As it happened, I agreed with the person who had emailed us. It didn't. So I set about redesigning the form so that a Project Manager could either use it to report up to a project steering board, or send it out for completion by one of the project team who were managing a large work package as a sub-set of the project activity.
I didn't want a huge thing that would be onerous to fill out, but neither did I want to replicate the old template that didn't include enough information about the activities and associated budgets and timescale.I ended up with a 2-page MS Word document that you can download from the infoKit page on Reporting and Meetings.
The template requires an assessment of the status of:-
- the schedule - whether or not we have taken more or less time than was planned
- the budget - whether the project has cost more or less than we thought it would to date
- work completed - have we done more or less than we thought we would to date
- work to be completed during the next period
- Issues that have arisen during this period, cross referenced if they had been previously identified as risks
- Any new risks or changes to existing risks in terms of probability/impact
- Project change - any requested change to scope and its status (agreed/refused/pending decision/deferred)
- Project Team - any changes to team, roles or responsibilities
- Any lessons learned - would you have done anything differently, given what you learned during this period?
You can click the graphic for a larger view and, as always, comments are welcome.
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