docTemplates/Project_Summary.md

Project Summary

Customer: [insert]

Project name: [insert]

Project goal: Define the high level goal of the project.

Objectives:

• Break out the project goal into more specific objectives
• [insert]
• [insert]

Constraints:

• Define contraints like budget, time, abilities, regulations, etc.
• [insert]
• [insert]
• [insert]
• [insert]
• [insert]

Risks:

• Equipment delays [SIGNIFICANT RISK]
• Over budget [MODEST RISK]
• Use ‘Significant’ or ‘Modest’ as risk levels and bold Significant risks.

Assumptions:

• List of assumptions outside the scope of the project.
• Example: Contractor will provide tools and materials
• [insert]

Project Scope

In Scope:

• Define actions within the scope of the project.
• [insert]
• [insert]

Out of Scope:

• Define actions outside the scope of the project.
• [insert]
• [insert]

Deliverables:

• Define specific completed deliverables by the end of the project.
• [insert]
• [insert]

Tasks and Estimated Costs

Task	Estimated Costs	Notes
ex. Furniture	$1,000
Decorations	$250	wall art
TOTAL	$1,250	estimated

Closing Checklist

• All Deliverables Checked and Tested for Quality Requirements
• Deliver Documentation and/or Training (If Required)
• Get Customer/Management/Stakeholder Sign-Off
• Reassign Personnel, Dispose of Surplus Equipment/Materials, and Release Facilities
• Document Project (Problems, Lessons Learned, Etc.)
• Report Final Project Status and Outcome to Customer/Management/Stakeholders
• Declare Project Completed