POST PROJECT EVALUATION FORM
[Phased schemes – complete PPE for each phase]
Text boxes to be expanded as appropriate to fit necessary information.
N.B. The principle of proportionate effort applies to PPE completion.
General information
Association
Name
Scheme
SRN
Project Contact
Person completing PPE if not the
project contact
E-mail address
Project background
Please provide a short background to the project. The following points should be
considered:
 What were the circumstances leading to the development of this project?
 What was the need identified in the original application/economic appraisal*?
 Where there any specific circumstances/difficulties with this project?
 When was approval for the project given?
 When did the project start? When did the project finish?
 Who managed and who carried out the project?
 Did third parties provide funding for the project?
Project management
What aspects of the management structure worked well?
Were there any aspects that worked poorly or were lacking?
Is there anything that could have been done differently?
Did any unforeseen issues arise that affected the project management process?
How well were the risks managed overall?
1
Are there any remaining issues which need to be addressed?
Did the scope of the project change during implementation?
Were there problems with the contractor/contracted party?
Project costs
Original
Total Scheme
cost
Original
Qualifying
scheme costs
Original tariff
surplus
(if any)
£
Actual total
Scheme cost
£
Actual
Qualifying
scheme costs
£
[Difference
between TQSC and
TNG]
£
Total funded
by DPG
£
£
Revised Total
funded by
DPG (if
£
applicable)
Actual tariff
surplus
(if any)
£
Please provide, for each year of the project, the estimated cost and the actual cost in
the box below. Please provide an explanation for any variation in costs greater than
10%.
Year
Estimated cost
Actual cost
Explanation
Works duration
Start date
When was the project first expected to
start? (estimated start date at first SHDP
publication)
When did the project commence?
If there is any variation between when
the project was expected to start and
when it actually started please explain
this variation.
Finish date
When was the project first expected to
finish? (estimate completion date at first
SHDP publication)
When did the project finish?
2
If there is any variation between when
the project was expected to finish and
when it actually finished please explain
this variation.
Works duration
What was the expected duration of the
project estimated in the
application/economic appraisal*?
What was the actual duration of the
project estimated in the
application/economic appraisal*?
What is the variation between the
estimated work duration and the actual
work duration?
Please explain the variation.
Date of first tenancy occupation
Project objectives assessment
Taking the objectives from the original application/economic appraisal*, assess to
what extent they were achieved using the key provided below and give a short
explanation.
Objective
(as specified in the original
application/economic
appraisal*)
Key
++ Fully achieved
Extent
achieved
(see key)
+ Partially achieved
Explanation
/ Not achieved
Assessment against Project alternatives
Taking the identified options from the original application/economic appraisal*,
compare the outcome if the selected option was not delivered against alternative
decisions available.
Alternative option
Potential outcome compared to actual outcome
3
Non-monetary benefits assessment
Evaluate to what extent the non-monetary benefits identified in the
application/economic appraisal* have been achieved.
If possible try to show evidence of how each non-monetary benefit has been
achieved; if it has not been achieved please explain why.
Non-monetary benefit
(as specified in the original
application/economic
appraisal*)
Key
++ Fully achieved
Extent
achieved
(see key)
+ Partially achieved
Explanation
/ Not achieved
Identify any additional benefits in the box below. These are non-monetary benefits
that accrued as a result of the project, that were not anticipated in the original
application/economic appraisal*.
Risks
In the box below discuss to what extent the risks identified in the original
application/economic appraisal* occurred and how effective the mitigation to these
risks were.
Also identify any additional risks associated with this project that were not foreseen in
the original application/economic appraisal*.
Risk
(as specified in the original
application/economic
appraisal*)
Key
++ Fully managed
Extent
managed
(see key)
+ Partially managed
4
Explanation
/ Not managed
Benefits Realisation Plan
Benefit
(as specified in the original
application/economic
appraisal*)
Key
++ Fully achieved
Extent
achieved
(see key)
Explanation
+ Partially achieved
/ Not achieved
Lessons learned
Were any lessons learnt about implementation of this project with respect to
preventing cost overruns, avoiding time delays, achieving objectives and targets, and
managing the realisation of benefits that might benefit others conducting similar
projects?
Identify factors that went well with respect to the management of the project, which
can be usefully applied to future projects.
Identify factors that did not go so well with respect to the management of the project,
from which lessons can be usefully applied to future projects.
Issue
Action taken/proposed action for future
projects
Comments – you may add further comments about the project.
You may attach reports or evidence of project achievements. List any attachments
here.
Signed(Author)
Date completed
I certify that I am satisfied that the information presented in this PPE is an
accurate and complete assessment of the project outcomes to the standard
required by DSD.
Signed
Date
(Officer or member of Association authorised by the Management Committee)
* Where appropriate. Please scan & email this form, once completed,
5
to [email protected]