01
Independent perspective
An objective review that complements the project team and implementation partner without replacing either one.
Independent project assurance
Know where your project really stands.
Project Health Diagnostic provides an independent, executive-level view of transformation risk—surfacing the issues that normal status reporting may not reveal before they become missed deadlines, control failures, operational disruption, or executive surprises.
Governance · Scope · Data · Testing · Controls · Adoption · Cutover · Value
Why Project Health Diagnostic
Confidence beyond the status report.
A project can be busy, well staffed, and heavily reported—yet still carry significant hidden risk. PHD helps leadership separate activity from readiness and reporting from reality.
02
Executive-level clarity
Findings are translated into business exposure, decision requirements, and prioritized actions—not technical noise.
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Early intervention
Risks are identified while leadership still has time to respond, sequence corrective actions, and protect the outcome.
What we assess
Eight dimensions of project health.
The diagnostic examines the project as an integrated operating system—not as a collection of disconnected workstreams.
Governance & Decisions
Sponsorship, decision rights, escalation paths, accountability, and executive alignment.
Scope & Traceability
Scope control, requirements coverage, change discipline, and traceability from design through testing.
Data Readiness
Ownership, cleansing, conversion, reconciliation, retention, and readiness of critical data domains.
Testing & Quality
Coverage, environments, defect trends, business ownership, evidence, and exit criteria.
Controls & Compliance
Financial reporting, access, segregation of duties, evidence, audit readiness, and legacy control transition.
People & Adoption
Stakeholder readiness, role impacts, training, communications, business ownership, and change fatigue.
Cutover & Stabilization
Integrated planning, dependencies, rehearsals, decision gates, rollback, hypercare, and operational continuity.
Value Realization
Business outcomes, KPI ownership, benefit assumptions, operating changes, and post-go-live accountability.
How it works
Focused, confidential, and designed for action.
PHD is structured to generate clarity quickly without creating a second project organization.
1
Executive risk screen
A concise review of project stage, known concerns, executive expectations, and areas of greatest exposure.
2
Targeted evidence review
Focused review of plans, status reporting, RAID logs, scope changes, test evidence, governance, and readiness artifacts.
3
Stakeholder interviews
Confidential conversations with selected leaders and workstream owners to identify patterns, gaps, and conflicting assumptions.
4
Executive findings & action plan
A prioritized view of project health, business exposure, immediate decisions, and recommended corrective actions.
Who it is for
Built for leaders carrying the outcome.
CFOs & Controllers
Gain visibility into financial reporting, controls, data, close readiness, and the transition from legacy processes.
CIOs & Transformation Leaders
Validate governance, delivery confidence, readiness, decision discipline, and the health of the overall program.
COOs & Business Executives
Understand operational exposure, adoption risk, cutover readiness, and whether the organization can absorb the change.
Boards & Audit Committees
Receive an independent view of material project risk, management response, and areas requiring closer oversight.
Private Equity Operating Partners
Assess portfolio transformation exposure, identify intervention points, and protect expected value creation.
Program Sponsors
Separate project optimism from evidence-based readiness and focus leadership attention where it matters most.
“Your project dashboard tells you what has been reported. Project Health Diagnostic helps determine what may have been missed.”
Start with a confidential conversation
Find the risks while there is still time to act.
A brief executive discussion can determine whether a focused diagnostic would provide meaningful value at your project’s current stage.