Free template · Word
Delivery health check
Is the project really as healthy as it looks? Check the reported status against the evidence, dimension by dimension, and capture the questions to ask next.
Free, no sign-upWord · 3 pagesWorks in Google DocsUpdated Oct 2026
UGUserGenix.docx
FREE TEMPLATE
Delivery Health Check
3 Health by dimension
| Dimension | Reported | Assessed | Evidence |
|---|---|---|---|
| Schedule | Green | Amber | Slipped, no re-plan |
| Budget | Green | Unknown | Forecast not updated |
| Scope and progress | Green | Green | Burn-up, 30 Sep |
Assessed status
Reported Green · evidence supports Amber
Reported Green · evidence supports Amber
What is inside
The projectName, stage, date, the reported status and the question you need answered.
SummaryReported and assessed status side by side, confidence, and up to five key points.
Health by dimensionSix dimensions, from scope and schedule to stakeholder confidence, each with its evidence and gaps.
Risks and warning signsThe risks and issues that matter, and anything in the evidence that does not add up.
Decisions and questionsWhat needs deciding, by whom, and the questions to ask next.
Quality noteWhat is missing, contradictory or still to confirm.
How to fill it in
1
Fill in the project details
Include the reported status and the question the check must answer.
2
Rate each dimension on the evidence
Say where each fact came from and how current it is. Write Unknown where there is no evidence.
3
Note the warning signs
Slipped dates without a re-plan, stale forecasts, unowned items. Cite the source for each.
4
Agree the decisions and questions
Who needs to decide what, and by when.
A good health check has
✓Every status backed by dated evidence
✓Unknown where there is no evidence
✓Reported and assessed status side by side
✓Warning signs that cite their source
✓Clear questions for the next meeting
Have a status update already?
Paste it into the Delivery Health Check. It builds a request that tests the status against your evidence, for the AI tool your organisation approves.
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Free to use and adapt. Use sanitised content only. Human review required before formal governance use.