Kick Start the PPM Process Part 6 of 9

The Health Check

The health check is conducted in cojunction with the selected vendor, is the first step in assessing the needs and requirements of the business, and is designed to be a low risk engagement model. The health check allows the business to analyse key processes underpinning the delivery of projects within the organisation in order to make certain that the solution and process will deliver value.

A typical health check exercise includes:

  • Review of a number of agreed key processes, typically including:

- portfolio management
- management reporting
- project resourcing
- milestone/delivery reporting
- scenario modelling
- project/programme management
- time recording

  • review of document processes, including inputs/oututs and data flows
  • identification of timings for processes
  • understanding and documentation of business issues and constraints

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