Project evaluation report template
for
PROJECT / SUB-PROJECT
PROJECT / SUB-PROJECT MANAGER
Version number N.N
Draft/Final as of dd/mmm/yy
Printed on dd/mmm/yy
Author Author’s name
Author’s address
Author’s e-mail
Author’s telephone number
Owner Owner’s name
IBM Worldwide Project Management Method Wt900/4 Project evaluation report
Copyright IBM Corp. 1999, 2004. All rights reserved. Project name Page 1
Document information
Document source
This document is maintained as an online document. Contact the author for the latest
version.
Revision history
Version
number
Date Summary of changes Revision
marks
n.n dd mmm yy First version No
Approvals
This document has been approved by the following people. The signed approval forms
are filed in the Project Control Book.
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Project evaluation report Wt900/4 IBM Worldwide Project Management Method
Page 2 Project name © Copyright IBM Corp. 1999, 2004. All rights reserved.
1 Preface
This report provides a concise summary of the project, the lessons learned during its
execution and identifies potential reusable materials.
Its purpose is to help to enrich the enterprise’s know-how and intellectual capital and to
improve the performance of project management in the enterprise.
2 Project summary
2.1 Project profile
Start date dd mmm yy Finish date dd mmm yy
Stakeholder Organization Key people Role
Sponsor
Delivery organization
Subcontractor
Mmm = month with 3 alphabetic characters
1.1 Accomplishments
Describe what the project was intended to accomplish as specified in the Agreement
with the sponsor.
Describe what was actually accomplished.
Explain any significant differences between the two and describe the process used to
manage such differences.
1.2 Technical context
Identify the significant methods, tools, techniques and standards used.
1.3 Milestones
Milestone Initial Actual Comments
dd mmm yy dd mmm yy Including reasons for variances
1.1 Effort and cost
Planned Actual Comments
Effort (person months) Including reasons for
variances
Cost ($,000)
1 Lessons learned
Summarize the lessons learned by briefly describing any significant items in the
specific area, how they were managed and/or handled (either successfully or not) and
any suggested improvements.
IBM Worldwide Project Management Method Wt900/4 Project evaluation report
Copyright IBM Corp. 1999, 2004. All rights reserved. Project name Page 3
1.1 Contractual
Pertinent sections of the agreements, both with the sponsor and with any suppliers or
subcontractors.
1.2 Technical
Areas where the methods, tools, techniques and standards were used.
1.3 Basis for Estimating
Areas where the basis for estimating was successful or could be improved.
1.4 Issues
Any significant issues that arose.
1.5 Changes
Any major changes that occurred.
1.6 Assumptions
Any key assumptions that were made.
1.7 Dependencies
Any key dependencies that impacted the project.
Project evaluation report Wt900/4 IBM Worldwide Project Management Method
Page 4 Project name © Copyright IBM Corp. 1999, 2004. All rights reserved.
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