Project Status Report
A status report is for people who have ten minutes. Lead with overall status, then the one decision you need.
What's Included
- Overall status
- Reporting period
- Executive summary
- Accomplishments
- Upcoming work
- Milestones
- Risks
- Decisions needed
- Budget note
Best For
A 15–25 minute standing status meeting.
Target Audience
Project leads reporting to sponsors and steering groups.
How to Customize
Swap the green on-track callout for warning or note variants when the project is off track — still a callout, not a dashboard widget.
When to Use
Use this on a standing cadence after the Project Plan exists. It is not a proposal and not meeting minutes.
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PROJECT DELIVERY / SCANNABLE COMPACT
Project Status Report — Harbor Lane Dispatch Portal
Reporting period | Overall status | Next report | Prepared by |
|---|---|---|---|
Nov 10–Nov 21, 2026 | On track | Dec 5, 2026 | Jordan Hale |
Overall status: On track. Midwest pilot queue is live. No scope changes this period.
1. Executive summary
The Midwest pilot processed 47 live orders in the dispatcher queue this period. Two of six digest accounts received the Friday email; the remaining four are waiting on updated addresses from Maya Chen (decision due Nov 25). Budget remains inside the $46,400 fixed fee.
2. Accomplishments this period
Pilot queue went live on Nov 21 with Luis Ortega as champion.
Priya Shah completed the first 45-minute training for four Midwest dispatchers.
Exception type #7 (duplicate phone + email request) now has a written handling rule.
3. Upcoming work
Second Friday digest (Nov 28) to all six pilot accounts.
Schedule remaining seven dispatcher trainings before Dec 11.
Draft the spreadsheet-retirement note for Harbor Lane IT.
4. Milestones
Milestone | Plan date | Status | Notes |
|---|---|---|---|
Discovery complete | Oct 17 | Done | Intake map signed |
Pilot ready | Nov 21 | Done | Live this period |
Company-wide handoff | Dec 18 | On track | Training calendar filling |
Project close | Jan 15 | On track | Hypercare still ahead |
5. Risks and issues
Item | Severity | Owner | Ask |
|---|---|---|---|
Four digest email addresses still outdated | Medium | Maya Chen | Send the list by Nov 25 |
Dana Whit on PTO week of Dec 8 | Low | Luis Ortega | Name a backup champion |
6. Decisions needed
Decision: Confirm whether the remaining four pilot accounts should be swapped if addresses cannot be found by Nov 25.
7. Budget / resource note
Labor is inside the Build-and-pilot phase fee. No change request this period. Dispatcher time used: 6 hours (within the 4 hours/week assumption when averaged across the phase).
When to use it
Use this on a standing cadence after the Project Plan exists. It is not a proposal and not meeting minutes.
How to use this ZuffSuite template
Change only this period’s facts. Keep milestone names identical to the plan. Put the ask in “Decisions needed,” not in the summary paragraph alone.
Best practices
- One overall status sentence at the top.
- Accomplishments that map to milestones, not busywork.
- Name the person who owes the next decision.
Related templates
Project Plan
A living plan for approved work: objectives, roles, milestones, risks, cadence, and open decisions.
Project Proposal
A structured project proposal outlining objectives, scope boundaries, deliverables, milestones, team roles, and budget for stakeholder approval.
Meeting Agenda
A compact 1–2 page agenda with objective, timed topics, owners, and the decisions the meeting must make.