Funding No: Full Project Name: Technology Deployed: Project Manager: Action Item No. Date Opened Responsible Party Completion Date
Funding No: Full Project Name: Technology Deployed: Project Manager: Action Item No. Date Opened Responsible Party Completion Date
Funding No: Full Project Name: Technology Deployed: Project Manager: Action Item No. Date Opened Responsible Party Completion Date
PROJECT
FUNDING No: FULL PROJECT NAME: MSC Cristian Giner TECHNOLOGY DEPLOYED:
MANAGER:
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ACTION ITEM DATE PRIORITY RESPONSIBLE COMPLETION
DESCRIPTION DUE DATE NOTES
No. OPENED PARTY DATE
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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 orchestrating updates to the
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), Desktop, Mainframe,
Database, 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 items. Example: AI01,
AI02, 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 stakeholders, and there's a
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 "To correct errors
identified on 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 members have
proposed in a meeting.
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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. Depending on the
project, 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 "Low Priority."
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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
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 on hold.)
This Link Takes You to Status in the Template
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