Project Status Report Template

2020 Version (v1.03)

Published by Axia Consulting Ltd, 17 New Road Avenue, Chatham, Kent ME4 6BA, United Kingdom.
Web: www.axia-consulting.co.uk Email: [email protected]

Axia Consulting Ltd gives no warranty (either expressed or implied) in relation to the quality, accuracy, performance and fitness for purpose of this
'Project Status Report Template'. Axia Consulting Ltd will not be liable for any loss or damage (whether directly or indirectly suffered), or any
consequential loss arising from the use of this 'Project Status Report Template'.

Copyright © 2020 Axia Consulting Ltd. All rights reserved.

This ‘Project Status Report Template’ is free for personal use and to help you with projects internally within your organisation. However, you are not
permitted to display this ‘Project Status Report Template’ on the Internet, whether in part or whole, whether modified or not, nor to advertise, resell
or obtain a commercial benefit from it

Sample 'accounting software selection' project data has been included for illustration purposes.

INSTRUCTIONS are below (click the tab at the bottom of the screen to access the Project Status Report Template)

1. Delete the sample data.

2. Add your specific details as required. The columns are:

A - Ref No - allocate a unique number
B - Tasks and deliverables

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 C - Plan start date
D - Plan end date
E - Actual start date
F - Actual end date
G - Completion Status - click cell to choose status
H - Owner responsible for task
I - Assigned to
J - Notes

If you wish amend the 'status terms' the instructions are:

1.       Amend your ‘status terms' in cells F67-F70 – or extend the range for more terms.
2.       Click cell G6 (or any other ‘Status’ cell)
3.       Then select the ‘Data’ tab - then in Data Tools, select ’Data Validation’- then Settings and check that the Source is: =$F$67:$F$70 - or
whatever the range is for your different statuses. Then click ‘OK’
4.       Then click cell G6 scroll tab to test out your different status options.
5.       If they are correct, then copy and paste to the other ‘status’ cells.

If you wish to amend the Red/Amber/Green status colours, the instructions are:
1.       Click / highlight cells
2.       In the 'Home' tab, select Styles, then Conditional Formating - then select 'Highlight Cells Rules, then select 'Equal To' and amend the
conditions and colours.

The worksheet is completely flexible. Rows and columns may be resized. Data may be amended. Additional worksheets may be added.

Further information about software selection may be found at:

https://www.axia-consulting.co.uk/resources.htm

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 Project Status Report Template for:
Sample accounting software selection data included for illustration
Date: 1 July 2019 Report: 5
Plan Start Plan End Actual Start Actual End
Ref Task / Deliverable Date Date Date Date Status Owner Assigned to Notes
1 Requirements specification
1.1 User interviews / use Axia Template 03-Jun-19 13-Jun-19 03-Jun-19 13-Jun-19 Completed M U, IT
1.2 Consolidate requirements 13-Jun-19 14-Jun-19 13-Jun-19 14-Jun-19 Completed M U, IT
1.3 1st draft of requirements 17-Jun-19 17-Jun-19 17-Jun-19 19-Jun-19 Completed M U
1.4 Review and amend requirements 18-Jun-19 19-Jun-19 18-Jun-19 19-Jun-19 Completed M U
1.5 Sign off requirements 19-Jun-19 20-Jun-19 20-Jun-19 20-Jun-19 Completed PS M, PS
2 RFI (Request for Information)
2.1 Identify potential systems, vendors 17-Jun-19 19-Jun-19 18-Jun-19 20-Jun-19 Completed PM IT, U
2.2 Prepare RFI 17-Jun-19 19-Jun-19 19-Jun-19 21-Jun-19 Completed PM IT, U
2.3 Contact vendors / issue RFI 20-Jun-19 20-Jun-19 21-Jun-19 24-Jun-19 Completed PM IT
3 Short list systems, vendors
3.1 Review and analyse RFI results 01-Jul-19 01-Jul-19 01-Jul-19 In Progress PM IT, U
3.2 Compare against requirements 03-Jul-19 03-Jul-19 03-Jul-19 In Progress PM IT, U
3.3 Identify short list of 3 or 4 vendors 04-Jul-19 04-Jul-19 Delayed PM IT, U
3.4 Inform vendors of status 05-Jul-19 05-Jul-19 Delayed PM IT
4 Systems demonstrations
4.1 Arrange with short listed vendors 05-Jul-19 05-Jul-19 Not Started PM IT
4.2 Create demo scripts / questions 22-Jun-19 26-Jun-19 Not Started PM U, IT
4.3 Attend demonstrations 08-Jul-19 09-Jul-19 Not Started PM U, IT
4.4 Review findings 10-Jul-19 10-Jul-19 Not Started PM U, IT
4.5 Reduce short list to 2 or 3 vendors 10-Jul-19 10-Jul-19 Not Started PM U, IT
5 Refine new system design thoughts
5.1 Additional design thoughts 05-Jul-19 08-Jul-19 Not Started PM, M U, IT
5.2 Details from systems demonstrated 11-Jul-19 11-Jul-19 Not Started PM, M U, IT
5.3 Revise system design 12-Jul-19 12-Jul-19 Not Started PM, M U, IT
6 RFP (Request for proposal)
6.1 Prepare RFP 25-Jun-19 16-Jul-19 Not Started PM IT, U

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 Plan Start Plan End Actual Start Actual End
Ref Task / Deliverable Date Date Date Date Status Owner Assigned to Notes
6.2 Issue to short listed vendors 18-Jul-19 18-Jul-19 Not Started PM IT
6.3 Review, analyse, score responses 29-Jul-19 02-Aug-19 Not Started PM IT, U
7 Further investigations
7.1 Prototyping 05-Aug-19 09-Aug-19 Not Started PM IT, U
7.2 Test system 05-Aug-19 09-Aug-19 Not Started PM IT, U
7.3 Queries from RFP responses 05-Aug-19 08-Aug-19 Not Started PM IT, U
7.4 Hardware, network, database 07-Aug-19 09-Aug-19 Not Started PM IT
8 Detailed system demonstrations, vendor discussions
8.1 Cover all points from 6, 7 above 13-Aug-19 14-Aug-19 Not Started PM U, IT
8.2 Resolve outstanding queries, issues 15-Aug-19 16-Aug-19 Not Started PM, M U, IT
9 Reference site visits
9.1 Identify who to visit 12-Aug-19 12-Aug-19 Not Started M U, IT
9.2 Determine agenda 13-Aug-19 13-Aug-19 Not Started M, PM U, IT
9.3 Arrange visits 13-Aug-19 13-Aug-19 Not Started M U
9.4 Attend visits 20-Aug-19 21-Aug-19 Not Started M, PM U, IT
9.5 Contact other sites by phone 23-Aug-19 23-Aug-19 Not Started M U
10 Decision
10.1 Pull all results & findings together 27-Aug-19 27-Aug-19 Not Started PS PM, M, IT,U
10.2 Prepare proposal paper 28-Aug-19 29-Aug-19 Not Started PS PM, M
10.3 Board / steering group meeting 03-Sep-19 03-Sep-19 Not Started B B, SG, PS
10.4 Decision made 03-Sep-19 03-Sep-19 Not Started B B, SG, PS
10.5 Inform vendors 03-Sep-19 03-Sep-19 Not Started PS PM
10.6 Final contract, SLA negotiation 05-Sep-19 06-Sep-19 Not Started PS P, PM
11 Project management
11.1 Project plan 03-Jun-19 03-Jun-19 Completed PS PM
11.2 Project kick-off meeting 03-Jun-19 03-Jun-19 Completed PS PM, ALL
11.3 Weekly progress meetings 03-Jun-19 06-Sep-19 In Progress PS PM, U, IT

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 Plan Start Plan End Actual Start Actual End
Ref Task / Deliverable Date Date Date Date Status Owner Assigned to Notes

Key to Status Key to Owner / Assigned

Not Started PS = project sponsor
In Progress PM = project manager
Delayed IT = IT staff
Completed U = users
M = manager (user)
P = procurement
B = board
SG = steering group

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