The executing phase project management templates will help the project manager complete the work defined in the project management plan as well as satisfy the project specifications. The following templates are included. Click on a template for more information about that template.

Change Log
Change Request
Deliverable Review and Approval
Issues Log
Negotiation Results Summary
Negotiation Summary
Proposal Compliance Matrix
Status Meeting Minutes
Team Member Strengths, Weaknesses and Interests
Vendor Bid Analysis

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The Change Log project management template is the vehicle upon which any change to the project is identified, managed, and documented. Key components of this project management template include the following:

• Change Control #;
• Authorizer;
• Authorized date;
• Change description; and
• Scope, time, cost, quality and resource impacts.

Change Requests may be necessary when issues or customer requested scope changes are identified while project work is being performed.

Change requests may include the following measures:

• Corrective action;
• Preventive action; or
• Defect repair.

The Change Request project management template captures the following key components:

• Project details impacted;
• A description of the change;
• The impact and alternatives;
• The proposed recommendation and resolution; and
• The overall impact to the project.

The Deliverable Review and Approval project management template will allow the project manager to document the following key components of a project deliverable:

• Decisions of the reviewers;
• Conditions and/or exceptions; and
• Future changes.

The Issues Log project management template is used to facilitate communication and ensure a common understanding of issues and how they are managed. Key components of this project management template include the following:

• Issue #;
• Impacted Deliverable;
• Detailed Description;
• Submitter and Submitted Date;
• Status (open, closed, and pending);
• Update;
• Action Required;
• Impact;
• Priority;
• Resolution Description;
• Assignee and Assigned Date; and
• Resolution Date.

The Negotiation Results Summary project management template documents the following key components:

• Product brief/service description;
• Agreed to price; and
• Key changes from the approved proposal.

The Negotiation Summary project management template identifies and prioritizes the key procurement objectives from worst case to best case.

Proposal Compliance Matrix allows the project manager to document whether solicited vendors complied with advertised proposal requirements.

The Status Meeting Minutes project management template captures those items identified originally in your agenda as well as other relevant items of discussion that might arise throughout your status meeting and may impact:

• Task;
• Activity;
• Work package; or
• Deliverable.

Key components of this project management template include the following:

• Agenda
• Status update;
• Review issues log and associated actions;
• Open items; and
• Quality assurance review.

The Team Member Strengths, Weaknesses and Interests project management template identifies each team member's strengths, weaknesses, and interest. This allows the project manager to better understand the overall potential, both positively and negatively, that each resource brings to the project.

The Vendor Bid Analysis Matrix project management template identifies the proposal evaluation factors (e.g. proposal requirements), captures the vendor results (e.g. scores), and allows the project manager to numerically rank the vendors' overall total scores to help determine the best overall proposal.