Executing

Team Performance Assessment

The team performance assessment is used to review technical and interpersonal competencies of the team as a whole, as well as general characteristics such as team morale and cohesiveness. It is used by the project manager to identify areas to improve the team’s ability to achieve agreed-upon project objectives. The contents of the team performance assessment can include:

  • Technical performance
    • Scope
    • Quality
    • Schedule
    • Cost
  • Interpersonal competency
    • Communication
    • Collaboration
    • Conflict management
    • Decision making
  • Team characteristics
    • Morale
    • Cohesiveness

The team performance assessment is an output of process 9.4 Develop Team in the PMBOK®  Guide – Sixth Edition.

Tailoring Tips

Consider the following tips to help tailor the team performance assessment to meet your needs:

  • For a small project you can just do a summary of technical performance and interpersonal compe- tency rather than decomposing those categories into subcategories.
  • If part of your role as a project manager is to evaluate individual team member performance you can modify the form to focus on individuals rather than the team.
  • Some team assessments include team strengths and weaknesses.

Alignment

The team performance assessment should be aligned and consistent with the following documents:

  • Resource management plan
Document Element Description 
Technical performance Scope Rate the team’s ability to deliver the scope of the project and product. Provide comments that describe instances or aspects of scope performance that justify the rating.
  Quality Rate the team’s ability to deliver the quality required of the project and product. Provide comments that describe instances or aspects of quality performance that justify the rating.
  Schedule Rate the team’s ability to deliver on schedule. Provide comments that describe instances or aspects of schedule performance that justify the rating.
  Cost Rate the team’s ability to deliver within budget. Provide comments that describe instances or aspects of cost per- formance that justify the rating.
Interpersonal competency Communication Rate the team’s ability to communicate effectively. Provide comments that illustrate instances of communication that justify the rating.
  Collaboration Rate the team’s ability to collaborate effectively. Provide comments that illustrate instances of collaboration that justify the rating.
  Conflict management Rate the team’s ability to manage conflict effectively. Provide comments that illustrate instances of conflict man- agement that justify the rating.
  Decision making Rate the team’s ability to make decisions effectively. Provide comments that illustrate instances of decision making that justify the rating.
Team morale Describe the overall team morale.
Areas for development Area List technical or interpersonal areas for development.
  Approach Describe the development approach, such as training, mentoring, or coaching.
  Actions List the actions necessary to implement the development approach.