What is a Project Screener Worksheet, and what are best practices, tools and online templates for teams and organizations?
Definition of Project Screener Worksheet
A Project Screener Worksheet provides a simple framework for business leaders or managers to validate the premise of a project by asking four key questions designed to enable the creation of a draft goal statement.
Description of Project Screener Worksheet
A Project Screener Worksheet asks business leaders and managers to assess the current project they are working on based on a set of four specific screener questions designed to elicit insights into whether or not the project should be pursued. The Project Screener Worksheet contains blanks space and examples for each question so that anyone using the template can easily see what is meant for each question.
The four key questions are as follows:
- What is the existing process or system being assessed?
- What is the problem with that process or system?
- For how long has this been a problem?
- What’s the goal for improvement (what metrics are being used)?
Tools & Templates
The tools that leaders use to make the most of the Project Screener Worksheet are project plans, weekly meeting notes, and business strategy documents.
upBOARD's Online Project Screener Worksheet Tools & Templates
Unlike most traditional process checklists and problem solving models, upBOARD’s online Project Screener Worksheet model tool allows any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other business strategy best practice tools and templates, including:
2 X 2 Matrix, ADL Matrix, Affinity Diagrams, Baker’s 4 Strategies of Influence, Balanced Scorecard, Benchmarking, Blue Ocean Strategy, Bowman Strategy Clock, Build-Measure-Learn Feedback Loop, Business Model Canvas, CAGE Distance Framework, Competitive Analysis, Competitive Landscape Analysis, Contingency Planning, Core Competence Analysis, Critical Success Factors, Discovery Driven Planning, Economic Value Added, First Mover Advantage, Five Forces Model, Force Field Analysis, Gap Analysis, GE McKinsey 9-Box Matrix, Go To Market Strategy, Hambrick & Frederickson’s Strategy Diamond, Hedgehog Model, Hook Model of Behavioral Design, Hoshin Planning System, Kay’s Distinctive Capabilities Framework, Key Outcome Indicators, Kotler’s Five Product Levels Model, Kotler’s Pricing Strategies, Lafley & Martin’s Five Step Strategy Model, McKinsey 7S Model, McKinsey’s Seven Degrees of Freedom for Growth, Mergers & Acquisitions, Mission Statements, Mullin’s Seven Domains Model, OGSM Framework, Ohmae’s 3-C’s Model, Partner Relationship Management, PEST Analysis, PESTLE Analysis, Porter’s Diamond, Portfolio Management, Purpose Statements, Pyramid of Purpose, Scenario Planning, Simonson & Rosen’s Influence Mix, SMART Performance Metrics, SMARTER Goals, SOAR, Strategic Goals, Strategy Map, Strategy Roadmap, Strategy Uncertainty Map, SWOT Analysis, TOWS Matrix, Triple Bottom Line, USP Analysis, Value Chain Analysis, Value Disciplines Model, Value Net Model, Values Statement, Vision Statements, VRIO Analysis, and Weisbord’s Six-Box Model.