2. Performance
Against Goals
GOA
L
List key metrics (items for
measuring success)
State original goal
or goals of project
ACTU
AL
List differences in terms of original
dates (x weeks late, x months
early, etc.)
Summarize what
really happened in
relationship to goals
4. Performance
Against Quality
QUALITY
GOAL
List key metrics (items for
measuring success)
State original quality
goal or goals for the
project
ACTU
AL
List progress against metrics
Summarize what really
happened in
relationship to quality
goals
5. Performance
Against Budget
BUDGE
T
List key cost goals, expenditure
limits
state original quality
goal or goals for the
project
ACTUAL
COST/EXPENDITURE
S
List progress against goals & limits
Summarize what really
happened in
relationship to budget
7. Project Planning
How Was the Project
Planned?
How did that work? Right set of
people?
Who was responsible for
original plans?
Was there an actual written plan?
How was project plan
communicated?
How well did that work?
Was project well defined
from beginning?
8. Project Planning
Was the Plan the Right
One?
What was good? What was missing?
Was the plan a good
one?
Was the change good or bad?
How did the changes affect the
project?
How did the plan
evolve over time?
Was the plan realistic?
Make very specific
recommendations.
Key areas for
improvement:
9. Development
How Was R&D
Managed?
How many teams, number of
people, reporting structure, etc.
How well did that work?
Improvements?
How was the project
managed through R&D?
What methods, timing, etc.
How well did that work?
How did the R&D teams
communicate
10. Research & Development
How Effective & Efficient Was
R&D?
Were issues identified early enough?
Were problems solved well?
What worked? Didn’t work? Could be
better?
Were estimates on track with
actuals?
What helped people estimate well?
What caused people to estimate
poorly?
IDENTIFYING &
SOLVING
TECHNICAL
PROBLEMS
ESTIMATES
&
EXECUTIO
N
11. Project Management
How Was the Project Managed?
How well did this work?
Who/when/how often
How well did this work?
Who/when/how often
MEETING
S
COMMUNICATI
ON
How well did this work?
How tracked,
communicated
E-mail, schedules,
databases,
reports, etc.
CHANGE
S
OTHER
METHODS
12. Manufacturing
BOM & paperwork complete &
accurate?
Materials ordered & ready?
Was team properly
prepared to receive
product?
Did product meet
manufacturability goals?
Were there unexpected
delays or problems?
13. Quality Assurance &
Support
Was this effective? Efficient?
How was product
quality measured?
How were quality issues
resolved?
How did final product
compare against quality
goals?
Were support teams
properly prepared?
Is product quality
consistent with support
resources?
14. Marketing
Did positioning match
final product?
Was product launch
effective?
Was positioning
successful?
Appropriate? Effective?
Were marketing
programs effectively
implemented?
Did product & launch
meet marketing goals?
15. Sales
Was channel & sales
force appropriately
informed about
product?
Was timing appropriate?
Cost?
Did product and
message meet customer
need?
How do initial sales
compare to goals?
How has product been
received?
17. What Went Right
Use specific examples: “daily 15-
minute morning status meetings
worked well” rather than “team
communicated well.”
Distribute or list network location of
forms, procedures, reports, etc. that
were found to be particularly useful.
Summarize in quick
bullet points specific
things that worked well
18. What Went Wrong
Try to isolate specific attitudes,
procedures, methods, timing issues,
etc. which caused problems
Summarize in quick
bullet points specific
things that caused
problems
How did team respond
to problems?
19. Recommendations
By department or
management level,
record critical
recommendations for
future products of this
type
Distribute document or
network location of
more detailed summary
of this presentation