A17. Measure and report performance

This is a weekly activity. You can repeat the weekly activities in a certain day of the week (e.g. every Monday). Remember that A17 to A21 should be run in sequence. 

We measure the progress of the project in this activity, using the Schedule Model and Progress Register. This information will be used to manage deviations in the next activity.

These are the steps for measuring progress:

  1. The progress of project activities is captured, and stored in the Schedule Model. Using stepped progresses is always preferred to gradual percent complete values; e.g. Only three values of 0%, 60%, and 100%; the activity has 0% progress until it’s submitted for approval; it becomes 60% after it’s submitted, and 100% when it’s approved.
  2. The Earned Value of the whole project is read from the Schedule Model and stored in the Progress Register.
  3. The Actual Cost of the whole project is entered in the Progress Register.
  4. The Earned Schedule related parameters are calculated automatically in the Progress Register.
  5. The cost and time forecast of the project is calculated automatically in the Progress Register, and presented in the Dashboard sheet.
  6. All stakeholders will have access to the Dashboard.
  7. The PM Support checks to make sure all relevant stakeholders have seen the Dashboard.

Using the online dashboard is preferred, but if some stakeholders are not comfortable with it, save a PDF and email it to them.

Avoid too much detail in progress measurement, as it distracts everyone, and doesn’t provide real additional value. The Project Manager may need extra details for finding solutions to recover from deviations and prevent similar problems in the future, which will be provided by the PM Support, but they are not part of the standard measurements and dashboards.

Preparing

  • A01. Appoint the Sponsor
  • A02. Prepare the Project Summary
  • A03. Appoint the Project Manager
  • A04. Set up the PMIS
  • A05. Appoint the rest of the team
  • A06. Populate the PMIS
  • A07. [Select suppliers and agree on the Supplier PMs]
  • A08. Preparation Audit
  • A09. Go/No-Go
  • A10. Project kick-off
  • A11. Focused Communication

Cycle Planning

  • A12. Update the PMIS
  • A13. [select suppliers and agree on the Supplier PMs]
  • A14. Go/No-Go
  • A15. Cycle kick-off
  • A16. Focused Communication

Weekly Activities

  • A17. Measure and report performance
  • A18. Manage deviations
  • A19. Weekly kick-off
  • A20. Weekly Audit
  • A21. Focused Communication

Daily Activities

  • A22. Capture RICs
  • A23. React to RICs, based on Delegation Limits
  • A24. Accept completed products from the Team Leaders and Supplier PMs

Cycle Closing

  • A25. Evaluate the customer and team satisfaction
  • A26. Plan for improvements
  • A27. Focused Communication

Closing

  • A28. Receive approval and hand over the product
  • A29. Handover the Business Case to the responsible person
  • A30. Evaluate the customer and team satisfaction
  • A31. Closing Audit
  • A32. Archive the PMIS
  • A33. Celebrate and announce closure
  • A34. Focused Communication

Post-Project

  • A35. Check the Business Case and evaluate the benefits
  • A36. Design additional activities if required
  • A37. Focused Communication

Shortcuts

About PMIS elements (documents)

  • A04. Set up the PMIS
  • A06. Populate the PMIS

About Roles (people)

  • A05. Appoint the rest of the team

About Planning

  • A06. Populate the PMIS
  • A12. Update the PMIS