Project Review<Project Name>

April 8, 2023

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Table of Contents

Section 1: Executive Summary Section 2: Contract Summary Section 3: Financial Summary Section 4: Delivery Summary Section 5: Project Milestone Schedule Section 6: Headcount Indicator Section 7: Technical Risks and Issues Section 8: Risk Management Plan

Project ProfileProject code: <AAA999>Project name: <Project Name>Client name: <Client Name>Project class: <Class III>

Total person days: <85,390 (Consult)> <1,000 Subcontractor>

Complexity factor: <30-35>Percent complete: <20 percent>Date of last audit: <Date>Delivery Director: <Director’s Name>Current contract value: <Contract Dollar Value> <FP, PD,etc>Contract Breakdown: SI (Office, IO) <$5M>

Hardware < $1M>Software <$500K>Subcontractor <$100k>Expense Recovery <$50K>Outsourcing < $10K>Other <$5K>

Section 1: Executive Summary High level description of the project.

Current Phase of the project is:

Key Activities currently in progress include:

. The next major project milestone is …..

Section 2: Contract Summary Contract type: <Prime or Sub> <Name of Prime if not

XYZ> Contract status: <Contract Status> Maximum liability: <Contract legal and financial liability>. Performance

Guarantees: <List response time guarantees, etc> Payment terms: <Terms> Contract review:

Last Date Reviewed: <Date> Review Participants: Legal Executive Sales Delivery DOT Q&DO

Section 3: Financial Summary to <Date> Financial tracking is maintained by ProTrack <or equivalent>.

Services revenue calculations are based on a rate of <billing multiple>. If ProTrack used present the Status Reports and Cash Flow and Interest Reports instead of this page.

Total Contract value is <$…..> <Includes all CR’s approved> Initial Contingency is <$…>, <..%> Estimate to complete is <$…..> Revenue recognized (actuals) is <$…..> Current outstanding WIP is <$…..>. Current outstanding A/R is <$…..>. Current DSO is < _ Days>. Current Holdback is <$…..>. Current Deferred Revenue is <$…..>. <Corporate reserve of $….. applied?>.

0

2000

4000

6000

8000

10000

12000

14000

Ja

n-9

7

Ma

r-9

7

Ma

y-9

7

Ju

l-9

7

Se

p-9

7

No

v-9

7

Original Revised.

Net Revenue FY 97 (‘000)

Contribution Margin FY 97

0100020003000400050006000700080009000

Jan

-97 Mar

-97

May

-97

Jul-

97

Sep

-97

No

v-

97

Original Revised

.

Net Rate of Return

-80%

-60%

-40%

-20%

0%

20%

40%

Original Revised

.

Jan

-97

Feb

-97

Mar

-97

Ap

r-97

May

-97

Jun

-97

Jul-

97

Au

g-9

7

Sep

-97

Oct

-97

No

v-9

7

Dec

-97

Total Current Contract Value<$…..> Original contract value <$…..> Change Request value <$…..>

<Project Name>

<Notes about Change Order Status>

Status of Change Request

<No.> approved

<No.> in progress

<No.> rejected or canceled

<No.> Total

ChangeOrder Status

Section 4: Delivery Summary <Example: Project Planning, Tracking and Reporting are done using

the Microsoft Project Tools. Earned Value Reporting method required by contract and implemented using the Project Management tool.>

<Example: Delivery Status: Through April 28, 1996 the project has a negative schedule variance of 417 days, or 41 schedule days.

<Example: Quality Plan: Documented and Accepted by Client.> <Example: Project Review: Last Project Review was February

1996.> <Explain how the following packages are used in your project>

Project Planner Action Item Manager Workbench Checkpoint

Section 5: Project Milestone Schedule

1995 1996 1997 1998 1999

Contract Award

System Design Review (SDR)

Preliminary Design Review (PDR)

Detailed Design Review (DDR)

Test Readiness Review (TRR)

Beta Site

End of Implementation

9-Jan

7-Jul15-Sep

26-Apr16-Oct

18-Oct9-Jan

30-Aug30-Aug

9-Jan30-Dec

9-Oct30-Dec

Baseline Data - Current ContractCurrent Schedule - June 28, 1996 Proposed Solution

Actual vs Plan

Section 6: Headcount Indicator

< Example: Headcount targets reflect number of person months required to accomplish scheduled tasks to meet project milestones in baseline. Actuals reflect the number of persons on the project for each month.>

Aug Target 136 Aug Actual = 116 Variance = 15%

Subcontractor Usage 18%

0

25

50

75

100

125

150

Jan-

96

Feb-

96

Mar

-96

Apr

-96

May

-96

Jun-

96

Jul-9

6

Aug

-96

Sep

-96

Oct

-96

Nov

-96

Dec

-96

Actual Target

Headcount Distribution

Section 7: Technical Risks Risk: <Example: A COTS package is

being evaluated as the Revised Solution to deliver the Business Application Software (BAS) for this project. Delivery and technical risks are unknown as the COTS fit analysis has, to date, concentrated on a high level evaluation of the functional capability of the product.>

Action: <Example: High level analysis has commenced to determine the delivery and technical (including cost) solution and risks.

Section 8: Risk Management Plan

Risk: <Example: The work performed to find an off-the-shelf application solution was not in the scope of the original contract; valued at approximately $4.5M. This work has now been completed.>

Action: <Example: Negotiate recovery of costs under the revised payment schedule. New processes have been put in place to maintain scope control.>

Risk: < >

Action: < >

Thank you

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