Project Scorecard
Measured weekly:
- Timeline health
- Scope changes
- Risk level
- Hours vs. budget
- Client satisfaction indicators
- Team workload
- Red flags
PM Performance Indicators
PM success is measured by:
- On-time milestone delivery
- Low rework rates
- Clear documentation
- Accurate forecasting
- Client satisfaction
- Number of red flags avoided
Retainer Health Metrics
Track:
- Hours consumed vs allocated
- Value delivered
- Client engagement
- Efficiency over time
- Emerging opportunities
Margin Analysis
Monthly review:
- Planned vs. actual hours
- Service-line profitability
- Overages
- Bottlenecks
- Staffing needs
Monthly Retrospective
Every project team answers:
What went well?
What didn’t?
What did we learn?
What changes must be made?
PM documents and stores insights in the PM knowledge base.
Quarterly Improvement Cycle
Every quarter:
- Review processes
- Update templates
- Adjust standards
- Improve SLAs
- Train team on updates
- Review PM tool setup