Project Board Update Presentation Template Summary
This slide deck template is designed to aid in presenting project updates to boards in a consistent and comprehensible format. It includes slides for project details, objectives, key information, project finance, activities, decisions, risks, additional information, and project plans. The template ensures clarity and focus during project board meetings.
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Presentation Transcript
Guidance Notes Project Board Summary Report Guidance Notes The purpose of this slide deck is to provide a template for presenting updates to project boards in a consistent, easy to understand format. N.B. These slides are not mandatory but an optional template, please remove or adjust them as you see fit Slide 1 Update to include your Project Name, Project ID, Project Manager, Project Board Members and the current date. Slide 2 Typically these will reflect the content for the same sections in the latest Project Proposal. The purpose of this is to remind the board of the purpose and objectives of the project with a view to maintaining project focus and reducing scope creep. Slide 3 This is where key project information is captured. i.e. project start and end dates, RAG status, project stage and reason for red or amber status and any remedial action. Slide 4 This is a slide for illustrating project finance, both in-year and for the project life. This information can be copied wholesale from the summary page of the project finance plan. There is also a section for any relevant supporting notes. For example if an item/piece of work of significant financial value has been received but does not yet appear in the cost information.
Guidance Notes Project Board Summary Report Guidance Notes (cont.) Slide 5 The purpose of this slide is to cover recent and upcoming key activities. A more detailed project plan slide for ALL project milestones appears at the end of the slide deck. Slide 6 Any required decisions or actions for the meeting can be listed on this slide Slide 7 Any risk and issues that are of interest at board level. Typically any categorised High severity. Slide 8 & 9 Any additional information not included in the previous slides that you wish to add can be done so here. Slide 10 This is where a high level project plan can be illustrated. Please note this differs from the milestones timeline on slide 6 which focuses on more immediate, in-year events. A Gantt template is included, however your own version can be added if you would prefer.
Project Name Summary Report Project ID: Project ID: Project Manager: Project Manager: Project Executive: Project Executive: Senior User: Senior User: Senior Supplier: Senior Supplier: DD DDth thMonth YYYY Month YYYY
Project Name Project Status Summary Project Description Scope Expected Outcomes & Deliverables
Project Name Project Status Summary Key Information Start Date DD/MM/YYYY Forecast End Date DD/MM/YYYY Project Initiation Solution Delivery On Going Current Stage Start Up Closure Red Amber Green Current RAG Status Reason For Red or Amber Status and Remedial Action If applicable
Project Name Project Status Summary Supporting Notes e.g. 100k of goods received but not yet receipted 15/16 Financial Information 000,000 15/16 Budget 000,000 15/16 Funds Released 000,000 15/16 Spend To Date 000,000 15/16 Forecast Spend Rest of FY Project Life Financial Information 000,000 Total Budget 000,000 Total Funds Released 000,000 Total Spend To Date 000,000 Future Years Spend 000,000 Estimated Total Spend
Project Name Project Status Summary Key Milestones Oct 2016 Nov 2016 Dec 2016 Sep 2016 Aug 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Jul 2017 Baseline Plan 2 3 1 5 4 6 Sept 25 Nov 29 Mar 30 Mar 15 Oct 20 Jan 29 Actual/Estimated 1 4 2 5 3 6 Sept 25 Nov 1 Mar 30 Apr 15 Dec 16 May 1 1. 2. 3. Project Start-Up Project Initiation Solution Delivery 4. 5. 6. Go-Live Handover Closure Ongoing Recent Accomplishments Upcoming Key Activities TBD TBD TBD TBD TBD TBD Amber Planned delivery at risk Red Will miss planned delivery Originally planned, completed or TBD Green On track/delivered Key Milestone Legend: Grey
Project Name Project Status Summary Required Decisions & Actions 1) TBD 2) TBD 3) TBD 4) TBD 5) TBD 6) TBD 7) TBD 8) TBD 9) TBD
Project Name Project Status Summary Key Risks & Issues Risks Title Description Owner Risk Response Update Issues Title Description Owner Issue Response Update
Project Name Project Status Summary Additional Information
Project Name Project Status Summary Additional Information
Project Name Project Status Summary Project Plan 2017 2015 2016 Project Stages, Key Tasks & Milestones N D J F M A M J J A S O N D J F M A PDF Stage Product one Product two Product three Product four Milestone x PDF Stage Product one Product two Product three Milestone y PDF Stage Product one Product two Productthree Milestone z Key Milestone Legend: Grey Planned work Green Work complete Project Milestone
