009_Monthly_Progress_Report_Template.pdf

Monthly Progress Report Template

Example: October Monthly Status Report 1-30 Oct 2010

1. Month-In-Review

• Performance (Include detailed accomplishments/work completed)

i. Task 1: Program Management

ii. Task 2: AWS C4ISR Technical Support

iii. Task 3: Information Management

• Schedule For each task, identify the following: a. all deliverables and service actions that were due this month and delivered/provided; b. all deliverables and service actions that were due this month and NOT delivered/provided; c.

provide rationale for not delivering/providing service as scheduled.

i. Task 1: Program Management

ii. Task 2: AWS C4ISR Technical Support

iii. Task 3: Information Management

• Cost (Paragraph format) For each task, identify how funds have been expended this month and any deviations from projected expenditures. Main paragraphs are: a. Funding Summary; b. Projected Funding Shortfalls; c. Expended-to-Date

i. Task 1: Program Management

ii. Task 2: AWS C4ISR Technical Support

iii. Task 3: Information Management

• Issues The outline of issues shall list each of the tasks, include a color code, brief summary status (why it is categorized as red, amber or green), risk(s) and risk mitigation(s).

i. Task 1: Program Management

1. RED - Show-Stoppers: – current path cannot be resolved, needs new direction

• Recommended path forward

2. AMBER - Requires immediate attention:

• Recommended resolution

3. GREEN: Potential issue

• Recommended issue avoidance

ii. Task 2: AWS C4ISR Technical Support

1. RED - Show-Stoppers: – current path cannot be resolved, needs new direction

• Recommended path forward

2. AMBER - Requires immediate attention:

• Recommended resolution

Attachment 0008 Monthly Progress Report Template

3. GREEN: Potential issue

• Recommended issue avoidance

iii. Task 3: Information Management

1. RED - Show-Stoppers: – current path cannot be resolved, needs new direction

• Recommended path forward

2. AMBER - Requires immediate attention:

• Recommended resolution

3. GREEN: Potential issue

• Recommended issue avoidance

2. Cost Summary and Spreadsheet

• The following Tables, Charts and Graphs shall be included in MS Word and Excel files:

Table 1, Table 2, Chart 1, Graph 1

• The following Tables, Charts and Graphs shall be included in the Excel file only (a separate Worksheet shall be generated for the Rolled up Summary information and one for each PWS task funded).

Table 3, Table 4, Table 5, Graph 2

Table 1: Report Period – 1– 30 October 2010

PWS

Tasks

Funded Activity Sub

Tasks Currently Funded

Current Period

Expended

Cumulative Expended to Date % Funding

Remaining Category Total

3.1 PM

Total $100,000 $0

$0 100.00% Labor $100,000 $0 $0

TDY $0 $0 $0

Materials $0 $0 $0

3.2 AWS C4ISR

Technical Support

Total $300,000 $0 $0 100.00%

Labor $200,000 $0 $0

TDY $50,000 $0 $0

ODCs $10,000 $0 $0

OEM

Support $20,000 $0 $0

Repair Parts $20,000 $0 $0

Repair Parts Summary for October

Actual $0

Ordered In Current Period (raw costs) $0

Outstanding (raw costs) $0

3.3 Information

Management

$100,000 $0

$0 100.00% Labor $0 $0 $0

TDY $0 $0 $0

Materials $0 $0 $0

Funding Colors for PWS Tasks listed in Table 1 above Funding Levels – (based on % remaining)

50-100% 20-49% <20%

Table 2 - MIPR Funding Status

MIPRS CLINs Year

Funds Expire

Type of Funds

Currently Funded

Current Period

Expended

Cumulative Expended to Date

Funds Remaining

Funds Remaining

MIPR1

MIPR2

Funding Colors for MIPR Funding listed in Table above based on % Remaining < $1000 < 10% >10%

Chart 1 – MIPR Funding Status

Graph 1 - Total Project Cost Curve

• Budget Ceiling: A horizontal line that identifies the total amount funded for the project.

• Project Funds: A calculation is used to get this diagonal line (Total amount funded for the project divided by 12 months).

• Contractor: A line graph that identifies the total amount expended in each month for the project.

• Projected Cost: A line graph that identifies the estimated cumulative expenditures each month for the project.

• Total Expended to Date: A line graph that identifies the total amount cumulatively expended each month for the project.

The following items shall be included in the Excel file only.

Table 3 – Monthly Total Expenditures

Table 3 is a monthly summary file that reflects the total expended each month. Color coding should match Table 1 for the current month.

Funding Expended per Month (October 2010)

Oct Nov Dec Jan….Sept Task 3.1 Task 3.2 0 Task 3.3

Total

Table 4 – Task 3.X Funding

Budget Ceiling

Currently Funded

Current Period

Expended

Projected Cost

Cumulative to Date

Sep Oct Nov Dec Jan Feb

Mar Apr May Jun Jul Aug Sep

Graph 2 – Task 3.X Task Cost Curve

• Budget Ceiling: A horizontal line that identifies the total amount funded for the task.

• Project Funds: A calculation is used to get this diagonal line (Total amount funded for the task divided by 12 months).

• Contractor: A line graph that identifies the total amount expended in each month for the task.

• Projected Cost: A line graph that identifies the estimated cumulative expenditures each month for the task.

• Total Expended to Date: A line graph that identifies the total amount cumulatively expended each month for the task.

Table 5 – Repair Parts Expenditure

Repair Parts Expenditures in Support of CFSR PWS

Hull Number Description of Part Estimated Actual/

Invoiced

1 LSV-1

2 LSV-2

3 LCU-2001

4 LCU-2002

5 LT-801

6 LT-802

7 LCU -2020

8 LCU-2016

9 LT-805

Current Month’s Total: Indicates Repair Parts Ordered for Current Reporting Period. $ 2.00

Previous Month’s Reported Total: Indicates Repair Parts that were ordered the previous reporting period.

$ 2.00

Estimate to Actual Changes - Total: Indicates changes in cost from Estimate to Actual. $ 5.00

Non-Invoiced Parts Ordered: Any ordered parts that have not been invoiced prior to the previous month. $ 2.00

3. Schedule The contractor shall insert a table below that lists Critical Path Items ONLY and a separate Master Schedule that includes all tasks in MS Project shall be delivered to the Government each month.

Table 6 – Critical Path Schedule

WBS # Task Description Start Date End Date Status