Project Assessment Template and Dashboard

CHANGE MANAGEMENT PROJECT ASSESSMENT TOOLKIT 

For Assessing a Project’s Scope, Objectives, and Deliverables – Outputs for Developing Effective Project and Change Deliverables


Top Ranked | Best Project Assessment Toolkit for Change Managers and Project Leads

As mentioned in our Project Assessment Guide, the first step to implementing an effective project or change management process involves conducting an assessment of the project as soon as you join the business initiative.

Presenting… AGS’ top Change Management Project Assessment Toolkit designed for you to increase your project assessment successes.

PROGRAM ASSESSMENT TOOL OCM

The project review toolkit presented below is offered by Airiodion Global Services (AGS) and designed by our Senior Change Management Lead specifically for program managers, change leads, HR, and other project resources.


Using AGS’ Change Management Toolkit for Project/Program Assessments

Your AGS Cloud Change Management Toolkit for assessing projects and programs provides you with a best-in-class assessment “Template Database” of tasks that allows you to gather the right levels of criteria factors. This process involves working with Program Managers, Project Leads, sponsors, and other project team members to understand the scope, scale, objectives, and components of the program.

Spend less time trying to figure out what you need to assess, which allows you to focus your time on conducting and increasing the success of your program assessments.

Project Assessment Toolkit – Template Database – Illustration

Program Analysis Toolkit


Watch the Video Tutorial of this Project Assessment Tool


Change Management Made Easy

There are many moving parts to change management and doing a project assessment. You have to conduct 1:1 meetings, review project materials, summarize your findings into a presentation for leadership, and more! AGS Cloud’s Project Assessment Toolkit provides you with everything you need to conduct and present a successful project or program assessment.

AGS Cloud’s All-in-One Change Toolkit is equally suited to newbies and experienced change managers. These comprehensive tools and templates are designed to help those new to change management ramp up the learning curve with expert guidance as well as give seasoned change managers tools that are truly time-saving.

No Risk
We have a 30-day money back guarantee on the Cloud version of our Toolkits. Meaning if a Toolkit doesn’t fit your business needs, or for any other reasons – just let us know and we’ll refund you – no questions asked.


List of Questions – Gathering the Needed Information

When meeting with the primary sponsor(s), project resources, and other key stakeholders, your Project Assessment Toolkit includes key sets of pre-determined questions that will guide you in asking the pertinent questions needed to understand the type of change, the size of the change, what is changing, and other critical project scope questions.

List of Questions to Ask Project Stakeholders-min


Change Management Project Assessment Tool’s Real-Time Dashboard

Your AGS Cloud Program Assessment Toolkit comes equipped with an automated and simplified dashboard for monitoring and reporting your progress.  The dashboard is always up-to-date with the progress you are taking to complete the steps and tasks needed for your program assessment exercise.

As a project or change management specialist, this allows you to get straight to what matters most: your most pressing program analysis tasks, keeping you on track with task status, upcoming 5-day task outlook, and more.

Reviewing a New Project - Dashboard 1-min Program Assessment Template - Excel


Flexibility & Scalability

Your AGS change project assessment software’s template is scalable, meaning you can use it for any type of program, from small projects that will impact only a few groups to large transformations that will impact thousands of employees, managers, customers, and external users.

No Risk
We have a 30-day money back guarantee on the Cloud version of our Toolkits. Meaning if a Toolkit doesn’t fit your business needs, or for any other reasons – just let us know and we’ll refund you – no questions asked.


Watch the video tutorial below which outlines this project assessment & planning tool.


Video Review: AGS Project Assessment Tool


Why Use AGS Cloud’s Project Assessment Toolkit?

  • Saves you tons of time on all aspects of your project assessment & planning activities
  • Based on industry-standard change methodologies
  • Can be used by both beginners and experienced change & project managers
  • Change management and project management teams can collaborate together online
  • Automatic program analysis task reporting that is always current with your data
  • Keeps you from dropping any balls 
  • Makes you look good to senior leaders and clients with smart analytics!

No Risk
We have a 30-day money back guarantee on the Cloud version of our Toolkits. Meaning if a Toolkit doesn’t fit your business needs, or for any other reasons – just let us know and we’ll refund you – no questions asked.

What’s Inside the AGS Cloud Project Assessment Module?

  • Free change management templates & roadmaps
  • Guides, list of questions, and project assessment PowerPoint template
  • Instant analytics as you input data into your project assessment template (no spending hours trying to create reports)
  • Ability to upload your data from a spreadsheet or key it into the Cloud project template interface
  • Ability to add on special features like knowledge library access or a live dedicated Senior Communication Lead as a resource for you to bounce ideas or for Q&A on best project analysis practices
  • and more!

Let us know if you have any questions.


Pricing

No Risk – 30-Day Money Back Guarantee (Cloud Version)

Multiple Options: We’ve created the Project Assessment Toolkit in the Cloud and also created a downloadable Excel version to increase the number of options available to you.

Options:

1. Project Assessment Toolkit – CLOUD Version$20
2. Project Assessment Toolkit – EXCEL Version$129

Project Assessment Toolkit – CLOUD Version

Option #1 is the Cloud version of the AGS Project Assessment Toolkit. This version is an online version with robust functionalities, automation, regular enhancements, and a monthly recurring subscription.

Best for:

    • Change Practitioners
    • Project Managers
    • Change Managers
    • Change Management Teams
    • Change Management Leads

Notes:

    • Most organizations are moving to, or have moved to the Cloud – this is because the Cloud provides tremendous flexibility and innovative features
    • Because the Cloud version of the AGS Project Assessment Toolkit is in the Cloud and we own the technology, we’re free to innovate
    • We are always improving the Cloud version based on ongoing feedback and enhancement requests from change management and project management consumers like you
    • Instant analytics – as you input data, the reporting dashboard of your Project Assessment Toolkit is automatically updated (no spending hours trying to create reports)
    • Ability to upload data from a spreadsheet or key it into the Project Assessment Toolkit Cloud interface
    • All AGS toolkits come with an NDA and confidentiality clause to give you peace of mind about your data
    • Low recurring pricing options. Cancel any time before your next billing.
    • No Risk – We have a 30-day money back guarantee on your Project Assessment Toolkit subscription
    • Easily add an unlimited number of users, teammates, and stakeholders to collaborate together on your Project Assessment Toolkit
    • Start new change management projects from scratch or upload an Excel file
    • Enterprise-level security. Advanced cyber-protection of your data
    • And many more…

$25 USD per user per one-time payment

Get 20% Off TODAY. Use this Coupon: AGSHSE20%

$20 USD per user per month

Add to Cart


Project Assessment Toolkit – EXCEL Version

Option #2 is the Excel version of the AGS Project Assessment Toolkit. This version is downloadable, and it is a one-time payment purchase.

Best for:

    • Change management professionals and consultants who prefer Excel, and the ability to make their own customizations or technical changes to the toolkit
    • People who prefer to download and own the toolkit forever
    • In addition, adding our Premium Plan during checkout will allow you to make copies of the Toolkit to use for multiple different projects and clients at the same time.

Notes:

    • You need to have Microsoft Excel installed on your computer in order to use the Excel version
    • The Excel version is a downloadable version, but because Excel is a Microsoft platform, we are limited on how we can support it.

$161.25 USD per user per one-time payment

Get 20% Off TODAY. Use this Coupon: AGSHSE20%

$129 USD per user per one-time payment

Add to Cart


Change Project Assessment Template


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Bonus: Program Assessment Readout – Template and Sample

After completing your review of the project, the next step is to present your findings to key stakeholders. During this meeting, you will want to educate them on how your findings will enable you to better develop the project or change management deliverables needed to support the project.

The Project Assessment Toolkit includes a bonus PowerPoint Template and also a PDF sample for performing your project assessment readout.

Project Review Readout Template-min

The simplified and succinct leadership reporting PowerPoint template can easily be populated with key pieces of information that can be presented when you meet with key stakeholders and other managers that will be impacted by the program. You can even brand it with your logo!


FAQs

Multi-prong question about sharing the Project Assessment Toolkit with other team members

Questions: Can I share this Project Assessment Toolkit with others? What are the requirements for the single-use license? If I have a colleague on the same project, can we use it separately and work on the project separately, or do we need to buy 2 licenses?

Answer: Our Project Assessment Toolkit is offered on a per user basis. You can add users to your account to collaborate with you, but they need to subscribe. Subscribing gives them their own single-user license. After you purchase the Project Assessment Toolkit, we will follow-up with additional details on the 3 quick steps for adding teammates and other users to sharing the tool with you.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our Project Assessment Toolkit are recurring but can be canceled before the next renewal period on your My Account > Subscriptions page. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.

Does the Project Assessment Toolkit include guides and tutorials?

Answers: Yes, it does. And more. It also includes video tutorials that provide you with a step-by-step walkthrough on using the Project Assessment Toolkit.

Can I upload (import) data into the Project Assessment Toolkit’s spreadsheets. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your Project Assessment Toolkit. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together.

I am in a different region, will this Project Assessment Toolkit still work for me?

Answer: Yes. This tool was developed for the U.S., as well as for change managers in Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Project Assessment Toolkit platform.

Can I remove AGS branding and use my branding or firm’s logo?

Answer: Yes, you can replace AGS branding on your purchased Project Assessment Toolkit, when you add a customization or a value-add service plan to your order.

If acquiring the Excel version of the Project Assessment Toolkit, add our Customization Service plan.

If acquiring the Cloud version of the Project Assessment Toolkit, add the “Value-Add Service – Premium” plan. Let us know if you have any other questions.

Can I upgrade at any time? Can I add more products later on?

Answers:

You can add products or upgrade at any time, but some products may need to scale together with this Project Assessment Toolkit. Check out our All-in-One Toolkit for more details

How are future enhancements/changes handled for this Project Assessment Toolkit?

Answers:

• Future upgrades and changes to your Project Assessment Toolkit will be done periodically. Upgrades and future enhancements will always be free to customers.
• If you decide to go with the Excel version of this Project Assessment Toolkit, please note that our Excel products are considered final sales, meaning there are no upgrades, refunds, or changes to them after purchase. See also: Which Version Should I Go With? Cloud or Excel?

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Conclusion 

When conducting your project assessment it is essential that you use a structured process, including a defined template for conducting and documenting your findings, as well as a reporting document to share your findings with key members of the program. AGS Cloud’s Project Assessment Toolkit’s Template includes a checklist of the tasks that you need to review for your program assessment, as well as who you need to interview or speak with to gather the information you need.

The Program Assessment Toolkit includes a full list of questions that you can leverage when meeting with key stakeholders, project sponsors, and other program resources.

Easily monitor completed, in-progress, and pending tasks using the dashboard; as well as tasks that are past due. Instantly see how your tasks and team are progressing with the program assessment tasks.


Excellent ROI from the first month


Cloud vs. Excel Comparison | Project Assessment Toolkit

Cloud vs. Excel Comparison

  1. Cloud Version: Because this version is in the Cloud and we own the technology, we’re free to innovate. 
  2. The Excel version is a downloadable version, but because Excel is a Microsoft platform, we are limited on how we can support it. 

Cloud Version Details

  1. Low recurring pricing options. Cancel any time before your next billing.
  2. Try risk-free
  3. Collaborate across your company with effortless team collaboration.
  4. Easily add an unlimited number of users to your Project Assessment Tool
  5. Import data: Start new assessments from scratch or upload data.
  6. View real-time analytics reporting and charts on your Project Assessment Dashboard page.
  7. All our cloud business change software come with enterprise-level security & scalability.

Excel Version Details

Do you need complete control over your Project Assessment Toolkit, including the technical and development control? Then go with the Excel version of this Program Assessment Toolkit.

Note: The Excel version of our Project Analysis Tool is sold as-is. No maintenance enhancements. These is only applicable to the Cloud version of this software tool.

Don’t wait! Subscribe or purchase now.

No Risk – Try it Out for 30 Days (Cloud version)
Cancel anytime you want.

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