Project Reporting

PROJECT STATUS REPORT
=====================
Project: Customer Portal Redesign
Report Date: 13 January 2026
Project Manager: Jane Smith
Overall Status: AMBER

EXECUTIVE SUMMARY
The project remains on track for the April go-live.
User testing feedback has been positive but identified
accessibility issues requiring additional sprint work.

PROGRESS THIS WEEK
• Completed user acceptance testing (UAT) for Phase 1
• Resolved 12 of 15 critical defects from testing
• Finalised training materials for support team
• Secured sign-off on data migration approach

PLANNED NEXT WEEK
• Begin UAT for Phase 2 functionality
• Complete accessibility remediation
• Conduct pilot training session
• Finalise go-live communication plan

MILESTONE STATUS
| Milestone              | Planned    | Status  |
|------------------------|------------|---------|
| UAT Complete           | 20 Jan     | On Track|
| Training Complete      | 27 Jan     | On Track|
| Go-Live                | 1 April    | On Track|

TOP RISKS & ISSUES
1. [RISK] Resource availability during February
   holidays - Mitigation: Cross-training in progress
2. [ISSUE] Accessibility compliance gaps -
   Action: Additional 2-day sprint scheduled
3. [RISK] Third-party API stability -
   Mitigation: Fallback solution documented

DECISIONS NEEDED
• Approve revised accessibility timeline (adds 3 days)
• Confirm pilot group for soft launch

Overall Status: [RAG]

This month: [2-3 sentence summary of achievements]

Key concerns: [Top 1-2 issues requiring attention]

Looking ahead: [Primary focus for next month]

PROJECT: [Name]                     DATE: [Date]
SPONSOR: [Name]                     PM: [Name]

┌─────────────────────────────────────────────────┐
│  OVERALL STATUS: [GREEN/AMBER/RED]              │
│                                                 │
│  [One sentence: Are we on track to deliver      │
│   the expected benefits on time and budget?]   │
└─────────────────────────────────────────────────┘

KEY METRICS
┌──────────┬──────────┬──────────┐
│ SCHEDULE │  BUDGET  │  SCOPE   │
│  [RAG]   │  [RAG]   │  [RAG]   │
│  +2 days │  -£5k    │ Baselined│
└──────────┴──────────┴──────────┘

THIS MONTH'S ACHIEVEMENTS
• [Major achievement 1]
• [Major achievement 2]

ATTENTION REQUIRED
• [Issue or decision needed]

NEXT MILESTONE
[Milestone name] - [Date] - [RAG status]

┌─────────────────────────────────────────────────────┐
│  PROJECT DASHBOARD - [Name] - [Date]                │
├─────────────────────────────────────────────────────┤
│                                                     │
│  OVERALL    SCHEDULE    BUDGET      SCOPE          │
│    🟢          🟡         🟢          🟢            │
│                                                     │
├─────────────────────────────────────────────────────┤
│  PROGRESS                                           │
│  ████████████████████░░░░░░░░░░  65%               │
│                                                     │
├─────────────────────────────────────────────────────┤
│  MILESTONES                                         │
│  ✓ Requirements    ✓ Design    ● Build    ○ Test   │
│  [Complete]       [Complete]  [Current]  [Pending] │
│                                                     │
├─────────────────────────────────────────────────────┤
│  TOP RISKS              │  OPEN ISSUES             │
│  • Resource capacity    │  • Integration delay     │
│  • Vendor dependency    │  • Test environment      │
│  • Timeline pressure    │                          │
└─────────────────────────────────────────────────────┘

┌─────────────┬─────────────┬─────────────┐
│   TO DO     │ IN PROGRESS │    DONE     │
├─────────────┼─────────────┼─────────────┤
│ • Task E    │ • Task C    │ • Task A    │
│ • Task F    │ • Task D    │ • Task B    │
│ • Task G    │             │             │
└─────────────┴─────────────┴─────────────┘

BLOCKERS: [Team member] blocked on [issue]
          [Team member] waiting for [dependency]

EXCEPTION REPORT
================
Project: Customer Portal Redesign
Date: 13 January 2026
Exception Type: Schedule

EXCEPTION DESCRIPTION
The project is forecast to exceed the approved
end date by 3 weeks due to additional accessibility
compliance requirements.

CAUSE
New WCAG 2.2 guidelines published after project
approval require additional development work not
in original scope.

IMPACT
• Schedule: +3 weeks (new end date: 22 April)
• Cost: +£8,000 for additional development
• Benefits: Delayed by 3 weeks
• Quality: Improved accessibility compliance

OPTIONS

Option 1: Extend timeline (Recommended)
• Accept 3-week delay
• Additional £8,000 cost
• Full compliance achieved
• Pros: Complete solution, reduced risk
• Cons: Delayed benefits

Option 2: Reduce scope
• Remove 2 non-critical features
• Maintain original timeline
• Pros: On-time delivery
• Cons: Reduced functionality

Option 3: Increase resources
• Add 2 contractors for 4 weeks
• Additional £15,000 cost
• Maintain timeline
• Pros: Full scope on time
• Cons: Higher cost, integration risk

RECOMMENDATION
Option 1 - The 3-week delay has minimal business
impact and ensures full accessibility compliance,
reducing legal and reputational risk.

DECISION REQUIRED
Approve revised end date of 22 April 2026 and
additional budget of £8,000.