Tool 111: Monthly Assessment Schedule

AKA

N/A

Classification

Changing/Implementing (CI)

Tool description

A monthly assessment schedule displays all sequential activities of a project, program, or some scheduled event. It reflects the milestone start and completion dates, the length of scheduled activities, and early completion or slipped dates. It serves as a valuable attachment for any status report.

Typical application

• To assess monthly the status of scheduled activities for the purpose of overall project management.

• To plan and schedule a project, program or major event.

• To monitor the progress of a project.

Problem-solving phase

	Select and define problem or opportunity
→	Identify and analyze causes or potential change
→	Develop and plan possible solutions or change
→	Implement and evaluate solution or change
→	Measure and report solution or change results
	Recognize and reward team efforts

Typically used by

	Research/statistics
	Creativity/innovation
1	Engineering
2	Project management
3	Manufacturing
	Marketing/sales
7	Administration/documentation
4	Servicing/support
5	Customer/quality metrics
6	Change management

links to other tools

before

• Gap Analysis

• Force Field Analysis (FFA)

• Barriers-and-Aids Analysis

• Activity analysis

• Checklist

after

• Action Plan

• Consensus Decision Making

• Measurement Matrix

• Countermeasure Matrix

• Presentation

Notes and key points

Schedule milestone dates description:

Step-by-step procedure

• STEP 1 A team assembles for the purpose of identifying and placing into sequential order all of the activities to complete a project, program, or major event. See example Annual Corporate-wide TQM Symposium Plan.

• STEP 2 A monthly assessment schedule form is used to list all activities.

• STEP 3 Next, the team reaches consensus on the length of the listed activities and the start and completion dates of each activity.

• STEP 4 The draft of the schedule is completed by inserting all milestone dates and connecting lines under the schedule covering a specific time period, as shown in this example.

• STEP 5 The team verifies all information, dates the chart, and attaches the chart to an action plan.

Example of tool application