{"id":987518117,"date":"2024-03-06T15:48:22","date_gmt":"2024-03-06T15:48:22","guid":{"rendered":"https:\/\/pmchampions.com\/the-essential-steps-for-an-effective-project-check-up\/"},"modified":"2024-03-13T16:27:43","modified_gmt":"2024-03-13T16:27:43","slug":"the-essential-steps-for-an-effective-project-check-up","status":"publish","type":"post","link":"https:\/\/pmchampions.com\/en\/the-essential-steps-for-an-effective-project-check-up\/","title":{"rendered":"The essential steps for an effective project check-up"},"content":{"rendered":"\n[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.23.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row _builder_version=&#8221;4.23.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.23.1&#8243; 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data-automation-id=\"CanvasControl\" id=\"cb33b57f-7ebe-44dd-a7d8-51b1a8786501\">\n<div class=\"ControlZone--control\">\n<div data-sp-feature-tag=\"Rich Text Editor\" class=\"rte-webpart rte--ck5 rte--read-ck5 headerFontSizeLegacy uniformSpacingForElements\" data-sp-feature-instance-id=\"cb33b57f-7ebe-44dd-a7d8-51b1a8786501\" dir=\"auto\">\n<div data-automation-id=\"textBox\" class=\"ck-content rteEmphasis root-179\">\n<blockquote>\n<div class=\"a_a_50a7110f a_a_50a7110f root-173 CanvasZone row CanvasZone--alignment CanvasZone--noMargin CanvasZone--read\" data-automation-id=\"CanvasZone\" data-theme-emphasis=\"1\">\n<div class=\"f_a_50a7110f e_a_50a7110f\">\n<div class=\"a_c_50a7110f p_c_50a7110f CanvasSection CanvasSection-col CanvasSection-sm12 CanvasSection--read CanvasSection-xl12 q_c_50a7110f\" data-automation-id=\"CanvasSection\">\n<div class=\"ControlZone ControlZone--clean a_e_50a7110f\" data-automation-id=\"CanvasControl\" id=\"375d0571-a9cc-4c95-87bd-f0ba91a5b779\">\n<div class=\"ControlZone--control\">\n<div data-sp-feature-tag=\"Rich Text Editor\" class=\"rte-webpart rte--ck5 rte--read-ck5 headerFontSizeLegacy uniformSpacingForElements\" data-sp-feature-instance-id=\"375d0571-a9cc-4c95-87bd-f0ba91a5b779\" dir=\"auto\">\n<div data-automation-id=\"textBox\" class=\"ck-content rteEmphasis root-174\">\n<p><span class=\"fontSizeLarge\"><i>&#8220;We need to do our own review before we move on to the task we are going to undertake&#8221;<\/i><\/span><\/p>\n<p><i> <span> <\/span><\/i><em><strong><span class=\"fontSizeSmall\">Seneca<\/span><\/strong><\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"a_a_50a7110f a_a_50a7110f root-175 CanvasZone row CanvasZone--alignment CanvasZone--noMargin CanvasZone--read\" data-automation-id=\"CanvasZone\" data-theme-emphasis=\"0\">\n<div class=\"f_a_50a7110f e_a_50a7110f\">\n<div class=\"a_c_50a7110f n_c_50a7110f CanvasSection CanvasSection-col CanvasSection-sm12 CanvasSection--read 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theme_builder_area=&#8221;post_content&#8221;]<h6><span style=\"color: #808080;\"><strong>Agility:<\/strong><\/span><\/h6>\n<p><strong><span style=\"color: #ff6600;\"><a href=\"https:\/\/pmchampions.com\/en\/agility-and-scrum\/\" target=\"_blank\" rel=\"noopener\" style=\"color: #ff6600;\">Discover our articles on agility<\/a><\/span><\/strong><\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.23.1&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||0px|||&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row _builder_version=&#8221;4.23.1&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.23.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text module_class=&#8221;blue-list list_space&#8221; _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||21px|||&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<h2><span class=\"fontColorThemeSecondary\">What is the Check-Up?<\/span><\/h2>\n<p><span class=\"fontSizeMedium\">The check-up activity makes it possible to measure the state of health of the project. <\/span><\/p>\n<p><span class=\"fontSizeMedium\">It sheds more light on all the dimensions that contribute to the success of the project. <\/span><\/p>\n<p><span class=\"fontSizeMedium\">This activity is carried out at the Delivery Management level by a Delivery Manager or the company&#8217;s Delivery Excellence.<\/span><\/p>\n<p><span class=\"fontSizeMedium\">This activity is carried out by the MD, which will focus on:<\/span><\/p>\n<ul>\n<li><span class=\"fontSizeMedium\">Validate the contractual aspects of the commitment<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Confirm that the appropriate project plan is in place<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Confirm the proper production of structuring documents: QAP, PAS, etc.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Review business deliverables: planning, matrices, etc.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Verify the proper conduct of the planned governance bodies and their terms and conditions <\/span><\/li>\n<li><span class=\"fontSizeMedium\">Confirm the effectiveness of the processes agreed upon at the outset: risks, decisions, etc.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Control the implementation of KPI measurement and SLA monitoring tools<\/span><\/li>\n<li><span class=\"fontSizeMedium\"><span class=\"fontSizeMedium\">Ensure the good relationship and coordination of the project <strong><a href=\"https:\/\/pmchampions.com\/en\/stakeholder-management\/\">stakeholders<\/a> <\/strong><\/span><\/span>\n<p><strong><\/strong><\/p>\n<\/li>\n<li><span class=\"fontSizeMedium\">Validate the implementation of the testing strategy and <strong><br \/><a href=\"https:\/\/pmchampions.com\/en\/a-practical-guide-to-nonconformance-management-in-a-project\/\">the validation of compliance<\/a><br \/><\/strong><\/span><\/li>\n<li><span class=\"fontSizeMedium\">Review the practices and tools used to ensure optimal security<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Verify the adequacy between the system put in place and the reality on the ground<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Collect feedback from project team members and assess their satisfaction<\/span><span class=\"fontSizeMedium\"><\/span><\/li>\n<\/ul>\n<div class=\"a_c_50a7110f n_c_50a7110f CanvasSection CanvasSection-col CanvasSection-sm12 CanvasSection--read CanvasSection-xl6 q_c_50a7110f\" data-automation-id=\"CanvasSection\">\n<div class=\"ControlZone ControlZone--clean a_e_50a7110f\" data-automation-id=\"CanvasControl\" id=\"9c3f4a27-c7d5-403b-9355-85e2a6bd1164\">\n<div class=\"ControlZone--control\">\n<div data-sp-feature-tag=\"Rich Text Editor\" class=\"rte-webpart rte--ck5 rte--read-ck5 headerFontSizeLegacy uniformSpacingForElements\" data-sp-feature-instance-id=\"9c3f4a27-c7d5-403b-9355-85e2a6bd1164\" dir=\"auto\">\n<div data-automation-id=\"textBox\" class=\"ck-content rteEmphasis root-174\">\n<h2><span class=\"fontColorThemePrimary\">1\/ Plan and prepare the check-up<\/span><\/h2>\n<p><span class=\"fontSizeMedium\">The check-up must bring together at least the project manager, the Account Manager, the Delivery Manager and any other stakeholders whose presence is necessary or desired.<\/span><\/p>\n<p><span class=\"fontSizeMedium\">Depending on the type of project and its mode of engagement, a check-up is carried out at least once within 1 to 2 months of the start of the project, and to be repeated in the event of insufficient results or in the event of customer dissatisfaction.<\/span><\/p>\n<div class=\"imagePlugin\" data-alignment=\"Center\" data-imageurl=\"\/sites\/DELIVERY-REPOSITORY\/SiteAssets\/SitePages\/Process-FR-CheckUp\/4031113525-Check-Up-2.png\" data-overlaytextstyles=\"{\" textcolor=\"\" :=\"\" light=\"\" isbold=\"\" :false=\"\" isitalic=\"\" textboxcolor=\"\" dark=\"\" textboxopacity=\"\" :0=\"\" 54=\"\" overlaycolor=\"\" overlaytransparency=\"\" data-isdecorative=\"false\" data-imagenaturalheight=\"563\" data-imagenaturalwidth=\"3158\" data-siteid=\"7018e72f-3747-4d33-a0f2-f2637cafef50\" data-webid=\"cb88fff6-4d2f-42b3-99d4-021ffed37268\" data-listid=\"3699ab50-2e90-42d9-8c5d-d7dac6681ca0\" data-uniqueid=\"83cab983-3a93-45ba-bff3-f34590e9a6ed\" data-height=\"563\" data-width=\"3158\" data-widthpercentage=\"100\" data-uploading=\"0\">\n<div class=\"z_i_50a7110f\" id=\"02700482-f893-4bbb-aae2-036df34e7c52\">\n<div class=\"a_a_f71b5f03 css-167\" data-automation-id=\"imageRead\">\n<figure class=\"g_a_f71b5f03\" tabindex=\"0\">\n<div class=\"b_a_f71b5f03\">\n<div class=\"b_a_b8d6211c c_a_b8d6211c\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/pmchampions.com\/wp-content\/uploads\/2024\/03\/checkup_process.png\" width=\"960\" height=\"171\" alt=\"\" class=\"wp-image-987518109 aligncenter size-full\" srcset=\"https:\/\/pmchampions.com\/wp-content\/uploads\/2024\/03\/checkup_process.png 960w, https:\/\/pmchampions.com\/wp-content\/uploads\/2024\/03\/checkup_process-480x86.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 960px, 100vw\" \/><\/div>\n<div class=\"b_a_b8d6211c c_a_b8d6211c\"><\/div>\n<\/div>\n<\/figure>\n<\/div>\n<\/div>\n<\/div>\n<p><span class=\"fontSizeMedium\"><\/span><\/p>\n<p><span class=\"fontSizeMedium\">The project&#8217;s health assessment questionnaire is sent as an attachment to the invitation. It allows the project manager to make a self-assessment on the status of the project. <\/span><\/p>\n<p><span class=\"fontSizeMedium\">The questionnaire must be sent to the Delivery Manager 24 hours before the meeting along with the structuring documents:<\/span><\/p>\n<ul>\n<li><span class=\"fontSizeMedium\">The Contract<\/span><\/li>\n<li><span class=\"fontSizeMedium\">The QAP and its key processes (change, risks, testing, communication, etc.)<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Validation reports<\/span><\/li>\n<li><span class=\"fontSizeMedium\">The minutes of the last committees (steering and project)<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Subcontracts and associated QAPs<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Project Dashboards (Weekly Report)<\/span><\/li>\n<li><span class=\"fontSizeMedium\">KPIs for the management of test phases (TU, TI, UAT, VABF, VABE, VSR)<\/span><\/li>\n<\/ul>\n<p><span class=\"fontSizeMedium\">The Delivery Manager will specify any other documents that are necessary to conduct the check-up.<\/span><\/p>\n<p><span class=\"fontSizeMedium\"><\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"a_c_50a7110f n_c_50a7110f CanvasSection CanvasSection-col CanvasSection-sm12 CanvasSection--read CanvasSection-xl6 q_c_50a7110f\" data-automation-id=\"CanvasSection\">\n<div class=\"ControlZone ControlZone--clean a_e_50a7110f\" data-automation-id=\"CanvasControl\" id=\"108e0f07-fe29-4427-a00b-c1c7ff2f0127\">\n<div class=\"ControlZone--control\">\n<div data-sp-feature-tag=\"Rich Text Editor\" class=\"rte-webpart rte--ck5 rte--read-ck5 headerFontSizeLegacy uniformSpacingForElements\" data-sp-feature-instance-id=\"108e0f07-fe29-4427-a00b-c1c7ff2f0127\" dir=\"auto\">\n<div data-automation-id=\"textBox\" class=\"ck-content rteEmphasis root-174\">\n<h2><span class=\"fontColorThemePrimary\">2\/ Conduct the check-up<\/span><\/h2>\n<p><span class=\"fontSizeMedium\">Based on the self-assessment made by the project manager, the Delivery Manager analyzes the project data, conducts a personalized investigation phase with the project manager to better identify:<\/span><\/p>\n<ul>\n<li><span class=\"fontSizeMedium\"> the highlights.<\/span><\/li>\n<li><span class=\"fontSizeMedium\"> points of attention.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">items at risk.<\/span><\/li>\n<\/ul>\n<p><span class=\"fontSizeMedium\">All of these points of attention are the subject of an assessment as well as a detailed action plan aimed at addressing any shortcomings and\/or contributing to continuous improvement within the framework of the project.<\/span><\/p>\n<h2><span class=\"fontSizeLarge\"><span class=\"fontColorThemePrimary\">3\/ Track actions following the checkup<\/span><\/span><\/h2>\n<p><span class=\"fontSizeMedium\">The implementation of the actions is the responsibility of the project manager and must be monitored during the weekly CP\/DP meetings. <\/span><\/p>\n<p><span class=\"fontSizeMedium\">It is the responsibility of the steering team to implement the missing practices on the projects with the help of the Delivery Manager as needed and on request. <\/span><\/p>\n<p><span class=\"fontSizeMedium\">A point can be requested by the Delivery Manager at any time to ensure that the actions are properly monitored<\/span><\/p>\n<p><span class=\"fontSizeMedium\"><\/span><\/p>\n<h2>Tips for a successful checkup<\/h2>\n<ul>\n<li><span class=\"fontSizeMedium\">Even good projects are not &#8220;green&#8221; on all items. However, good projects are always managed in a forward-looking manner. <\/span><\/li>\n<li><span class=\"fontSizeMedium\"><strong><br \/><a href=\"https:\/\/pmchampions.com\/en\/project-risk-management\/\">Risks and opportunities<\/a><br \/><\/strong> are quickly identified, managed, and mitigation actions are always undertaken on time.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">Bad projects often have one or more levers that go &#8220;red&#8221; very early on and stay that way.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">The Check-Up should remain a simple process of proactive verification. It is a communication and collaboration tool that provides a high perspective on the critical dimensions of a project.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">The main cause behind most of the symptoms is the difficulty in &#8220;involving organizations in the success of the project&#8221;.<\/span><\/li>\n<li><span class=\"fontSizeMedium\">On average, it takes 1.5 months to improve the health of a project. Time for you to schedule a new Check-Up.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"ControlZone ControlZone--clean a_e_50a7110f\" data-automation-id=\"CanvasControl\" id=\"e248c367-c482-40a0-a5f9-de7969372154\">\n<div class=\"ControlZone--control\">\n<div id=\"vpc_WebPart.DividerWebPart.internal.e248c367-c482-40a0-a5f9-de7969372154\" data-viewport-id=\"WebPart.DividerWebPart.internal.e248c367-c482-40a0-a5f9-de7969372154\">\n<div data-sp-feature-tag=\"DividerWebPart web part (S\u00e9parateur)\" data-sp-feature-instance-id=\"e248c367-c482-40a0-a5f9-de7969372154\" data-sp-web-part-id=\"2161a1c6-db61-4731-b97c-3cdb303f7cbb\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"<p>Check-Up: Essential steps on how to conduct this activity :  include planning, conducting, and tracking actions. Tips ensure a successful assessment process.<\/p>\n","protected":false},"author":1,"featured_media":987518632,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[77],"tags":[24,84],"class_list":["post-987518117","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management-practices","tag-en","tag-intermediate"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/posts\/987518117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/comments?post=987518117"}],"version-history":[{"count":0,"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/posts\/987518117\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/media\/987518632"}],"wp:attachment":[{"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/media?parent=987518117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/categories?post=987518117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pmchampions.com\/en\/wp-json\/wp\/v2\/tags?post=987518117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}