Instructions for use: This document will guide the assessment of project activity to be conducted as part of the project closeout.

It can also be used effectively as part of a phase‑end review on larger projects.

It can be used in a number of ways:

1.	You can distribute the document to individual team members or client and internal team groups, have them complete and return the survey, and then tally the results on the Post‑Implementation Report.

2.	You can complete the survey as part of a team meeting, with discussion on each topic and record discussion points. This group could consist of the project team or a combination of project team and client team members.

3.	You could have the client complete a survey and the internal team complete a survey and then tally the results.

After the survey and the report (if appropriate) have been completed, they should be filed in the Lessons Learned repository so that the results are available to future project teams.

General Information

Project Name:	Date:
Your Name:	Your Performing Organization
Your Role on the Project:	Dates of Your Involvement:

Questions	Rating (1-3)	Comments

(What worked well? What could have been done better? What recommendations do you have for future projects?)
Product Effectiveness
How well does the product or service of the project meet the stated needs of the Performing Organization?
How well does the product or service of the project meet your needs?
When initially implemented, how well did the product or service of the project meet the stated needs of the Performing Organization?
To what extent were the objectives and goals outlined in the Business Case met?
What is your overall assessment of the outcome of this project?
Cost/Scope/Schedule/Quality Management
How well did the scope of the project match what was defined in the Project Proposal?
How satisfied are you with your involvement in the development and/or review of the Project Scope during Project Initiation and Planning?
Was the Change Control process properly invoked to manage changes to Cost, Scope, Schedule, or Quality?
Were changes to Cost, Scope, Schedule, or Quality effectively managed?
Was the established change budget adequate?
As project performance validated or challenged estimates, were the estimates effectively revised and the current and future tasks re‑scheduled?
How closely does the initial Project Schedule compare with the actual schedule?
How did the estimated Project Budget compare with the total actual expenditure?
How effectively was the Quality Management Plan applied during Project Execution?
How effective was the quality assurance process?
How effective were project audits?
How effective was the utilization of Best Practices from prior projects in the Performing Organization?
Risk Management
How well were team members involved in the risk identification and mitigation planning process?
To what extent was the evolution of risks communicated?
How accurate were the risk probabilities on the Risk Management Worksheet?
How effectively was the Risk Management Worksheet updated or reviewed?
How comprehensive was the Risk Management Worksheet? (i.e. did events occur that were never identified?)
Communications Management
How effective were the informational materials available and understandable to orient team members?
How satisfied were you with the kick‑off meetings you participated in?
How effectively were the project team meetings conducted?
How effectively and timely were Progress Reports provided (by Team Members to the Project Manager and from the Project Manager back to the Team Members)?
How effectively were stakeholders involved in the project?
Was communication with stakeholders adequate?
How well were your expectations met regarding the frequency and content of information conveyed to you by the Project Manager?
How well was project status communicated throughout your involvement in the project?
How well were project issues communicated throughout your involvement in the project?
How well did the Project Manager respond to your questions or comments related to the project?
How useful was the format and content of the Project Status Report to you?
How useful and complete was the project repository?
Acceptance Management
How effective was the acceptance management process?
How well prepared were you to receive project deliverables?
How well defined was the acceptance criteria for project deliverables?
Was sufficient time allocated to review project deliverables?
How closely did deliverables match what was defined within Project Scope?
How complete/effective were the materials you were provided in order to make a decision to proceed from one project lifecycle phase to the next? If materials or information were lacking, please elaborate.
Organizational Change Management
How effectively and timely was the organizational change impact identified and planned for?
How pro‑active was the organizational change management plan?
Was sufficient advance training conducted/information provided to enable those affected by the changes to adjust to and accommodate them?
Overall, how effective were the efforts to prepare you and your organization for the impact of the product or service of the project?
How effective were the techniques used to prepare you and your organization for the impact of the changes brought about by the product or service of the project?
Issues Management
How effectively were issues managed on the project?
How effectively were issues resolved before escalation was necessary?
If issue escalation was required, how effectively were issues resolved?
How effectively were issues able to be resolved without impacting the Project Schedule, Budget or Quality?
Product Implementation & Support
How effective was the documentation that you received with the project product/service?
How effective was the training you received in preparation for the use of the product/service?
How useful was the content of the training you received in preparation for the use of the product/service?
How timely was the training you received in preparation for the use of the product/service?
How effective was the support you received during implementation of the product/service?
Performance of the Performing Organization
How effectively and consistently was sponsorship for the project conveyed?
How smooth was the transition of support from the Project Team to the Performing Organization?
Was there a qualitative difference in the level of support provided by the Project Team during implementation and by the Performing Organization after transition?
Did the Project Team adequately plan for and prepare the Performing Organization for its ongoing responsibilities for the product or service of the project?
Performance of the Project Team
Overall, how effective was the performance of the Project Manager?
How well did the Project Team understand the expectations of their specific roles and responsibilities?
How well were your expectations met regarding the extent of your involvement in the project (effort, time, role, commitments, etc.)?
How effective was each Project Team Member in fulfilling his/her role?
How effective was team member training?
Resources
Were the necessary human, equipment and business resources adequately available for successful Project Completion?

General Questions

Question	Response
What were the most significant technical and business issues of the project?
What were the lessons learned on this project (both good and bad)?
What on the project was effective in the delivery of the project service or product?

Commonwealth of Pennsylvania	5.B_PIS_Final

Department of Environmental Protection

Post-Implementation Survey

<Enter Project Name Here>

1 of 7	12/14/2005

<Location of Project "file path">

Commonwealth of Pennsylvania

mahockenbe

2005-10-17

strotman