tool with the other
project files.

MEETING PLANNER
September 10
Date Scheduled: ___________________________________________________________________________________________
Trade Show Review Meeting
Meeting Title: ____________________________________________________________________________________________
Review project progress
Meeting Purpose: _________________________________________________________________________________________
Review and update project progress as needed
Desired Results: ___________________________________________________________________________________________
Kinseys office
Location: _________________________________________________________________________________________________
Scheduled Time: ___________________
Actual Time: ___________________
Meeting Cost: __________________
8:00
9:00
1 hr.
8:00
9:00
1 hr.
Start: ________
Stop: _________
Total: _________
Start: ________
Stop: ________
Total: _________
Meeting Method: ____________________________________
Meeting Type: ___________________________________
Facilitator: __________________________________________
Recorder: _______________________________________
Group Leader: _______________________________________
Time Keeper: ____________________________________
_________________________________________________
Group Members to Attend

1.
2.
3.
4.
5.
6.
7.
8.
9.

Value Per Hour

Total

Kinsey W.
_______________________________________________________________________________________________________
Lauren B.
_______________________________________________________________________________________________________
Katherine W.
_______________________________________________________________________________________________________
Judy B.
_______________________________________________________________________________________________________
Lynne S.
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________

Items to Be Discussed

Seq. #

1
Current progress
1. _______________________________________________________________________________________________________
3
Discuss hotspots
2. _______________________________________________________________________________________________________
2
Review timeline with team
3. _______________________________________________________________________________________________________
5
Check available resources with Lynne
4. _______________________________________________________________________________________________________
5. _______________________________________________________________________________________________________
6. _______________________________________________________________________________________________________
7. _______________________________________________________________________________________________________
8. _______________________________________________________________________________________________________
9. _______________________________________________________________________________________________________
10. ______________________________________________________________________________________________________
11. ______________________________________________________________________________________________________
12. ______________________________________________________________________________________________________
13. ______________________________________________________________________________________________________
14. ______________________________________________________________________________________________________
15. ______________________________________________________________________________________________________
16. ______________________________________________________________________________________________________
17. _______________________________________________________________________________________________________
18. ______________________________________________________________________________________________________
19. ______________________________________________________________________________________________________

20

IMPLEMENT - CONDUCT EFFECTIVE MEETINGS

Meeting Planner Tool

Monitoring a
project

Conduct regularly
scheduled review
meetings.
Review the
meeting agenda:

1.
2.

3.

4.

5.

What has happened?

What still needs to
happen?
What problems (if
any) are we having?
What are the hotspots
and possible resolutions?
Address any other
agenda items.

MEETING PLANNER
Material and Preparation Needed (Number each item.)

Person Responsible

1. Updated copies of timeline for each team member (5 copies)

2. Overhead projector

Lauren
Lauren

Delegated Tasks

Person Responsible

Contact & schedule video team

Schedule location
Edit
Deliver video to Lauren B. by 10/12

Kinsey
Kinsey
Kinsey/Lisa

Meeting Notes
Kinseys team will tape live narrator on 9/25.
Kinseys team will record voice-overs on 9/27.
Understands our timeline and will deliver tape by 10/12.

Update and revise the

plan and resources
as needed.

21

IMPLEMENT - HANDLE CHANGE REQUESTS

Change Request Tool

CHANGE REQUEST
PROJECT CHANGE REQUEST
Complete this tool if the change meets one or more of the following criteria:
The change is estimated to cost more than _____________________________ (fi ll in).
The change moves the schedule by more than ________________________ % (fill in).
The change alters the original project vision statement.
Describe the proposed project change: _______________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
List the reasons for the proposed change: _____________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
Identify how the change will affect the following project elements:
Project Schedule: ______________________________________________________________________________________
Cost: _________________________________________________________________________________________________
Resource s: ____________________________________________________________________________________________
Does the change affect the original project vision statement? If yes, how? _________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
Describe the effect on the project if this change is not made: ____________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________

AccountabilityPerson Making the Change Request

Name: _________________________________________________________________

Date: __________________________

Key Stakeholder Approval

Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________
Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________
Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________
Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________

22

IMPLEMENT

Summary of Implement Phase

Act on your plan.

Make minor revisions to the plan as you
implement it.
Time-Activate the pieces and tasks.
Schedule appointment time for the project
at both a daily and a monthly level.
Use review meetings and the Meeting
Planner tool to monitor the progress of the
project and communicate project issues.
Use delegation techniques to effectively follow
up on the completion of project pieces and tasks.

QUESTIONS TO ASK
Am I holding regular and effective review
meetings?
Is my delegation absolutely clear?
Have I been Time-Activating my tasks?
Am I on track according to the Project Vision
Statement?

23

CLOSE

Close
The Project Is Complete When The
expectations Have Been met.

Initiating Processes

remember
This thing is supposed to end.

VISUALIZE

Planning Processes

PLAN

Executing and
Controlling Processes

IMPLEMENT

Evaluating a project with

an eye toward success is what
separates the average from
the expert project manager.

Closing and
Evaluating Processes

CLOSE

G. Lynne Snead

24

CLOSE

PROJECT EVALUATION
Project Title: _______________________________________________________________________________________
Project Manager:____________________________________________________________________________________
Project Start Date: _______________________________________Finish Date: __________________________________
On a scale of 1 to 5, rate the following areas to describe your project.
1. Very poor
2. Poor
3. Average

VISUALIZE

4. Good
5. Very good

RATING
Enter a number value from 1 to 5 here.

1.
2.
3.
4.

The end result met original desired results.

The original plan was achievable (realistic).
I (we) accomplished what was actually achievable.
How do others view the project?
Customers
Team Members
Management
Self
Other
5. Stakeholders were accurately identified.
6. Stakeholders desired results were understood.

PROJECT PRIORITIES MATRIX

PRESENT

Total:

PLAN
1.
2.
3.
4.
5.
6.

FUTURE

RATING

The project met budget specifications.

The project met timeline specifications.
The project met technical specifications.
Hotspots were clearly identified.
Hotspots were successfully managed.
Adequate resources were identified and used.

A
Vital

Total:

IMPLEMENT
1.
2.
3.
4.
5.
6.

RATING

I (we) implemented the plan successfully.

I (we) revised the plan sufficiently and expediently.
Necessary resources were available.
Review meetings were timely.
Review meetings were managed effectively.
Project documentation was adequate.
Total:

Important

Optional

Worthless

25

APPENDIX

Resources
SUGGESTED READINGS
Covey, Stephen R.
Principle-Centered Leadership, 1992.
The 7 Habits of Highly Effective People, 2004.
Garton, Colleen and Erika McCullah
Fundamentals of Technology Project Management, 2005.
Gido, Jack and James P. Clements
Success Project Management (with Microsoft Project 2003, 120-day version), 2005.
Herrmann, Ned
Creative Brain, 1989.
The Whole-Brain Business Book, 1996.
Project-Management Institute
A Guide to the Project Management Body of Knowledge
(PMBOK Guides), Third Edition, 2004.
Portny, Stanley E.
Project Management for Dummies.
Smith, Hyrum W.
The 10 Natural Laws of Successful Time and Life Management: Proven Strategies for
Increased Productivity and Inner Peace, 1994.
Snead, G. Lynne, and Joyce Wycoff
To Do, Doing, Done: A Creative Approach to Managing Projects and Effectively
Finishing What Matters Most, 1997.
Verzuh, Eric
The Fast-Forward MBA in Project Management, Second Edition, 2005.
Wycoff, Joyce
Mindmapping: Your Personal Guide to Exploring Creativity and Problem Solving, 1991.

26

KEY- STAKEHOLDER INTERVIEW

ASK: As you think about success on this project, tell me, what kinds of things are important to you ?
ADD: Anything else?
PRIORITIZE: What is your priority for these things?
Key Stakeholder: __________________________________________________________________________________________

Desired Results

Priority

PROJECT INITIATION
(Includes Vision Statement)
Project Title: ____________________________________
Start Date: ______________________________________

Current Date: _______________________________________

Target Finish Date: ___________________________________

VISION STATEMENT
PURPOSE _______________________________________________________________________________

__________________________________________________________________________________________________________
__________________________________________________________________________________________________________

DESCRIPTION __________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
DESIRED RESULTS ________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
Prioritize the desired results from highest to lowest.

Priority

Compare the project vision statement with the SMART criteria.

Specific
Measurable
Achievable
Relevant
Time-Dimensioned

APPROVALS
Preliminary approval (executive sponsor, key stakeholders) to proceed to the Plan stage. This needs to be completed
for every project.
Signature: _______________________________________
Date: _______________________________________________
Signature: _______________________________________

Date: _______________________________________________

Signature: _______________________________________

Date: _______________________________________________

PROJECT PLANNING
PROJECT PLANNING TOOL
Project Name: ____________________________________________________________________________________________
Start Date: _____________________
Target Finish: __________________
Actual Finish: _____________________
Prioritize performance specifications (quality/scope, time, and cost) for this project.
1. _______________________________________________________________________________________________________
2. _______________________________________________________________________________________________________
3. _______________________________________________________________________________________________________

Hotspots
List potential hotspots defined by key team members. Use the scale to identify the risk level of each hotspot: 1. Causes
minor adjustments. 2. Sacrifices the lowest-priority performance factor. 3. Sacrifices the medium-priority performance
factor. 4. Sacrifices the highest-priority performance factor. 5. Causes total failure.

Hotspot

Risk Level
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1

TOTAL:
Impact Level
1

Probability Level
1
TOTAL:

MANAGING HOTSPOTS
Refer to the risk levels you identified above and, for each hotspot, identify the following:
a. How can you avoid the hotspot?
b. If you cant avoid it, what is the contingency plan to reduce the risk?
c. Who is responsible for managing this hotspot?

Hotspot Contingency Plan

Project Pieces: Map and sequence the major and minor pieces of this project.

Responsibility

PROJECT TIMETABLE

MEETING PLANNER
Date Scheduled: ___________________________________________________________________________________________
Meeting Title: ____________________________________________________________________________________________
Meeting Purpose: _________________________________________________________________________________________
Desired Results: ___________________________________________________________________________________________
Location: _________________________________________________________________________________________________
Scheduled Time: ___________________
Actual Time: ___________________
Meeting Cost: __________________
Start: ________
Stop: _________
Total: _________
Start: ________
Stop: ________
Total: _________
Meeting Method: ____________________________________
Meeting Type: ___________________________________
Facilitator: __________________________________________
Recorder: _______________________________________
Group Leader: _______________________________________
Time Keeper: ____________________________________
_________________________________________________

Group Members to Attend

1.
2.
3.
4.
5.
6.
7.
8.
9.

Value Per Hour

Total

_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________

Items to Be Discussed

Seq. #

1. _______________________________________________________________________________________________________
2. _______________________________________________________________________________________________________
3. _______________________________________________________________________________________________________
4. _______________________________________________________________________________________________________
5. _______________________________________________________________________________________________________
6. _______________________________________________________________________________________________________
7. _______________________________________________________________________________________________________
8. _______________________________________________________________________________________________________
9. _______________________________________________________________________________________________________
10. ______________________________________________________________________________________________________
11. ______________________________________________________________________________________________________
12. ______________________________________________________________________________________________________
13. ______________________________________________________________________________________________________
14. ______________________________________________________________________________________________________
15. ______________________________________________________________________________________________________
16. ______________________________________________________________________________________________________
17. _______________________________________________________________________________________________________
18. ______________________________________________________________________________________________________
19. ______________________________________________________________________________________________________

MEETING PLANNER
Material and Preparation Needed (Number each item.)

Person Responsible

Delegated Tasks

Person Responsible

Meeting Notes

CHANGE REQUEST
PROJECT CHANGE REQUEST
Complete this tool if the change meets one or more of the following criteria:
The change is estimated to cost more than _____________________________ (fi ll in).
The change moves the schedule by more than ________________________ % (fill in).
The change alters the original project vision statement.
Describe the proposed project change: _______________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
List the reasons for the proposed change: _____________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
Identify how the change will affect the following project elements:
Project Schedule: ______________________________________________________________________________________
Cost: _________________________________________________________________________________________________
Resource s: ____________________________________________________________________________________________
Does the change affect the original project vision statement? If yes, how? _________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
Describe the effect on the project if this change is not made: ____________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________

AccountabilityPerson Making the Change Request

Name: _________________________________________________________________

Date: __________________________

Key Stakeholder Approval

Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________
Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________
Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________
Name: _________________________________________________________________
Date: __________________________
Signature: ________________________________________________________________________________________________

PROJECT EVALUATION
Project Title: _______________________________________________________________________________________
Project Manager:____________________________________________________________________________________
Project Start Date: _______________________________________Finish Date: __________________________________
On a scale of 1 to 5, rate the following areas to describe your project.
1. Very poor
2. Poor
3. Average

VISUALIZE

4. Good
5. Very good

RATING
Enter a number value from 1 to 5 here.

1.
2.
3.
4.

The end result met original desired results.

The original plan was achievable (realistic).
I (we) accomplished what was actually achievable.
How do others view the project?
Customers
Team Members
Management
Self
Other
5. Stakeholders were accurately identified.
6. Stakeholders desired results were understood.
Total:

PLAN
1.
2.
3.
4.
5.
6.

RATING

The project met budget specifications.

The project met timeline specifications.
The project met technical specifications.
Hotspots were clearly identified.
Hotspots were successfully managed.
Adequate resources were identified and used.
Total:

IMPLEMENT
1.
2.
3.
4.
5.
6.

RATING

I (we) implemented the plan successfully.

I (we) revised the plan sufficiently and expediently.
Necessary resources were available.
Review meetings were timely.
Review meetings were managed effectively.
Project documentation was adequate.
Total:

CLOSE

RATING

1.
2.
3.
4.

The project ended in a timely manner.

Project documentation was complete.
We received evaluations from all team members.
The project documentation can help us identify and close
the gap between time estimates and real time.
5. The project documentation can help us identify and close
the gap between estimated costs and actual costs.
6. We have the identified areas of improvements and ways to
improve those areas for the next project.
Total:

PROJECT PRIORITIES MATRIX

PRESENT

A
Vital

Important

Optional

Worthless

FUTURE

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