<Project Name>
Senior Management Review (SMR)
<MMM DD, YYYY>
Presented By: <Project Manager Name>
Status of Action Items from Last SMR
SMR
Date
2
Action Item Details
Assigned
To
Target
Date
Status
(Open/
Closed)
Revised
Target
Date
Remarks
Major Activities Completed in Reporting Period
Mention the major activities that has been completed in the
reporting period
3
Project Overview
 Project Status (Red/ Amber/ Green):
 Project Total Value (INR/USD/SGD):
 Project Duration (Start Date/ End Date):
 Planned Efforts (Man Days):
 Actual Efforts Till Date (Man Days):
 Approved GM (%):
 Cumulative GM Till Date (%):
 PCM Revenue Status:

PCM Revenue Till Date:

Current Month PCM Revenue:

Projected Revenue:
 SAP Revenue Status:

Amount invoiced Till Date:

Future Invoicing Plan:
 Team Size (Onsite/ Offshore):
 Additional Resource Requirement (Next Quarter):
Project Organization Structure
Quality Reviewer:
Internal Auditor:
5
Total resources (at present): #
No. of onsite resources: #
No. of offshore resources: #
Client Organization Overview
Client Name:
Client’s stakeholder details
6
Top 3 Project Risks/ Issues
Risk Description
Internal/
Client
Specific
Issue Description
7
Risk
Factor
(High/Med
ium
Internal/
Client
Specific
Mitigation Plan
Severity
(Major/
Minor)
Contingency
Plan
Action Plan
Status
(Open/
Closed)
Closure
Date
Management
Support
Required
Milestone vs. Billing Details
Milestone
Date (DDMMM-YY)
Milestones
Total
8
Amount in Work Status Invoice/
USD/ INR/ (On Schedule/ Billing
SGD
Delay)
Status
Overall
Status
(Red/
Amber/
Green)
Remarks
Gross Margin (%)
Copy and paste the “Gross Margin” graph form the latest metric sheet
Remarks: In case of any deviation mention the root cause in the remarks section
9
Cumulative PCM vs. SAP Revenue
Copy and paste the “Cumulative PCM vs SAP Revenue” graph form the latest
metric sheet
Remarks: In case of any deviation mention the root cause in the remarks section
10
Effort Variance (%)
Copy and paste the “Effort Variance” graph form the latest metric sheet
Remarks: In case of any deviation mention the root cause in the remarks section
11
Schedule Slippage (%)
Copy and paste the “Schedule Slippage” graph form the latest metric sheet
Remarks: In case of any deviation mention the root cause in the remarks section
12
Defect Seepage (%)
Copy and paste the “Defect Seepage” graph form the latest metric sheet
Remarks: In case of any deviation mention the root cause in the remarks section
13
Process Compliance Index (%)
Copy and paste the “PCI Score” graph form the latest metric sheet
Remarks: In case of any deviation mention the root cause in the remarks section
14
Non Compliances – Latest Internal Audit Report
Internal Audit NC
Description
15
Reported
on
Finding
Type
(Current/
Previous)
Target
Date
Status
(Open/
Closed)
Closure
Date
Remarks
Resource Allocation Plan – Next Quarter
Resource Name
16
Resource Type
<MMM YYYY>
<MMM YYYY>
<MMM YYYY>
Customer Appreciation/ Complaints
Appreciation/ Complaint
17
Details
Root Cause Analysis
Value Add/ Initiatives/ Future Prospects
S. No.
18
Value Add/
Initiatives/ Future
Prospect
Description
Expected Benefits
Remarks
Upcoming Key Activities
Activity Description
19
Target Date
Responsibility
Thanks
20