Project Mid-way Evaluation

Step 1

Gather the team around a flipchart, whiteboard, or virtual whiteboard. Give each person pens and sticky notes. If online, enable everyone to capture ideas onto virtual sticky notes.

Step 2

Create one of the following images onto a flipchart, whiteboard, or virtual whiteboard. They all work well, but will yield slightly different results:

-A boat with a sail and an anchor. The Sail represents things that are driving the project forward, and the Anchor things that are holding it back.

-A wheel with five sections named: stop, start, continue, do more, do less.

-Three columns named: mad (with an angry face); sad (sad face); glad (happy face).

Step 3

Ask team members to add sticky notes to the flipchart, whiteboard, or virtual whiteboard with words for each category, individually and in silence. Give them as much or as little time as you have, but 5-10 minutes should be enough.

Step 4

They should now cluster the sticky notes in each category. Identifying duplicates, patterns, and overlaps.

Step 5

Once the notes are organized, the team can discuss what has emerged.

Is anything surprising?
What are the commonalities?
What have we seen before?
How do we feel about this?

Discuss for about 15-20 minutes . Try to keep the discussion focused. Ensure that team members don’t slip into generalizations or blaming each other.

The goal is to have an effective, efficient discussion about the process so far.

Step 6

Once the discussion has reached an end the team should define some actions. Ensure that they are written down, shared between the team and relevant stakeholders, and given a deadline for completion.