Post Project Review

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It is good practice to review all consulting projects at their completion. A formal post project
review helps to see how actual results compare to planned ones. It gives a good view of the
project’s performance, and provides valuable input to future projects.

Project Summary
The first section of the post project review captures the scope of the project. It contains enough
detail to provide a full understanding of the project, and base the evaluation in the rest of the
document on.
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Project Team Staffing

This part provides information about who the project team consisted of, including names, contact
information, and project role & responsibilities. This information is useful for staffing consultants
on future projects, or answering any questions that may arise post completion of the project.

Name Contact (Email) Responsibilities in Project

Project Deliverables (Planned vs. Actual)

This portion of the post project review describes the expected deliverables of the project (as
originally planned in the scoping slide & roadmap plan), and compares them against the actual
deliverables. This helps to identify any occurrences of scope creep, and to understand the
reasons why a client might be dissatisfied with the deliverables.

Planned Deliverable Actual Deliverable Summary

Handover to Client
This section describes the handover of the project to the client, including any difficulties or
challenges faced.
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© Dr. Wolfgang Messner 1

Project Costs & Schedule
How does the estimated effort for the project compare with the actual effort? Effort estimations
may be affected by scope creep, poor planning, schedule delays, progressive elaboration, and
many other factors. This section should highlight how effort was controlled, and reasons for effort
over- or underrun.

Project Phase Budgeted Effort Actual Effort Comments

Project Phase Scheduled Actual Completion Comments

Completion

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Recommendations
This section highlights any recommendations and lessons learned which could be of use in future
consulting projects.
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© Dr. Wolfgang Messner 2

 Project Self-Assessment

Self-assessments offer several benefits. They show how consulting teams see their performance
within the consulting company, and if they understand what was expected of them. They also
show how well their managers (in this case the faculty and SC SBDC) have been communicating
with them. If there is a big gap between the perspectives of self- and manager-assessment, it
becomes clear that there was a misunderstanding. In self-assessments, it is important to be
honest, but not self-depreciating.

Progress of consulting project

□ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Communication with SC SBDC, interaction with client

□ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Overall usefulness of your work for the client

□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Quality and creativity of your approach

□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Depth of your research

□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Storyline on slides
□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Layout of slides
□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Precision and neatness of the slide deck

□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Mock invoice and time-keeping

□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

Final steering committee presentation

□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

OVERALL GRADE
□ A+ □ A □ B+ □ B □ C+ □ C □ D+ □ D □ F

© Dr. Wolfgang Messner 3