PROJECT MANAGEMENT TEMPLATE
Project Health Check Template
A project can appear to be on track while concerns are developing across governance, scope, schedule, cost, risk, resources, quality, or stakeholder alignment. This Project Health Check Template provides a structured framework to assess the current condition of a project, document evidence and findings, prioritize concerns, assign corrective actions, and follow up on whether project health improves.
Excel Template · Project Management
ABOUT THE TEMPLATE
A Structured Framework for Assessing Project Health
The Project Health Check Template is an Excel-based assessment tool designed to help project professionals review the current condition of a project in a structured and evidence-informed way. It brings key project health considerations into one framework, helping teams move beyond a simple status update to understand where concerns exist and what may require management attention.
The template supports the full health-check process from establishing project context and assessing key areas to recording findings, prioritizing concerns, assigning corrective actions, and reviewing progress over time. It can be used as a one-time project review or adapted for recurring health checks throughout project delivery.
Assess Project Condition
Review key areas of project health using structured assessment questions and available project evidence to understand the project’s current condition.
Identify Material Concerns
Capture significant findings, underlying causes, potential impacts, and areas requiring management attention or further project investigation.
Prioritize Corrective Actions
Convert important findings into defined actions with clear priorities, responsible owners, target dates, and appropriate escalation requirements.
Follow Up on Improvement
Compare project health over time, review action progress, and determine whether corrective measures are improving project conditions.
WHAT’S INCLUDED
Everything You Need for a Structured Project Health Check
The workbook brings project context, assessment, findings, actions, reporting, and follow-up into one connected framework. Each section supports a different stage of the health-check process, from initial assessment through management action and review.
01
Project Profile
Capture the project context, objectives, review scope, participants, key commitments, and current concerns before beginning the assessment.
02
Health Assessment
Evaluate nine important areas of project health using structured diagnostic questions, evidence, health status, and assessment confidence.
03
Findings & Priorities
Document significant findings, supporting evidence, underlying causes, potential impacts, priorities, escalation needs, and management responses.
04
Action Plan
Convert priority findings into defined corrective actions with responsible owners, target dates, progress, dependencies, and follow-up requirements.
05
Summary Dashboard
Review overall project health, assessment results, priority concerns, and actions through a consolidated management-level view of the assessment.
06
Follow-Up
Compare previous and current health conditions, review trends and action progress, and determine whether corrective measures improved project conditions.
07
Configuration
Maintain the core definitions, classifications, and settings used by the workbook to support consistent assessment and interpretation.
HOW TO USE THE TEMPLATE
From Project Assessment to Follow-Up Action
The template follows a structured workflow that helps you move from understanding the project context to assessing its condition, identifying important concerns, taking corrective action, and reviewing whether the situation improves.
Assess the Project
Start with the Project Profile and review the nine health areas using available project information, reports, records, evidence, and stakeholder inputs. Assess the current condition of each area and select the appropriate health status and confidence level based on the reliability and completeness of the information available.
Identify & Prioritize
Review the assessment results and record significant findings that require management attention. Document supporting evidence, underlying causes, potential impacts, and escalation needs. Assign an appropriate priority to each finding based on its potential effect, urgency, dependencies, and the project’s ability to respond effectively.
Plan & Take Action
Convert priority findings into clear corrective actions that address the identified concerns. Define what needs to be done, assign responsible owners, establish target dates, and record dependencies or escalation requirements. Focus each action on a specific outcome so progress can be monitored and accountability remains clear.
Review & Follow Up
Use the Summary Dashboard and Follow-Up sheet to monitor actions and compare project health over time. Review changes in assessment status, action progress, and emerging concerns to determine whether corrective measures are improving project conditions or whether additional intervention and management attention are required.
Use Evidence, Not Assumptions
A health check should be based on reliable project information wherever possible. Use Green, Amber, Red, or Grey to indicate health status and record your confidence in the assessment when evidence is limited or uncertain.
PROJECT HEALTH ASSESSMENT
Assess Nine Key Areas of Project Health
A project can appear healthy overall while weaknesses are developing within individual areas. The template provides a structured assessment across nine important dimensions, helping project teams examine the evidence, identify concerns, and understand where management attention may be required.
Governance & Decision-Making
Assess governance arrangements, decision-making effectiveness, escalation paths, approvals, and management oversight to determine whether the project has the leadership structure and decision-making support needed to respond effectively to emerging situations.
Scope & Requirements
Review scope clarity, requirements, changes, assumptions, and stakeholder expectations to determine whether the project team has a shared understanding of what must be delivered and whether uncontrolled changes could affect successful project outcomes.
Schedule & Delivery
Examine schedule performance, milestones, critical activities, dependencies, progress, and forecast dates to identify delays, emerging schedule pressure, or delivery constraints that could affect important project commitments and planned completion.
Cost & Financial Control
Review budget performance, actual costs, forecasts, commitments, variances, and financial controls to determine whether the project remains financially controlled and whether emerging cost pressures could affect the approved project objectives.
Quality & Deliverables
Assess deliverable quality, acceptance requirements, defects, inspections, reviews, and outstanding quality concerns to determine whether project outputs are meeting defined requirements and whether unresolved issues could affect delivery or acceptance.
Risk, Issues & Dependencies
Review significant risks, active issues, dependencies, responses, and escalation requirements to understand whether known threats and constraints are being actively managed and whether emerging conditions could materially affect project delivery.
Resources & Capability
Assess resource availability, skills, capacity, responsibilities, workload, and capability to determine whether the project has sufficient people and expertise to deliver planned activities and respond effectively to current project demands.
Stakeholders & Communication
Review stakeholder alignment, engagement, communication, expectations, concerns, and unresolved conflicts to determine whether stakeholder relationships and information flow are supporting effective project delivery and timely decision-making.
Project Controls & Management Practices
Assess reporting, monitoring, change control, performance measurement, documentation, and management practices to determine whether the project has reliable controls and information to support effective oversight and informed management decisions.
ASSESSMENT STATUS
Use Evidence to Determine Project Health
The template uses a simple health classification to help project teams communicate the current condition of each assessment area. It also captures confidence in the assessment, helping distinguish between a genuinely healthy area and one where reliable evidence is not yet available.
Green
Generally Healthy
The area is generally healthy, supported by sufficient evidence, and does not currently present a material concern requiring corrective action or management escalation.
Amber
Management Attention
A concern exists that requires management attention, monitoring, or corrective action. The situation remains manageable but should receive appropriate response and continued oversight.
Red
Urgent Intervention
A material threat, weakness, or performance concern requires prompt intervention, management action, or escalation because it may significantly affect project objectives or delivery.
Grey
Insufficient Evidence
Reliable information is not sufficient to make a confident assessment. Use Grey when evidence is incomplete or uncertain rather than assuming the area is healthy.
FROM ASSESSMENT TO ACTION
Turn Project Health Findings Into Meaningful Action
A health assessment becomes valuable when its findings lead to informed management action. The template helps users evaluate confidence in their assessment, identify significant concerns, prioritize them, and translate important findings into clear corrective actions.
Assessment Confidence
Understand Your Assessment Confidence
Health status should be supported by reliable and relevant project information rather than assumptions. The template records confidence alongside each assessment to help users understand how strong the available evidence is, identify areas where uncertainty remains, and determine when further validation or investigation may be required before taking important management decisions.
High Confidence
Reliable and sufficient evidence supports the assessment and provides a strong basis for judging the project’s current condition.
Medium Confidence
Some uncertainty exists, and additional evidence, validation, or discussion may be useful before reaching a stronger judgement.
Low Confidence
The assessment relies on limited or uncertain information and may require further investigation before important decisions are made.
From Findings to Action
Convert Findings Into Corrective Action
Important findings should lead to a defined management response. The template provides a structured path for moving from identifying a concern to assigning and following up on the required action.
Identify the Finding
Document the concern, supporting evidence, underlying cause, and potential impact.
Set the Priority
Determine the level of attention required based on impact, urgency, dependencies, and response needs.
Define the Action
Assign a clear corrective action, responsible owner, target date, and relevant dependencies.
Verify the Response
Review progress and subsequent project health to determine whether the action actually improved the situation.
DESIGNED FOR FLEXIBLE USE
Adapt the Framework to Your Project Environment
Projects differ in their objectives, complexity, delivery methods, stakeholders, governance requirements, and operating environments. The template provides a consistent core framework while allowing you to adjust assessment criteria and supporting information to reflect the specific needs of your project.
Construction & Infrastructure
Adapt the assessment to schedules, contracts, site progress, procurement, resources, safety, quality, interfaces, and other delivery factors relevant to construction and infrastructure projects.
Engineering, EPC & Manufacturing
Adjust the framework for engineering deliverables, procurement, production, technical interfaces, milestones, resources, quality, dependencies, and operational priorities across complex project environments.
IT & Digital Projects
Adapt the assessment for software delivery, technology implementation, digital transformation, scope changes, dependencies, resources, stakeholder expectations, readiness, and delivery milestones.
Professional & Corporate Projects
Apply the framework to consulting engagements, business initiatives, organizational changes, internal projects, transformation programs, and environments where objectives, risks, stakeholders, and outcomes require review.
Learn the Approach and Apply It to Your Project
Understand how to conduct a project health check, use the structured assessment framework, and address common questions before applying the template to your own project.
Project Health Check Template FAQs
What is a Project Health Check Template?
It is a structured tool for assessing a project’s current condition, identifying concerns, prioritizing findings, and planning corrective actions.
Who can use the Project Health Check Template?
Project managers, PMO professionals, project controls teams, consultants, engineers, planners, and project delivery teams can adapt it to their needs.
What areas does the template assess?
It assesses nine areas including governance, scope, schedule, cost, quality, risks and issues, resources, stakeholders, and project controls.
Can I customize the template for my project?
Yes. The template provides a core framework that can be adapted with additional criteria or considerations relevant to your project environment.
Can the template be used across different industries?
Yes. The framework can be adapted for construction, infrastructure, engineering, EPC, manufacturing, IT, digital, professional services, and corporate projects.
Learn & Apply
Understand the Approach. Apply It to Your Project.
Understand the project health check process through our guide, then use the structured template to assess project condition, document findings, prioritize concerns, and plan corrective actions.
Learn with the Guide
How to Conduct a Project Health Check
Learn how to assess project condition, examine evidence, identify weaknesses, prioritize corrective actions, and determine whether the project remains capable of achieving its objectives.
Apply with the Template
Download Project Health Check Template
Use the Excel-based framework to assess project health, examine evidence, record findings, prioritize concerns, assign corrective actions, and review whether project conditions improve.
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Project management knowledge becomes more valuable when you can apply it, see it in practice, and continue developing your capabilities. Explore our other resources to complement the practical guidance provided in these guides.
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Looking for more project management resources? Explore the Kleios Technologies Resources Hub to discover our complete collection of guides, templates, downloads, career roadmaps, case studies, glossary resources, and insights.
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Continue Your Learning Across Related Knowledge Domains
Project management connects with specialized disciplines, tools, and professional practices that support successful project delivery. Explore related knowledge domains to expand your expertise, develop complementary skills, and discover deeper resources beyond the Project Management Guides.
Expand your expertise one domain at a time and build a well-rounded project management skill set.
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