Schedule and Budget Management
Templates - Descriptions
The Action Item
Log contains a summary of all the action items that come up during the life of
the project.
|
This template
contains the following sections:
Action Item
Description
Priority
Date Reported
Assigned To
Due Date
Status
Resolution /
Comments
|
|
|
|
|
|
A corrective
action is anything done to bring expected future project performance in line
with the project plan. These activities can be tracked on a Corrective Action
Log.
|
This template
contains the following sections:
Problem and
Impact to Project
Date Reported
Reported by
Date Resolved
Status
Resolution /
Comments
|
|
|
|
|
|
This log is used
to track variances between estimates expenditures and the actual costs incurred.
Some resources may cost more than estimated and others may cost less than
estimated. The financial impact on the total project is based on the
accumulation of all of the variances combined.
|
This template
contains the following sections:
WBS Element
Type of Resource
Estimated Cost
per Unit
Actual Cost per
Unit
Number of Units
Total Variance
Comments /
Options
|
|
|
|
|
|
The project team
and major stakeholders should meet at the conclusion of a project and discuss
what went right, what went wrong and what can be learned for the future. This
template is used to collect the major information coming out of the session.
|
This template
contains the following sections:
What Should the
Project Have Achieved?
What Actually
Happened?
Why?
Lessons Learned
for Future Projects
Next Steps
|
|
|
|
|
|
This template is useful to describe the results of a meeting, including
decisions made and action items assigned.
|
This template
contains the following sections:
Formal Agenda (if
any)
Attendees
Absent
Discussion
Decisions
Action Items
|
|
|
|
|
|
This template is used to list all of the deliverables and major activities that
are required before a project can be considered complete. You can add other
activities to the list as well.
|
This template
contains the following sections:
Sequence
Task
Completed?
Approvals
|
|
|
|
|
|
The Project
Kickoff Meeting is a time to get all the team members, clients, and stakeholders
together and formally set the stage for the start of the project. This template
will help you plan the meeting and keep it on track.
|
This template
contains the following sections:
Introduction of
Meeting Participants
Project Review
Questions
Recap / Summary
|
|
|
|
|
|
This template is
used when the project cost estimate needs to be revised based prior estimating
errors.
|
This template
contains the following sections:
Where is the
project now?
Budget (current,
change)
Reasons
Alternatives
Consequences
Approvals
|
|
|
|
As an added benefit, when you purchase any of our
templates we will send
you our project management Tip-of-the-Week email (you can opt out at any
time) and periodic special announcements.
Product info:
project management
templates,
lifecycle templates,
application support templates,
program management,
project management,
portfolio management,
project office,
PMO,
project lifecycle management,
application
support