1	THIRD-PARTY PROJECT REVIEWS Project Health-Checks By
2	Guiding Principles Its easier to manage expectations than overcome disappointment It’s cheaper to avoid delay than make up for it Conflict is best resolved early … Change attitudes before they’re entrenched Don’t hold out for miracles Early buy-in is better than a late sales drive Know the stakeholders before they know you
3	Our approach Multi-phased: Initiation Monitoring Stage gate reviews Pre-completion review Post-implementation review
4	From initiation to closure - a complete process -
5	Initiation Background Discussion Documentation Research Expectations Assessment Potential issues Recommendation for improvement Agreed going forward approach
6	Monitoring Temperature checks Project managers Teams Other stakeholders Rumour mill Status reports Issue logs Discussion & resolution
7	Stage gate reviews Validate deliverables Confirm benefits Confirm plan for next stage Maintain momentum Negotiate adjustments Expedite sign-offs
8	Pre-completion review Review scope change Evaluate deliverable compromises Re-assess benefits realisation Manage expectations Maintain momentum Negotiate adjustments
9	Post-implementation review Recap the process & dynamics Identify lessons learned for each side Evaluate the outcomes Mediate adjustments
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11	A PRACTICAL Approach Plan Resources Attitudes Communication & Change Management Technology Initiative & Incident response Consensus & Contingency Plan Adaptable Leadership Comprehensive, realistic Sufficient, qualified Positive, up-beat Open, two-way In place & effective Viable, appropriate Broadly demonstrated Shared responsibility Common vision Realistic risk assessment Reflects a changing world From all the right places
12	Why Perform a Review? Compliance with laws and regulations Privacy Security Records retention Conformance with corporate policy Best Practice Continued relevance to the business On track
13	Legal Compliance All relevant jurisdictions Employee information Customer information Financial information Mandatory reporting Industry specific Contractual commitments Litigation related
14	Conformance to Policy Governance framework Corporate directives & policies Operating guidelines Endorsed industry standards Contractual commitments*
15	Focus on Accountability
16	Review Preparation Define scope and objectives Achieve buy-in Develop list of participants Schedule activities Notify participants Develop surveys & questionnaires
17	Developing Instruments Open ended questions Non-judgemental Outcomes focused Appropriate to the participant(s) Allow for un-expected input
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19	Recommendations Register Issue / Recommendation Implication / Severity / Priority Responsibility Time line Resource demands Acceptance / Rejection Completion acknowledgements