Schedule Evaluation Worksheet

Summary

Tracks task timing, including the planned and actual start dates, completion dates, and duration of tasks. You can view the planned and actual duration for each task and compare them to those of other tasks. You can also view a summary of this information for all tasks listed.

Answers the questions:
  • Which tasks are on time and which tasks are late?
  • How accurate are time estimates for tasks?
  • How late/early are tasks?
  • What is the relationship between the various tasks (sequential, simultaneous)?
When to Use Purpose
Early in the project To identify and plan the major tasks of a project as well as establish an estimate of time to complete them.
Throughout the project To track the progress of tasks identify bottlenecks to getting them done.
End of project Provide a record of which tasks are complete and whether they are finished on time.

Data

List of tasks or steps required to complete a project (or a defined subset of a project) including planned start date and due date.

How-To

  1. Add tasks to the Task Summary table. You can add new or existing tasks to this table at any time.
  2. For each task, enter a Planned Start Date and Due Date.
  3. As milestones are met, update the Actual Start Date and Completion Date. You can enter this information in the Schedule Evaluation Worksheet or in the Tasks table in the Project Manager.

Guidelines

  • Caution: A famous Six Sigma saying is "You don't know what you don't know." You should not try to plan all of the project's tasks at the start of the project because the conclusions reached at any stage of the project can result in dramatic changes in direction. For example, you might have thought at the start of a project that you could accurately measure the process output, only to discover that you need to develop a new measurement system before you can proceed any further.
  • Size the tasks appropriate to your intent; for example:
    • If you want to maintain general oversight of an entire project, you might have 12 tasks (one for each of the 12 steps used in the 12-step project template).
    • If you are managing a time-critical process, you can break down the tasks into more defined steps such as create design, review design, draft, proof blueprints, make prototype, and so on.
  • Think of the Schedule Evaluation Worksheet as a living document that must be updated regularly throughout the project. It is a communication tool to convey to the team how much progress they are making in critical project activities. As such, the information should be kept as current as possible.
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