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    Action - Tracker Template

    Uploaded by

    Rohith Mohan
    This document provides a template and instructions for tracking action items for a project. The template includes fields to list action items, assign responsible parties and due dates, and track status. Instructions describe how to populate fields such as funding number, project manager, technology deployed, action item number, date opened, description, priority, responsible party, due date, completion date, notes, and status. The template is intended to document action items and maintain accountability for completing tasks assigned to specific individuals by certain due dates.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Action - Tracker Template

    Uploaded by

    Rohith Mohan
    72 views5 pages
    This document provides a template and instructions for tracking action items for a project. The template includes fields to list action items, assign responsible parties and due dates, and track status. Instructions describe how to populate fields such as funding number, project manager, technology deployed, action item number, date opened, description, priority, responsible party, due date, completion date, notes, and status. The template is intended to document action items and maintain accountability for completing tasks assigned to specific individuals by certain due dates.

    Original Title

    Action_Tracker Template.xlsx

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    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    This document provides a template and instructions for tracking action items for a project. The template includes fields to list action items, assign responsible parties and due dates, and track status. Instructions describe how to populate fields such as funding number, project manager, technology deployed, action item number, date opened, description, priority, responsible party, due date, completion date, notes, and status. The template is intended to document action items and maintain accountability for completing tasks assigned to specific individuals by certain due dates.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    72 views5 pages

    Action - Tracker Template

    Uploaded by

    Rohith Mohan
    This document provides a template and instructions for tracking action items for a project. The template includes fields to list action items, assign responsible parties and due dates, and track status. Instructions describe how to populate fields such as funding number, project manager, technology deployed, action item number, date opened, description, priority, responsible party, due date, completion date, notes, and status. The template is intended to document action items and maintain accountability for completing tasks assigned to specific individuals by certain due dates.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 5

    ACTION ITEMS - Template Version 1.

    FUNDING No:
    PRINT ON LEGAL SIZE PAPER
    ACTION ITEM
    DATE
    No.
    OPENED

    FULL PROJECT NAME:

    DESCRIPTION

    PROJECT
    MANAGER:
    PRIORITY

    Page 1 of 5

    RESPONSIBLE
    PARTY

    DUE DATE

    COMPLETION
    DATE

    ACTION ITEMS - Template Version 1.0

    TECHNOLOGY DEPLOYED:

    NOTES

    STATUS

    Page 2 of 5

    ACTION ITEMS LIST - INSTRUCTIONS


    FUNDING No.
    The funding number is assigned by the OFM (Office of Financial Management) once the project is approved for funding.
    This Link Takes You to Funding No. in the Template
    PROJECT MANAGER

    Individual responsible for creating, updating and maintaining the integrity of the action items list. Individual assigned with the responsibility of documenting action items and or
    action items list with those responsible and accountable for their assigned action items.
    This Link Takes You to Project Manager in the Template
    TECHNOLOGY DEPLOYED

    Technology deployed is the category or component of a system under development in this project. The categories of technologies currently available are Mid-tier (application), Des
    Infrastructure, Office Automation or Telecommunications.
    This Link Takes You Technology Deployed in the Template
    ACTION ITEM No.

    A unique identifier in a numbering system assigned to an action item. The identifier should be used for reference or for cross-reference in the future to navigate through action it
    AI03...
    This Takes You to Action Item No in the Template
    DATE OPENED

    The date that the action was deemed necessary through a collective approach. A collective approach is used when tasks - that need to be completed - are identified by project s
    mutual agreement that these tasks will be carried out by the individual responsible for the action item.
    This Link Takes You to Date Opened in the Template
    DESCRIPTION

    An action item is a cooperative agreement among project stakeholders that a certain action need to take place to carry out a project. An example of an action item description is "T
    three web pages before proceeding into the implementation phase." In this case, the action item is necessary to be completed prior to entering the implementation phase as me
    meeting.
    This Link Takes You to Description in the Template
    PRIORITY

    Page 3 of 5

    ACTION ITEMS LIST - INSTRUCTIONS

    The level of priority in this case addresses which action items are the most sensitive to the project, and need to be resolved with the highest level of attention and/or precedence.
    action items are to be addressed with timeliness, highest degree of focus and/or tactfulness. "H" denotes High Priority. "M" denotes "Medium Priority." "L" denotes "
    This Link Takes You to Priority in the Template

    Page 4 of 5

    ACTION ITEMS LIST - INSTRUCTIONS


    RESPONSIBLE PARTY
    The individual responsible for ensuring that an action item is carried out in the agreed upon manner.
    This Link Takes You to Responsible Party in the Template
    DUE DATE
    The date the action item is expected to be closed.
    This Link Takes You to Due Date in the Template
    COMPLETION DATE
    The actual date the action item was closed.
    This Link Takes You to Completion Date in the Template
    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."
    This Link Takes You to Notes in the Template
    STATUS
    In this section, please select which action items have been Open (not resolved yet,) Cancelled (No Action Deemed Necessary,) Closed (resolved,) Deferred (put
    This Link Takes You to Status in the Template

    Page 5 of 5

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