What is Minutes of Meeting? Minutes of Meeting (MoM) are written records summarizing the discussions, decisions, and actions taken during a meeting. They outline attendees, agenda items discussed, conclusions reached, and tasks assigned to individuals with deadlines, serving as a reference for participants and stakeholders post-meeting to ensure accountability and track progress. MoMs provide a concise documentation of what transpired during the meeting, aiding in continuity, follow-ups, and decision-making processes. Download This Template Now! Meeting Main Banner How To Make Your Minutes Effective? A task should have only one owner to avoid confusion regarding who is responsible for performing it. If an SME (Subject Matter Expert) be consulted, their name should also be mentioned in the remarks column. Presenting the MoM report during the meeting will allow all attendees (and especially the chair) to approve its content online. Doing this will help in diminishing objections to it. The row type may be expanded from only
We can use Excel to keep track of multiple projects and get their status. Use this dashboard to create professional looking project status reports, project portfolio status reports with ease. Read more to learn how to.
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Project Status Report Template The goal of a project status report is to focus the team members, vendors, clients, stakeholders and management on the most important & urgent issues while giving them decision making information. In today’s technological atmosphere the problem isn’t acquiring information, but rather filtering, sorting and analyzing it in order to understand the current status. The same logic applies to most projects, where the information is readily available but the sheer amount of raw data can be overwhelming. Download This Template Now! Project Status Report Word Project Status Summary in the word template The top section of the project status report aims at presenting a high-level overview of the main areas that the report covers. Each area should be color-coded, according to the following criteria – Green color typically represents that the area is on track (with a variance of up to 5% from the original plan). Orange represents that there is variance between 5% and 10% from the original plan. Red represents that there is a variance which is larger than 10% from the original plan. The typical areas in this section are - Scope, Schedule, Cost, Risks, and Quality. Plan vs Actual The PvsA (Plan vs. Actual) section typically covers the detailed tasks which were planned to be completed since the last meeting took place. The relevant task owners update the progress, raise issues and concerns which may impede the completion. This section also covers the future tasks which need to be completed by the next meeting, to make sure that the responsible parties are aware of the timeline and are ready to begin. Project Status Report Word Open Issues and Risks This section includes the main issues and risks for the entire project. The best ways to present these is with a table, and track them in each meeting. This section is basically a “to-do” list for the PM. Deliverables and Major Milestones This section includes a table of the projects’ deliverable and MMS (Major Mile Stones), which need to be tracked in each meeting. If the project is 6 months or less, then all of the deliverable and MMS need to appear. If it is more than 6 months, then this section should include only the deliverable and MMS for the coming 2 quarters. Change Requests This section needs to include all the open CR’s (Change Requests), their status and estimated approval date. Status Report Word Template Best Practices Color coding can very easily relay the status of an aspect of the project and should be used to focus the readers on the more important issues. Consistency is key in a status report, so all the formatting shouldn’t change in the report. Cadence: The reports’ frequency should be a direct result of the projects’ timeline. For example, A project which is planned to take 4 years and has tasks with an average duration of 6 weeks doesn’t need a weekly report, but a bi-weekly or a monthly one. Check out our one-page project status report template built using the word.
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Weekly Report Template Reporting project status every week is a known practice for project managers. The weekly project status report excels template has a project health card, project schedule, project financials and shows the Top 5 items pending. Weekly Status Report Format allows a project manager to report all the project updates in detail. Download Project Status Report Templates! Weekly Status Report Format Project Health Card for the Weekly Status Report The project health card provides a quick overview of all the key project health parameters. The project health card also allows the project to set an overall project health status. Each parameter or attribute has a status and description. You can add or remove any of the project parameters as you wish. Project Health Card Project Schedule The project schedule in the weekly status report format displays the key project tasks in a tabular format. The weekly status report format allows to define task name, start, finish, progress, projected date, and concerns. The projected date is the expected date for the completion of that task. The Finish date should not be changed after the project plan is baselined. If you keep changing the finish date, then you will know how much the actual task slipped. Project Schedule Project Financials The weekly status report template provides a basic way of sharing project financials.The table has item descriptions, planned to spend, actual spend, and variance.The variance is auto-calculated and highlighted. Project Financials Top Items Pending This section of the weekly status report format displays the key pending items. The items can be risks, issues, decisions, dependencies, change requests, or actions requiring attention. Each item has a type, description, status, owner, and due date. It also displays the overall count for risks, issues, decisions, actions, changes, and dependencies. Project Pending Items Note: There is a data-sheet in the report, which can be used to configure status, items and define several risks, issues, and other items open. Also, consider the following templates - Monthly Status Report Template or Multiple Project Status Report.
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