TO: Distribution List (Please Include Your Manager And The Regional PMO
Manager)
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Customer Name
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Week Ending
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Date Issued
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Project Name
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Solution Team Name
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Account Mgr.
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Project Manager
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Customer Project Manager
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Opportunity ID
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EXECUTIVE SUMMARY: PROJECT BACKGROUND and GENERAL STATUS
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MANAGEMENT INSERT (not included in
customer version)
Escalation Action:
Contract / SOW Signed Date: _________ Date
Billing Started:______________
EACR (Est. at Completion
Revenue)____________ EACC (Est. at Completion
Cost)____________
Engagement T&M or FP?_____________ Project
Plan Baseline Date: ________
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Internal iSSUEs and RISKS (action/resolution required)
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ID
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Issue/Risk
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Date Listed
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assigned to
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Impact
(l, m, h) |
MITIGATION Strategy/status/comments
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1
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2
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MONTHLY PROJECT and
FINANCIAL SUMMARY (To Date Date)
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Project Metrics
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This Mo. Products
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This Mo. Prof. Serv
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This Mo. Tech Serv
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This Mo.
Cust. Serv |
To Date Actual
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To Date Plan
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Status (Var.)
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1. Revenue ($K)
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2. Cost ($K)
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3. Cost Status
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4. Gross Margin ($K)
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5. Gross Margin (%)
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6. Gross Margin Status
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7. Invoiced ($K)
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8. WIP (unbilled) ($K)
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9. Schedule (days variance)
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10. Schedule Status
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11. Customer Satisfaction
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12. Other
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PROGRESS
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Milestones
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Base Plan Date
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Revised Date
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Completion Date
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1
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2
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3
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4
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5
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6
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A.
accomplishments and status
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1.
Task or team 1
2.
Task or team 2
3.
Etc.…
4.
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B. activities planned NEXT
PERIOD
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1.
Task or team 1
2.
Task or team 2
3.
Etc.…
4.
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C.
ISSUEs (action/resolution required)
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ID
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Issue
SHORT DESCRIPTION
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Date
Listed
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assigned
to
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Impact
(l, m, h) |
MITIGATION
Strategy/ status/ comments
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1
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2
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3
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4
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5
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D.
RISKS (tracking/action/resolution
required)
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ID
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Risk
SHORT DESCRIPTION
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Date
Listed
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assigned
to
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Impact
(l, m, h) |
MITIGATION
Strategy/ status/ comments
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1
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2
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3
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4
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E.
Change Requests Pending
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ID
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Summary
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Date
Listed
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assigned
to
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Impact
(l, m, h) |
status
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CR1
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CR2
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CR3
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CR4
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