Action Plan Review

Coordinators help to prepare before Review Meetings so that the time spent in the review high quality.  This is done by first reviewing the quality of the action plan.  After the action plan is agreed to and approved, the Coordinators help to ensure actions are progressing according to plan by double checking the deliverables are what were agreed upon.  If a deliverable is lacking per the plan, they work with the responsible parties to help guide it to a higher quality. 

 

High Level Plan Review by Coordination Team

·        Review the document with a fine-toothed comb on own, prepare a list of questions for the project leader/team

o   Go through each item on the Action Plan and confirm if it is intuitive and understandable by someone who has not been exposed by the project

o   Review the HLP, rate it, and provide suggestions for improvement.  Provide a service by which you improve the plan.

·        Review criteria – with fresh eyes, validate every single cell on the plan:

o   Is the plan clear and organized?

o   Are action items clearly stated and easy to understand?

o   Does each action have a corresponding deliverable?

o   Sequencing:

§  Are the steps relevant to each other

o   Naming:

§  Does each step say what the attachment/responsible party is actually doing, not what not doing

§  Does each tab’s name make sense?

§  Does each column header make sense?

§  How is the categorization/hierarchy?  Could it be improved to be more intuitive?

o   Updated dates – make sure all dates are realistic and in the future.  If in the past, confirm what is the updated expected completion date?

o   Confirm that predecessors are listed and are accurate (each row needs a reference number first)

o   Are you able to comprehend what they are asking for?  If not, have them slow down and rewrite it.

o   Completed deliverables are linked, have appropriate headers (draft, project name), etc.

o   Are priorities clear?

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