Monitoring & Controlling Checklist
| Task | Description | Owner | Status |
|---|---|---|---|
| Review KPIs / Metrics | Evaluate progress vs. baseline | PM | ⬜ |
| Update Status Reports | Share summary of health, blockers, progress | PM | ⬜ |
| Track Milestone Completion | Validate major deliverables vs. schedule | PM / Team Leads | ⬜ |
| Update Risk & Issue Logs | Log changes, escalate if needed | PM | ⬜ |
| Conduct Quality Control Checks | Test outputs against acceptance criteria | QA Lead | ⬜ |
| Manage Scope Changes | Evaluate, approve, and log CRs | PM / Sponsor | ⬜ |
| Update Forecasts | Adjust timeline, resources, or budget as needed | PM / Finance | ⬜ |
| Validate Stakeholder Feedback | Confirm engagement and satisfaction | PM | ⬜ |
| Re-validate Resource Capacity | Ensure no overload or gaps | PM / Leads | ⬜ |
| Approve Deliverables | Review and formally accept work packages | Sponsor / Client | ⬜ |
Performance Metrics
| Metric | Baseline | Current | Variance | Notes |
|---|---|---|---|---|
| Timeline (Days) | 90 | 95 | +5 | QA delay |
| Budget ($) | $50,000 | $52,300 | +$2,300 | Overage in tools |
| Completed Tasks (%) | 75% | 68% | -7% | Sprint slippage |
| Defect Rate | <3% | 2.5% | ✅ | QA passed |
Status Report Summary
| Date | Summary | Health (R/Y/G) | Key Updates |
|---|---|---|---|
| Jun 4 | On track overall. Minor delay in delivery. | 🟡 | QA test case failed |
| Jun 11 | Back on schedule, MVP accepted | 🟢 | Client sign-off received |
Change Request Log
| CR ID | Description | Status | Impact | Approved By |
|---|---|---|---|---|
| CR-01 | Add extra reporting feature | Approved | +3 dev days | Sponsor |
| CR-02 | Replace vendor platform | In Review | High impact | PMO |
Risk & Issue Tracker (Updated)
| ID | Type | Description | Owner | Mitigation | Status |
|---|---|---|---|---|---|
| R-05 | Risk | Timeline pressure from scope creep | PM | Freeze new requests | Open |
| I-03 | Issue | QA test tool bug | QA Lead | Vendor patch applied | Resolved |
Quality Control Activities
| Deliverable | Test Type | Result | Rework Needed? | Notes |
|---|---|---|---|---|
| Onboarding Flow | User Testing | Passed | No | Good feedback |
| Admin Dashboard | Function Test | Failed | Yes | DB sync issue |
Stakeholder Feedback & Engagement
| Stakeholder | Feedback | Follow-Up | Status |
|---|---|---|---|
| Product Lead | Wants clearer reporting | Create dashboard view | In Progress |
| Client Sponsor | Happy with speed | Maintain comms pace | ✅ |