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Virtual First | Effectiveness Kit

Do a project checkup

Your scope is creeping. You’ve forgotten who your audience is. Standard project snags can be tricky to navigate. The good news is, keeping your project healthy is actually pretty simple. Use this checkup to quickly diagnose and treat project problems whenever they pop up—and prevent them even before they start.



Step 1: Invite your team to do a checkup

Healthy projects tend to share a few things in common—like, concrete goals, agreed-on deadlines, and clearly defined roles. But when you’re busy with work, it’s easy to forget these basic ingredients. We recommend inviting your team to do a project checkup during kickoffs, halfway through long projects, or whenever you notice things getting offtrack. Here’s a sample invitation:


Hey team,

I’d love to do a quick “project checkup” to make sure we’ve got everything we need to make this project successful. Would you mind reviewing the project checkup worksheet so we can discuss it in a short meeting together? Thank you!


Step 2: Do the checkup!

After you’ve kicked off your virtual meeting: 

  • Pull up the project checkup worksheet (below) on your screen. 
  • Go through each question and have your team use reactions in Zoom to vote. (If you don’t use Zoom, have them give a thumbs-up, thumbs-down, or thumbs-sideways in the camera.)
  • When you’re done, discuss: Where is our project especially healthy—or not so healthy? Did anything surprise or challenge you?
Project checkup worksheet

The doctor is in.

Use this worksheet to make sure you’re set up for good project health.

Project checkup worksheet

Step 3: Get on the road to recovery

After you’ve discussed your test results, decide what you’ll do about questions where you scored “not so much” or “kind of.” For example, you could tackle these together as a team, or assign someone to take a stab at them after your meeting. Here are some next steps to consider: 

More resources


3 easy wins

Build the habit

  • Tomorrow: Restate the problem you’re solving—in your own words!
  • Next week: Check on your project’s goals. Are they FAST?
  • Quarterly: Schedule a virtual checkup for all your projects.