Corporate Services for the
Natural Resource Sector
<Note: Replace (or delete) bracketed
and/or Green text with required information>
[Project Name]
Project Evaluation Document
Author:
[Name]
Creation Date:
[Date – YY/MM/DD]
Last Updated:
[Date – YY/MM/DD]
Document Number: 6450-25/[Project Number]
Version:
Template Version Date: November 2014
V 0.1 [Increment with changes]
Project Evaluation Document
<Name of Project>
Table of Contents
Document Control .......................................................................................................................................... 2
1.0
Purpose of the Document ................................................................................................................... 3
2.0
Review Process ................................................................................................................................... 3
3.0
Project Purpose .................................................................................................................................. 3
4.0
Assessment of Project Management Commitments .......................................................................... 3
4.1
Objectives ....................................................................................................................................... 3
4.2
Scope .............................................................................................................................................. 4
4.3
Deliverables .................................................................................................................................... 4
4.4
Schedule ......................................................................................................................................... 4
4.5
Cost ................................................................................................................................................. 4
4.6
Resources........................................................................................................................................ 4
4.7
Quality ............................................................................................................................................ 5
4.8
Issues and Constraints .................................................................................................................... 5
4.9
Assumptions ................................................................................................................................... 5
4.10 Stakeholder Expectations ............................................................................................................... 5
5.0
Impact of Change ................................................................................................................................ 6
6.0
Outstanding Issues or Concerns ......................................................................................................... 6
7.0
Project Successes ................................................................................................................................ 6
8.0
Lessons Learned ................................................................................................................................. 6
9.0
Recommendations for Other Projects and Process Improvement ..................................................... 6
10.0 Other Findings .................................................................................................................................... 7
Appendix A: Project Team ............................................................................................................................. 8
Appendix B: Future Enhancements List ......................................................................................................... 8
Document Control
Change Record
Date
Author
Version
Change Reference
[date]
[name]
0.1
Original document
Updated: 2012-11-07
Document1
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Project Evaluation Document
1.0
<Name of Project>
Purpose of the Document
This Project Evaluation Document (PED) summarizes the results of the project evaluation
[processes, meetings, surveys, etc.] held during the close out of the project. It compares
reality to the original commitments documented in the [Project Charter and] Master
Project Plan (MPP) during the Planning and Initiation phases. It also identifies lessons
learned and potential enhancements for future projects.
The purpose of the Project Evaluation Document is to measure the success of the project
management (including the use and effectiveness of processes and tools used) rather than
evaluating the project deliverables. The latter can be better evaluated at a later date,
when the product has been operational for a period of time.
2.0
Review Process
[Modify as appropriate.] The project objectives, scope, deliverables, etc., were transcribed
from the [Project Charter and/or] Master Project Plan. The document was then circulated
to the immediate team members and others who played a key role in this project. A
meeting, facilitated by [name], was held [date] to review the project and to facilitate the
completion of this evaluation document. Subsequent comments were gathered from team
members and key stakeholders and added to the document.
The following people participated in the project evaluation review process:

3.0
[List the participants in the review process]
Project Purpose
As described in the [Charter or] MPP, the purpose of the project is:
[From Charter or MPP]
4.0
Assessment of Project Management Commitments
The [Charter and] MPP documented project objectives, scope, deliverables, schedule and
cost. This section will assess the project against the original [or revised] mandate as
documented in these documents.
4.1
Objectives
[List each objective and briefly describe the results]
Objective
Results
1.
2.
Updated: 2012-11-07
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4.2
<Name of Project>
Scope
[Summarize the original scope definition and whether the results met this definition]
Scope Statement
Results
1.
2.
4.3
Deliverables
[List the deliverables and briefly describe the results]
Deliverable
Results
1.
2.
4.4
Schedule
[List the original and revised milestones from the MPP and briefly describe the results]
Milestone
Original
Schedule
Revised
Schedule
Results
1.
2.
4.5
Cost
[List the original and revised project costs from the MPP and briefly describe the results]
Budget
Results
1.
2.
4.6
Resources
[Compare the original resource estimates to reality]
Resource
Estimated Usage
Estimated Actual
1.
2.
Updated: 2012-11-07
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4.7
<Name of Project>
Quality
[Assess how quality was planned and assured for both project process and deliverables].
Quality Item
Results
1.
2.
4.8
Issues and Constraints
[List the Issues and Constraints from the MPP and briefly describe the results. List any
unexpected constraints that occurred. Describe how each constraint was managed or
eliminated. ]
Issue or Constraint
Results
1.
2.
4.9
Assumptions
[List the Assumptions from the MPP and briefly describe the results. List any other
significant assumptions that were made during the project].
Assumption
Results
1.
2.
4.10 Stakeholder Expectations
[List original expectations from the Charter and/or MPP. Were they met, or would we
expect that they will be met when the system has been operational for awhile, or through
subsequent enhancements?]
Stakeholder
Original Expectations
Results
1.
2.
Updated: 2012-11-07
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5.0
<Name of Project>
Impact of Change
[This section describes significant changes that occurred during the project. Examples
might include: change of sponsor or management, additions or deletions to scope, changes
in management practice or project management approach, changes to assumptions, etc.]
[Describe the changes and the impact to the project.]
Change
Results
1.
2.
6.0
Outstanding Issues or Concerns
[List outstanding issues left over from the project.]
[List issues or concerns identified during the evaluation process]
Issue / Concern
Expected Action
1.
2.
7.0
Project Successes
The project team identified a number of project successes and things that went particularly
well on this project:

8.0
[list]
Lessons Learned
The project team identified a number of lessons learned as a result of this project:

9.0
[list]
Recommendations for Other Projects and Process Improvement
[List things that worked well that should be repeated in other projects.]
[An extension of the previous section, suggest improvements to Organization or PMO
processes which would help other projects]
From our experience on this project, we have a number of recommendations for other
projects and for process improvements regarding project management in the organization:

[list]
Updated: 2012-11-07
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Project Evaluation Document
<Name of Project>
10.0 Other Findings
[A catch-all for evaluation items not identified elsewhere.]
[Eliminate section if none]
Updated: 2012-11-07
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Appendix A: Project Team
[Record all resources (staff and contractors) that worked on the project and their role. If
this list is too long, substitute a 2-column tabular listing of participants without listing
roles].
The following people participated on this project:
Project Participant
Role
1.
2.
Appendix B: Future Enhancements List
[List items that could be added to the final product in a future project. Alternatively, if this
has been recorded in a separate document, provide the reference here.]
The project team identified a number of potential enhancements to the final product for
future consideration:

[list]
Template Version Date: November 2014