About
Systematically evaluate the project against PMBOK’s process groups and knowledge areas, with emphasis on high-risk dimensions for a $~1MM initiative:
Integration Management
Is the project charter aligned to business case and benefits?
How well is change control being managed?
Scope Management
Clarity of requirements, WBS, and scope creep risks.
Adequacy of acceptance criteria.
Schedule Management
Baseline vs. actual performance.
Critical path integrity and milestone adherence.
Cost Management
Budget health vs. earned value.
Forecasting and contingency adequacy.
Quality Management
Fit-for-purpose deliverables.
QA/QC mechanisms in place.
Resource & Stakeholder Management
Team performance and role clarity.
Engagement and communication with key stakeholders.
Risk Management
Risk identification, analysis, and mitigation effectiveness.
Are risks being actively tracked?
Procurement Management
Vendor/contract performance (if relevant).
Compliance with agreed terms.
Communications Management
Transparency of reporting.
Frequency and quality of updates to sponsors and stakeholders.
Engagement Timeline (Estimate)
2–3 weeks total effort:
Week 1: Discovery — document review, stakeholder interviews, baseline analysis.
Week 2: Deep-dive into PMBOK knowledge areas, risk review, and performance analysis.
Week 3: Drafting and finalizing findings, recommendations, and executive presentation.
If scope is limited (fewer stakeholders, simpler project), this can be compressed into 2 weeks. For highly complex projects, it may extend to 4 weeks.
Deliverables (Based on PMBOK guidance)
Project Health Assessment Report (comprehensive document)
Executive Summary with project health “traffic light” status.
Detailed findings for each PMBOK knowledge area.
Analysis of alignment with baseline objectives (scope, schedule, cost, quality).
Risk & Issue Register Review
Identification of critical risks not adequately addressed.
Suggested risk response strategies.
Gap Analysis vs. PMBOK Best Practices
Highlight where processes are strong vs. deficient.
Maturity scoring (e.g., 1–5 scale across PM areas).
Recommendations & Roadmap
Prioritized recommendations (high/medium/low).
Quick-win corrective actions vs. long-term process improvements.
Clear call-outs for sponsor decisions (e.g., continue as-is, corrective action, or project reset).
Executive Presentation / Briefing Deck
10–15 slide summary for leadership.
Emphasis on risks, impacts, and decisions required.