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Knowledge Bits - How to Write a Project Summary
2022-08-09 18:05:00 【night drift ice】
项目结束了,To write a project summary(Project Summary).Or in project development,A project summary is also required.
如果你使用PPTWrite a project summary,That's every pagePPTmust contain some sort of content,You can set an outline to write.
in the project summary,What you may need to include:
1,Project overview: 为什么要做这个项目、这个项目是什么.
2,Useful links: 相关的链接,For example, the project code repository、Project management tracking system、项目文件等.
3,Project scope: 项目范围,List the main tasks in accordance with the division of labor,For example, what does the electronics team do、Mechanical team、What does the software team do.These contents will beWork breakdown structure的基础.
4,Stakeholders: relevant project participants,In the future, you need to trace back and know who to look for.
5,Project milestones / timeline: The project's development schedule and milestones.
Then the following content,on a case-by-case basis,Can decide how to arrange the content.
For example, the directory I will arrange next is:
6,Hardware issues
7,Software issues
8,Other issues
9,Open issues
10,Lesson learn
and other content,From a project and company perspective,可以进行添加,比如:
Project status: Project path, key risks, key issues.
Project health card: Top 5 Concerns, resource work load(days)
Goals / Assumptions / Measurements of success
Competitive advantage
Risk factors
Work breakdown structure
Documentation
Reporting
Project cost
Resource estimate
Conclusion and comments
Performance Analysis: Planned Project Objective / Actual Project Result / Deviation or Cause







Some notes on the project summary:
What makes the project summary?
Project summaries are a project management tool,It summarizes the state of a project at a certain moment.They are concise、全面,Provides an overview of all key details of the project.
在内部,The project summary shows the progress of the project at a certain point in time.They are project managers、团队成员、Contractors and other service providers provide a summary of project operations.Make them aware of project milestones、Updates to metrics and project timelines,Keep the project team on track,Help them get organized and collaborate effectively.
Project summaries can also be used as project briefs,It is used to introduce or provide the latest situation of the project to the outside world.在这种情况下,They often serve as project proposals,Help the reader on the nature of the project、The status and overall background have a quick impression.
All of this makes project summaries an incredibly useful tool,Makes project planning and execution easier.
What is included in the project summary?
Project summaries are flexible,Depends on the specific needs of your project,但通常包括以下内容:
- 基本信息.This includes basic project details,such as project name and /或项目ID、项目阶段、The planned project start date and the current date.
- Displays the current project's stage and status.
- If your project summary is done externally,It should include some project background,In it you will explain why your team is working on the project,Goals and plans for this project how to do it.
- If your project summary is done for internal,It should present recent achievements and obstacles or challenges to the current project.
- 项目时间表,Overview and provide updates on key project milestones and deliverables.This section also sometimes provides budget information.
专业提示:It's also a good idea to point out key project team members and their contact information in your project summary.This can include project managers、主要利益相关者、Key decision makers and project sponsors.
What is the use of the project summary?
Writing and developing project summaries is very helpful in project planning.
Its usefulness is:
- Provides you with a project roadmap project roadmap: Wherever you use your project summary as a means,Keep your project team up-to-date throughout the life of the project,Or present key updates to project stakeholders,It will all act as a map,Guide you through the various stages of your project.随着项目的进展,Your project summary will be a great resource for your reference.
- Projects are more transparent(Increase clarity): Gather various information into the project summary,Force the project team to put all the essential elements of the project on paper.This is good for clarity and transparency from the start(clarity and transparent)的沟通.
- 节省时间:Have a project summary in hand,Convenient for a variety of project management needs.Whenever you find yourself needing to present your project to someone inside or outside,You will have a prepared document that can be easily shared.
专业提示:To make the data easier to understand,Elements of project summaries are sometimes designed as Gantt charts or other visualizations.
Word模板:
Project ID: PROJ123
Project Phase: Initiation, Planning, Execution, Control or Conclusion
Project Launch Date: June 22, 2021
Current Date: January 14, 2021
Project Status: On track, potential risks, roadblocks, behind schedule...
Project Team
Position | Name | Phone Number | Email Address |
Project Manager | |||
Project Sponsor(s) | |||
Key Stakeholders | |||
Project Team Members |
Project Background
Explain why your team is working on this project, the problem it will solve, the logic of your approach and other details about your project context.
Recent Achievements
-Achievement 1
-Achievement 2
-Achievement 3
Upcoming Challenges
-Challenge 1
-Challenge 2
-Challenge 3
Project Timeline
Project Milestones | Projected Date | Contact Person | Additional Comments |
Milestone 1 | |||
Milestone 2 | |||
Milestone 3 |
Key Deliverables
[]Deliverable 1
[]Deliverable 2
[]Deliverable 3
Additional Comments
Any last comments, documentation or notes on your new project goes here.
参考:
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