Project Actions Template | Excel Template FREE Download

c The project action list should include a description, action owner, priority, due date and progress notes. It should be updated regularly particularly in or following project team meetings. Many Project Managers will review the action list as part of regular progress meetings with their team. stakeholdermap.com

Use this FREE template to capture all of the key information you need to track the progress of your project actions.

This is a FREE Project Actions Template in Excel and PDF. The template is fully editable with Microsoft Excel and can be converted or changed to suit your project requirements.

See what is in the Template! Check out the Contents complete with Hints and Tips on how to use.

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The contents of the Project Actions Template

Field

Field Description and guidance completion

Project details and reporting period

Document:

Project title
Project manager
Project sponsor
Reporting period
Date of report
Report author

Action Item No.

Give each action a unique ID so that it can be tracked easily and cross referenced for example in a Change Request or a Risk Register. Example: AI01, AI02, AI03...

Date Opened

The date the action was opened, i.e. the date that the project team agreed that the action needs to be completed.

Description

A clear description of the action to be taken along with any relevant cross references e.g. to a change request or risk.

Priority

A simple rating that categorises the importance and/or urgency of the action. "H" denotes High Priority. "M" denotes "Medium Priority." "L" denotes "Low Priority." To change the menu items go to the Data Tab > Data Tools > Data Validation. Select the settings tab and enter the new menu items in the Source: field.

Responsible Party

The individual responsible for ensuring that an action item is carried out in the agreed upon manner. This isn't necessarily the person who will actually complete the action, but they will take ownership and accountability for the action.

Due Date

The date the action item is expected to be closed or needs to be closed.

Completion Date

The actual date the action item was closed.

Progress Notes

Progress of an action item to date. Start with the date, and then briefly describe what has been accomplished. EXAMPLE: "MM/DD/YYYY - Enter Notes."

Status

In this section, please select which action items have been Open (not resolved yet,) Cancelled (No Action Deemed Necessary,) Closed (resolved,) Deferred (put on hold.)