Lesson 12: Mid-Project Review and Assessment

Date: October 23, 2025
Session Time: 8:00am-12:00pm EST
Duration: 4 hours (including 15-minute exercise)

Key Learning Objective

Conducting comprehensive project reviews to assess progress, identify issues, and plan corrective actions for successful project completion.

Lesson Overview

This session focuses on developing systematic review and assessment skills, including data collection, analysis, and presentation of project status to stakeholders.

Main Activities (3 hours 45 minutes)

  • Review methodology and best practices
  • Data collection and analysis techniques
  • Stakeholder communication strategies
  • Issue identification and resolution planning
  • Presentation and reporting skills

15-Minute Exercise: Comprehensive Project Assessment

Exercise Description

Conduct a systematic review of all project components (progress, budget, quality, safety) and create a brief assessment report with recommendations for the remaining work.

Materials Needed

  • All project documentation to date
  • Progress photos and measurements
  • Budget tracking records
  • Quality control checklists
  • Notebook for assessment notes

Exercise Steps (15 minutes)

  1. Progress Assessment (4 minutes)
  2. Review actual progress vs. planned milestones
  3. Assess quality of completed work
  4. Note any significant achievements or setbacks
  5. Identify critical path items and dependencies

  6. Financial Review (3 minutes)

  7. Compare actual costs to budget
  8. Assess remaining budget vs. remaining work
  9. Identify any financial risks or opportunities
  10. Note any cost-saving measures implemented

  11. Quality and Safety Review (4 minutes)

  12. Review quality control checklists
  13. Assess safety record and protocols
  14. Note any quality issues or concerns
  15. Identify any safety improvements needed

  16. Recommendations and Planning (4 minutes)

  17. List 3 key recommendations for remaining work
  18. Identify any additional resources needed
  19. Plan how to address any issues found
  20. Set priorities for the next phase

Deliverable

  • Comprehensive project assessment report
  • Progress, financial, and quality summaries
  • 3 key recommendations for remaining work
  • Priority list for next phase

Success Criteria

  • Assessment covers all major project areas
  • Analysis is objective and data-driven
  • Recommendations are specific and actionable
  • Priorities are clearly identified and justified

Integration with Overall Project

This exercise develops the evaluation and planning skills needed for successful project completion and teaches how to communicate project status effectively to stakeholders.


Previous Session: Lesson 11: Budget Tracking
Next Session: Lesson 13: Problem Solving