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Template kit

Monthly Progress Report Kit

A Word report, a PowerPoint management summary and an Excel workbook that feed each other, so the monthly report takes hours, not days.

Instant download · Secure checkout with Payhip · Single-user licence

15 report sections7 slides111 page reference
Cover of Monthly Progress Report Kit
Look inside

See the real pages before you buy.

9 pages and screens from the product itself. Click any page to read it at full size.

What you get

In the download.

Every file, ready to use.

Monthly report template (Word)

15 sections from executive summary to photographs.

Management summary (PowerPoint)

Seven slides with native charts you update from the workbook.

Progress and look-ahead workbook (Excel)

S-curve, progress by area, milestones with RAG status and a three-week look-ahead with PPC.

Guide (PDF)

How to use the kit and write a report people read.

Progress and reporting reference (PDF)

111 pages, 18 chapters: progress measurement, earned value, forecasting, narratives and dashboards.

Contents

Everything that is inside.

The full table of contents, so you know exactly what you are buying.

Report sections15
  1. Executive summary
  2. Progress summary
  3. Schedule
  4. Engineering
  5. Procurement
  6. Construction
  7. Completions and commissioning
  8. HSE
  9. Quality
  10. Manpower and equipment
  11. Cost and earned value
  12. Risks and issues
  13. Changes and claims
  14. Look-ahead
  15. Photographs
Reference chapters: Progress, earned value and forecasting8
  1. 7.1 Rules of credit and progress measurement
  2. 7.2 Overall EPC progress: weighting engineering, procurement and construction
  3. 7.3 Earned value basics
  4. 7.4 Earned schedule
  5. 7.5 S-curves, asking rates and forecast credibility
  6. 7.6 Forecasting completion three ways
  7. 7.7 Manpower, productivity and labour planning
  8. 7.8 Part 7 review: progress, EV and forecasting
Reference chapters: Reporting6
  1. 10.1 The progress report narrative
  2. 10.2 Visual reporting
  3. 10.3 Executive reporting
  4. 10.4 Stakeholder management
  5. 10.5 Dashboards and project controls KPIs
  6. 10.6 Planning workshops, facilitation and influence
Reference chapters: Look-ahead planning1
  1. 5.9 Look-ahead planning and short-interval control
Reference chapters: Cost reporting1
  1. 26.5 The monthly cost report: structure, reconciliation and narrative
Reference chapters: Dashboards1
  1. 36.9 Designing planning dashboards that people use
Reference chapters: Model documents1
  1. 30.10 Model documents: narratives, notices and reports planners write
Who it is for

Made for working planners.

Questions

Before you buy.

What format is it?

Digital files: PDF guides, and Excel, Word or PowerPoint files where the product includes them. You get a download link straight after checkout, and by email.

Can I use it at work?

Yes. The single-user licence covers your own work, including on your employer's and your clients' projects. For a team licence, contact us through the Payhip store.

Which software do I need?

A PDF reader for the guides. Excel, Word or PowerPoint (or compatible software) for the templates. Primavera P6 or Microsoft Project for schedule files.

Is the sample data real?

No. All sample projects, names, dates and figures are fictitious and are there to show how each file works.

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Monthly Progress Report Kit

Ready when you are.

$25 Monthly Progress Report KitBuy now