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Post-Project Evaluation
Purpose

The purpose of this tool is to facilitate the evaluation of completed or failed projects with
the intention of building on strengths and learning from mistakes.


The goal is to develop a disciplined process for evaluating project success, and to create
standard, formalized, Best Practices that can be applied for future initiatives.


Scope

This tool will provide a framework for completing a Post-Project Evaluation.


There are 6 key areas that need to be assessed:


      1. Overall Project Assessment
      2.   Scope Management
      3.   Quality of Deliverables
      4.   Key Accomplishments
      5.   Lessons Learned
      6. Opportunities for Improvement
      7. Future Considerations
      8. Best Practices
Project Information

Project Name:                                  Date:


Project Manager:                               Project Sponsor:


Anticipated End Date:                          Actual End Date:


Anticipated Budget:                            Actual Budget:


Overall Project Assessment

      Did this project meet all the goals and objectives from the Project Charter?
      Was the feedback from stakeholders regarding project deliverables positive?
      Was the project completed on time and on budget?


Scope Management

      Did this project deliver all items that were agreed upon in the original scope?
      Were all Project Change Requests documented and approved?
      If the scope was extended, were budgets and timelines adjusted properly?


Quality of Deliverables

      Overall, were stakeholders satisfied with the quality of project deliverables?
      Were there any exceptional deliverables that really added business value?
      Were there any deliverables that were met, but not completed very well?


Key Accomplishments

       Discuss particular project strengths such as teamwork, effective use of tools, or any
       other items that stood out as positive accomplishments.
Lessons Learned

      Discuss any areas that were problematic and could be done better next time.
      Identify any areas that were successful and should be shared with the PMO.
      Be honest in this section; credibility results from accountability.
      Determine what actions could be implemented to prevent future problems.
      Add information from the table below into the Lessons Learned Knowledge Base.



      Category    Issue Name     Problem/Success             Impact         Recommendations



                                                         Impact was         Always consider
                                 A risk was identified
                                                         minimal because    external impacts on the
                                 that there may be
                 Risk                                    the PM included    project cost and
  Risk                           delays in shipping
                 Management                              shipping delays    schedule. This must be
                                 due to weather
                                                         into the project   continuous throughout
                                 conditions.
                                                         schedule.          the project lifecycle.



                                                         The PM did not
                                 Company XYZ             have a plan for
                                                                            The PM must create
                                 product development     addressing
                                                                            standardized templates
                                 department added to     changes to the
  Scope          Project Scope                                              and an approval
                                 the project scope       project scope so
                                                                            process for any scope
                                 throughout the          the project was
                                                                            changes.
                                 project lifecycle.      delayed 2
                                                         months.



                                                         Resources were
                                                         divided across
                                 Company XYZ was                            PM must hire
                                                         many different
                 Project         engaged in too many                        additional project
  Resources                                              projects causing
                 Resources       projects at the same                       resources and allocate
                                                         long wait times
                                 time.                                      them accordingly
                                                         and a delay of 3
                                                         months.
Future Considerations

        Discuss what work could/will be done in future regarding this project.
        Include any project maintenance procedures that need to be managed.


Best Practices

         Identify any processes or best practices that were established during this project and
         describe how these practices will be formalized.


Required Signatures

By signing below, you agree that an effective post-project evaluation has been completed
and action items for improvement have been assigned.


Project Manager:                                Project Sponsor:

Date:                                           Date:


Name:                                           Name:


Title:                                          Title:


Signature:                                      Signature:

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Post project evaluation template

  • 1. Post-Project Evaluation Purpose The purpose of this tool is to facilitate the evaluation of completed or failed projects with the intention of building on strengths and learning from mistakes. The goal is to develop a disciplined process for evaluating project success, and to create standard, formalized, Best Practices that can be applied for future initiatives. Scope This tool will provide a framework for completing a Post-Project Evaluation. There are 6 key areas that need to be assessed: 1. Overall Project Assessment 2. Scope Management 3. Quality of Deliverables 4. Key Accomplishments 5. Lessons Learned 6. Opportunities for Improvement 7. Future Considerations 8. Best Practices
  • 2. Project Information Project Name: Date: Project Manager: Project Sponsor: Anticipated End Date: Actual End Date: Anticipated Budget: Actual Budget: Overall Project Assessment  Did this project meet all the goals and objectives from the Project Charter?  Was the feedback from stakeholders regarding project deliverables positive?  Was the project completed on time and on budget? Scope Management  Did this project deliver all items that were agreed upon in the original scope?  Were all Project Change Requests documented and approved?  If the scope was extended, were budgets and timelines adjusted properly? Quality of Deliverables  Overall, were stakeholders satisfied with the quality of project deliverables?  Were there any exceptional deliverables that really added business value?  Were there any deliverables that were met, but not completed very well? Key Accomplishments Discuss particular project strengths such as teamwork, effective use of tools, or any other items that stood out as positive accomplishments.
  • 3. Lessons Learned  Discuss any areas that were problematic and could be done better next time.  Identify any areas that were successful and should be shared with the PMO.  Be honest in this section; credibility results from accountability.  Determine what actions could be implemented to prevent future problems.  Add information from the table below into the Lessons Learned Knowledge Base. Category Issue Name Problem/Success Impact Recommendations Impact was Always consider A risk was identified minimal because external impacts on the that there may be Risk the PM included project cost and Risk delays in shipping Management shipping delays schedule. This must be due to weather into the project continuous throughout conditions. schedule. the project lifecycle. The PM did not Company XYZ have a plan for The PM must create product development addressing standardized templates department added to changes to the Scope Project Scope and an approval the project scope project scope so process for any scope throughout the the project was changes. project lifecycle. delayed 2 months. Resources were divided across Company XYZ was PM must hire many different Project engaged in too many additional project Resources projects causing Resources projects at the same resources and allocate long wait times time. them accordingly and a delay of 3 months.
  • 4. Future Considerations  Discuss what work could/will be done in future regarding this project.  Include any project maintenance procedures that need to be managed. Best Practices Identify any processes or best practices that were established during this project and describe how these practices will be formalized. Required Signatures By signing below, you agree that an effective post-project evaluation has been completed and action items for improvement have been assigned. Project Manager: Project Sponsor: Date: Date: Name: Name: Title: Title: Signature: Signature: