Project Health Assessment Template

---
title: "Project Health Assessment Template"
methodology: "traditional"
complexity: "intermediate"
process_group: "initiating"
industry: "financial"
role: "stakeholder"
tags: ["traditional", "initiating", "risk-management", "stakeholder-management", "communication", "planning", "quality"]
version: "1.0.0"
owner: "mirichard"
updated: "2026-09-19"
estimated_completion_time: "30-45 minutes"
primary_principles: ["evidence-based-decisions", "risk-optimization"]
secondary_principles: ["continuous-learning"]
principle_rationale: "Assesses project health across delivery dimensions to prioritize evidence-backed interventions and track their follow-up."
---


# Project Health Assessment Template

## When to Use

- At a project health checkpoint when multiple delivery dimensions need an evidence-based review.
- When a sponsor needs intervention priorities and follow-up ownership.

## When NOT to Use

- To average away a critical risk or treat unexplained ratings as assurance.
- Do not report sample values, unsupported ratings, or missing data as verified performance. See [Metric without source](../../../docs/principles/anti-patterns.md#metric-source).

## Pairs Well With

- [Assessment Report Template](../../../domains/uncertainty/project-assessment-suite/assessment-report-template.md).
- [Remediation Action Plan Template](../../../domains/measurement/project-assessment-suite/remediation-action-plan-template.md).

Selection context: Measurement domain; universal methodology; advanced complexity. Match the situations above to project phase, risk, team size, and industry using the [decision-engine context model](../../../meta/architecture-research/800-801-context-assessment-model.md).

## Completing the worksheet

Replace populated examples with project evidence before circulation. Record the reporting period, baseline, source, owner, and calculation for each measure; define thresholds and approval authority locally. Show unavailable values as unknown rather than zero or a favorable status. Reconcile totals and units, handle zero denominators explicitly, and retain the decision rationale and supporting evidence.


## Project Information

| Field | Details |
|-------|---------|
| **Project Name** | |
| **Project Manager** | |
| **Assessment Date** | |
| **Assessment Period** | |
| **Project Phase** | |
| **Project Methodology** | ☐ Agile ☐ Waterfall ☐ Hybrid ☐ Other: |
| **Assessed By** | |
| **Stakeholders Involved** | |

## Executive Summary

### Overall Health Score: ___/100

### Health Status:
☐ **Green (80-100)** - Project is healthy and on track  
☐ **Yellow (60-79)** - Project has manageable issues requiring attention  
☐ **Red (40-59)** - Project has significant issues requiring immediate action  
☐ **Critical (<40)** - Project is in crisis and requires intervention  

### Key Findings Summary:
| Strength Areas | Risk Areas | Critical Issues |
|---------------|------------|----------------|
| | | |


## Detailed Assessment Dimensions

### 1. Scope Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Scope definition clarity | | |
| Scope change control | | |
| Requirements management | | |
| Deliverable acceptance | | |

**Key Observations:**
- [ ] Scope is clearly defined and documented
- [ ] Change control process is established and followed
- [ ] Requirements are well-managed and traceable
- [ ] Stakeholders agree on scope boundaries

**Issues Identified:**
1.
2.
3.

### 2. Schedule Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Schedule accuracy | | |
| Milestone achievement | | |
| Critical path management | | |
| Schedule change control | | |

**Key Observations:**
- [ ] Realistic and achievable schedule
- [ ] Milestones are being met consistently
- [ ] Critical path is identified and managed
- [ ] Schedule updates are regular and accurate

**Current Status:**
- **Planned Completion Date:** 
- **Forecasted Completion Date:** 
- **Schedule Variance:** 
- **Critical Path Status:** 

### 3. Budget Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Budget accuracy | | |
| Cost control | | |
| Earned value management | | |
| Financial reporting | | |

**Key Observations:**
- [ ] Budget is realistic and well-planned
- [ ] Costs are tracked and controlled effectively
- [ ] Earned value metrics are positive
- [ ] Financial reporting is accurate and timely

**Current Status:**
- **Total Budget:** 
- **Spent to Date:** 
- **Forecasted Final Cost:** 
- **Cost Variance:** 
- **CPI (Cost Performance Index):** 
- **SPI (Schedule Performance Index):** 

### 4. Quality Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Quality standards | | |
| Quality assurance | | |
| Quality control | | |
| Defect management | | |

**Key Observations:**
- [ ] Quality standards are defined and communicated
- [ ] QA processes are established and followed
- [ ] QC activities are conducted regularly
- [ ] Defects are tracked and resolved effectively

**Quality Metrics:**
- **Defect Rate:** 
- **Rework Percentage:** 
- **Customer Satisfaction:** 
- **Quality Gate Compliance:** 

### 5. Risk Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Risk identification | | |
| Risk analysis | | |
| Risk response planning | | |
| Risk monitoring | | |

**Key Observations:**
- [ ] Risks are proactively identified
- [ ] Risk analysis is thorough and accurate
- [ ] Response plans are developed and implemented
- [ ] Risk monitoring is continuous and effective

**Risk Status:**
- **High Risks:** 
- **Medium Risks:** 
- **Low Risks:** 
- **Risks Realized:** 

### 6. Stakeholder Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Stakeholder identification | | |
| Engagement planning | | |
| Communication effectiveness | | |
| Stakeholder satisfaction | | |

**Key Observations:**
- [ ] All stakeholders are identified and analyzed
- [ ] Engagement strategies are defined and executed
- [ ] Communication is regular and effective
- [ ] Stakeholder satisfaction is monitored

**Stakeholder Health:**
- **Sponsor Engagement:** ☐ High ☐ Medium ☐ Low
- **Team Morale:** ☐ High ☐ Medium ☐ Low
- **Customer Satisfaction:** ☐ High ☐ Medium ☐ Low

### 7. Resource Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Resource planning | | |
| Resource allocation | | |
| Team performance | | |
| Resource utilization | | |

**Key Observations:**
- [ ] Resources are planned and allocated effectively
- [ ] Team has necessary skills and availability
- [ ] Resource utilization is optimized
- [ ] Resource conflicts are managed

**Resource Status:**
- **Team Availability:** 
- **Skill Gaps:** 
- **Resource Conflicts:** 
- **Team Productivity:** 

### 8. Communication Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Communication planning | | |
| Information distribution | | |
| Reporting effectiveness | | |
| Knowledge management | | |

**Key Observations:**
- [ ] Communication plan is comprehensive and followed
- [ ] Information is distributed effectively
- [ ] Reports are timely and accurate
- [ ] Knowledge is captured and shared

### 9. Governance and Process Adherence
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Governance structure | | |
| Process compliance | | |
| Decision making | | |
| Accountability | | |

**Key Observations:**
- [ ] Governance structure is clear and effective
- [ ] Processes are followed consistently
- [ ] Decisions are made efficiently
- [ ] Roles and responsibilities are clear

### 10. Change Management
**Score: ___/10**

| Criteria | Score (1-5) | Evidence/Comments |
|----------|-------------|-------------------|
| Change identification | | |
| Change assessment | | |
| Change approval | | |
| Change implementation | | |

**Key Observations:**
- [ ] Changes are identified early
- [ ] Impact assessment is thorough
- [ ] Change approval process is followed
- [ ] Implementation is controlled


## Overall Assessment Summary

### Health Score Calculation
| Dimension | Weight | Score | Weighted Score |
|-----------|--------|-------|----------------|
| Scope Management | 10% | ___/10 | |
| Schedule Management | 15% | ___/10 | |
| Budget Management | 15% | ___/10 | |
| Quality Management | 10% | ___/10 | |
| Risk Management | 10% | ___/10 | |
| Stakeholder Management | 10% | ___/10 | |
| Resource Management | 10% | ___/10 | |
| Communication Management | 8% | ___/10 | |
| Governance | 7% | ___/10 | |
| Change Management | 5% | ___/10 | |
| **Total** | **100%** | | **___/100** |

### Critical Success Factors Assessment

| Factor | Status | Comments |
|--------|--------|----------|
| Executive Sponsorship | ☐ Strong ☐ Adequate ☐ Weak | |
| Clear Objectives | ☐ Yes ☐ Partial ☐ No | |
| Adequate Resources | ☐ Yes ☐ Partial ☐ No | |
| Stakeholder Buy-in | ☐ High ☐ Medium ☐ Low | |
| Methodology Fit | ☐ Good ☐ Adequate ☐ Poor | |

### Top Strengths (Maintain and Leverage)
1.
2.
3.

### Top Risks/Issues (Immediate Attention Required)
1.
2.
3.

### Recommended Actions
| Priority | Action | Owner | Timeline | Success Measure |
|----------|--------|--------|----------|----------------|
| High | | | | |
| High | | | | |
| Medium | | | | |
| Medium | | | | |
| Low | | | | |


## Follow-up Plan

### Next Assessment Date: 
### Assessment Frequency: ☐ Weekly ☐ Bi-weekly ☐ Monthly ☐ Quarterly

### Key Metrics to Monitor:
- [ ] Schedule Performance Index (SPI)
- [ ] Cost Performance Index (CPI)
- [ ] Quality metrics
- [ ] Risk exposure
- [ ] Stakeholder satisfaction
- [ ] Team velocity/productivity

### Stakeholder Communication Plan:
| Stakeholder | Information | Frequency | Method |
|-------------|-------------|-----------|--------|
| | | | |


## Assessment Validation

**Assessment Reviewed By:**
- Project Manager: _________________ Date: _________
- Sponsor: _________________ Date: _________
- Key Stakeholder: _________________ Date: _________

**Confidence Level in Assessment:** ☐ High ☐ Medium ☐ Low

**Additional Comments:**



**Assessment Methodology Note:** 
This assessment uses a 1-5 scoring scale where:
- 5 = Excellent (exceeds expectations)
- 4 = Good (meets expectations)
- 3 = Satisfactory (acceptable with minor concerns)
- 2 = Poor (below expectations, needs improvement)
- 1 = Critical (unacceptable, immediate action required)