Project Evaluation Template
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Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs
Use this simple project evaluation template to ensure that you’ve completed all project requirements and addressed all outstanding issues. The template includes sections to detail the project overview, project highlights, project challenges, post-project tasks, lessons learned, human factors, and additional comments. Project managers and project sponsors can also use the Project Close Acceptance section to obtain approval signatures.
Project Performance Evaluation Template
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Microsoft Excel | Microsoft Word | Adobe PDF
Use this project performance evaluation template to facilitate a productive project post-mortem with your team. The template includes space for you to set a post-project meeting date and time, designate a facilitator, and make a list of attendees.
This tool also includes sections for you to document the criteria for meeting objectives, team discussions (e.g., “Did we get our desired results?” or “What went well?”), and any action items concerning future projects. Use the Wrap Up section to recap the meeting and thank the team members for their participation.
To perform more effectively when evaluating your projects, read this guide on the five phases of project management.
Project Evaluation Report Template
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Microsoft Word | Adobe PDF | Google Docs
Designed specifically for recording and communicating project results, this project evaluation report template enables you to share the details of your project retrospective in a highly structured format. The template includes sections for you to list the details of your post-project overview, project highlights, project challenges, future considerations, and lessons learned. The template also includes space for team members to note how they can improve their team efforts on future projects.
Pilot Project Evaluation Template
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Microsoft Excel | Google Sheets
Use this comprehensive pilot project evaluation template to ensure that your pilot project meets requirements and anticipates risks. This template prompts you to enter the project name, participants, anticipated failures, and any potential risks. Then, formulate steps to respond to the risks you identify and assign action items to ensure the success of your release.
Project Monitoring and Evaluation Plan Template
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Microsoft Excel | Adobe PDF | Google Sheets
Use key performance indicators (KPIs) to quantify and assess your project’s specific objectives and keep your venture on track. In the Key Metric column, enter the name of each KPI (e.g., output indicator). Then, for each KPI, list the person responsible and monthly vs. actual goals, and the template will display the difference between the two, as well as a comparison of this and the previous period’s performances.
To learn more, visit our guide to project planning solutions and tools.
Project Evaluation Incident Matrix Template
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Microsoft Excel | Google Sheets
Use this incident priority matrix template to track all project-related incidents to guarantee successful project execution. The template includes three columns to help you categorize your project’s incidents: a color-coded Impact column to describe the severity level of each incident ; an Urgency column for you to identify the urgency level of each incident; and a Priority column to prioritize each project incident.
The template also enables you to specify the department or location of the project incident and describe any warnings regarding high-severity issues, to ensure that you address and remedy them quickly.
Project Team Evaluation Template
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Microsoft Excel | Microsoft Word | Adobe PDF
Use this project team evaluation template to survey your team members on how well they thought you defined and communicated the project plan and goals, whether they felt the expectations were realistic, and how well they worked together and with the client. The template prompts team members to rate their level of agreement with each statement, and to offer additional comments in the final section.
IT Project Evaluation Template
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Microsoft Word | Adobe PDF | Google Docs
Whether you’re safeguarding data, troubleshooting hardware or software problems, or building, maintaining, and servicing networks, you need a failsafe system for evaluating your IT efforts. This IT project evaluation template prompts IT groups to assess the quality of their project delivery by enumerating the criteria for success, listing project highlights and challenges, and recording post-project lessons learned.
Check out this comprehensive article on vendor assessment and evaluation for more helpful information on evaluating project vendors
Project Evaluation Questions Template
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Microsoft Excel | Microsoft Word | Adobe PDF
Use this project evaluation questions template to evaluate your completed projects. This survey allows all project team members to appraise the project’s achievements and challenges, and includes a rating system for assessing each project component. It also includes ample space for team members to convey what went well on the project, what was most frustrating and satisfying, and which particular issues they would like to discuss further.
Sample Project Evaluation Template
Download Sample Project Evaluation Template
Microsoft Word | Adobe PDF | Google Docs
This sample project evaluation template includes example text to guide you and your team through the post-project appraisal process. First, the template prompts you to describe the project overview (e.g., “What were the original goals and objectives of the project?” and “What were the original criteria for project success?”). It then asks you to list project highlights and challenges (e.g., “What elements of the project went well/wrong?” and “What specific processes need improvement?”), and to create a list of post-project tasks to ensure that you and your team show improvement on future projects.
Project Evaluation Checklist Template
Download Project Evaluation Checklist Template
Microsoft Excel | Microsoft Word | Adobe PDF
Use this dynamic project evaluation checklist template to ensure that you optimize the lessons learned on your most recent project. The template walks you through the process of confirming that you have accounted for and scheduled all post-project tasks appropriately. The Completed? column allows you to keep tabs on completed or to-do items, and also helps you determine your plan of action once you’ve completed your post-project assessment.
Project Evaluation Presentation Template
Download Project Evaluation Presentation Template
Microsoft PowerPoint | Google Slides
Project managers, product managers, Scrum masters, project sponsors, and other team members can use this presentation-friendly project evaluation presentation template to share a project’s successes and lessons learned, and to locate room for improvement on successive projects.
The template enables you to upload your logo, compare your project’s performance with its initial goals, and evaluate the quality of individual performances. It also prompts you to assess your project plan and gather details about what went well, areas for improvement, and any big-picture takeaways you can use to refine future projects.
What Is a Project Evaluation Template?
A project evaluation template is a fillable form that provides you with a framework for retroactively and proactively assessing your project’s effectiveness. Use the form to capture your project’s highlights, challenges, lessons learned, and post-project tasks.
It’s crucial to have a method in place for assessing the effectiveness of your projects, so you can ensure that you’ve met the project deliverables, outlined the post-project tasks, and enumerated lessons learned. By following this process, you can deliver future projects successfully. Without having this evaluative structure in place, you risk losing valuable time, siloing teams, and implementing nothing but one-off projects.
By using a project evaluation template, you can increase your productivity, proactivity, and project success rate.
You can modify project evaluation templates to meet your specific project’s needs. Though project evaluation templates may vary, they typically include the following components:
- Project Title: Enter the name of the project you are evaluating.
- Project Overview: Provide a high-level overview of the project’s original goals and objectives, criteria for success, and a comparison of the planned expectations vs. actual execution.
- Project Highlights: List project highlights, including major accomplishments, what went well, what could use improvement, and what would work for future projects.
- Project Challenges: Capture the project’s challenges, including areas for improvement, key problem areas, and any technical challenges.
- Post-Project Tasks: Write down any post-project tasks that you should perform in order to improve the project or ensure that you’ve accounted for all the objectives.
- Lessons Learned: List the lessons learned, including what you discovered during the planning, execution, and delivery phases.
Additionally, some project evaluation templates frequently include the following post-project evaluative components:
- Moderator: If you have a post-project discussion about the project, enter the name of the meeting’s moderator.
- Date Prepared: Set the date for the project meeting or for the delivery of the project-evaluation report.
- Participants: Enter the names of the team members who are attending the post-project evaluation.
- Future Considerations: Based on lessons learned from the launch of this particular project, write down things to consider regarding future projects.
- Action Plan: Provide an action plan (or a list of action items) that identifies the project deliverables and any outstanding tasks.
- Key Performance Indicators: List any KPIs that you used, or plan to use, to evaluate the project’s success (e.g., output KPIs, input KPIs, process KPIs, qualitative KPIs, etc.).
- Key Takeaways: Write a summary of the project’s key takeaways and how they relate to the success of future projects.
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