In this lesson, we'll review why and how to create a Project Summary.
Project Summary Importance
Utilize the Project Summary to create a one-page overview of your project.
The project summary can be:
Project Summary Template
Most of the fields in the Project Summary Template can be copied from your Project Charter.
Fields from Project Charter:
- Project Name
- Impacted Metric (current state)
- Project Team
Fields to be completed:
- Impacted Metric (actual result)
- Solutions Implemented: provide a description of the changes that were made to improve the process
- Lessons Learned: list your Top 3 Lessons Learned from the Sustain & Share template
-Project Documentation: provide a link or directory location to the project documentation
Collect all of your project documentation and store it in a shared location or repository. As the business or customer requirements change, your project documentation can provide a starting point for future improvements. As employees move to new roles or on to new opportunities, this documentation helps support better knowledge transfer.
Download the Project Summary Template to document the results of your project.
Take time to celebrate your success and to recognize your project team!
Nothing else can quite substitute for a few well-chosen, well-timed, sincere words of praise. They’re absolutely free and worth a fortune.
Sam Walton, Founder of Walmart
Recognizing your team does not have to cost a lot of money. A simple Thank You note or recognition at a Team Meeting can go a long way. Ask your project sponsor to help you prepare a recognition.
Don't skip this step. Rewarding your teammates will motivate them to continue to work ON the business and not just FOR the business.
Action Items for This Course