I am looking for a template which helps me to determine project complexity and make recommendations on the number and knowledge level of project managers required.
Andrea ArtachoProgram Manager| GE HealthcareSao Paulo, Sp, São Paulo, Brazil
The PMI infinity came with this template. I would like to know if in the PMI community has anyone that uses a template like this, and it is effective or any insight someone may have regard to it.
Below is a straightforward template that you can use to determine project complexity and make recommendations on the number and knowledge level of project managers required. This template is designed to be simple yet effective in evaluating key complexity factors.
Project Complexity Analysis Template
Step 1: Identify Complexity Dimensions
Evaluate the project based on the following dimensions:
Technical Complexity
Criteria: New technology, integration with existing systems, technical expertise required.
Score (1-5):
Organizational Complexity
Criteria: Number of departments involved, organizational change impact, alignment with strategic goals.
Score (1-5):
Stakeholder Complexity
Criteria: Number of stakeholders, stakeholder influence, stakeholder alignment.
Score (1-5):
Environmental Complexity
Criteria: Regulatory requirements, market conditions, environmental impact.
Score (1-5):
Step 2: Assign Complexity Scores
Assign a score from 1 to 5 for each dimension, where 1 is low complexity and 5 is high complexity.
Step 3: Aggregate Scores
Calculate the total complexity score by summing the scores from all dimensions.
Step 4: Determine Resource Needs
Based on the total complexity score, use the following guidelines to determine the number and knowledge level of project managers:
Total Score 4-8:
Recommendation: 1 Project Manager with basic knowledge.
Total Score 9-12:
Recommendation: 1-2 Project Managers with intermediate knowledge.
Total Score 13-16:
Recommendation: 2-3 Project Managers with advanced knowledge.
Total Score 17-20:
Recommendation: 3+ Project Managers with expert knowledge.
In summary, this template provides a structured approach to assess project complexity across multiple dimensions. By scoring each dimension and aggregating the results, you can determine the overall complexity level. This helps in making informed decisions about the number and expertise level of project managers needed to effectively manage the project. Adjust the criteria and scoring as necessary to fit the specific context of your project.
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Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
Hello Andrea Artacho, thank you for sharing this clear and practical tool for assessing project complexity.
This simple and straightforward template greatly helps to visualize the multiple dimensions that impact complexity — technical, organizational, stakeholders, and environment — facilitating decision-making about the sizing and profile of the required managers.
I would like to highlight that, as PMI reinforces in its tailoring framework, it is essential to adapt and customize these tools to the specific context of each project.
The complexity assessment should be a starting point for a dynamic process that also considers factors such as team maturity, organizational culture, risks, and changes throughout the project lifecycle.
In this sense, this type of template can serve as a basis to feed the tailoring analysis, helping to adjust resources and approaches as the project evolves.
It would be great to know how you apply this tool in practice at GE Healthcare and what insights have emerged!
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1 reply by Andrea Artacho
Jul 01, 2025 9:30 AM
Andrea Artacho
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Thanks Luis for your insights. I have not applied it yet i am exploring the options to find something more structure and practical to be used , for sure i will share in this community my learnings as we evolve.
Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
It is not about a template. It is about to use PMI Infinity creating the right prompts (answers) and validating the results in terms of trust.
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1 reply by Luis Branco
Jul 01, 2025 5:59 AM
Luis Branco
...
Hi Sergio Luis Conte, thank you for bringing PMI Infinity into the discussion.
Could you please share a bit more about how you see this platform being applied in relation to the template presented?
Considering that the template is often used collaboratively by teams or multiple stakeholders to make decisions about project complexity, I’d like to better understand how the prompts in PMI Infinity can complement or even replace this collaborative approach.
I have seen many of those types of models including and took a graduate school class on their development and use. They can provide some good insight but you must be careful to a) tailor the numbers to your situation and b) use them as a guide but not as scripture.
For tailoring not all criteria are equally important so you must consider weighting factors for their relative importance. That's where it can turn to mathematical soup trying to find the right ratios of relative importance. Another approach is fuzzy logic where you create a set of questions to evaluate different scenarios to rank them against some scale. It's not terribly difficult and while I haven't tried can I'm sure be assisted with Chat GPT or equivalent.
One of the ways they can be useful is by tweaking the variables to see how it affects tradeoffs. If you increase complexity in one area, and decrease it in another, is it better or worse? In advanced applications, those types of models can be used to optimize solutions using genetic algorithms. Changes are made and then kept if an improvement and discarded if not until the algorithm converges on a best-fit.
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1 reply by Andrea Artacho
Jul 01, 2025 9:41 AM
Andrea Artacho
...
Thanks, Keith, for sharing your knowledge and highlighting the attention points as each project has its nuances and needs and how I could try and improve it. Really appreciate your thoughts.
Saving Changes...
Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
Jun 30, 2025 5:22 PM
Replying to Sergio Luis Conte
...
It is not about a template. It is about to use PMI Infinity creating the right prompts (answers) and validating the results in terms of trust.
Hi Sergio Luis Conte, thank you for bringing PMI Infinity into the discussion.
Could you please share a bit more about how you see this platform being applied in relation to the template presented?
Considering that the template is often used collaboratively by teams or multiple stakeholders to make decisions about project complexity, I’d like to better understand how the prompts in PMI Infinity can complement or even replace this collaborative approach.
Looking forward to your insights!
Saving Changes...
Andrea ArtachoProgram Manager| GE HealthcareSao Paulo, Sp, São Paulo, Brazil
Jun 30, 2025 2:16 PM
Replying to Luis Branco
...
Hello Andrea Artacho, thank you for sharing this clear and practical tool for assessing project complexity.
This simple and straightforward template greatly helps to visualize the multiple dimensions that impact complexity — technical, organizational, stakeholders, and environment — facilitating decision-making about the sizing and profile of the required managers.
I would like to highlight that, as PMI reinforces in its tailoring framework, it is essential to adapt and customize these tools to the specific context of each project.
The complexity assessment should be a starting point for a dynamic process that also considers factors such as team maturity, organizational culture, risks, and changes throughout the project lifecycle.
In this sense, this type of template can serve as a basis to feed the tailoring analysis, helping to adjust resources and approaches as the project evolves.
It would be great to know how you apply this tool in practice at GE Healthcare and what insights have emerged!
Thanks Luis for your insights. I have not applied it yet i am exploring the options to find something more structure and practical to be used , for sure i will share in this community my learnings as we evolve. Saving Changes...
Andrea ArtachoProgram Manager| GE HealthcareSao Paulo, Sp, São Paulo, Brazil
Jul 01, 2025 1:24 AM
Replying to Keith Novak
...
I have seen many of those types of models including and took a graduate school class on their development and use. They can provide some good insight but you must be careful to a) tailor the numbers to your situation and b) use them as a guide but not as scripture.
For tailoring not all criteria are equally important so you must consider weighting factors for their relative importance. That's where it can turn to mathematical soup trying to find the right ratios of relative importance. Another approach is fuzzy logic where you create a set of questions to evaluate different scenarios to rank them against some scale. It's not terribly difficult and while I haven't tried can I'm sure be assisted with Chat GPT or equivalent.
One of the ways they can be useful is by tweaking the variables to see how it affects tradeoffs. If you increase complexity in one area, and decrease it in another, is it better or worse? In advanced applications, those types of models can be used to optimize solutions using genetic algorithms. Changes are made and then kept if an improvement and discarded if not until the algorithm converges on a best-fit.
Thanks, Keith, for sharing your knowledge and highlighting the attention points as each project has its nuances and needs and how I could try and improve it. Really appreciate your thoughts. Saving Changes...
Senior Projects Manager | Field & Marten AssociatesNew Westminster, British Columbia, Canada
Andrea, have you tried using ChatGPT? There are many templates available here on this platform that are downloadable. You can search for one that closely matches your needs, download it, and then upload it back to ChatGPT to request specific customizations such as aligning it with your organization's structure or PM experience levels. It’s a great way to tailor tools without starting from scratch. Saving Changes...
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