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One pager on expectation of Project Status meeting, PM's responsibility and the Project Scorecard in general
What is a Project Scorecard
The Project Scorecard is a Project Monitoring and Control Tool created to quickly provide the status of every IT PMO project |
Where is it located?
Where: |
New Office 365 Sharepoint site |
Sharepoint Site Specific Location |
IT PMO/IT GOV/Project Status |
Sharepoint Folder |
View or Update Project Status |
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Key Terms/Field Definitions
ID |
Unique Identifier |
Project Name |
Free-form title that was entered into the Project Request form under Project Name |
Project Description |
Free-form brief explanation of project/effort. |
Project Manager |
Project Manager's name |
Project State |
10 possible states to identify what stage the project is in |
Project Status |
Green:On track, Yellow:At risk, Red:trailing, Blue:Complete, Gray:On hold |
Project Trajectory |
4 possible trends which call out the timeline progress toward completion |
Status / Comments |
Brief synopsis of accomplishments from prior week, targets for upcoming week, critical risks/issues. |
Hot Item |
Select Yes or No if this project has been called/watched with scrutiny by management recently |
CIO Dashboard |
Select Yes or No if this project is on the CIO Dashboard |
Business / IT |
2 possible options Business or IT. If Project has a WAVE ID, select Business else IT |
Priority |
not defined yet |
Project Type |
Filtered on Project. Excludes Sub-Project, Operational Support and Functional Support. |
WAVE ID(s) |
Lists the WAVE ID assigned to the project in McKinsey's WAVE |
Initiative |
Identifies the Initiative to which the project is tied |
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Weekly Project Status Meeting PM Responsibilities
1. Update the Project Scorecard prior to weekly meeting |
2. Show up to weekly meeting prepared to answer any questions |
3. If you are unable to attend meeting, ensure you have a backup representative, i.e. Resource Manager, who is aware of the project status |
4. Use standard format when updating Status/Comments section M/D/Initials |
5. Minimum cadence for updates is once a week, though you can update more frequently if applicable |
6. Call out any missing projects missing from the Project Scorecard before meeting |
For questions about PM responsibilities, refer to your Resource Manager.
How to Update Project Scorecard Flowchart
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