Filetype Excel XLSX | Posted on 15 Aug 2022 | 3 years ago
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184x Filetype XLSX File size 0.30 MB Source: myprojecthell.com
Sheet 1: Instructions
| Use this space for any notes you need to take on using this project management assessment tool | |||||||||||||||||||||
| Competency Scale Description | |||||||||||||||||||||||||||
| 0. Not Applicable/Not Aware | |||||||||||||||||||||||||||
| 1. Aware | Have knowledge of the competancy or part of the concept | ||||||||||||||||||||||||||
| 2. Conceptual | Familiar with concepts of the compentacy and how they fit together | My job title is: | Project Manager | ||||||||||||||||||||||||
| 3. Experienced | Have practice and experience using the compentacy to manage projects | ||||||||||||||||||||||||||
| 4. Advanced | Can demonstrate and train others in competency | ||||||||||||||||||||||||||
| 5. Expert | Can expand the competancy using it in new ways to progress it's value in project management | ||||||||||||||||||||||||||
| Self-Assessment | Cohorts: Peer / Manager / Coach / Other Assessement | Development Options | Tools Development Options | Skills Development Options | Methodology | ||||||||||||||||||||||
| Expected Competency Levels by Job Title | Support & Assistance | Self-Directed Learning / Training | Self-Directed Learning / Training | Self-Directed Learning / Training | |||||||||||||||||||||||
| Competency | Description | 1 | 1 | 1 | 1 | Mentoring | Coaching | Job Shadowing | Practical Facilitation | Callboartion | Project Scheduling | Workflow Management | Automation | Books | e-Learning | Webinare | Instructor Lead | ROPE | SDLC | SCRUM | Agile | ||||||
| Dealing with Ambiguity | Deals effectively in uncertain situations where complete information is not known or unavailable. Demonstrated Behaviors: * Avoids jumping to conclusions too quickly or postponing decisions too long in the face of uncertainty * Identifies and articulates what information is known and unknown to determine a decision or course of action * Willing to change directions and pivot quickly when necessary * Remains calm and collected in the face of uncertainty * Can decide and act appropriately with incomplete or unclear information * Accurately identifies options, assesses risk, and develops mitigations when important data is unavailable * Is comfortable when things are up in the air and the situation is in flux * Helps others operate effectively in pressure-filled, uncertain, changing situations * Brings a sense of calm to chaotic situations |
3. Experienced | 4. Advanced | 4. Advanced | 5. Expert | ||||||||||||||||||||||
| Influence | Effectively persuades and gains the support of others in order to impact organizations without direct control. Demonstrated Behaviors: * Presents a point of view in a way that enlists others’ support * Demonstrates how one’s position benefits the audience * Collaborates with others to accomplish one's own goals * Develops and presents persuasive arguments to address the concerns, wants, and needs of others * Anticipates reactions and objections and plans how to overcome them * Uses new information or approaches to overcome major resistance or objections * Identifies key decision-makers and the people that influence them * Builds alliances and enlists third party support and outside resources |
3. Experienced | 3. Experienced | 3. Experienced | 4. Advanced | ||||||||||||||||||||||
| Project Communications Management | Ability to plan for and deliver effective communications to all various project stakeholders Demonstrated Behaviors: * Able to develop and manage a project communication plan * Communicates across multiple channels using various mediums to maintain project transparency * Communicates complex ideas, information, risks, issues and status in an effective,easy-to-consume message * Deliver effective and appropriate communication and presentations to all levels of stakeholders * Conduct successful project performance reviews and communicate related information to staff * Complete close-out reporting during administrative closure * Write a comprehensive final project report * Ensure project communication guidelines are followed by team |
4. Advanced | 4. Advanced | 4. Advanced | 3. Experienced | ||||||||||||||||||||||
| Project Planning | Ability to develop plans, procedures and strategies to meet project objectives by determining work requirements, aligning resources, optimizing schedules, managing budgets, and communicating effectively to meet the project objectives. Demonstrated Behaviors: * Create scope statement and plan to measure and manage scope changes * Recruites members and forms a bonded project team and develops an overall staffing plan * Depending on project methodology: -Establishes a backlog and the plans to manage it -Lead the development of epics and stories -Create working punchlists and matrix deliverables -Create work breakdown structure to determine deliverables * Determine critical path & develop project schedule * Estimate time, resource, project costs to inform and then develop budget * Perform risk analysis and develop risk management plan * Determine communications requirements and develop communications plan * Determine quality standards and develop quality plan * Develop final project plan, gain formal approval & kickoff project |
3. Experienced | 4. Advanced | 3. Experienced | 3. Experienced | ||||||||||||||||||||||
| Project Risk Management | Ability to identify, analyze, mitigate and manage risk factors throughout the life cycle of a project Demonstrated Behaviors: * Examine a situation to identify and classify the areas of potential risks * Determine the probability of events and the consequences associated with their occurrence to discover the cause, effect and magnitude of the perceived risk * Develop risk models to analyze various outcomes and mitigations * Consider various responses to risk based on stakeholders' risk tolerance levels * Provide a comprehensive list of next steps and alternatives * Provide prioritized recommendations based on alignment with the objectives of the project * Develop, maintain and communicate a risk management plan (RAID Log) |
2. Conceptual | 1. Aware | 2. Conceptual | 1. Aware | ||||||||||||||||||||||
| Empowering Others | Enables others to have ownership of their jobs and responsibilities Demonstrated Behaviors: * Encourages others to make their own decisions * Encourages others to take responsibility for tasks and projects * Gives others the freedom to have control of their tasks and duties * Allows others to make mistakes and take risks to learn and grow * Delegates responsibility to others based on their ability and potential * Provides others with opportunities that challenge them and develop their capabilities * Communicates purpose and long-term benefits to empower others to take greater responsibility * Provides guidance and support for others as they take on new challenges * Mentors others rather than instructs in order for other to learn through self evaluation * Promotes and calls attention to the work done by others to senior leadership |
5. Expert | 5. Expert | 4. Advanced | 3. Experienced | ||||||||||||||||||||||
| Interpersonal Awareness | Listens attentively and responds to others' ideas and concerns; approaches sensitive issues in non-threatening ways Demonstrated Behaviors: * Listens attentively to others' ideas and concerns * Responds to others’ verbalized concerns and feelings * Asks questions to clarify others’ concerns and feelings * Plans and prepares by anticipating others’ reactions * Uses non-verbal cues and body language to identify and interpret others’ concerns and feelings * Responds to others’ unspoken concerns and feelings * Acknowledges others’ concerns and feelings, in spite of disagreement * Approaches others about sensitive issues in non-threatening ways * Is considered empathic for others * Reflects on personal outcomes in order to find self improvment opportunities |
3. Experienced | 4. Advanced | 3. Experienced | 4. Advanced | ||||||||||||||||||||||
| Problem Solving | Accurately assesses problems and effectively and efficiently arrives at excellent solutions Demonstrated Behaviors: * Asks meaningful and relevant questions to understand problems and potential causes * Notices discrepancies and inconsistencies in information related to problems * Identifies and evaluates many possible causes for a problem * Looks past symptoms to identify the root causes of problems * Uses logical, systematic approaches to break down and solve problems * Engages others to solve problems collaboratively * Researches and considers ideas and solutions outside of own expertise * Creatively comes at problems in new and different ways that lead to innovative solutions * Analyzes costs, benefits, risks, and chances for success of potential solutions * Breaks down complex problems into their fundamental parts * Presents complex problems in lauguage and terms that are understood by other to engage in collaboration |
3. Experienced | 4. Advanced | 4. Advanced | 3. Experienced | ||||||||||||||||||||||
| Innovation Management | Ability to employ creative and novel approaches and solutions in a project management setting Innovation Management is the process of employing creative and novel approaches and solutions in the management setting. Using new technology and encouraging collaboration and creativity are key elements of Innovation Management. Demonstrated Behaviors: * Develop a strong network of peers for the exchange of ideas, models and wisdom * Promote effective techniques and high standards for employing technology maintains awareness of changes it technology and considers its application to project management * Bring the creative ideas of others to the project * Demonstrate solid judgment about which creative ideas and suggestions will work * Encourage the creative process of others * Facilitate effective brainstorming * Foster collaboration among industry, government and other organizations to encourage innovation |
0. Not Applicable/Not Aware | 2. Conceptual | 1. Aware | 1. Aware | ||||||||||||||||||||||
| Project Decision Making | Ability to make sound decisions that take into account project objectives, risks, implications, and values of a project. Demonstrated Behaviors: * Focuses on objectives and results when considering the various alternatives to a decision * Solicits the input of the appropriate people to improve the quality of a decision * Makes decisions based on available opportunity and potential risk in the marketplace * Foresees the long-range consequences or implications of different options * Gathers sufficient information to identify gaps and variances before making a decision * Weighs the costs, benefits, risks, and chances for success in a decision |
1. Aware | 2. Conceptual | 1. Aware | 1. Aware | ||||||||||||||||||||||
| Managing Project Performance | Ability to monitor and evaluate project performance against goals, and make adjustments to achieve goals Demonstrated Behaviors: * Pays attention to the quality and quantity of performance * Sets clear, well-defined desired outcomes for work activity and tracks progress * Clearly articulates the definition of done * Establishes means of measuring performance and objectives * Adjusts work activity and desired outcomes based on changes in business strategy * Seeks performance feedback from others * Addresses performance problems promptly * Gives performance feedback to others * Establishes plans that break complex projects into their component parts, each with its own timeline |
1. Aware | 2. Conceptual | 1. Aware | 1. Aware | ||||||||||||||||||||||
| Project Control | Project Control is the process of comparing actual performance with planned performance, analyzing variances, evaluating possible alternatives and taking appropriated corrective action as needed. Demonstrated Behaviors: * Integrated Change Control - coordinating changes across the entire project * Scope Verification - formalizing acceptance of the project scope * Scope Change Control - controlling changes to project scope * Schedule Control - controlling changes to the project schedule * Cost Control - controlling changes or unplanned costs to the project budget * Quality Control - monitoring specific project results to determine if they comply with relevant quality standards and identifying ways to eliminate causes of unsatisfactory performance * Performance Reporting - collecting and disseminating performance information. This includes status reporting, progress measurement, and forecasting * Risk Monitoring and Control - new risks, ensuring the execution of risk plans, and evaluating their effectiveness in reducing risk |
2. Conceptual | 1. Aware | 0. Not Applicable/Not Aware | 0. Not Applicable/Not Aware | ||||||||||||||||||||||
| Project Closing | Ability to complete the closure of a project including retrospective and final reporting Completing the closure of the project as stated in the project plan. Closure occurs when a project ends, when a project is terminated before the work is completed or at the end of each project phase. Demonstrated Behaviors: * Conduct, document, share Lessons Learned/Retrospective * Performs Product/Service verification * Closes out budget reports and financial accounts * Delivers final performance reporting * Publishes and delivers final project close out book * Creates project archive of documents * Releases resources |
3. Experienced | 3. Experienced | 0. Not Applicable/Not Aware | 2. Conceptual | ||||||||||||||||||||||
| Project Administration | Ability to prioritize and perform project administrative tasks like reports, documentation, status reports, Time & Expense reports Project Administration involves the completion of such tasks as time and attendance, audits, procedures, documents, calendering, communications, forms, reports and budgets that are essential to the day-to-day operations of a group or project. This is a critical project management related function that over-arches the entire project management lifecycle. Demonstrated Behaviors: * Complete, in an accurate and timely manner, documents such as time and expense reports, requests for absences, and education forms * Demonstrate knowledge and understanding of budget control and reporting Adhere to policies and procedures, including timeframes, for all reports and forms * Keep managers aware of the status of job responsibilities, projects, and key operational issues through formal and informal communications (e.g. status reports, e-mails, updates at meetings) * Recommend changes to forms, documents, procedures, policies, etc. that will increase the effectiveness of day-to-day operations |
3. Experienced | 3. Experienced | 3. Experienced | 3. Experienced | ||||||||||||||||||||||
| Solution Design | Creating a Solution Design involves taking the needs of a client and building a solution that incorporates those needs with existing systems and solutions. Demonstrated Behaviors: * Considers other programs or projects that may influence this solution * Shows in-depth knowledge of business process improvement, re-engineering, estimating and measurement concepts * Conducts joint requirements planning facilitation skills * Develops process map to capture “as-is” and “to be” processes graphically * Translates business requirements into technical requirements and communicates them in a way the all stakeholders understands and can easily consum * Takes into account all factors the stakeholders feel are important (e.g. usability, intuitiveness, etc.) as well as additional factors you have identified -Understands the application of the technology in the real world |
1. Aware | 2. Conceptual | 2. Conceptual | 2. Conceptual | ||||||||||||||||||||||
| Project Execution | Project Execution entails carrying out the project plans by directing performance of the activities through team members. Demonstrated Behaviors: Assess your ability to execute projects. As an expert, without assistance, you should be able to perform the following: * Implement project plan and initiate any adaptations as necessary * Continues to assess and address risk as the project changes through it's execution lifecycle * Be aware of, and respond to, any resource, technical or team problems * Update project progress and respond to management or stakeholder inquiries * Be adaptive and manage change productively |
3. Experienced | 4. Advanced | 5. Expert | 4. Advanced | ||||||||||||||||||||||
| Project Integration Management | Project Integration Management involvs managing the processes required to ensure that the various elements of the project are properly coordinated. It involves making tradeoffs among competing objectives, resources and alternatives to meet stakeholder expectations. Demonstrated Behaviors: * Integrates all the pieces of the project into a whole * Collaboritively creates a project plan in collaboration with the project team * Depending on methodology: - Utilizes a project management schedule tool to visualize task/deliverable dependencies and relationships - Applys Earned Value management -Develops burn down charts and analysis -Repriorities Back Log based deliverable interdependencies and changing stakeholder priorities * Implements project plan approval and execution gates * Tracks and explains plan drift from original baseline * Holds cross project kickoff meeting * Manages change requests and apply integrated change control * Forms a cross project change control board * Takes corrective action |
3. Experienced | 3. Experienced | 3. Experienced | 3. Experienced | ||||||||||||||||||||||
| Project Cost Management | Ability to manage project costs including analyzing, estimating, budgeting, tracking and reporting Demonstrated Behaviors: * Use WBS to determine quantity, quality, & use of resources required * Use historical data to estimate required resources * Develop detailed cost estimates * Performs cost/benefits analyses to justify changes * Develop and manage budget * Includes cost in risk analysis * Understands the orginazations capital and operational cost identification method and tags budget items accordingly |
2. Conceptual | 1. Aware | 1. Aware | 0. Not Applicable/Not Aware | ||||||||||||||||||||||
| Project Procurement Management | Ability to plan, solicit, administer and close out contracts necessary to support a project. Assess your ability to determine your procurement needs, whereby goods and services may have to be procured from outside sources for a project, and to effectively administer the related contract. Demonstrated Behaviors: * Identifies factors that influence procurement planning * Determines design and performance specifications for a project * Creates a procurement management plan * Completes the steps involved in the solicitation process * Maintains and manages contract administration responsibilities * Develops a system for handling contractual changes * Determine when a contract should be terminated * Complete contract close-out responsibilities |
2. Conceptual | 3. Experienced | 4. Advanced | 4. Advanced | ||||||||||||||||||||||
| Project Human Resource Management | Ability to make effective use of project personnel; organizational planning, staff acquisition, team development, manage staff matrix reporting. Managing human resources at the project level requires making the most effective use of personnel involved with a specific project. It consists of organizational planning, staff acquisition, and team development. Demonstrated Behaviors: * Prepare an organizational plan for a project team. * Assign and manage roles within a project team. * Develop roles and responsibilities matrix. * Apply staff-evaluation and project-selection techniques in a project environment. * Acquire project teams within and outside an organization. * Evaluate an existing staff pool and recruit project team members. * Motivate a project team to perform to the highest possible standard. |
3. Experienced | 3. Experienced | 3. Experienced | 2. Conceptual | ||||||||||||||||||||||
| Vendor Management | Vendor Management is the ability to work with multiple vendors to achieve business objectives. It requires a combination of skills including relationship building, communications, contract management, and quality control. Demonstrated Behaviors: * Maintain open communications with vendor representatives. * Investigate various vendors and isolate those best suited to assist you in achieving your business objectives. * Prepare a brief, select a vendor, and reach agreement on terms and conditions for a contract. * Manage vendors for successful implementation. * Ensure vendor communication, status and transparency on the project. * Integrate vendor into project team. * Terminate contracts and relationships as necessary in a professional, straightforward manner. |
3. Experienced | 3. Experienced | 3. Experienced | 2. Conceptual | ||||||||||||||||||||||
| Project Initiation | Ability to initiate a project, including development of all required initiation and planning deliverables. Demonstrated Behaviors: * Ability to develop a business case using various inputs from business to determine business need * Collection of historical data to inform project strategy * Identify sponsor, key stakeholders, and project team * Determination of project objectives. * Determination of high-level deliverables. * Determination of high-level constraints and assumptions. * Identify intial risks and determine mitigations. * High-level RACI * Determination of high-level resource requirements. * Development and finalization of project charter. * Determine project governance model. |
4. Advanced | 3. Experienced | 3. Experienced | 2. Conceptual | ||||||||||||||||||||||
| Project Quality Management | Quality Assurance involves planning and controlling a project in an effort to satisfy the intended needs and objectives. Demonstrated Behaviors: * Define quality terms and concepts, and summarize methods to measure quality outcomes. * Discuss the relationship between quality and people in the project team. * Develop quality control systems. * Perform specific planning activities that positively impact project quality. * Identify procurement issues that impact project quality. * Identify and meet specific conditions to facilitate completion of a credible audit. * Analyze the trade-off between quality and schedule timeliness. * Identify areas of a project in which cost can be reduced while maintaining quality. |
4. Advanced | 3. Experienced | 4. Advanced | 3. Experienced | ||||||||||||||||||||||
| Project Scope Management | Ability to implement processes to ensure that the project includes all the work and only the work required for project success; includes the ability to oversee the development of requirements that are clear, well-structured, traceable and testable Project Scope Management includes the processes required to ensure that the project includes all the work and only the work required to complete the project successfully. Demonstrated Behaviors: * Document both in and out of scope for the project. * Develop a scope management plan. * Manage by objectives. * Continually validates scope. * Identify different stakeholders' views regarding a project scope. * Prepare and develop a work breakdown structure (WBS). * Develop requirements that are comprehensive, clear, well structured, traceable and testable. * Use the requirements to identify specific project deliverables. * Document and explain any changes to the initial requirements. * Exercises control over the project scope to avoid "scope creep" through identified scope change management process |
3. Experienced | 3. Experienced | 4. Advanced | 3. Experienced | ||||||||||||||||||||||
| Project Time Management | Ability to meet project timelines through effective time management, prioritize project activities, identify dependencies, and estimate duration as well as visualizing the project timeline for others. Demonstrated Behaviors: * Prioritize activities according to mandatory, discretionary, and external dependencies. * Convert an activity list into a network diagram. * Define project task predicessors and lag. * Estimate activity duration and calculate expected activity completion time. * Calculate project duration using a project's critical path. * Use schedule updates to maintain schedule control. * Calculate schedule variance. * Establishes sprint goals based on backlog and sprint duration |
3. Experienced | 3. Experienced | 4. Advanced | 2. Conceptual | ||||||||||||||||||||||
| Project Stakeholder Management | Engage stakeholders proactively and to the degree needed to contribute to project success and customer satisfaction. Demonstrated Behaviors: * Identify and analyze project stakeholders to understand influence, interest, and concerns in project so they can effectively be engaged. * Develop stakeholder management strategy plan. * Able to communicate with stakeholder groups about project using a variety of methods and channels, determining how, when, how often, and under what circumstances they should and want to be engaged. * Proactively engage stakeholders and stakeholder relationships throughout the project to minimize potential negative impacts and maximize positive impacts. |
5. Expert | 3. Experienced | 3. Experienced | 3. Experienced | ||||||||||||||||||||||
| You assessed yourself as a Project Manager. At a high-level we define a Project Manager as: Professional project practioner role. Manages complex projects with medium to high business priority with little supervision. Experienced in project management discipline and methodologies. Minimum 5 - 7 years experience managing projects. No direct reports. The following charts and information are based on you and your cohort's (peers, managers, coaches, and others) input as well as insdustry experts rating of each competency with their ideal for someone holding the position of Project Manager. This assessment is intended to provide you guidance and direction as you determine the next steps in your project management career. We hope the information sparks conversation about your competencies with your cohorts and leads to you producting a development plan that best fits your professional career goals in project management. The data in this 'executive review' will highlight areas of discrepancy and you are encoraged to begin your conversations there. |
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| The "Results by Assessor Group" chart gives you a high level comparison for the total rating received. The comparison shows how you and your cohorts rated your overal companency as well as allows you to compare against industry experts overall rating expectation for your role. If you and/or your cohorts' over all rating is significatly different than the expectation of industry experts you may be catagorized at the wrong job. This may indicate you are ready for a job title realignment. However use this in combination with the other charts to see what areas specificaly exceed our expert's expectations. |
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| The "Comparison of: Self-Assessment over Cohort Average" is intended to give you visibility into where your opinion of your compancies may differ from others. Use this information to ask why there is a difference of opinion. Is the gap real or only percieved? What can you do to close the gap? The more input you recieve for from other the more benifical the assessment. Request as many of your cohorts as possible to fill our your assessment in order to gain a fuller more accurate accounting of your competancy levels. |
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| The "Comparison of: Self-Assessment over Expert Ideal" graph compares you against the industry experts' ideal rating of each individual compenancy for your job title. Use this information to prioritize which compatencies to work on. Determine how much improvement you want to make and see if any ratings are significantly miss aligned with your idea of your job title. |
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| The "Comparison of: Self and Cohort Assessment Average over Expert" graph compares you and your cohorts average rating of each individual compenancy against that of the industry experts. The "Average" is a based on adding up your rating with the ratings of your included cohorts and than dividing by the number ratings to produce an overall average rating. Use this information to prioritize which compatencies to work on. Determine how much improvement you want to make and see if any ratings are significantly miss aligned with how you and your cohorts view your job title. |
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