The best time to review a project is probably months ago, when all seemed well.

It doesn't look good. The project has missed a major milestone. The team is working seven-day weeks. The project manager is off with stress-related illness. Quality has gone out the window.  

And as for our customer, not at all happy.

We need to find out what’s really going on. It’s time to schedule a project review.

Actually, now is a bloody awful time to set up a review. The project team is already overloaded. Where are they going to find time to prepare, to meet with reviewers? A review will almost certainly create further delay, and stress.

And it won't be easy to conduct an effective review. Relationships have started to break down, so there’ll be a lot of accusations flying around. People will be trying to protect themselves. Reviewers will need to dig deep to find out what’s really happened. Yet more delay.

We also need to consider the wider messaging. This review is going to look like an announcement of failure. A sign that we don't trust the team to get the project back on course themselves. That’s going to make everything even more sensitive. Our reviewers had better be consummate diplomats.

Of course, now is a bloody awful time to do anything with this project. It’s in a mess. If we're going to fix it, we need a clear picture of what's gone wrong. A review will help untangle the mess, give us a firmer basis for action.

But the best time to review this project was probably months ago. People would have had time to talk to us. They wouldn’t be so defensive. The review would be much less painful all round.

It’d also be more effective. Reviewers would have time to think about what's going on. To generate hypotheses and drill down. If they find issues, we’d have time to fix them before they blow up.

The best time to review a project is when all’s well. When it doesn't seem to need reviewing.

How do we set up such reviews?  here are two common ways.

'Gate' reviews

When we set up the project, we can identify key points in its lifecycle. Times when we make major decisions, to approve the budget, to appoint an agency, to sign off on designs, etc.

These are good times to hold reviews. If we’re making a decision, we want good information. We want to ground it in a clear understanding of the project’s status. If anything isn't right, we want to clear it up before we proceed.

This approach tends to lead to a small number of substantial reviews. On a big project, each review may take several days.

We’ll probably try to look deeply at every aspect of the project. We might bring in external reviewers to ensure we get an independent view.

Gate reviews can cause a fair amount of disruption. Teams need to prepare for them. We need to pull reviewers off other projects. The payback is good decision-making: we make well-informed choices.

Cadenced reviews

The alternative is to schedule reviews on a regular pattern throughout the project, say every month or six weeks. (I’ve even seen projects reviewed on a weekly cadence.  

They were very lightweight reviews, but they helped bring issues into the open.  One project manager called them her “weekly confessional”.)

Such reviews carry very little overhead. They’re very easy to coordinate: if we all know that the review happens at 2pm on the first Monday of every month, then we set up our diaries accordingly. And because we all get to know each other, we quickly slip into a rhythm at each meeting.

Meetings will be fairly short – perhaps a couple of hours. That’s time to look at major risks and key deliverables, and maybe spend a little time reflecting on what is and isn't working. These reviews don't delve deep into the entire project.

But they do pick up trends. Reviewers get a feel for the project, so they spot small deviations as they start to develop.

More importantly, project teams develop the habit of reflection, of stopping to think about what’s going on. Thus they become more adept at spotting impending issues for themselves.

Mixed reviews

You can combine these modes. Scheduling gate reviews at major milestones, with regular, lightweight reviews in between, is probably worthwhile on large, complex projects.

The key point is to set up the schedule in advance, as the project is being initiated. People can then plan for reviews – for preparation time, meetings, etc. The overhead is manageable when you expect it.

This has a useful side effect. When people are expecting reviews, they keep things tidy. They maintain risk registers. They update timesheets and other records. They get into the habit of stopping to reflect. They resolve issues as they arise.

So the project often ends up running pretty smoothly by itself. The more you review a project, the less it needs reviewing.

Graham Oakes

Published 24 September, 2014 by Graham Oakes

Graham Oakes helps people untangle complex technology, processes, relationships and governance. He is contributor to Econsultancy.

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Comments (2)

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Amansharma

Actually its an eye catching blog about the reviewing the project we are working on. Yes, this is exactly right that we should know that when one should review their project so that the ammendments are made as soon as possible as the business environment is quite dynamic i.e fast changing it should not be too late that competetior leave us behind and and we lack in our project. So, there should right, proper,effective and on right time review of a project as said The Best Time to Review the Project is When Everything Seems Alright.

almost 3 years ago

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Mark Hirsch

Nice post, Graham. I agree that reviews are best done before there's a problem, thus the review process should be addressed before the project kicks off. Since there are different issues that can derail a project, a review process needs to acknowledge this. For example, projects can be derailed because of scope changes, budget overruns, unanticipated issues, or having the wrong team.

Reviews can happen on a schedule or at key milestones, but those are arbitrary points in the project's cycle and may not be identify problems at the most appropriate time. Ideally, a project should generate specific metrics that are automatically monitored. For example: Are more hours being used than expected? Is the team working efficiently? If not, why not? Does the team have the proper skillset for the work being done?

Fortunately, there are emerging tools now that leverage data science to capture and analyze how people work. These systems can automatically alert team members when there is a problem on the project. CreativeWorx TimeTracker is a great example, and there are free & trial accounts to evaluate the individual and team versions.

TimeTracker automatically captures and analyzes activity in software applications, browsers, calendars, phone and more to automatically drive productivity and profitability. One benefit of automatically generating accurate timesheets is that people spend considerably less time on it, so they can focus on their work...instead of the administrative reporting. www.creativeworx.com.

almost 3 years ago

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