second next page of the Self-Assessment.
Your completed Master Planning Scorecard will give you a clear presentation of which Master Planning areas need attention.
Master Planning
Scorecard Example
Example of how the finalized Scorecard can look like:
Master Planning
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
Master Planning
Scorecard Example12
Master Planning
Scorecard13
BEGINNING OF THE
SELF-ASSESSMENT:14
CRITERION #1: RECOGNIZE15
CRITERION #2: DEFINE:27
CRITERION #3: MEASURE:42
CRITERION #4: ANALYZE:57
CRITERION #5: IMPROVE:73
CRITERION #6: CONTROL:88
CRITERION #7: SUSTAIN:101
Master Planning and Managing Projects, Criteria for Project Managers:125
1.0 Initiating Process Group: Master Planning126
1.1 Project Charter: Master Planning128
1.2 Stakeholder Register: Master Planning130
1.3 Stakeholder Analysis Matrix: Master Planning131
2.0 Planning Process Group: Master Planning133
2.1 Project Management Plan: Master Planning135
2.2 Scope Management Plan: Master Planning137
2.3 Requirements Management Plan: Master Planning139
2.4 Requirements Documentation: Master Planning141
2.5 Requirements Traceability Matrix: Master Planning143
2.6 Project Scope Statement: Master Planning145
2.7 Assumption and Constraint Log: Master Planning147
2.8 Work Breakdown Structure: Master Planning149
2.9 WBS Dictionary: Master Planning151
2.10 Schedule Management Plan: Master Planning154
2.11 Activity List: Master Planning156
2.12 Activity Attributes: Master Planning158
2.13 Milestone List: Master Planning160
2.14 Network Diagram: Master Planning162
2.15 Activity Resource Requirements: Master Planning164
2.16 Resource Breakdown Structure: Master Planning165
2.17 Activity Duration Estimates: Master Planning167
2.18 Duration Estimating Worksheet: Master Planning169
2.19 Project Schedule: Master Planning171
2.20 Cost Management Plan: Master Planning173
2.21 Activity Cost Estimates: Master Planning175
2.22 Cost Estimating Worksheet: Master Planning177
2.23 Cost Baseline: Master Planning179
2.24 Quality Management Plan: Master Planning181
2.25 Quality Metrics: Master Planning183
2.26 Process Improvement Plan: Master Planning185
2.27 Responsibility Assignment Matrix: Master Planning187
2.28 Roles and Responsibilities: Master Planning189
2.29 Human Resource Management Plan: Master Planning191
2.30 Communications Management Plan: Master Planning193
2.31 Risk Management Plan: Master Planning195
2.32 Risk Register: Master Planning197
2.33 Probability and Impact Assessment: Master Planning199
2.34 Probability and Impact Matrix: Master Planning201
2.35 Risk Data Sheet: Master Planning203
2.36 Procurement Management Plan: Master Planning205
2.37 Source Selection Criteria: Master Planning207
2.38 Stakeholder Management Plan: Master Planning209
2.39 Change Management Plan: Master Planning211
3.0 Executing Process Group: Master Planning213
3.1 Team Member Status Report: Master Planning215
3.2 Change Request: Master Planning217
3.3 Change Log: Master Planning219
3.4 Decision Log: Master Planning221
3.5 Quality Audit: Master Planning223
3.6 Team Directory: Master Planning226
3.7 Team Operating Agreement: Master Planning228
3.8 Team Performance Assessment: Master Planning230
3.9 Team Member Performance Assessment: Master Planning232
3.10 Issue Log: Master Planning234
4.0 Monitoring and Controlling Process Group: Master Planning236
4.1 Project Performance Report: Master Planning238
4.2 Variance Analysis: Master Planning240
4.3 Earned Value Status: Master Planning242
4.4 Risk Audit: Master Planning244
4.5 Contractor Status Report: Master Planning246
4.6 Formal Acceptance: Master Planning248
5.0 Closing Process Group: Master Planning250
5.1 Procurement Audit: Master Planning252
5.2 Contract Close-Out: Master Planning254
5.3 Project or Phase Close-Out: Master Planning256
5.4 Lessons Learned: Master Planning258
Index260
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 timeframes required to resolve each of the issues/problems?
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2. What would happen if Master Planning weren’t done?
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3. Does Master Planning create potential expectations in other areas that need to be recognized and considered?
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