on the second next page of the Self-Assessment.
Your completed Call Data Record Scorecard will give you a clear presentation of which Call Data Record areas need attention.
Call Data Record
Scorecard Example
Example of how the finalized Scorecard can look like:
Call Data Record
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service7
Included Resources - how to access7
Purpose of this Self-Assessment9
How to use the Self-Assessment10
Call Data Record
Scorecard Example12
Call Data Record
Scorecard13
BEGINNING OF THE
SELF-ASSESSMENT:14
CRITERION #1: RECOGNIZE15
CRITERION #2: DEFINE:26
CRITERION #3: MEASURE:42
CRITERION #4: ANALYZE:57
CRITERION #5: IMPROVE:73
CRITERION #6: CONTROL:88
CRITERION #7: SUSTAIN:100
Call Data Record and Managing Projects, Criteria for Project Managers:124
1.0 Initiating Process Group: Call Data Record125
1.1 Project Charter: Call Data Record127
1.2 Stakeholder Register: Call Data Record129
1.3 Stakeholder Analysis Matrix: Call Data Record130
2.0 Planning Process Group: Call Data Record132
2.1 Project Management Plan: Call Data Record134
2.2 Scope Management Plan: Call Data Record136
2.3 Requirements Management Plan: Call Data Record138
2.4 Requirements Documentation: Call Data Record140
2.5 Requirements Traceability Matrix: Call Data Record142
2.6 Project Scope Statement: Call Data Record144
2.7 Assumption and Constraint Log: Call Data Record146
2.8 Work Breakdown Structure: Call Data Record148
2.9 WBS Dictionary: Call Data Record150
2.10 Schedule Management Plan: Call Data Record152
2.11 Activity List: Call Data Record154
2.12 Activity Attributes: Call Data Record156
2.13 Milestone List: Call Data Record158
2.14 Network Diagram: Call Data Record160
2.15 Activity Resource Requirements: Call Data Record162
2.16 Resource Breakdown Structure: Call Data Record164
2.17 Activity Duration Estimates: Call Data Record166
2.18 Duration Estimating Worksheet: Call Data Record168
2.19 Project Schedule: Call Data Record170
2.20 Cost Management Plan: Call Data Record172
2.21 Activity Cost Estimates: Call Data Record174
2.22 Cost Estimating Worksheet: Call Data Record176
2.23 Cost Baseline: Call Data Record178
2.24 Quality Management Plan: Call Data Record180
2.25 Quality Metrics: Call Data Record182
2.26 Process Improvement Plan: Call Data Record184
2.27 Responsibility Assignment Matrix: Call Data Record186
2.28 Roles and Responsibilities: Call Data Record188
2.29 Human Resource Management Plan: Call Data Record190
2.30 Communications Management Plan: Call Data Record192
2.31 Risk Management Plan: Call Data Record194
2.32 Risk Register: Call Data Record196
2.33 Probability and Impact Assessment: Call Data Record198
2.34 Probability and Impact Matrix: Call Data Record200
2.35 Risk Data Sheet: Call Data Record202
2.36 Procurement Management Plan: Call Data Record204
2.37 Source Selection Criteria: Call Data Record206
2.38 Stakeholder Management Plan: Call Data Record208
2.39 Change Management Plan: Call Data Record210
3.0 Executing Process Group: Call Data Record212
3.1 Team Member Status Report: Call Data Record214
3.2 Change Request: Call Data Record216
3.3 Change Log: Call Data Record218
3.4 Decision Log: Call Data Record220
3.5 Quality Audit: Call Data Record222
3.6 Team Directory: Call Data Record225
3.7 Team Operating Agreement: Call Data Record227
3.8 Team Performance Assessment: Call Data Record229
3.9 Team Member Performance Assessment: Call Data Record231
3.10 Issue Log: Call Data Record233
4.0 Monitoring and Controlling Process Group: Call Data Record235
4.1 Project Performance Report: Call Data Record237
4.2 Variance Analysis: Call Data Record239
4.3 Earned Value Status: Call Data Record241
4.4 Risk Audit: Call Data Record243
4.5 Contractor Status Report: Call Data Record245
4.6 Formal Acceptance: Call Data Record247
5.0 Closing Process Group: Call Data Record249
5.1 Procurement Audit: Call Data Record251
5.2 Contract Close-Out: Call Data Record253
5.3 Project or Phase Close-Out: Call Data Record255
5.4 Lessons Learned: Call Data Record257
Index259
CRITERION #1: RECOGNIZE
INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.
In my belief, the answer to this question is clearly defined:
5 Strongly Agree
4 Agree
3 Neutral
2 Disagree
1 Strongly Disagree
1. What are the clients issues and concerns?
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2. How are you going to measure success?
<--- Score
3. Who needs what information?
<--- Score
4.