Template for IT Projects Senior Management Review

1
Template forIT Projects Senior Management
Review

• (Name of Presenting Organization)
• Date

2
Major Investments

• List projects to be discussed

3
Project 1 - Overview of
Project StatusNOTE Refer to section 3.7 of the
Information Technology Review Process Guide at
http//cio.doe.gov/ITReform/sqse/pm_trck.htm for
instructions on completing this slide
Legend Green On schedule, or completed Yellow
Symptoms of or actual problems exist, or
re-baselining required, or schedule/budget
variance of 10 or more exists Red
Date/Schedule has not been, or cannot be met
Current project stage
4
Project 1 Project Status

• Scope Status
• Current Phase/Stage
• Schedule Status If not within 10 of approved
  baseline, provide corrective actions.
• Status of Modules/Functions
• Quality Status
• Accomplishments
• WBS Summary/Roll-up
• Note a detailed WBS should be made available
  during the review

5
Project 1 Budget

• Budget Status Planned and Actual
• If Variance 10 or greater, indicate corrective
  actions.
• Note Project and Budget status slides could be
  combined into one, if chart I.H.4 of the DOE OMB
  Exhibit 300 Preparation Guide is presented. This
  satisfies OMB Exhibit 300 part III section D
  requirements. OMB Exhibit 53 and 300 guidelines
  available at http//cio.doe.gov/ITReform/Planning
  /Exhibits/2004.htm

6
Project 1 CMIP Budget

• CMIP Budget Status Planned and Actual (complete
  this chart only for projects receiving CMIP
  funding)
• List use of CMIP funds, if other than for
  development costs

7
Project 1 Risks/Issues

• Major Risks/Issues and Status
• Risk mitigation plan(s)/activities
• Expectations support needed/actions to be taken
• Obstacles to meeting performance measures
• If you expect to achieve less than 90 percent of
  performance goals, explain reasons for variance

8
Project 1 Next Steps

• Actions to be accomplished between now and next
  meeting

9
Project 1 Contact Information

• Project Manager Name and Phone Number
• Other Contact Person Name and Phone Number
• Web Address for Project Information, if applicable

10
Project 2 - X

• Repeat charts 3 8 for each project to be
  discussed