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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Project Escalation Checklist

 

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Project Escalation Checklist Project Escalation Checklist can be used when issues that require escalation occur – those which are beyond the PM’s resolution competence. With a help of this checklist you can establish a process for issue escalation that will help a project manager to address problems that need a higher authority to be solved.


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Project Escalation Checklist:

  • Identify and describe situations that can be applied to your project to reason issue escalation:
    Here are some examples of situations where escalation can be necessary:
    • Resource conflicts that are out of PM’s control;
    • Scope variance, disagreements and creep;
    • A need to consider a trade-off between scope, quality, time, and money;
    • Problems with deliverables that cannot be rectified by powers of the team;
    • Sabotage committed by competitors or any other kind of serious problems;
    • A conflict or problems in the team which needs a competent facilitation;
  • Record each situation as a potential risk threatening the project in the Project Risk Log;
  • Set appropriate priority to each kind of situation to reason its terms of urgency;
  • Make sure every problem will be qualified, raised and responded within sufficient timeframe.

  • Design specific criteria to qualify a problem as worth of escalating to the higher management;
  • It is very important to design workable criteria to screen out any “false alarms”.

  • Ascertain that the project managers has sufficient skills and tools to identify a problem early;
  • Early identification of a growing issue can help to stop its exacerbation by preventive actions.

  • Provide the project manager and his assistants with guidelines to formulate a problem; 
  • The clearer the project executives can state a problem, the faster it can be taken into task.

  • Design Escalation Process that can be used by the project team to raise problems for resolution;
  • The purpose of process is to enable the team members to address issues without encumbrance.

  • Make sure Escalation Process can work in a “regular” mode, but not only urgently;
  • Sometimes problem escalation practice includes monitoring of how the indicated issues behave, but not only necessarily taking immediate responsive actions.

  • Introduce Escalation Process to the team members;
  • View some real examples to enliven formality of documented procedures.

  • Ensure that the team members understand how and when this Escalation Process is to be used;
  • They should feel confidently with the process and be ready to escalate issues promptly.

  • Set reasonable expectations on issue escalation with your team;
  • Deliberate what kinds of problems should be addressed by team members directly to the project manager, and which troubles the PM will send to the project owner for a timely resolution.

  • Encourage team members to initiate project issue escalation process freely;
  • Create a corporate culture where people are...



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