Resources
Project Assessment Checklist
A 30-question project assessment checklist a PM or sponsor can run in under an hour. Five categories, plain-English questions, and a simple score you can act on.
The five assessment categories
Each category has six questions you score 0-2 to produce a health rating
Is what we are building defined, agreed by sponsors, and matched to a measurable outcome?
Is the plan realistic, dependency-aware, and backed by defensible estimates?
Are risks named, owned, and reviewed on a cadence that actually drives action?
Are decision rights, steering, and escalation paths clear to everyone involved?
Are sponsors, vendors, and impacted teams engaged on the right cadence and at the right depth?
Sample questions from the Project Assessment Checklist
Six representative questions from the 30-question checklist. Score each 0 (no), 1 (partly), or 2 (yes).
- Is the project charter signed by the executive sponsor, and does it state a measurable outcome?
- Does the current plan account for every known cross-team dependency by name and date?
- Are the top five risks owned by named people with a next review date in the next two weeks?
- Has the steering committee approved any change to scope, schedule, or budget in the last month?
- Are status reports producing decisions, or are they consumed as information only?
- Do impacted business teams know what is changing, when, and what is expected of them?
The full checklist contains all 30 questions, a scoring rubric, and a one-page action template. Request it via the form below.
under one hour, no slides required
How to run the checklist
Step 1: PM completes a self-score before the session
Step 2: Sponsor and PM walk through the five categories together
Step 3: Highlight every question scored 0 or 1
Step 4: Pick the top three actions and assign owners
Step 5: Repeat the checklist in 30 days to track movement
Project Assessment Checklist FAQs
Who is the checklist for?
PMs running a sanity check, sponsors before a stage gate, or PMOs onboarding a project mid-flight. It works for any methodology.
How long does it really take?
Most projects complete the checklist in 30-60 minutes once the PM has self-scored ahead of time.
Is the checklist free?
Yes. Request the full version via the form and we will send it over with the scoring rubric.
Can we adapt it to our portfolio?
Yes. We can rebrand or tailor it to your governance language as part of a PMO Audit or Framework adoption engagement.
Request the full Project Assessment Checklist
Send us a quick note and we will email the 30-question checklist, scoring rubric, and action template.