{"id":14828,"date":"2018-09-06T11:49:51","date_gmt":"2018-09-06T11:49:51","guid":{"rendered":"https:\/\/www.process.st\/templates\/project-report-checklist\/"},"modified":"2024-02-28T21:38:39","modified_gmt":"2024-02-28T21:38:39","slug":"project-report-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/project-report-checklist\/","title":{"rendered":"Project Report Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kViQOv2IKkLPRUYKg15HuQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kViQOv2IKkLPRUYKg15HuQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Ever wanted an easy way to present a project for review? Well, that's exactly what this project report checklist is designed to do.<\/p>\n<p>This checklist&nbsp;takes you through all the necessary steps to prepare a project for review and the subsequent project status report. Combined with powerful tools like <a href=\"https:\/\/filestage.io\/\" rel=\"nofollow noopener\" target=\"_blank\">Filestage<\/a>, this makes it easier than ever to present your progress and get immediate feedback.<\/p>\n<p>You'll have more time to focus on your work and the reviewers won't have to sift through pages of irrelevant information to get to the meat of the report. It's a win-win, and a great way to keep your momentum going.<\/p>\n<p>Let's get stuck in!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"preparation\">\n<h2>Preparation:<\/h2>\n<\/section>\n<section id=\"record-report-details\">\n<h2>Record report details<\/h2>\n<div class=\"text-content\">\n<p>First things first, you're going to need to <strong>record<\/strong> the <strong>project report details<\/strong>. This will let you know <strong>when<\/strong> the report was held and <strong>who<\/strong> was present at it. To do this, use the <strong>form fields<\/strong> below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Report Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reviewer 1 Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reviewer 2 Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reviewer 3 Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>While it's not necessary to have a meeting at the same time as the project report, it's useful to do so if everyone is able and willing to.<\/p>\n<p>Replying to comments is fine, but a real-time meeting lets everyone give and receive&nbsp;feedback much faster than a text back-and-forth (especially over different time zones).<\/p>\n<p>As such, <strong>think about<\/strong> and inquire as to whether everyone will be able to have a <strong>meeting<\/strong> (physical or digital) <strong>to discuss the project report<\/strong>. <strong>Record<\/strong> whether there will be a meeting in the <strong>form field below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Will there be a meeting for the project report? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"record-basic-project-details\">\n<h2>Record basic project details<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jGoJ6b-g_J7f6B5vqrJIJA.png\" alt=\"Record basic project details\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jGoJ6b-g_J7f6B5vqrJIJA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Next up, you need to<strong> record the basic details of the project<\/strong> being assessed. This will let you easily identify what was being reviewed and the state it was in for future reference.<\/p>\n<p>At the very least you should include the project's <strong>name, description,<\/strong> a <strong>link<\/strong> to the project (in its native or cloud storage form), and its <strong>deadline.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Description <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Deadline <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"import-project-into-filestage\">\n<h2>Import project into Filestage<\/h2>\n<div class=\"text-content\">\n<p><strong>Login to your Filestage account<\/strong> and <strong>import your project<\/strong> there (if you haven't already). This will allow you to easily present it for review in your report, along with allowing reviewers to leave and reply to comments easily and without even needing a Filestage account.<\/p>\n<p>Once it's in Filestage, <strong>record<\/strong> the <strong>project's link<\/strong> within Filestage <strong>and its review link<\/strong> (the one you send to reviewers) using the <strong>form fields<\/strong> below.<\/p>\n<p>If you don't already have a review link, generate one by opening the file in&nbsp;Filestage&nbsp;and clicking the \"Reviewers\" button in the top right of the project display. Click the \"Review Link\" button to see and copy your link.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-comments-for-reviewers\">\n<h2>Make comments for reviewers<\/h2>\n<div class=\"text-content\">\n<p>Now you need to <strong>prepare your project<\/strong> in Filestage ready for the project report. The easiest way to do this is to go through the project and<strong> leave comments<\/strong> by clicking on the various segments where you need to give a little extra information.<\/p>\n<p>For example, if you know that a video will need to have a logo inserted in a specific place, you could leave a comment stating where and when it will go. That way the reviewer won't assume that you haven't thought of this step already.<\/p>\n<p>Other good ways to use comments are to explain what changes have been made since the last review, where resources have been invested, what changes are yet to be made (or require direct approval) and so on.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-the-review-link-to-relevant-parties\">\n<h2>Send the review link to relevant parties<\/h2>\n<div class=\"text-content\">\n<p>If you haven't already, now's the time to <strong>send the project review link<\/strong> from Filestage&nbsp;to <strong>whoever&nbsp;is&nbsp;reviewing the project report<\/strong>.<\/p>\n<p>This will let them access the project in Filestage and leave their own comments and\/or reply to yours. Remember; <strong>they don't need to have a Filestage account<\/strong> to access the project, so there shouldn't be any issues there.<\/p>\n<p>You can automatically handle this task with <strong><a href=\"https:\/\/www.process.st\/business-process-automation-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">business process automation<\/a><\/strong>. All you need to do is let <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> send an email to all of the reviewers (using their email addresses from earlier in the checklist) and include the Filestage review link.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"project-report-review\">\n<h2>Project Report Review:<\/h2>\n<\/section>\n<section id=\"optional-take-part-in-the-meeting\">\n<h2>(Optional) Take part in the meeting<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ntKhrcOPvwUIswMfh39CKg.jpg\" alt=\"(Optional) Take part in the meeting\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ntKhrcOPvwUIswMfh39CKg.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once all the prep is complete, it's time to <strong>take part in the project report meeting<\/strong> (if you're having one).&nbsp; To do this effectively, <strong>follow the sub-checklist below<\/strong> and <strong>record<\/strong> any meeting <strong>notes<\/strong> in the <strong>form fields<\/strong> provided.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Discuss project progress\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Describe any unforeseen problems\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      State how problems were dealt with\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Highlight the plan going forwards\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ask questions relevant to the project (eg, about approval or resources)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Problems Encountered Notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> General Meeting Notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reviewer Feedback <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"process-feedback\">\n<h2>Process feedback<\/h2>\n<div class=\"text-content\">\n<p>Once reviewers have left their feedback (and\/or the meeting is complete) you need to go in and <strong>process their comments<\/strong>.<\/p>\n<p>This usually involves <strong>reading<\/strong> through all of <strong>their notes<\/strong> and <strong>recording<\/strong> <strong>new tasks<\/strong> that need performing, along with <strong>replying to<\/strong> <strong>comments<\/strong> that can be immediately dealt with.<\/p>\n<p><strong>Record new tasks<\/strong> generated using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> New Tasks <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prioritize-work\">\n<h2>Prioritize work<\/h2>\n<div class=\"text-content\">\n<p>The final step is to <strong>prioritize your work<\/strong> according to the feedback and any new tasks received.<\/p>\n<p>Do this by <strong>assessing the project<\/strong> in terms of the <strong>difficulty and value of each task,<\/strong> along with the <strong>priorities<\/strong> of the <strong>stakeholders<\/strong> in the project.<\/p>\n<p>Once you have a list, <strong>record<\/strong> the <strong>top three tasks<\/strong> and any <strong>further work<\/strong> with the <strong>form fields<\/strong> below. This will give you a clear course of action going forward.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Task Priority 1 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Task Priority 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Task Priority 3 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Further Tasks <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"relevant-checklists\">\n<h2>Relevant Checklists:<\/h2>\n<div class=\"text-content\">\n<p><strong><\/strong><a href=\"https:\/\/www.process.st\/templates\/customer-profiling\" target=\"_blank\" rel=\"nofollow noopener\">Customer Profiling<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/investor-pitch\" target=\"_blank\" rel=\"nofollow noopener\">Investor Pitch<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/customer-feedback\" target=\"_blank\" rel=\"nofollow noopener\">Customer Feedback<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/ab-testing\" target=\"_blank\" rel=\"nofollow noopener\">AB Testing<\/a><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Ever wanted an easy way to present a project for review? 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