Schedule and Budget Management Templates - Descriptions

Action Item Log Only $7.95

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

 
   

Corrective Action Log

Only $7.95

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

 
   
Detailed Cost Estimate Variance Log Only $7.95

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

 
   
Lessons Learned Only $7.95

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

 
   
Meeting Minutes Only $7.95

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

 
   
Project Completion Checklist Only $7.95

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

 
   
Project Kickoff Meeting Agenda Only $7.95

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

 
   
Revised Cost Request Only $7.95

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