Individual project health assessment skill for evaluating project status across multiple dimensions. Provides early warning of troubled projects.
Assesses project health across schedule, cost, scope, quality, risk, and stakeholder dimensions to provide early warnings and actionable recommendations.
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Systematic assessment of individual project health across multiple dimensions.
This skill provides a framework for:
Before health check, ensure:
| Prerequisite | Required For | Source |
|---|---|---|
| Project baseline | Variance calculation | Project plan |
| Current status data | Health assessment | Project manager |
| Stakeholder feedback | Satisfaction assessment | Stakeholders |
| Risk register | Risk health | Risk analyst |
Metrics:
| Metric | Formula | Green | Yellow | Red |
|---|---|---|---|---|
| SPI | EV / PV | >= 0.95 | 0.85-0.94 | < 0.85 |
| Schedule Variance | EV - PV | >= 0 | -5% to 0 | < -5% |
| Milestone Status | On-time % | >= 90% | 70-89% | < 70% |
Assessment Questions:
Metrics:
| Metric | Formula | Green | Yellow | Red |
|---|---|---|---|---|
| CPI | EV / AC | >= 0.95 | 0.85-0.94 | < 0.85 |
| Cost Variance | EV - AC | >= 0 | -5% to 0 | < -5% |
| EAC vs Budget | EAC / BAC | <= 1.05 | 1.05-1.15 | > 1.15 |
Assessment Questions:
Metrics:
| Metric | Green | Yellow | Red |
|---|---|---|---|
| Scope Changes | < 3 | 3-5 | > 5 |
| Change Impact | < 5% baseline | 5-10% | > 10% |
| Requirements Stability | Stable | Some changes | Significant flux |
Assessment Questions:
Metrics:
| Metric | Green | Yellow | Red |
|---|---|---|---|
| Defect Rate | Below target | At target | Above target |
| Rework % | < 10% | 10-20% | > 20% |
| Test Pass Rate | > 95% | 85-95% | < 85% |
Assessment Questions:
Metrics:
| Metric | Green | Yellow | Red |
|---|---|---|---|
| Open Critical Risks | 0 | 1-2 | > 2 |
| Risk Trend | Decreasing | Stable | Increasing |
| Mitigation Progress | On track | Delayed | Blocked |
Assessment Questions:
Metrics:
| Metric | Green | Yellow | Red |
|---|---|---|---|
| Stakeholder Satisfaction | Satisfied | Concerns | Escalations |
| Communication Effectiveness | Good | Gaps noted | Major issues |
| Decision Timeliness | Timely | Some delays | Blocked |
Assessment Questions:
Objective: Gather current project data
Actions:
Output: docs/pmo/{date}/project-{name}-data.md
Objective: Assess each dimension and overall health
Actions:
Health Score Calculation:
| Dimension | Weight |
|---|---|
| Schedule | 25% |
| Cost | 20% |
| Scope | 15% |
| Quality | 20% |
| Risk | 10% |
| Stakeholder | 10% |
Overall Score Interpretation:
Output: docs/pmo/{date}/project-{name}-assessment.md
Objective: Provide actionable recommendations
Actions:
Recommendation Categories:
| Category | Urgency | Examples |
|---|---|---|
| Immediate | This week | Escalation, resource injection |
| Short-term | This month | Process change, replan |
| Medium-term | This quarter | Restructure, descope |
| Long-term | Future | Lessons learned, prevention |
Output: docs/pmo/{date}/project-{name}-recommendations.md
See shared-patterns/anti-rationalization.md for universal anti-rationalizations.
| Rationalization | Why It's WRONG | Required Action |
|---|---|---|
| "PM says project is green" | Self-reported status often optimistic. Verify with data. | Validate with metrics |
| "One dimension is off, overall is fine" | One critical dimension can sink a project. | Address all yellow/red dimensions |
| "Wait and see if it improves" | Delays compound problems. Early intervention is cheaper. | Act on warning signs |
| "They're aware of the issues" | Awareness ≠ action. Verify mitigation progress. | Confirm corrective actions |
See shared-patterns/pressure-resistance.md for universal pressure scenarios.
| Pressure Type | Request | Agent Response |
|---|---|---|
| "Make the status green for the exec report" | "Status must reflect reality. Will provide accurate status with context and recovery plan." | |
| "Don't dig into that dimension" | "All dimensions must be assessed. Selective assessment misses problems." | |
| "The PM has it under control" | "PM optimism is natural. Independent assessment provides balance." |
ALWAYS pause and report blocker for:
| Situation | Required Action |
|---|---|
| Overall health < 4 (Critical) | STOP. Immediate executive escalation required. |
| Multiple dimensions Red | STOP. Recovery intervention needed. |
| Data unavailable for assessment | STOP. Cannot assess without data. Request information. |
| Stakeholder loss of confidence | STOP. Relationship repair needed before project work. |
The following requirements are NON-NEGOTIABLE:
| Requirement | Cannot Override Because |
|---|---|
| All six dimensions assessed | Partial assessment misses critical issues |
| Data-driven scoring | Opinions without data lead to wrong conclusions |
| Root cause analysis for Red | Symptoms without causes cannot be fixed |
| Evidence-based status | Feelings don't predict project outcomes |
| Stakeholder feedback inclusion | Project health includes perception, not just metrics |
If user insists on violating these:
When assessing health check findings:
| Severity | Criteria | Examples |
|---|---|---|
| CRITICAL | Project viability at risk | Overall health < 4, sponsor withdrawing, budget frozen |
| HIGH | Significant intervention needed | Any dimension Red, schedule slip > 2 weeks, cost overrun > 15% |
| MEDIUM | Active management required | Dimensions Yellow, minor variances, stakeholder concerns |
| LOW | Normal monitoring | All Green with minor improvements possible |
Escalate CRITICAL immediately. Address HIGH this week. Monitor MEDIUM bi-weekly.
# Project Health Check - [Project Name] - [Date]
## Overall Health Score: X/10 - [Green/Yellow/Red]
## Dimension Scores
| Dimension | Score | Status | Trend |
|-----------|-------|--------|-------|
| Schedule | X/10 | G/Y/R | Up/Stable/Down |
| Cost | X/10 | G/Y/R | Up/Stable/Down |
| Scope | X/10 | G/Y/R | Up/Stable/Down |
| Quality | X/10 | G/Y/R | Up/Stable/Down |
| Risk | X/10 | G/Y/R | Up/Stable/Down |
| Stakeholder | X/10 | G/Y/R | Up/Stable/Down |
## Key Findings
### Red Flags
1. [Finding with evidence]
### Yellow Flags
1. [Finding with evidence]
### Positive Signs
1. [Finding with evidence]
## Root Cause Analysis
| Issue | Root Cause | Impact |
|-------|------------|--------|
| [Issue] | [Cause] | [Impact] |
## Recommendations
### Immediate (This Week)
1. [Action] - Owner: [Name]
### Short-term (This Month)
1. [Action] - Owner: [Name]
## Decisions Required
1. [Decision needed with options]
Base metrics per shared-patterns/execution-report.md:
| Metric | Value |
|---|---|
| Analysis Date | YYYY-MM-DD |
| Scope | [Project name] |
| Duration | Xh Ym |
| Result | COMPLETE/PARTIAL/BLOCKED |
| Metric | Value |
|---|---|
| health_score | X/10 |
| schedule_variance | X% |
| cost_variance | X% |
| scope_changes | N |
| Condition | Verification |
|---|---|
| Recent check exists (<14 days) | Reference existing health check |
| No reported issues | Confirm no new risks or blockers |
| Project in maintenance phase | Verify no active development |
| Stakeholders satisfied | Confirm no escalations or concerns |
MUST: Full health check REQUIRED for the following conditions:
| Condition | Why Required |
|---|---|
| Project status changed | Yellow/Red requires immediate assessment |
| Milestone approaching | Risk assessment needed before milestone |
| Stakeholder escalation received | Must diagnose the concern |
| Project phase transition | Entry/exit criteria must be validated |
| Periodic review cadence | Regular health monitoring required |
MUST: When in doubt, conduct the health check. Undetected issues become crises.
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