About this tool
Built on practice, grounded in the literature.
The ten indicators in this diagnostic are the leading signals that recur
across decades of recovery work and the academic literature on project
governance, change, and leadership. They are drawn from the framework set
out in Project Leadership in the Real World — a book about
seeing reality early, diagnosing the real problem, stabilizing the
situation, and recovering credible delivery.
From the book
Project Leadership in the Real World
Trouble becomes official long after it has already become real.
— Introduction, Fig. 1
Troubled projects usually give warnings before they give proof. The
problem is not always a lack of warning. It is that early warnings are
easier to explain away than to act on.
— Chapter 3, The Warning Signs Leaders Miss
Projects do not usually derail because leadership is absent in some
absolute sense. More often, they derail because leadership is present in
form but weak in effect.
— Chapter 4, Leadership Failures That Derail Projects
Troubled projects rarely suffer from a shortage of visible problems.
They suffer from a shortage of accurate diagnoses.
— Chapter 8, Symptoms, Stories, and Root Causes
The book is structured in four parts: seeing reality early,
diagnosing the real problem, stabilizing the situation,
and recovering delivery. The diagnostic on this page maps the
seeing phase: it surfaces the early signals that something is
moving in the wrong direction before the crisis becomes undeniable.
More about the book at ROCOY →
Research foundation
The works below ground the indicators in this diagnostic. The first
category extends the book with the empirical project-failure literature
most directly relevant to what the diagnostic measures. The remaining
categories are reproduced from the book's Further Reading section,
with one supplementary category at the end on decision quality and
psychological safety.
Empirical evidence — how projects actually fail
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Pinto, J. K. & Slevin, D. P. (1988). 'Project success: definitions and measurement techniques.'
A landmark empirical study identifying ten critical success factors across hundreds of projects. Top of the list: clear mission, top-management support, and effective project control. The original evidence base for treating sponsor engagement and risk practice as primary indicators. Project Management Journal, 19(1), 67–72.
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Turner, J. R. & Müller, R. (2003, 2005). 'On the nature of the project as a temporary organization' & sponsorship studies.
Multi-year research programme that identifies sponsor engagement and accurate role-clarity as the strongest single predictors of project success. Underpins Q5. International Journal of Project Management, 21(1), 1–8; and follow-up work.
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Cooke-Davies, T. (2002). 'The "real" success factors on projects.'
Twelve empirically validated success factors. Crucially distinguishes "project success" (delivered outcome) from "project-management success" (delivered to plan) — the gap the diagnostic's reporting-honesty question (Q7) is designed to expose. International Journal of Project Management, 20(3), 185–190.
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Flyvbjerg, B., Bruzelius, N. & Rothengatter, W. (2003). Megaprojects and Risk: An Anatomy of Ambition.
Cambridge University Press. The definitive study of cost overruns and benefit shortfalls in large infrastructure. Introduces "strategic misrepresentation" — the systematic incentive to underestimate at approval time. Directly underpins the baseline-clarity question (Q1). Cambridge University Press.
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Standish Group (1994 onward). The CHAOS Reports.
Long-running survey series on IT project outcomes. Around 30% of projects historically deliver on time, on budget, and to scope. The reference baseline against which the diagnostic's severity bands are calibrated. The Standish Group, recurring.
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KPMG. Global Project Management / Governance Surveys.
Recurring practitioner survey series. The widely cited finding that the majority of troubled projects produced status reports more polished than truthful comes from this body of work — the empirical anchor for Q3 and Q7. KPMG International, recurring.
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Project Management Institute. Pulse of the Profession (annual).
PMI's annual industry survey. Consistently identifies executive sponsorship, baseline clarity, and proactive risk management as the differentiators between high- and low-performing project organizations. PMI, annual.
Project management foundations & metrics
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Project Management Institute (2019). Practice Standard for Earned Value Management, 3rd edn.
The primary reference for earned-value metrics — Cost Performance Index (CPI) and Schedule Performance Index (SPI). Earned value gives leaders a quantitative view of where a project actually stands, distinct from what it claims in narrative reporting. PMI, Newtown Square, PA.
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Project Management Institute (2021). A Guide to the Project Management Body of Knowledge (PMBOK® Guide), 7th edn.
The foundational reference for the discipline. The diagnostic assumes this baseline rather than repeating it. PMI, Newtown Square, PA.
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Bennett, N. & Lemoine, G. J. (2014). 'What VUCA Really Means for You.'
A concise framework for distinguishing Volatility, Uncertainty, Complexity, and Ambiguity — and why each requires a different leadership response. Naming the type of instability correctly is the first step toward an appropriate recovery move. Harvard Business Review, 92(1/2), 27–28.
Leadership & organizational change
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Kotter, J. P. (2012). Leading Change.
The eight-step change model and its observation that urgency is underestimated at the start, and short-term wins undervalued during execution — patterns that map directly onto recovery work. Harvard Business Review Press, Boston.
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Lewin, K. (1947). 'Frontiers in Group Dynamics.'
Change as a three-phase process: unfreezing, moving, refreezing. The "unfreezing" challenge — getting an organization that has normalized dysfunction to admit it — is central to project stabilization. Human Relations, 1(1), 5–41.
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Kübler-Ross, E. (1969). On Death and Dying.
The grief-cycle model, widely applied to how individuals and teams respond to loss — the loss of a project's original ambition, a missed milestone, or termination. Helps leaders calibrate the right message at the right moment. Macmillan, New York.
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Bruch, H. & Vogel, B. (2011). Fully Charged.
Research-grounded look at organizational energy — its presence, absence, and quality — and how it shapes what is possible in complex delivery. Distinguishes a team that is busy from one that is productively engaged. Harvard Business Review Press, Boston.
Emotional intelligence & human dynamics
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Boyatzis, R. E., Smith, M. L. & Blaize, N. (2006); Boyatzis, Rochford & Taylor (2013).
A body of work on resonant leadership — leaders who create psychological safety, shared purpose, and honest communication. Directly relevant to the team-rebuilding phase of recovery. Academy of Management Learning & Education, 5(1), 8–24; Frontiers in Psychology, 6, p. 1702.
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Merrill, D. W. & Reid, R. H. (1981). Personal Styles and Effective Performance.
An enduring framework for understanding individual communication and decision-making styles. Useful for calibrating how to engage sponsors, delivery teams, and vendors who respond differently to the same message. Chilton Book Company, Radnor, PA.
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Pease, A. & Pease, B. (2004). The Definitive Book of Body Language.
In the diagnostic phase of a troubled project, what people do not say is often as revealing as what they do. Orion, London.
Trust, prioritization & personal effectiveness
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Gitomer, J. (2008). The Little Teal Book of Trust.
A concise treatment of how trust is built, lost, and recovered. Trust is the currency that troubled-project recovery spends first and must earn back deliberately. FT Press.
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Covey, S. R. (1989). The 7 Habits of Highly Effective People.
Habit 3 — "Put First Things First" — and the underlying time-management matrix are particularly relevant to recovery leadership, where the pressure to attend to urgent-but-unimportant work is constant. Free Press, New York.
Decision quality, cognitive bias & psychological safety
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Edmondson, A. C. (1999). 'Psychological safety and learning behavior in work teams.'
The foundational study. Teams that feel safe to admit mistakes learn faster and report more accurately. The mechanism that turns honest reporting (Q7) from a slogan into a measurable behaviour. Administrative Science Quarterly, 44(2), 350–383.
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Edmondson, A. C. (2018). The Fearless Organization.
The practical extension. Why polished reporting persists in cultures that punish bad news, and what specifically changes the dynamic — at the team and the leadership level. Wiley.
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Argyris, C. (1990). Overcoming Organizational Defenses.
Why organizations systematically avoid the conversations they most need to have. Argyris's "defensive routines" describe the mechanism by which the gap between reporting and reality (Q3) widens despite everyone's best intentions. Allyn & Bacon.
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Lovallo, D. & Kahneman, D. (2003). 'Delusions of success: how optimism undermines executives' decisions.'
The planning fallacy applied to corporate strategy. Why early estimates are systematically biased toward optimism, and the role of "reference-class forecasting" as the corrective. Underpins both Q1 (baseline clarity) and Q2 (schedule reality). Harvard Business Review, 81(7), 56–63.
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Kahneman, D. (2011). Thinking, Fast and Slow.
The cognitive substrate beneath much of what the diagnostic measures: anchoring, planning fallacy, narrative bias, the inside view vs. the outside view. Farrar, Straus and Giroux, New York.
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Reason, J. (1990). Human Error.
The "Swiss cheese" model of accident causation. Failures are rarely single-cause; they are layered failures of defenses. The conceptual basis for treating root causes (Q8) as systemic rather than individual. Cambridge University Press.
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Senge, P. M. (1990, rev. 2006). The Fifth Discipline.
Systems thinking applied to organizations. Why programmes pulling in different directions (Q6) is an emergent property of structure and incentives, not simply a planning failure. Doubleday/Currency.
Stakeholder dynamics & cross-cultural delivery
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Aaltonen, K. & Kujala, J. (2010). 'A project lifecycle perspective on stakeholder influence strategies in global projects.'
Empirical research from Tampere University on how stakeholder positions and influence strategies shift across the lifecycle of complex projects. Background to the diagnostic's treatment of stakeholder gaps (Q3) and workstream conflict (Q6). Scandinavian Journal of Management, 26(4), 381–397.
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Aaltonen, K. (2011). 'Project stakeholder analysis as an environmental interpretation process.'
Reframes stakeholder analysis from a static map to an ongoing sense-making activity — useful for recovery contexts where the cast of stakeholders, and what they actually want, often changes faster than the project documentation reflects. International Journal of Project Management, 29(2), 165–183.
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Hofstede, G., Hofstede, G. J. & Minkov, M. (2010). Cultures and Organizations: Software of the Mind, 3rd edn.
The widely used framework for cross-cultural dimensions in organizations (power distance, uncertainty avoidance, long-term orientation, etc.). Particularly relevant for cross-Nordic and European programmes where the same governance failure can present very differently in Helsinki, Stockholm, Berlin, and London. McGraw-Hill, New York.
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Lundin, R. A. & Söderholm, A. (1995). 'A theory of the temporary organization.'
The foundational Scandinavian-school paper on what makes a project distinct from routine operations — time, task, team, and transition. Background framing for why projects exhibit governance patterns ordinary line management does not. Scandinavian Journal of Management, 11(4), 437–455.
How the score is calculated
Each of the ten indicators is weighted by the strength the literature
and recovery practice attribute to it as a predictor of project trajectory.
Sponsor engagement and schedule reality carry the heaviest weight;
risk practice and cross-stream alignment the lightest. The total is
normalized to a 0–100 score and bucketed into four bands.
Schedule reality vs. planweight 6
Sponsor engagementweight 6
Reporting-to-reality gapweight 5
Reporting honestyweight 5
Baseline clarityweight 4
Decision cadenceweight 4
Root cause vs. symptom focusweight 4
Team energy & capabilityweight 4
Cross-stream alignmentweight 3
Risk-management practiceweight 3
Built by ROCOY — Rauli Oinonen Consulting Oy, a free resource for executives and project leaders who need to know whether their projects are drifting before they cross the point of no return.
"Projects do not ask leaders to be flawless. They ask them to see clearly, decide honestly, and act before drift hardens into failure."
— from the Conclusion