Free Monthly Summary Format Template
Monthly Summary Format
Project Title: [_______________________]
Project ID: [__________________]
Report Period: (Month, Year)
Prepared By: [Your Name]
Date of Submission: [__________________]
1. Executive Summary
Briefly summarize the overall progress for the month, highlighting key achievements, milestones, and any major challenges.
2. Key Highlights
Summarize the most critical activities or accomplishments of the month:
-
Accomplishment 1: (Description)
-
Accomplishment 2: (Description)
-
Accomplishment 3: (Description)
3. Progress Against Milestones
|
Milestone |
Planned Date |
Actual Date |
Status |
Comments |
|---|---|---|---|---|
|
Milestone 1 |
(Planned Date) |
(Actual Date) |
On Track/Delayed |
(Brief Comment) |
|
Milestone 2 |
(Planned Date) |
(Actual Date) |
On Track/Delayed |
(Brief Comment) |
4. Work Completed
Detailed description of the tasks or deliverables completed this month:
-
Task/Deliverable 1: (Details)
-
Task/Deliverable 2: (Details)
-
Task/Deliverable 3: (Details)
5. Work Planned for Next Month
Brief outline of key tasks and milestones planned for the upcoming month:
-
Task/Deliverable 1: (Details)
-
Task/Deliverable 2: (Details)
-
Task/Deliverable 3: (Details)
6. Issues & Risks
Describe any issues or risks identified this month, including mitigation strategies:
|
Issue/Risk |
Impact |
Mitigation/Resolution |
Owner |
Status |
|---|---|---|---|---|
|
Issue/Risk 1 |
(High/Medium/Low) |
(Mitigation Strategy) |
(Owner) |
Open/Closed |
|
Issue/Risk 2 |
(High/Medium/Low) |
(Mitigation Strategy) |
(Owner) |
Open/Closed |
7. Budget and Resource Overview
Provide a summary of the financial and resource allocation status:
-
Budget Spent This Month:
-
Total Budget Spent to Date:
-
Remaining Budget:
-
Resources Utilized This Month:
8. Stakeholder Updates
Summary of key communications or updates provided to stakeholders:
-
Stakeholder 1: (Details)
-
Stakeholder 2: (Details)
9. Action Items
List of action items from the current report or from previous periods that remain open:
|
Action Item |
Owner |
Due Date |
Status |
|---|---|---|---|
|
Action Item 1 |
(Owner) |
(Due Date) |
Open/Closed |
|
Action Item 2 |
(Owner) |
(Due Date) |
Open/Closed |
10. Recommendations & Next Steps
Any recommendations or adjustments required to keep the project on track, along with the next steps for upcoming phases.
