A Project Manager's Book of Templates

5Reports and Audits

All projects need to report project status; however, projects that use predictive approaches are more likely to use reports to communicate the status of their project. For smaller projects, team progress reports and project status reports are sufficient. Larger projects might use an earned value report and a risk report.

Not all projects are subject to audits. Those that are, tend to be larger projects. Audits may be conducted at the project level, or they may be done by the project management office (PMO) or at a program or portfolio level.

There are 12 templates associated with reports and audits:

• Team progress report
• Project status report
• Variance analysis report
• Earned value report
• Risk report
• Contractor status report
• Contract closeout report
• Lessons learned report
• Project closeout report
• Quality audit
• Risk audit
• Procurement audit

Progress and status reports follow a set cadence, such as monthly. Closeout and lessons learned reports are used as needed. It is unlikely that you will need to change format of the reports and audits during the project.

5.1 TEAM MEMBER PROGRESS REPORT

The team member progress report is filled out by team members and submitted to the project manager on a regular basis. It tracks schedule, quality, and cost status for the current reporting period and provides planned information for the next reporting period. Progress reports also identify new risks and issues that have arisen in the current reporting period. Typical information ...