Paper No:
STRATEGIC PLANNING AND CHANGE
END OF PROJECT REPORT
Project Title:
From:
Author:
Creation Date:
Last Updated:
Version:
To:
Change Record
Date
Author
Version Change Reference
Distribution
Copy No
Name
Location
Consultation
Name
Service/School
Title
1
Contents
1.
2.
EXECUTIVE SUMMARY .................................................................................................................................................................. 3
PROJECT OVERVIEW..................................................................................................................................................................... 4
2.1. Introduction .................................................................................................................................................................... 4
2.2. Project Objectives ........................................................................................................................................................... 4
2.3. PROJECT IN DETAIL ................................................................................................................................................................... 5
2.3.1.
Project scope .............................................................................................................................................................. 5
2.3.2.
Changes to scope ........................................................................................................................................................ 5
2.4. PROJECT RESOURCES ................................................................................................................................................................ 6
a) Staff .................................................................................................................................................................................... 6
a) Finance ............................................................................................................................................................................... 6
b) Support & Training ............................................................................................................................................................. 6
3. ASSESSMENT OF PROJECT DELIVERY ................................................................................................................................................ 7
3.1. Did the project meet its objectives? ............................................................................................................................... 7
3.2. Benefits ........................................................................................................................................................................... 7
3.3. LESSONS LEARNT ..................................................................................................................................................................... 8
a) Positive lesson learnt .......................................................................................................................................................... 8
b) Constructive lessons learnt ................................................................................................................................................. 8
c) Opportunity log .................................................................................................................................................................. 8
4. OUTSTANDING ISSUES .................................................................................................................................................................. 9
5. CONCLUSIONS........................................................................................................................................................................... 10
a) Acknowledgements .......................................................................................................................................................... 10
2
1. Executive Summary
Write a high level introduction to cover the project brief, resources and timescale. Then copy and paste a high level
summary from the following sections of the document:
Objectives
Project resources
Benefits
Main lesson learnt
Opportunities
3
2. Project Overview
2.1.
Introduction
Insert a detailed introduction to explain how the project came about. This can be cut and pasted from the PID or
business case
Highlight any links with the University’s objectives
2.2.
Project Objectives
What are the main objectives of the project? (These should be taken from the project charter)
4
2.3.
Project in detail
2.3.1. Project scope
What has the project sponsor agreed as being in/out of scope for this project? (These should be taken from the
project charter)
2.3.2. Changes to scope
What changes occurred to the scope during the project?
How did the changes come about? (A remedial action or addition to scope?)
What effect did it have on resource, timescale, cost or quality?
5
2.4. Project Resources
a) Staff
This should be taken from the PID and updated to show the actual staff resource used
Project Role
Name
Days required or % of time
a) Finance
This should be taken from the PID and updated to show the actual spend against forecast spend
No.
Item
Budget
Actual
Variance
If the project was under or over budget explain why. Highlight any savings made that are in addition to the financial
benefits expected
b) Support & Training
What support and training was provided in preparation for go live?
What will be needed in the future?
Who is providing the support and training? (Internal or external supplier)
Is there a cost associated? (Project cost or operational cost)
6
3. Assessment of Project Delivery
Insert an outline of the project objectives
3.1. Did the project meet its objectives?
If the original objectives were smart then it is easy to show how they have or have not been met
3.2.
Benefits
Add any benefits that have not been captured by the objectives. These may or may not be financial and may
have been an unexpected outcome of the deliverables of the project
7
3.3.
Lessons Learnt
a) Positive lesson learnt
What went well? Add information that can be valuable to future projects i.e. “Would recommend the supplier”
b) Constructive lessons learnt
What didn’t go so well?
Why didn’t it go well?
What would you do differently next time?
c) Opportunity log
Do you have any suggestion to share with the project sponsor?
Were there any proposed additions to the scope that were deemed out of scope for this project but may be
considered as further developments/a standalone project?
Any examples of good practice that could be more widely adopted?
8
4. Outstanding Issues
Include any ongoing project issues
Are there any issues that have been raised as the project draws to a close?
Issue
Proposed Action
Responsibility
By when
9
5. Conclusions
a) Acknowledgements
i.
Project Board
ii. Others
Author:
Title:
Date:
10