The Onsite Visit Progress Report
Posted by Brad EgelandHere’s a template that may or may not be applicable to your project situation. I’ve only had to use it a couple of times because, in general, the regular status report will usually suffice. The topic: The Onsite Visit Progress Report.
This type of document is not really meant for routine customer onsite visits. I would never use it for an onsite visit to kickoff a particular phase of the project. You could, but I believe it would be overkill as that is just routine activities and is covered both by the project schedule and the project status report.
However, if you must go onsite to the customer for some corrective-type action, then it is entirely possible that a communication mechanism such as this document may be your best way to get down in writing what you plan to do, what you actually accomplished and problems that were encountered. This will help justify what work you performed, the hours expended, etc. as you get further down the road and need to justify budget overages to your executive management and/or your customer.
For me, it was very helpful to use when I had to take a team onsite in the middle of a the development phase to break through some barriers we were experiencing due to some requirements confusion. It was helpful for our team to have the purposes and outcome documented, and it was very helpful for the customer and for my management to see the progress in a separate document from the regular formal status report.
PROJECT ONSITE PROGRESS REPORT
[Save file name as: client name ONSITE PROGRESS yyyymmdd]
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Client Name: |
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Title: |
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Project: |
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Date: |
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Project #: |
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Version: |
Template 1.1 / Document 1.0 |
PROJECT DESCRIPTION
Provide a brief description of the project objectives and overall performance of the work to be performed.
TRIP OBJECTIVE
Provide a brief description of the onsite objectives. (1 or 2 sentences)
PROGRESS
Provide the progress notes from the onsite visit.
PLANNED
Provide a list of the planned activities for the next visit or to be performed remotely that have been taken away from this onsite visit along with expected completion times (List of action items to be addressed).
ISSUES
Provide information on issues encountered during onsite visit along with items to be addressed by vendor and client.
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