Checklist Quick Select
1. Assemble the project archive
Gather a representative selection of your team's work materials.
Time-stamp each item so you can recreate how the project progressed.
Create and organize an archive of the selected materials.
Document what's in the archive and how it's organized so others can navigate and access materials at a later date.
2. Develop a project history timeline
Create a project timeline that maps steps, events, and project stages, giving the latter names that are meaningful for your team.
Analyze the timeline to locate moments when surprises emerged, along with transitions and shifts. Analyze deviations from plans.
3. Assess project results to create a project scorecard that systematically assesses your accomplishments. Document the following four items on a one-page summary that lists key examples and scores each area:
Assess the quality of team's work products and other project deliverables in relation to the cost of producing them, using your own take along with other perspectives. Assign a rough score to the outputs.
Examine developments in skills, capabilities, professional development, relationships, as well as team capacities and assets. Include improvements along with drawbacks, and give yourselves an overall grade.
Form a provisional assessment of your impact on the problem or opportunity that your project aimed to address, keeping in mind the situation or people in your problem statement.
Identify one or two ways you can assess impact of the work over time.
Critique your logic and assumptions underlying the project's rationale, referring to your initial project impact map and where you ended up. Give a score that reflects the accuracy of your logic along with the benefits of lessons learned from inaccuracies.
Once the scorecard is complete, review the four domains together to guide your next step.