Rapid project health assessment framework for financial services. Structured scoring across 6 dimensions, interview guide with 60+ questions, risk heatmap, and board-ready findings report — all executable in a single day.
30-minute onboarding call included. Questions? Get in touch.
Preview the key deliverables in this template pack
| Dimension | Score | Weight | Weighted | RAG |
|---|---|---|---|---|
| Governance & Decision-Making | 3.9 | 20% | 0.78 | ● Green |
| Scope & Requirements Control | 2.6 | 20% | 0.52 | ● Amber |
| Delivery Pace & Milestones | 3.5 | 15% | 0.53 | ● Green |
| Risk & Issue Management | 1.8 | 20% | 0.36 | ● Red |
| Stakeholder Alignment | 3.0 | 15% | 0.45 | ● Amber |
| Team Capability & Culture | 4.1 | 10% | 0.41 | ● Green |
Projects in financial services rarely fail overnight — they deteriorate gradually through scope creep, governance gaps, and unmanaged risk accumulation. By the time senior management gets involved, the project is typically months off track and the original business case is no longer valid.
The Project Quick Scan gives you a structured, repeatable methodology to assess project health in a single day. It replaces subjective status reporting with evidence-based scoring across six dimensions that matter most in regulated environments. The output is a board-ready report that tells leadership exactly what's working, what isn't, and what to do about it.
Weighted scoring model covering governance and decision-making, scope and requirements control, delivery pace and milestones, risk and issue management, stakeholder alignment, and team capability. Each dimension has 4 criteria scored on a 1–5 scale with clear rubrics.
60+ structured questions organised by dimension and target interviewee role. Each question includes scoring rubric anchors, evidence prompts, and follow-up probes. Designed for 45-minute interviews with PM, sponsor, tech lead, and business stakeholders.
Pre-formatted likelihood × impact matrix that auto-populates from interview findings. Colour-coded cells with risk reference codes that trace back to specific scoring dimensions. Ready for board presentations without additional formatting.
Board-ready Word template with executive summary, per-dimension analysis, prioritised action plan, and appendices. Pre-formatted with Diletti styling, placeholder text, and guidance notes. Designed to be completed within 2 hours of finishing interviews.
Single-page visual summary suitable for steering committee or board distribution. Shows overall score, dimension radar chart, top 3 risks, and recommended immediate actions. Designed for executives who need the picture, not the detail.
The Quick Scan is designed for programme managers, PMO leads, and internal audit teams in financial services who need to rapidly assess project health. It's particularly valuable for newly assigned project managers inheriting an existing programme, portfolio teams conducting periodic health checks across multiple projects, and sponsors who suspect a project is drifting but lack structured evidence to confirm or deny it.
The Quick Scan follows a structured half-day process. In the morning, you conduct 3–4 focused interviews using the question bank, scoring each response against the rubric in real time. Over lunch, the scoring framework automatically calculates dimension scores, overall health rating, and populates the risk heatmap. In the afternoon, you draft findings using the pre-formatted report template, and by end of day you have a board-ready document with specific, actionable recommendations.
Yes, and that's by design. The structured scoring rubrics and pre-formatted templates eliminate the open-ended analysis that typically stretches assessments into weeks. The question bank focuses on evidence-based assessment rather than subjective opinions, so interviews stay focused and productive.
Absolutely. The six dimensions are methodology-agnostic. The delivery pace dimension adapts to both waterfall milestones and sprint-based velocity metrics. The question bank includes agile-specific variants for relevant questions.
Yes. The default weights reflect typical financial services project risk profiles, but the Excel framework lets you adjust dimension weights to match your organisation's priorities. For example, regulatory programmes might increase the weight on governance and risk management.
A Quick Scan is a health check, not an audit. It provides a structured snapshot of project health with specific recommendations, typically as a precursor to deciding whether a deeper review is needed. A full audit examines documentation, processes, and controls in detail — which typically takes 2–4 weeks.
Yes. While the framework is designed for self-service use, many clients prefer independent facilitation for objectivity. Diletti can conduct the full scan, including interviews, scoring, and board-ready reporting, as a 1–2 day advisory engagement. Get in touch to discuss.
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