Checkpoint Report

Here you can find a simple Checkpoint Report template in Microsoft Word/Excel format, along with explanation on how to use it.

Background

You’re the Project Manager, focused on running the Stage Plan. Every once in a while, it’s time to start working on a new Work Package. You and the Team Manager will prepare the Work Package and they will start executing it. Then, you expect them to send you progress reports about the performance of the Work Package; the name of that report is Checkpoint Report.

Do you know where we document the frequency of Checkpoint Reports? Is it, for example, in a management approach document? No.

The needed frequency of reports depends on the nature of the Work Package; some are sensitive, some are not. So, it’s not something generic that you can set for all. That’s why the frequency is decided for and documented in the Work Package document.

So, what happens is that you’re continuously receiving Checkpoint Reports from your Team Managers. You will check them to make sure that everything is fine. For example, you will combine the information to analyze the status of the stage. What would you do if there’s a deviation?

This is what you have to do:

So, this is the context in which the Checkpoint Report is used, and understanding the context is the best way you can understand how to prepare a management product such as this. What do you think should exist in a typical Checkpoint report?

Composition

These are the main sections of the template:


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