SIMM Section 45E - Project Status Report (PSR) Template - Overall Evaluation

Aug 31, 2026

Project Status Report (PSR) Template within the Information Technology Project Oversight Framework (SIMM Section 45E) to communicate an IT project’s overall status and progress to the California Department of Technology (CDT) and other stakeholders. It standardizes high-level metric reporting across Sections 1 and 2, while enabling project managers to add operational artifacts for specific updates in Section 3. Section 1 covers overall evaluation with key information, key questions, variance table, variance detail, and look-ahead view. Section 2 provides cost reporting aligned to approved budgets, and Section 3 gathers current status through schedules, contracts, risks, issues, and quality.

LanguageEnglish

CategoryPresentations

FormatDOCX

Pages13

Reading Time5 min

AccessFree to download

Section 1: Overall Evaluation

1.1 Key Information (must include):

1.2 Key Questions:

1.3 Variance Table:

1.4 Variance Detail Chart:

1.5 Look Ahead View:

Section 2: Cost Report

2.1 Cost Table:

Section 3: Project Status

Current Status/Accomplishments/Key Information

Schedule and Scope Management

Support Contracts

Risk Register

Issue Log

Quality

Information technology Project Oversight Framework SIMM Section 45E Project Status Report (PSR) Template The Project Status Report (PSR) is designed to convey the overall status and progress of the Information Technology (IT) project to the California Department of Technology (CDT) and to all other interested parties within the state and local government or the public. The PSR format is designed to standardize high level metric reporting in Sections 1 & 2 while at the same time allowing a Project Manager/Director (PM) to use the project’s operational tools and artifacts when reporting specific project status information in Section 3. Template style conventions are as follows: As you complete the template, please remember to delete all instructional text (including this section) Version History Table of Contents TOC \o "1-3" \h \z \u HYPERLINK \l "_Toc497744625" Section 1: Overall Evaluation PAGEREF _Toc497744625 \h 4 HYPERLINK \l "_Toc497744626" 1.1 Key Information (must include): PAGEREF _Toc497744626 \h 4 HYPERLINK \l "_Toc497744627" 1.2 Key Questions: PAGEREF _Toc497744627 \h 4 HYPERLINK \l "_Toc497744628" 1.3 Variance Table: PAGEREF _Toc497744628 \h 5 HYPERLINK \l "_Toc497744629" 1.4 Variance Detail Chart: PAGEREF _Toc497744629 \h 6 HYPERLINK \l "_Toc497744630" 1.5 Look Ahead View: PAGEREF _Toc497744630 \h 7 HYPERLINK \l "_Toc497744631" Section 2: Cost Report PAGEREF _Toc497744631 \h 8 HYPERLINK \l "_Toc497744632" 2.1 Cost Table: PAGEREF _Toc497744632 \h 8 HYPERLINK \l "_Toc497744633" Section 3: Project Status PAGEREF _Toc497744633 \h 10 HYPERLINK \l "_Toc497744634" 3.2 Example Iteration Table: PAGEREF _Toc497744634 \h 12 HYPERLINK \l "_Toc497744635" 3.3 Example Product Burndown Chart: PAGEREF _Toc497744635 \h 13 Section 1: Overall Evaluation 1.1 Key Information (must include): 1.2 Key Questions: The answers to the questions below must relate to the most recent project approval document -- see Project Approval Lifecycle (PAL) document or Special Project Report (SPR). If the response to any of the Key Questions is “No,” provide an explanation: Click here to enter text. Total number of Stage 4 Project Readiness and Approval (SPRA) objectives: Click here to enter text. Total number of Stage 4 Project Readiness and Approval (SPRA) objectives achieved to date: Click here to enter text. 1.3 Variance Table: The Variance Table shows variances from the most recent California Department of Technology (CDT) project approval document – PAL document or SPR. Variance Table 1.4 Variance Detail Chart: Any responses indicating variance to approved project plans must include primary cause, project impact, and action planned and/or taken. 1.5 Look Ahead View: Any responses indicating potential variance to approved project plans must include project impact and required action. Section 2: Cost Report 2.1 Cost Table: [Use the Executive Cost Summary from the Financial Analysis Worksheets (FAWs) of the most recent PAL or SPR for the Last Approved Budget amounts. For the respective reporting period, enter the cumulative actual costs expended as of that date. Add comments, as needed, to explain positive or negative variances to the approved budget. Note: If the project was originally approved via the Feasibility Study Report Process, reference the Economic Analysis Workbook (EAW) from the FSR or from the SPR for the Last Approved Budget amounts.] Section 3: Project Status [The following information must be clearly identifiable in your PSR but can be supplied in any form or format. The artifacts provided should be those that are typically used in the standard practice of project management as applicable for the selected software development methodology for the purpose of tracking and communicating about project progress. The checkboxes and content informational instructions are for guidance only and may be removed from your PSR submission

FAQs

What is the purpose of the PSR template in SIMM Section 45E?

It conveys an IT project’s overall status and progress to the California Department of Technology (CDT) and other interested parties, while standardizing key reporting metrics.

How should the Key Questions in Section 1 be answered?

Answers must relate to the most recent project approval document (PAL or Special Project Report). If any answer is “No,” include an explanation.

What should Section 3 include to support project tracking and communication?

It must include clearly identifiable current status information such as schedule and scope management, support contracts, a risk register, an issue log, and quality results, using standard project management artifacts as applicable.

Aug 31, 2026

Upload by River Wang