Project Closeout Survey Template

Instructions: This template is a suggested framework for your project closeout survey. Using an online survey website (such as: Surveymonkey.com, Zoomerang.com, Fluidsurveys.com, Checkbox.com) is suggested. The introduction and questions below are meant to be copied, then pasted into the appropriate fields in the online survey tool. The roles referred to on this sample survey are: Project Sponsor, Team Lead, Project Manager and Project Team Member. A team lead is usually a VP-level individual who has an interest in the final product. If one or more of these does not exist, please adjust the survey as appropriate. Detailed explanation for each question are in BLUE. Just delete them and paste the questions into the online survey form, following the instructions on the website you choose. For more detailed discussion on how to use a closeout survey, read the accompanying article Developing an Effective Closeout Survey. This Project Survey is [org name]s way of gathering feedback from the project team and others who were directly engaged in the [Project Name] project. It is delivered using an online survey tool so that participants can be assured that the information gathered is anonymous and will be used strictly for making improvements to similar efforts going forward. None of the information gathered will be tied to individuals in any way, so please make your answers as clear and comprehensive as possible. There will be no opportunity for follow-up questions. Project Sponsor role 1. Identify your Project Sponsor. We ask this because the sponsor is often not heavily involved after the kickoff. We want to give them feedback regarding the teams awareness of their role. (Free form field for answers)

2. The Project sponsor provided oversight for the Project including escalation and authorization as required. These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions.

Strongly disagree Comments:

Disagree

Neutral

Agree

Strongly agree

(Free form field for comments)

3. The Project sponsor committed resources to the Project Team and ensured business requirements were met. These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. Strongly disagree Comments: (Free form field for comments) Disagree Neutral Agree Strongly agree

Team Lead 4. Identify your Team Lead. This question is really to be consistent across the roles. Team Leads should be in every meeting. (Free form field for answers) 5. The Team Lead maintained focus on the overall objective and held Team members accountable for completing their tasks in a timely manner. These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. Strongly disagree Comments: (Free form field for comments) Disagree Neutral Agree Strongly agree

6. Did the Team Lead drive the Project Team to make clear and timely decisions? These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. Strongly disagree Comments: (Free form field for comments) Disagree Neutral Agree Strongly agree

7. The Team Lead managed the transition to operations (end user acceptance)? These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. The free form comments on this question can be enlightening. Strongly disagree Comments: (Free form field for comments) Disagree Neutral Agree Strongly agree

8. The Team Lead executed his/her responsibilities well. Strongly disagree Comments: (Free form field for comments) 9. What did the Team Lead do that should continue? What could improve? (Free form field for answers) Disagree Neutral Agree Strongly agree

Project Manager 10. Identify your Project Manager. This question is for consistency across roles.

(Free form field for answers)

11. The Project Manager kept the project on track by providing weekly project schedule updates. These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. Strongly disagree Comments: (Free form field for comments) Disagree Neutral Agree Strongly agree

12. Agendas, notes, decisions and other project documentation were updated and communicated in a timely manner by the project Manager. These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. Strongly disagree Comments: (Free form field for comments) 13. The Project Manager executed his/her responsibilities well. Strongly disagree Comments: (Free form field for comments) 14. What did the Project Manager do that should continue? What could improve? (Free form field for answers) Disagree Neutral Agree Strongly agree Disagree Neutral Agree Strongly agree

Project Team Members 15. The Team Members executed their responsibilities well. These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. The team member roles vary so this version of the question is less specific. Adjust it according to your needs. Strongly disagree Disagree Neutral Agree Strongly agree Comments: (Free form field for comments) 16. What did the Team Members do that should continue? What could improve? (Free form field for answers)

Individual assessment

17. You provided detailed tasks, durations, predecessors and suggested resources within your functional area during the planning phase of the project. These responsibilities are spelled out in the project plan. This question is aimed at measuring effectiveness and perceptions. Strongly disagree Comments: (Free form field for comments) 18. You provided task / schedule updates to the PM regularly, in writing and in the appropriate format. Strongly disagree Comments: (Free form field for comments) 19. You ensured your assigned tasks were performed within agreed timeframes. Strongly disagree Comments: (Free form field for comments) 20. You executed your responsibilities well. Strongly disagree Comments: (Free form field for comments) 21. What did you do that should continue? What could you improve upon? Disagree Neutral Agree Strongly agree Disagree Neutral Agree Strongly agree Disagree Neutral Agree Strongly agree Disagree Neutral Agree Strongly agree

(Free form field for answers)

22. What other lessons do you wish to share?

(Free form field for answers)