Template talk:Projectreport test

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Project progress report template

Guidance notes for completing the progress report template

This template is based on the JISC Progress Report Template and creates an easy way to submit progress reports, formatted into a consistent display. For each report, the following data must be supplied:

project: The project name.
author: The author of the report, most likely to be the project manager.
date: The report date, in the format YYYY-MM-DD.
summary: A brief summary of the scope and contents of the report.
user: the username of the person submitting the report, inserted by clicking on the 'add signature' button (see Editing help).

The numbered data parameters 1-20 refer to the similarly numbered sections of the JISC progress report template. Further information on these is provided below.

To display project information in a page, these data parameters need to be specified as per the following example. Data parameters are separated by a pipe "|" and should be entered between the equals sign (=) and the pipe (|).

Example:

{{Projectreport_test| 
project=Insert project name here.|
author=Author's name goes here|
date=YYYY-MM-DD|
summary=Provide an overview of the report|
one=Text of the report section 1|
2=Text of the report section 2|
3=Text of the report section 3|
4=Text of the report section 4|
5=Text of the report section 5|
6=Text of the report section 6|
7=Text of the report section 7|
8=Text of the report section 8|
9=Text of the report section 9|
10=Text of the report section 10|
11=Text of the report section 11|
12=Text of the report section 12|
13=Text of the report section 13|
14=Text of the report section 14|
15=Text of the report section 15|
16=Text of the report section 16|
17=Text of the report section 17|
18=Text of the report section 18|
19=Text of the report section 19|
20=Text of the report section 20|
}}

The report will appear as follows. Guidance notes are provided here to guide the author of the progress report.

Project progress report for Project name.

Author, YYYY-MM-DD

Report summary

Overview of Project

1. Grant statement

Please confirm that the project is being conducted under the terms agreed with JISC in the letter of grant and the JISC Terms and Conditions attached to it.

Note any changes to the original award, including any extensions or alterations granted.

2. Aims and objectives

Explain any changes to the original aims/objectives outlined in the project plan.

List the targets set for this reporting period and explain if they have been met.

3. Overall approach

Explain any changes to the overall approach outlined in the project plan.

4. Project outputs

Summarise progress during the reporting period and milestones/deliverables achieved.

5. Project outcomes

Summarise achievement against objectives, list outcomes and findings to date, and any interim conclusions.

How do you see the project developing? Has progress changed the project in any way, and are there implications for the programme?

What lessons have been learned that could be passed on to other projects or applied elsewhere?

6. Stakeholder analysis

Summarise the project’s engagement with stakeholders including users.

7. Risk analysis

Summarise any problems that have occurred and any mitigating actions taken.

8. Standards

Note any changes in the standards to be used and the reasons.

9. Technical development

Note any changes in the development approach or technologies to be used and the reasons.

10. Intellectual property rights

Summarise progress clearing any third-party rights.

Project resources

11. Project partners

Explain any changes to the institutional project partners or subcontractors, and any impacts this has/will have on the project or schedule.

What other institutions or organisations are you or do you plan to collaborate with?

12. Project management

Note any changes in project staff or their roles since the last report. Briefly explain any problems or gaps with staffing and the effect this has had on the project schedule.

13. Programme support

Summarise contact with/influence of the programme, e.g. with the programme manager, formal or informal links with other projects, or programme-related activities.

What further support would you like from the programme, e.g. guidance, workshops, etc?

Do you have any suggestions for improving the programme?

14. Budget

Use the budget template to report expenditure against and attach as Appendix A. Explain the reasons for any significant overspend or underspend.

Detailed project planning

15. Workpackages

Report progress against plan, noting key activities during the reporting period. Explain why any targets haven’t been met.