Project Name

Steering Committee Meeting

Project Manager: Project Manager Name

Program Manager: Program Manager Name

Project Sponsor: Project Sponsor Name

General Guidelines:•Keep words to a minimum - more detail can be added verbally •Highlight changes from the last presentation where appropriate.•Stick to recommended format where possible.•Delete red instruction boxes when complete.•More detailed instructions are in the Speaker Notes. Click on View / Notes Page to view. You can print the ‘Notes View’ by selecting File/Print, then select ‘Notes Page’ in the ‘Print What’ drop down.

General Guidelines:•Keep words to a minimum - more detail can be added verbally •Highlight changes from the last presentation where appropriate.•Stick to recommended format where possible.•Delete red instruction boxes when complete.•More detailed instructions are in the Speaker Notes. Click on View / Notes Page to view. You can print the ‘Notes View’ by selecting File/Print, then select ‘Notes Page’ in the ‘Print What’ drop down.

(To view template instructions – Save this template to project files, reopen and then select View, Notes Page. Delete this note prior to publishing)

Executive SummaryDescription

Schedule

Cost

Risks

Total Project Budget

Actual Cost to Date

Est. at Completion

Variance at Completion

Est. at Completion is the Actual Cost to date plus the estimated remaining cost for the work scheduled.

Cost Variance is the ‘Project Budget’ minus the ‘Estimate at completion’

Current Phase: RequirementsProject Status: GreenProject End Date: mm/dd/ccyyAccomplishments

BusinessRisk 1Risk 2TechnologyRisk 1Risk 2

High level business objective

List the major risks to the project.

High level accomplishments so far

To change status colors, highlight box and select Format/Borders.

For ‘Current Phase’ update, please use standard PM phases (Opp Assessment, Initiating, Planning, Executing & Controlling, Closing) or Lifecycle Phases (e.g Software Development Lifecycle)

For ‘Current Phase’ update, please use standard PM phases (Opp Assessment, Initiating, Planning, Executing & Controlling, Closing) or Lifecycle Phases (e.g Software Development Lifecycle)

Business Need

Project Background

Proposed Solution

Business Benefits

• Benefit 1.

• Benefit 2.

(Example)

Project Costs

Cost

Labor $xxx,xxx

Hardware $xxx,xxx

Software $xxx,xxx

Outside Services $xxx,xxx

Total $xxx,xxx

(Example)

Project ROI

Project Organization

Steering Committee

Sponsor

Program Manager Project Manager

Business Team

IT Mgmt

CIS

Warehouse Infrastructure

Financial Purchasing

TSS CSS

Data Mgmt

DocumentationOther

Other

Database Apps

Please keep same general format. Adjust boxes as necessary. Delete unneeded boxes.

Please keep same general format. Adjust boxes as necessary. Delete unneeded boxes.

Project Schedule & Approach

ID

1

2

3

4

5

6

8

9

10

11

Task Name

Concept

Requirements

Design

Development

Testing

Documentation & Training

Deployment

Task 9

Task 10

Task 11

Start Date

01/01/2001

02/15/2001

02/15/2001

05/01/2001

06/01/2001

06/15/2001

11/06/2001

01/01/2001

01/01/2001

01/01/2001

End Date

03/02/2001

04/30/2001

04/30/2001

06/29/2001

08/30/2001

10/30/2001

01/22/2002

03/01/2001

03/01/2001

03/01/2001

45d53d53d44d65d98d

56d44d44d44d

Qtr 1 Qtr 2 Qtr 3 Qtr 4

2001DurationStatus

Red

Yellow

Green

7Post Deployment

10/31/2001

11/15/2001

12d

Double click the Visio Gantt chart to make changes. Please try to keep standard phases. List special milestones or variations as appropriate per project.

Double click the Visio Gantt chart to make changes. Please try to keep standard phases. List special milestones or variations as appropriate per project.

Example - Other phases may be used depending on project

Communications Management Plan

Monthly

Aug. Sept. Oct. Nov. Dec. Jan. ‘02 Feb. April MayMarch June

SVP Update: 1:1

Exec. Staff Mtgs Monthly

Every 6 weeksExtended Staff Mtgs

Progress Updates

All-Hands Qtrly Qtrly Qtrly

Learning

Formal training for roll-outs

Mentoring as needed

All

All

As NeededSr. Mgmt Staff Mtgs

Information SharingQtrlyOpen House Sessions Qtrly Qtrly

“Hot Sheets” Bi-Mthly Bi-Mthly Bi-Mthly Bi-Mthly Bi-Mthly

E-mails As Needed

Website Update As Needed

Posters As Needed

(Example)

Key Risks and Issues

Risk

(Example)

Too much change to department at one time

Confusion due to multiple initiatives

Competition for resources with other projects

Change readiness assessment and structured communication plan

Mitigation

Structured communication plan across program

Centralized management, dedicated resources, realistic timeframes

Other (Example)

Cost to Utilize Consultant for Project Management

4 consultants, 6 months => $XXX,000

Benefit

Project will be done in 6 months instead of 12 months

Steering Committee Members

• Name

• Name

• Name

• Name

• Name

• Name

• Name

(Example)

Expectations of Steering Committee

• Participate in all Steering Committee meetings

• Take ownership of issues and resolve by assigned date

• Commit resources in department as needed

• Commit 2 - 4 hour per month

• Assign one owner department to handle all changes

(Example)

Key Decisions to Be Made (Example)

Decision Owner Due Date Impact

Third partypackage or customimplementation

Joe Smith October, 2001 Overall projectschedule will beimpacted if notdecided by end ofOctober

# of Salespersonnel that willneed to be trained

Jane Smith December 12,2001

Overall projectschedule will beimpacted if notfinalized by 12/12

# of PC upgradesneeded to supportsoftware

Joe Smith October, 2001 Overall budgetwill be impacted ifnumber exceeds 20PCs

Next Steps

• Revise budget based on decisions

• Finalize make vs. buy decision

• Create detailed change enablement plan

(Example)