Development of In‐House Project Evaluation Checklist

Abstract

This paper describes the development of three checklists of factors that can be evaluated in analyzing the performance of an engineering consulting firm during the proposal, office technical, and construction monitoring phases of projects. An essential part of checklist development is to understand the course a project follows through the company. To define the path of a project through the consulting firm, a flow diagram should be created for each project phase. The flow diagrams provide a chronological, detailed overview of the project path and help to develop the checklists, A special highlight of the proposal and office technical checklists is the partial list of items to be included in the text. This feature of the checklists is intended to help eliminate inadvertent omissions from the final report or proposal submitted to the client. The construction monitoring checklist contains a similar highlight. It is referred to as a partial list of concerns, and is intended to promote in‐house briefings of items that might otherwise be overlooked. This paper presents the goals and objectives of each of the three checklists and recommends a staff level that should apply the checklist. The time frame for checklist application is also included.