Highlight report (Office document, 128kB)

Highlight Report
Insert project name
Release: Draft/Final
Date: insert date
Author: XXXXX
Insert project name
1
Highlight Report
Project and Report information
Executive Sponsor:
Project Manager:
Reporting Period:
Project start date:
Forecast end date:
1.1
Purpose
The highlight report updates the project sponsor and the project board about the project’s progress
to date. It also provides an opportunity to raise concerns and issues with the Board, and alert them
to any changes that may affect the project.
1.2
Document location
This document is only valid on the day it was printed.
The source of the document will be found at XX
1.3
Distribution
This document has been distributed to:
Name
2
Title
Date of Issue
Release
Project status
Previous
period
Project
overall
Red
Timeline
Amber
Budget
Green
Current
period
Comments
e.g. short explanation on why the rating has been given (if
amber or red)
Scope
RAG rating descriptors:
Project overall
Red - Project has serious issues which cannot be resolved by the Project Team
Amber - Project has some issues, corrective action being taken and needs to be closely monitored
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Highlight Report
Green - Project is on track
Timeline
Red - Projected date is later than the baseline date, and the corrective action will not resolve the
problem
Amber - Projected date is later than baseline date, but the corrective action is expected to resolve
the problem
Green - Projected date is on or before the baseline date
Budget
Red - Projected Total Cost is greater than Baseline OR Projected Total Cost is within approved
tolerance, but corrective action will not resolve the problem
Amber - Projected Total Cost is greater than Baseline cost but within approved tolerance
Green - Projected Total Cost is less than or equal to Baseline cost
Scope
Red - Will fail to meet agreed scope and stakeholder expectations, and the corrective action will not
resolve the problem
Amber - Might fail to meet agreed scope and stakeholder expectations, but the corrective action is
expected to resolve the problem
Green - Will meet agreed scope and stakeholder expectations value
3
General update
The update should be a short summary of the project status. You would typically add explanatory
information to your RAG statuses above and mitigating actions that you will need to take/seek
approval for.
4
Timeline
RAG status
previous
period
RAG status
current
period
Workpackage/Area
Lead
Communication
A N Other
Red
Amber
Training
A N Other
Green
Amber
Development
A N Other
Red
Green
4.1
Comments
Key activities completed this period
Activity
and short summary
Activity
and short summary
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4.2
Highlight Report
Key activities for completion next period
Activity
and short summary
Activity
and short summary
5
Budget
Copy summary from your finance spreadsheet e.g:
AUG 2015 to JUL 2016
Section
Budget Forecast
Full
Full
Year
Year
SUMMARY
1
2
Project Salary Requirement
Project Non-Salary Requirement
Total Revenue Implementation Costs
3
Existing Core Staffing (Chargeable)
Total Existing Staff
Total Chargeable to Project
Add explanatory notes here, if necessary.
6
£0
£0
£0
£0
£0
£0
£0
£0
£0
Actual
Forecast
Year
Remaining
to
Months
Date
£0
£0
£0
£0
£0
£0
£0
£0
£0
£0
£0
£0
Change requests and exception report
Detail any deviation from approved business case/PID scope and action being taken to address (e.g.
change request/exception report)
7
New/Key risks
Probability
Type
No.
Description
Impact
You should also include all new risks added since the last report and those standing risks that you
need the Board to remain aware of/update on (usually with the highest risk score). If necessary,
include your full risk log as an appendix as part of the Board pack.
Countermeasure and progress
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8
Highlight Report
New/Key issues
9
Type
No.
Description
Priority
You should also include all new issues added since the last report and those standing issues that you
need the Board to remain aware of/update on (usually with the highest issue score). If necessary,
include your full issue log as an appendix as part of the Board pack.
Countermeasure and progress
Other information for the attention of the Board
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