Microsoft Office Templates Status Reports



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Instantly Download Status Report Templates, Samples & Examples in Adobe PDF, Microsoft Word (DOC), Google Docs, Apple (MAC) Pages. Available in A4 & US. Quickly Customize. Easily Editable & Printable. 6 Awesome Weekly Status Report Templates Free Download Weekly status report is a summary of all work done during a week and how these activities contributed to the completion of a task or a project, or how each one brings the team closer to the achievement of their targets. Edit and use this template. How to Make Status Reporting 10x Easier How to configure status reports on ProsperForms: Step 1: Create a “Project Status Report” applet — customize our preset forms or easily create a new form in minutes. Setup reminders if you want your team members to receive automatic reminders when their reports.

An IT project report is a tool to communicate the progress of a project to the clients, management, and also stakeholders. Also, it provides a history of the project you can revisit to track progress, conduct assessments, and review the project. So, an information technology status report is just like any project status reports, and the only difference is that this report presents the status of the information technology project in a company or in an organization.
It contains information and updates on the overall status of key IT initiatives, accomplishments or changes in IT during the reporting period, obstacles and issues, and anticipated the main activities or accomplishments in the following reporting period.

A good IT status report will capture the value in a project and will present the business value of IT.

Microsoft Office Templates Status Reports
  • How to Write a Strong IT Status ReportPart 1
  • IT Status Report Free Templates DownloadPart 2
  • How to Make Status Reporting 10x EasierPart 3
  • Additional SourcesPart 4

Part 1

To make the IT report strong and comprehensive, you must include these factors:

  • Project Overview and Basic Information

    Include a brief description of the project and its purpose. This should be short, but concise enough, to provide any reader of the report a complete background about the project. Information such as the key stakeholders or sponsors, project start and end date, project cost, funding type, project staff, and others should also be in the IT project report.

  • The Accomplishment Versus the Plan

    In layman’s terms, the difference between what you plan and what you actually accomplish is variance. To ensure that the project deliverables are completed on time, resources are still adequate, and schedule and the budget are maintained, project managers should assess the project using varying analysis.
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    The result of such analysis should be included in the report especially when decisions are to be made in terms of the project’s budget, schedule, and scope to be able to address any possible or future problems the project may have.

  • Project Status Indicators

    Perhaps, the most important component of an IT project report is its status. Furthermore, one commonly used method to describe the health of a project is through the use of color coding to indicate where the project is at the moment.

  • Milestones

    Another component to quantify the progress of the project is through project milestones. In this section, the project is assessed based on whether the milestones and project deliverables complete on its schedule.

    .
    Also, some major IT project milestones may include requirements, phase, prototype approval, design/code reviews, tests completion, system acceptance by the customer, documentation delivery, and others.

  • Budget

    Just like any other undertaking, the budget or the financial aspect of an IT project must also be assessed in order to see whether the project is operating within its allocated budget, the fund was spent judiciously, as a result, all expenses made are within the approved procurement plan.

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    If there is a variance in the budget, the project report is an ideal medium to explain the reason behind it, including the idea on how to get the project back on track.

  • Changes in Project Scope

    Changes are inevitable, even in IT projects. However, these changes must be approved first before they are actually implemented. They also need to be documented in order to assess its impact in terms of budget, timelines, and deliverables.

You may also include other elements or sections, depending on what the company requires or what the top management and stakeholders would want to know.

  1. Consider What the Reader Needs to Know.

    Think of what the receiver of the report would want to know about IT status. Pull together all necessary information for the reader to have a clear picture of how IT projects, programs, and also services are performing.
    Also, take into consideration that there might be a need to communicate on multiple levels. If so, there will be a need to create different reports for different recipients. A status report for the top management may not be as detail-oriented as the report for a project manager, but it should revolve around the impact and results of each IT accomplishment. Do not forget to include necessary information about the project.

  2. Make Sure It Has Information That Gives Readers Ideas of What the Report or Section Is About.

    This information should include the project’s name, project manager’s name, duration, and also a short description of the project. Other kinds of the status report use color coding to indicate the overall status of projects, and this scheme might also be applicable to an IT progress report.

  3. It Should Hold Information Which Can Be Used for Decision-Making.

    IT is a specialized field which involves a lot of technical concepts and terms. An IT person might get too excited to report on a big number of codes he was able to write or create a program, but that might be meaningless to a non-IT person who may not have an idea of how those codes contributed to the overall project.

    As much as possible, refrain from using too many technical terms and jargon.

    In addition, focus on how IT accomplishments and issues will impact organization goals or project performance.

  4. Make It Understandable but Do Not Miss Important Things.

    The purpose of coming out with an IT status report is to provide an understanding of the state of the IT. Though there is a need to minimize too many technical concepts in a status report, keep in mind that the readers will need to have an appreciation of the milestones, accomplishments, and issues related to IT.
    .
    Also, the ability to translate technical concepts into something that a regular reader can easily comprehend is a key in creating a universal understanding and appreciation of the IT’s contribution to the projector in an organization.

  5. Regularly Communicate.

    Doing this on an IT status with the stakeholders and decision makers makes it easier for the team to control IT demands, justify expenses and also security staff for future IT projects.

Part 2

IT Status Report: Free Download

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Templates on ProsperForms:

ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started
ZipRecruiter — post jobs to 100+ of the most visited job boards with one click. Get Started
ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started
ZipRecruiter — post jobs to 100+ of the most visited job boards with one click. Get Started
ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started
ZipRecruiter — post jobs to 100+ of the most visited job boards with one click. Get Started

Part 3

How to Make Status Reporting 10x Easier

How to configure status reports on ProsperForms:

Step 1:

  • Create a “Project Status Report” applet — customize our preset forms or easily create a new form in minutes.
  • Setup reminders if you want your team members to receive automatic reminders when their reports are due.
  • Configure who will submit reports by choosing the “Participants” tab.

Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.

Data such as the report type, date and name will be added automatically.

As soon as a new status report is added, participants with “View” rights can view it in real time.

Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)
Click “Generate Report”.

Done!

Benefits:

  1. Make project reporting easier with auto-fill:
    Fields such as date, name, report type, and formatting are inserted automatically by software.
  2. Consolidate reports automatically:
    Reports created by your team members can be consolidated easily.
  3. Save time with auto-layout:
    No need to spend hours in Word or Excel perfecting the report’s layout because it exports your updates into a beautifully crafted file with a couple of clicks.
  4. Peace of mind with auto-reminders:
    No one forgets to fill in their status reports because ProsperForms automatically sends timely reminders according to the schedule you chose.
  5. Decrease time and effort spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
  6. Quick sharing:
    Status reports can be either
    – exported to files and printed, or sent by email;
    – shared with the manager online (in real time);
    – optionally shared online as team-wide status reports, i.e., all team members share their progress with each other to spend less time on meetings.

Sign up now.

Part 4

Additional Sources

Project Status Reports

MS Excel is a tool of choice when it comes to project status reporting for a number of reasons. Status reports often require conditional formatting, budget calculations, and numbers to be auto-calculated. MS Excel provides an easy and convenient way of making reports readable.
Project Status Report Template Excel

Why use MS Excel for project status reporting?

  • Excel allows using formulas and macros which can be used populate data in columns. It allows graphs and chart which can be used to create project schedules and Gantt charts.
  • Status reports tend to have layouts which are blocked or categorized based on the project KPIs that need to be reported. For example – Project Schedule, Budget, Resources, Timeline, Risks, Issues and actions items.
  • One of the most widely used techniques in status reporting is RAG (Red Amber Green) to indicate how the project is progressing. Please read RAG reporting to find out how you can use it in your project.
  • Traffic lights are a natural way of reporting status. Excel provides calculation options which are easy to use and will help in implementing an automated traffic light system based on the updates.
  • Conditional formatting is the most useful feature for status reporting. With the help of conditional formatting, we can implement Risk Scores, Project Scores, Thresholds and most of the other tolerance levels.
  • Excel data or graphs can easily be integrated into other MS Office or online dashboard tools.
  • Excel allows references so it easy to have data in one tab and display the summary or overall view in another. For example, you can a have a list of risks in a separate tab and just show the total risks in a different tab.

Project Status Report Example

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One Page Excel Status Report Template (Landscape version)
One Page Excel Status Report Template
  • This excel template even though one page is very comprehensive and covers all the key progress indicators.
  • The status report has a project summary which is a free-form update, a project schedule which covers project phases with progress and end date for each phase.
  • It also lays emphasis on tasks management by covering – what tasks were planned, what was completed and what are planned for the next period.
  • There is a project budget section which can accommodate up to 8 – 10 subcategories for financials tracking.
  • For each subcategory tracked you can report on the forecast and actual funding.
  • The template can also cover up to 3 risks or issues at the end.
  • See our One Page Excel Status Report Template.


Weekly Status Report Template Excel
  • The portrait version is similar to landscape version in terms of coverage but allows additional data to be captured and uses additional graphics to make the report readable.
  • The status report has a health card section which captures the health of key project parameters like schedule, resources, risks, issues etc.
  • For each of the parameters, the report has a RAG status and comment column to explain the status.
  • The report also covers the schedule for key project phases with start, finish, projected date, progress, and concerns flag to indicate if there are any concerns.
  • The status report captures budget with planned, actual and variance.
  • You can report top 5 risks or issues and the report also has a graphical presentation of risks and issues.
  • It also graphically shows the number of pending items for change requests, action and other items.
  • See our Weekly Status Report Excel Template.



Agile Project Status Report Excel Template
  • The following KPI is measured in the budget used(%) vs sprint completion(%) which tells the % of budget utilized to complete the work required in the sprint.
  • The remaining days vs planned shows how much work is remaining vs how time the team needs to completes the work.
  • Overall earned value shows the overall value earned value for the sprint. Risk Matrix – measures the severity of the risks in the Sprint.
  • See our Agile Project Status Report Template Excel.
Excel Portfolio Status Report – for multiple projects
Excel Portfolio Status Report
  • The report shows a portfolio delivery road map for all the projects in the portfolio. Report covers status and financials are a portfolio level by reporting on each of the active projects.
  • For each project, you can set RAG status on schedule, budget, resources, and risk. For financing, it can report on planned, actual, forecast and variance.
  • The portfolio report also has the capability of reporting on individual projects for key project phases with start, end, progress, status and top 5 risks with RAG status for each.
  • The report also shows the overall status of the portfolio for schedule, budget, resources and risk.
  • See our Portfolio Status Report for Multiple Projects.

RAG Status Reporting Excel Template
RAG Status Reporting Excel Template
  • While this does not qualify as a status report it is still a worthwhile read so that you understand the importance of RAG statues in project management reporting.
  • While very basic the RAG can have a profound impact on the readers and can deliver a very strong or wrong message depending on how you use it.
  • Reading this article will help you understand the different KPI to which RAG is applied. This article also focuses on different scenarios in which RAG statues make sense.
  • See our RAG Status Report Template.