Discovery assessment for project management
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Discovery assessment

Discovery assessment tools that can help project managment.





See also:


Strategic Balanced Scorecard (SBS)

Strategic Balanced Scorecard is a high level way to summarize an organization:

  • Create a a destination statement.
  • Cover four areas: financial, internal, external, learning.
  • Define Objectives and Key Results (OKRs).
  • Define Key Performance Indicators (KPIs) and measure them.


Objectives & Key Results (OKRs)

OKR is a method of defining objectives and tracking their outcomes:

  • Objective: what we want to achieve
  • Key Results: how do we know we are getting there


Key Performance Indicators (KPIs)

Key Performance Indicator (KPI) suggestions:

  • Title: an exact name that avoids ambiguity
  • Objective: the relation of the indicator with the organizational objectives must be clear
  • Scope: state the areas of business and/or parts of the organization that are included and/or excluded.
  • Target: benchmarks must be determined in order to monitor progress.
  • Calculation: the exact formula, units, frequency, data soure, et al.
  • Owner: the accountable person for the indicator.
  • Comments: any outstanding issues regarding the indicator.


Critical Success Factors (CSFs)

Critical Success Factor (CSF) suggestions:

  • Title: an exact name that avoids ambiguity
  • Objective: the relation of the indicator with the organizational objectives must be clear
  • Criticality: why is this critical to the success of the objective?
  • Plan: who is doing what, when, where, how?

SMART criteria

SMART criteria for goals:

  • Specific
  • Measurable
  • Achievable (a.k.a. Attainable, Agreed)
  • Relevant (a.k.a. Realistic, Responsible, Receivable)
  • Timely (a.k.a. Time-scoped, Time-boxed, Time-bound)



RACIO responsibility assigment matrix

RACIO responsibility assigment matrix:

  • Responsible
  • Accountable
  • Consultable
  • Informable
  • Omittable


Stakeholder analysis

Stakeholder analysis starts by gathering this information:

  • Name
  • Title
  • Contact information
  • Communication preferences
  • Role in the organization
  • Role on the project
  • Key concerns (e.g. goals, needs, issues, interests, opinions)
  • Key offerings (e.g. skills, resources, controls, connections)
  • Relevant suggestions (e.g. for people, processes, tools, scopes)
  • Relevant relationships (e.g. with stakeholders, projects, organizaitons)
  • Relevant analysis (e.g. SBS, OKR, KPI, VSM, SMART, SWOT, PEST, RAID)


Stakeholder salience

Stakeholder salience means understanding the relative priorities of needs

To do this, one way is to estimate any of the concepts below, on a scale of low, medium, high:

  • Power
  • Interest
  • Commitment
  • Support
  • Influence
  • Need
  • Urgency
  • Understanding
  • Legitimacy
  • Willingness to engage
  • Necessity of involvement


ADKAR change management model

ADKAR change management model means:

  • Awareness
  • Desire
  • Knowledge
  • Ability
  • Reinforcement


TEAM interpersonal aims

TEAM interpersonal aims means:

  • Talk
  • Evaluate
  • Assist
  • Motivate


FOCUS analytical aims

FOCUS analytical aims means:

  • Frame
  • Organize
  • Collect
  • Understand
  • Synthesize



TOGAF management

TOGAF management capabilities list:

  • Financial Management
  • Performance Management
  • Service Management
  • Risk Management
  • Resource Management
  • Communications and Stakeholder Management
  • Quality Management
  • Supplier Management
  • Configuration Management
  • Environment Management

Domain Driven Design

Domain Driven Design links:

DMADV Design For Six Sigma

DMADV project methodology is known as Design For Six Sigma (DFSS) and features 5 phases:

  • Define design goals that are consistent with customer demands and the enterprise strategy.
  • Measure CTQs (characteristics that are Critical To Quality), capabilities, prrisks etc.
  • Analyze to develop and design alternatives
  • Design an improved alternative, best suited per analysis in the previous step
  • Verify the design, set up pilot runs, implement the production process and hand it over to the process owner(s).


DMAIC stands for:

  • Define
  • Measure
  • Analyze
  • Improve
  • Control


DDICA stands for:

  • Design
  • Develop
  • Initialize
  • Control
  • Allocate


SIPOC stands for:

  • Supplier
  • Input
  • Process
  • Output
  • Customer


ICOM stands for:

  • Inputs
  • Cntrols
  • Outputs
  • Mechanisms


Maturity models

Maturity models typically have these kinds of levels:

  • 0 = None, Never, Negligible, Not Applicable
  • 1 = Initial, Informal, Implicit, Irregular, Inconsistent, Individual-usage.
  • 2 = Developing, Describing, Duplicating, Department-usage.
  • 3 = Standardizing, Specifying, Scaling, Service-oriented, Segment-usage
  • 4 = Managing, Measuring, Mainstreaming, Mission-oriented, Mass-usage
  • 5 = Optimizing, Orchestrating, Ongoing, Opportunity-oriented, Organization-usage


Value stream mapping (VSM)

Value Stream Mapping (VSM) starts with three major categories:

  • Value Adding (VA): any activity that your external customers value and are willing to pay for.
  • Necessary Non-Value Adding (N-NVA): any activity that is necessary but does not add value, for example any necessary support processes, legal regulatory requirements, etc.
  • Unnecessary Non-Value Adding (U-NVA): any activity that is unnecessary, a.k.a. waste.


Software quality attributes

Software quality attributes:

PERT: Program Evaluation and Review Technique

Program Evaluation and Review Technique (PERT) has four major timing areas:

  • critical path
  • lead time
  • lag time
  • float or slack


RAID means:

  • Risks
  • Assumptions
  • Issues
  • Dependencies

Application architecture matrix

Application architecture matrix ideas to consider:

  • Application/Organization matrix
  • Application/Role matrix
  • Application/Application Interaction matrix
  • Application/Function matrix

See also

Current state vs. future state

The exercise idea: assess the current state of the organizations/groups/individuals, and compare that to the desired future state.

Wordbook of terminology