8.7: Instructor Notes / Evaluation Criteria

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    8.7: Instructor Notes / Evaluation Criteria

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    Instructor Notes / Evaluation Criteria

    How to Evaluate Student Closeout Deliverables (Weeks 1–6 Only)

    Closing the NovaMed project at Week 6 provides a realistic simulation of early project termination—one of the most complex scenarios a project manager may face. Students must demonstrate the ability to:

    • Analyze partial, inconsistent, incomplete deliverables
    • Interpret Earned Value trends
    • Apply contractual requirements
    • Make defensible acceptance decisions
    • Evaluate vendor performance objectively
    • Communicate decisions with clarity and authority
    • Document the project clearly and professionally

    The following criteria will help instructors evaluate the Chapter 6 submissions consistently and fairly.

    1. Overview for Instructors

    Students submit the following key artifacts:

    ✔ Acceptance Matrix (Partial)

    ✔ Documentation Verification Checklist

    ✔ Earned Value Final Summary

    ✔ Defect/Issue Disposition Log

    ✔ Vendor Performance Evaluation

    ✔ Final Acceptance Memo

    ✔ Closeout Summary Report

    ✔ Final Reflection

    These must be evaluated not just for content accuracy, but also for:

    • Correct interpretation of project documents
    • Professional communication standards
    • Logical reasoning and defensible decisions
    • Alignment with PM best practices

    2. Evaluation Categories (Weighted Rubric)

    This rubric is recommended for standardizing evaluation across instructors.

    A. Acceptance Matrix Quality (20%)

    Evaluate whether the student:

    • Correctly interpreted SOW milestones
    • Identified which deliverables were incomplete (all)
    • Documented partial work accurately
    • Classified acceptance status correctly:
      • Accept
      • Conditional Accept
      • Reject
      • Cannot Evaluate
    • Provided evidence for decisions based on Weeks 1–6

    High Score Characteristics:

    • Student references specific criteria from SOW/SRS/HLDD
    • Clear, justified acceptance decisions
    • Matrix is organized, readable, and internally consistent

    B. Documentation Verification Checklist (10%)

    Evaluate whether the student:

    • Correctly classified documentation as Partial / Missing / Not Delivered
    • Identified specific gaps (e.g., no integration test results, no manuals)
    • Noted inconsistencies between documentation and progress
    • Included brief but accurate reasoning

    High Score Characteristics:

    • Well-structured checklist
    • Shows awareness of missing artifacts
    • Connects documentation gaps to quality or acceptance risks

    C. Earned Value Analysis (15%)

    Students should:

    • Calculate accurate SPI/CPI for Weeks 1–6
    • Note declining performance trends
    • Identify that the project was behind schedule and over cost
    • Provide a final interpretation:
      • CPI < 1.0
      • SPI < 1.0
      • Negative trajectory

    High Score Characteristics:

    • EVM table is correct
    • Trend commentary is insightful
    • Student uses EAC/VAC appropriately (even though project halted early)
    • Comments show understanding of early performance indicators

    D. Defect/Issue Disposition Log (10%)

    Evaluate whether the student:

    • Captured all issues from memos (Week 4 defects, Week 6 integration failures, staffing problems, reporting issues, HLDD delays)
    • Classified severity accurately
    • Provided reasonable dispositions (Fix Now / Defer / Cannot Evaluate)
    • Understood downstream impact of critical issues

    High Score Characteristics:

    • Clear categorization
    • Accurate defect severity level
    • Reasonable, defensible disposition choices

    E. Vendor Performance Evaluation (15%)

    Students must assess WinSoft fairly using:

    • Schedule performance
    • Cost performance (CPI)
    • Reporting compliance
    • Staffing stability
    • Quality of deliverables
    • Responsiveness and transparency
    • Adherence to Contract & SOW

    High Score Characteristics:

    • Evaluation is data-driven (not emotional)
    • References contract obligations
    • Balanced strengths and weaknesses
    • Final vendor rating is justified

    F. Final Acceptance Memo (15%)

    Students must write a clear, professional acceptance decision:

    • Acceptance or non-acceptance (typically non-acceptance)
    • Reasons tied to evidence
    • Contractual references
    • Clear conditions or next steps
    • Appropriate professional tone

    High Score Characteristics:

    • Executive-level tone
    • Clear logic
    • Contractually grounded
    • No informal or emotional language

    G. Closeout Summary Report (10%)

    This is the “capstone” deliverable. Evaluate:

    • Structure and clarity
    • Completeness of required sections
    • Accuracy in summarizing 6-week progress
    • Insight into root causes
    • Quality of recommendations
    • Internal consistency across all documents

    High Score Characteristics:

    • Reads like a real PMO closeout report
    • Contains data-driven conclusions
    • Demonstrates mature project leadership judgment

    3. Instructor Notes for Evaluating Judgment

    Execution-phase and closeout work rely heavily on judgment.
    Here are common red flags and strong indicators of mastery.

    Common Student Errors (Red Flags)

    • Over-accepting items that clearly fail SOW criteria
    • Failing to reference SOW/Contract clauses
    • Acceptance decisions based on hope rather than evidence
    • Ignoring Earned Value trends
    • Underestimating the impact of the HLDD delay
    • Ignoring staffing violations (contract breach)
    • Overlooking serious defects
    • Writing acceptance memos with vague or emotional tone
    • Confusing “deliverable exists” with “deliverable meets criteria”

    Indicators of Strong Mastery

    • Student identifies patterns across memos (e.g., consistent underperformance)
    • Student cross-links SOW + Contract + Reporting Guidelines
    • Final Acceptance Memo is written at a leadership-ready level
    • Closeout Report shows systems thinking
    • Earned Value narrative shows deep understanding
    • Defect disposition aligns with severity and impact
    • Vendor evaluation uses qualitative + quantitative evidence
    • Reflection shows genuine ownership of learning

    4. Recommended Scoring Grid (100 Points Total)

    Recommended Scoring Grid
    Category Points
    Acceptance Matrix 20
    Documentation Checklist 10
    Earned Value Summary 15
    Defect/Issue Log 10
    Vendor Evaluation 15
    Final Acceptance Memo 15
    Closeout Report 10
    Final Reflection 5

    5. Instructor Teaching Notes

    • Encourage students to treat Week 6 as a hard stop.
    • Emphasize that closing a failing or incomplete project is a real skill.
    • Prompt them to defend decisions with SOW/Contract citations.
    • Highlight that Earned Value provides objective evidence even when memos are subjective or incomplete.
    • Reinforce that quality documentation is part of the acceptance criteria.
    • Remind them that tone and professionalism matter just as much as analysis.

    6. Final Note for Instructors

    Closing a partly completed project reveals a student’s capacity to:

    • Lead with structure
    • Think critically under ambiguity
    • Communicate with authority
    • Protect organizational interests
    • Transform scattered data into aligned decisions

    This chapter is not just the end of NovaMed — it is the measure of their professional readiness. 


    This page titled 8.7: Instructor Notes / Evaluation Criteria was last modified on Wed, 09 Sep 2026 06:46:29 GMT and is shared under a CC BY 4.0 license and was authored, remixed, and/or curated by Sukhjit "Bob" Singh.