There is no one-way approach for how much documentation is required or when the templates should be used. Outlined below is a listing of templates to assist the PM to report on the status of their project activities.

  • Recommended = This template should be used for most projects.
  • Suggested = This template should be used in addition to the “recommended” template and should be used to help manage project meetings.
  • Supplemental = Additional templates to help you summarize and report on project activities.

RECOMMENDED

SUGGESTED

SUPPLEMENTAL

 

Meeting Agenda

Executive Status Document

 

Meeting Summary