Sample reports

Project Status Report:

This is a report that summarizes the progress of an ongoing business project. This report
contains a stop-light color system that can help track the progress of a specific project phase.
Green means that the project is controlled and on schedule. Yellow indicates caution that
some deliverable were delayed. Red indicates a critical stage and may require the redefining
of deliverable strategy. This report defines project controls, budget, scheduled milestones,
accomplishments and plans, and defines the project. This report can be used by small
businesses or other entities that want to keep track of the progress of an ongoing business
project.

State of __________

Project

Monthly Status Report (Example)

Project Name: Example Project Reporting Period: [month], [year]

Project Manager: Name, Title

Project Owner: Name, Title

Project Sponsor: Name, Title

Executive Summary

Overall Status: Yellow

Green Yellow Red

Reason for Deviation

(Controlled) (Caution) (Critical)

Budget

Schedule Deliverable XYZ delayed

Scope External project deliverable strategy being redefined

Comments:

 Definition of the XYZ deliverable needs to be finalized. Content is currently being

generated. This important deliverable will need to be reviewed and updated for high quality.

Controls

Issue Status:

 A strategy needs to be established and agreed upon relative to responding to requests for
information associated with the project. This issue is being worked.

Change Status:

 XYZ deliverable due date changing from xx/xx/20xx to xx/xx/20xx.

Risk Status:

 Risk: There is risk that the project accomplishments could lose their impact and the needed
momentum for the follow-on effort could be minimized if a transition plan to the next phase is
not defined and executed.

Mitigation: The following two activities are being initiated:

1. A communications plan is being developed and executed to support the involvement of the
Governor’s office and related legislative sponsorship.

2. A program portfolio for the follow-on effort is being generated. A transition work plan will
capture the recommendations of the project. Follow-o
n project initiatives will be developed based on the recommendations of the project.

Sample Project Status Report

Summary for the Week of August 5: Wayne Manor Spring Cleaning Project
Completed:
1. Finished initial dusting of west wing
2. Removed furnishings from main ballroom
3. Obtained permission from Alfred to repair brickwork in east study
4. Ordered new frames for windows facing east courtyard
 5. Replaced all fluorescent bulbs with energy-efficient LEDs
6. Fixed broken grandfather clock in study
To-Do:
1. Sweep and wax all floor surfaces
2. Refinish wood floors in main ballroom
3. Replace crumbling bricks in east study
4. Replace frames for windows facing east courtyard
5. Order new solar panels to replace broken ones (grid 4-24)
6. Go over revised budget with Alfred
7. Repave entryway
8. Test structural integrity of south wing
Issues/Comments:
1. Power leak determined to originate somewhere in south wing; electrician to be called in
2. Flue in east room fireplace broken and will need to be replaced
3. Thanks to Jessica for providing a full dinner for the staff who volunteered to stay after hours to
complete the bulb replacements

PROJECT REVIEW REPORT:

Purpose. The original investment plan of this corporation included

only long-term, low-risk investment in corporate bonds and U.S. securities.
This project was designed to answer questions about the potential of short-
term, high-dollar investments, particularly those suited to the future
expansion of this company's investment plan.

Scope. The report will cover basic definitions of stocks and options
as well as reasons for and against these two investment strategies. The
report will be broken down into four areas:

 Mechanics of stocks and options

 Comparisons of stocks and options
 Example investment scenarios
 Recommendations for an investment

Project task report ( With time period)

Brine Drainage Tube Modifications

During this period, we have continued to work on problems associated with

the brine drainage tubes.

Previous period. After minor adjustments during a month of operation,

the drainage tubes and the counterwasher have performed better but still
not completely satisfactorily. The screen sections of these tubes, as you
know, are located at variable distances along the height of the washer.

Current period. The screen portion of the brine drainage tubes

have been moved to within 5 feet of the top of the pack. So far, no change
in counterwasher performance has been observed. Production statistics at
the end of this month (February) should give us a clearer idea of the effect
of this modification.

Next period. Depending on the continued performance of the

screen in its current position in relation to the top of the pack, we may
move the screen to within 3 feet of the top of the pack in the next period of
testing. Although the wash ratio was greater with greater screen height, the
washing efficiency seems to remain relatively constant as the production
vs. compressor KW data for all screen locations so far has seemed to
follow the same linear curve.

Progress report organized by project tasks and time periods

WORK COMPLETED

As of this time, I have completed almost all of the research work and am
putting the sections of the final report together. Here is a breakdown of
the work that I have dione so far.

Development of the Bottle

In the development section of my report, I have written a technical descrip-

tion of a typical PET soft-drink bottle. It is very complete and gives the
reader a good idea of what the product should look like and able to
accomplish.

Favorable Properties

The section of the report describing the properties of PET is finished.

I have chosen four physical properties that many raw materials containers
are tested for, and I have shown how PET withstands these tests.

Manufacturing Processes

For the section on manufacturing processes, I have done research to help

me recommend one particular production method for PET bottles. Here, I
have described this chosen method and have explained exactly how a plastic
bottle is produced on an assembly line.

Economics

I have finished work on half the economics section of this report. So far,
I have written an econimic comparison of the use of plastic and glass
bottles.

PRESENT WORK

Right now I am mainly involved in determining just which areas of my

report are lacking information. Also, I am continuing my work in locating
financial information on PET bottles.

Minutes of a Meeting:
Convention planning meeting
Doe Legal Secretaries
October 1, 2001 9:00 a.m.
Wildwood Cottage
Attending: Ashley Johnson (president), Eric Johnson, Jane Doe, and Michael Luthy
The minutes of the September 3 meeting were approved after the following amendment: Appointments
for the convention are l) John Doe to the location committee, 2) Eric Johnson to the brochure
committee, and Jane Doe to the food and transportation committee.
Ashley Johnson called for reports from the committee chairs. Jane Doe reported that her committee
contacted the Kansas City Bar President, Alan Smith, and Judge Nelson of the Third District Court as
possible speakers. Judge Nelson has accepted. Mr. Smith and Ms. Jones will call Jane by October 15.
Mary Doe reported that the layout for the brochure is finished. When the speakers have been
confirmed, the brochure will go to the printers.
Michael Luthy and his committee visited Millard Lake Lodge and confirmed that forty double rooms
and twenty singles are reserved. The large meeting hall and dining room will have VCRs and
microphones set up.
Jane Doe reported that she has organized three committees:
l) Transportation: Arrangements have been made for the Scenic Shuttle to meet conference participants
and transport them to and from the airport. Instructions for meeting the transportation are included in
the brochure.
2) Banquet: The best of three bids is by Johnson Cater All. The cost is $15 per plate for the Cornish hen
dinner. The Johnson's need a banquet count by November 3.
3) Luncheons: The lodge will provide buffets of salads and sandwiches in the Pine Room from 12:00-
l:00 on both days of the conference.
The next meeting is scheduled for October 30 in Ashley's office.

Feasibility Report:

Levis Straus & Co SWOT Analysis

Levi Strauss and Co. have been in the business of fashion retailing since 1853. In a report by
Datamonitor (2012), it has been revealed that the company, with employees numbering around 17,000,
operates in the Americas, Europe, and Asia Pacific. During the end of its fiscal year in November 2011,
Levi Strauss has earned a total revenue of USD 4,651.6 million. Yet, in a report by Sayeed Ahmed of
Acharya School of Management (n.d.), while the company’s brand has been well recognized in the
industry, such recognition does not however mean strong brand image. Because of the existence and
emergence of competitors who can bring new fashion trends at considerably low prices, Levi Strauss is
having a hard time keeping up with the current developments in the market, and generally, in the
industry. These aforementioned details can nonetheless provide an overview of the company’s strengths
and weaknesses. Specifically however, based from such details as well as the 10-K report furnished by
the company itself (2009), minute details about strengths and weaknesses are hereby presented.
 Among the obvious strength of the company is its global footprint. With over 130 years in the industry,
the company has extended its operation beyond the confines of the United States to include markets in
other countries in the Americas, as well as markets in Europe and Asia Pacific. With this global
presence, another strength of the company is its established global distribution channels, as well as
global sourcing. Thus, the company has a well-established supply chain as far as operating in the global
market is concern. An established brand presence and brand image are another strength of being in
global operations for more than a century. Levi Strauss is certainly a global brand.
However, despite the global scope of Levi Strauss, it still suffers on numerous weaknesses.
Currently, it is highly dependent on outsourcing subcontractors to manufacture its different product
lines. It has been said that the company has lost track of current trends, specifically its lack of focus on
women and children segments. This failure has subsequently resulted to lesser target market. Currently,
it is considered that the company is dependent highly on its fewer consumer base. All of these
weaknesses obstruct the potential of Levi Strauss as they undermine its primary strength of being a
global brand.
With the current trends in the market and in the industry, in addition to the current performances of
successful competitors, Levi Strauss can learn a thing or two from these. It is important to note that the
global community nowadays currently sits in the midst of the so-called information age. This
information age nonetheless has revitalized supply chain consideration, specifically by including
electronic business in the supply chain design. For the company, it can specifically dwell on venturing
with online selling, as well as online marketing. Take note that a lot of people from different parts of
the globe are currently hooked up in the Internet. Levi Strauss, with its established brand image and
global presence, can use this opportunity. Of course, it does not need to exert any effort at all to
increase brand awareness since it is a well-established company and brand already. What the company
needs to focus is on building its online business, while also concentrating on its established stores and
presences in various countries, as well as improving its product lines to cater to the current trend and
demand in the market. It can also further establish its presence in developing countries as well as put up
so-called dedicated stores that will specifically tackle on introducing new and trendy product lines.
Of course, these opportunities can be hampered by threats such as the ever-increasing competition in
the market, the different laws and regulations in different countries it operates that otherwise hamper
production, and the continuous increase in the price of raw materials. Of course, all of these threats are
also threats for Levi Strauss’ competitors. It is however a matter of focusing on the strengths and the
opportunities, and turning them into success.