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