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A Project Health Check is a brief examination to determine whether a project is in good condition and to prescribe any treatment that might save its life, maintain or improve its health, or avoid any decline.
Use a checklist and a scoring method to carry out simple health checks on your own project at any time. This is comparable to how you might weigh yourself, take your blood pressure, pulse and temperature. However, health checks are most useful when done independently, and conducted by a third party specialist, not someone previously involved with a project. A colleague may ask you, as an impartial Project Manager, to health check her or his project, review principal documents and interview key stakeholders. You may also be directed to review someone else’s project and this will need sensitivity, similar to a good physician’s bedside manner. As a starting point, try the following questionnaire and scoring method and be prepared to make recommendations on the subject’s health after analyzing your findings.
Prepare a table with questions in the first column, leave space for principle findings, comments and observations in the second, and space for a score in the third. Review important documents and use them as a basis for interviewing key stakeholders. When you have completed reviews and interviews and recorded the main findings in the second column, award a score from 0 to 10 against each question in the third. Note that all the key findings need to be factual and quantified where possible. If you review a Business Case and it does not have an investment appraisal, ask why. Believe what you don’t see. Recording how you feel about some aspect, or how you would have done something, is not enough. Like any health check or diagnosis, you need to be specific.
Documentation and / or interview findings indicate that this aspect of the project’s health is as good as it gets.
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