ࡱ> OP  !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNQRRoot Entry F#s k7@WorkbookOle ObjInfo @Oh+'0 hp`   Issue Management Template0Daniel Vitek MBA, PMP - Consultant to CDC NCPHI$CDC Unified Process, CDC UP, CDCUPHCDC, CDC UP, and Author policies located at http://www.c s \p/Daniel Vitek MBA, PMP - Consultant to CDC NCPHI Ba==yZx<_8X@"1Arial1Arial1Arial1Arial1QTahoma1QTahoma1Arial1Arial1Arial1Arial1 Arial1 Arial1QTahoma1 Arial1 Arial1$Arial1Tahoma1 Arial1QTahoma"$"#,##0_);\("$"#,##0\)!"$"#,##0_);[Red]\("$"#,##0\)""$"#,##0.00_);\("$"#,##0.00\)'""$"#,##0.00_);[Red]\("$"#,##0.00\)7*2_("$"* #,##0_);_("$"* \(#,##0\);_("$"* "-"_);_(@_).))_(* #,##0_);_(* \(#,##0\);_(* "-"_);_(@_)?,:_("$"* #,##0.00_);_("$"* \(#,##0.00\);_("$"* "-"??_);_(@_)6+1_(* #,##0.00_);_(* \(#,##0.00\);_(* "-"??_);_(@_)"Yes";"Yes";"No""True";"True";"False""On";"On";"Off"],[$ -2]\ #,##0.00_);[Red]\([$ -2]\ #,##0.00\)$[$-409]dddd\,\ mmmm\ dd\,\ yyyy mm/dd/yy;@                + ) , *    0  1|"@ @ ,  |"@ @ ,  x"@ @ ,  1|"@ @ ,  1|"@@   8  0 1"<  1"< 1(4 "4  x  1|"@@   1| @     1|!"@ @ , 1<@  1<@ @ 1<@ @ 1<!@ @  1<!@ @  <@ @  <!@ @  8  @  8  @   x""@ @    x " @   1 |"@ @  1 <"@ @  1 <"!@ @  1   1|"@ @ ,  1|"@ @ ,  1 |"@ @  8""@ @  1 <""@ @  1 <"@@  1<@@ | " @  |"@   <@  <   <@  <@   <@ @  <@@  <@ @   <!@ @  <!@ @  "<  <@  <@@ 1|"@   <@ 1|"@  1| " @   1|"@   1<"@ @  8@  1<@  1|   1<"@ @  8  1<  1<"@ @  1| " @   <  8@ @  < @  8!@  <@  <@ @   Project Name:Project Manager Name: ProceduralProject Description:SystemOtherOpenClosed2For each issue identified, complete the following: Entered By)Instructions For Completing This Document InformationalISSUE MANAGEMENT LOG9Instructions For Changing the Contents of Drop-Down MenusInstructions For Filtering DataColumnABCDEFGHIJKLMNOLID: A unique ID number used to identify the issue in the issue tracking log. SIssue Description: This column should be populated with a description of the issue. "Impact Summary: This column should be populated with a description of the impact of the issue. The impact may be expressed in terms of one or more of the following: schedule, scope, resources, and space. The impact description should also include a reference to any milestones impacted. Action Steps: This column should be populated with the proposed steps to address the issue. Examples include, but are not limited to, developing alternatives analysis or submitting a change request.  Issue Type: This column should be populated with the issue type. Valid options include the following: FRI, Procedural, System, Other. These are defined as follows: o Informational: The issue was generated and logged in response to a request for information external to the immediate project/project team. o Procedural: The issue impacts process or procedure. o System: The issue impacts systems (hardware or software). o Other: The issue impacts other areas. 2 > h p   ]Date Identified: This column should be populated with the date that the issue was identified. iEntered By: This column should be populated by the name of the individual who first identified the issue. Assigned to Owner: This column should be populated by the name of the issues owner. The individual most responsible for working towards resolving the issue. rExpected Resolution Date: This column should be populated with the date that the issue is expected to be resolved. kActual Resolution Date: This column should be populated with the date that the issue was actually resolved. LFinal Resolution & Rationale: This column should be populated with a description of the final resolution & rationale of the issue. The resolution may be expressed in terms of one or more of the following: schedule, scope, resources, and space. The resolution description should also include a reference to the milestones impacted. ] Priority: This column should be populated with the priority of the issue. Valid options include the following: High, Medium, Low. These are defined as follows: o Critical: Issue will stop project progress if not resolved. o High: Issue will likely move the project back in terms of budget or timeline, or will materially affect quality or scope. o Medium: Issue will have material effect on project, has potential to be moved to high category and/or requires significant resources to manage. o Low: Issue is expected to have a moderate effect on the project, but will require resources to address. ` h   CriticalAssociated ID(s): This column should contain the project ID of any associated milestones that may be impacted by an issue or that the issue is dependant upon for resolution. Please note, this value may require coordination with other program/project managers or the PMA. B, C G, JAny Escalation Required (Y/N): This column should be populated with  Yes if the program/project manager feels an issue needs to be escalated and  No if escalation is not needed to resolve the issue. Highlight the cell of which you wish to change the content of the drop down menu. From the file menu click "Data" -> "Validation" and change the content of the source fieldHighlight the header of the cell you wish to filter data on From the file menu click "Date" -> "Filter" ->"Auto Filter" Then select your filter criteria from the drop down menu that appears on your header cellEscalation Required (Y/N)?6EXAMPLE: The project is short on a specific skill set. *EXAMPLE: Add staff to fill the skills gap. EXAMPLE: Negotiations with functional managers in an organization competing for scarce human resources are forecasted to delay project completion. EXAMPLE: Additional negotiation EXAMPLE: Issues raised by board members about the financial viability of the project are preventing the project from moving forward as planned. @EXAMPLE: Meet with board members to clarify the project finances :EXAMPLE: Possability of project work not completed on time #EXAMPLE: Potential project stoppage ?EXAMPLE: Staff was added to the project to fill the skills gap. MEXAMPLE: Negotiations ended satisfactorily before they caused project delays. EXAMPLE: The project team met with board members to clarify the project finances, allowing the project to move forward as planned. G Current Status: This column should be populated with the issue's current status. o Open: The issue is currently open but has not yet been addressed. o Work In Progress: The issue is being actively worked to develop a resolution. o Closed: The issue is no longer considered an active project threat and can be closed with or without resolution. Some other potential options include: o Late: The issue resolution is not yet resolved and it is past the expected resolution date. o On Hold: The issue has been put on hold. o Combined: Two issues found to be similar have been combined. R X       G :EXAMPLE: Possibility of project work not completed on time John DoeJane DoeTom DoeNational Center:SComplete the Project Name, NC, Project Manager Name, and Project Description fieldsb cknv! /&7(,cc s  126  dMbP?_*+%&?'?(?)?M\\psp-cham1\Cent2500-01054C odXXLetter DINU"43 "dXX??U} $6} ]&} $ &            t 1$ 29 /Y3 0 3% h4 4& hS 4' h? 4( h5 4) i; 4* j< 4+ hD 4, h6 4- h7 4. h8 4/ h9 40 hA 31 h: 42 h= 53 k> 1$ 2" ;B :E 1$ 2# <C :F4@PH 0(   >@7 s  %R`@b  dMbP?_*+%RO&L&"Arial,Bold"&8UP Template Version&"Arial,Regular": 11/30/06&R&8Page &P of &N&?'?(?)?Mb\\psp-atl3\ATL-31223C odXXLetterDINU"4P^5PIUPH dLetter [none] [none]Arial4Pd?EZE3<Automatic>Pd j.k k m m EXCEL.EXEC:\Program Files\Microsoft Office\OFFICE11\EXCEL.EXE"dXX??U} $}  }  } )d}  d} m d} m d} )d} d} m }  } $I} m I} $6g} m "} '!} $ %w#            !LLNNONN ! LLe>?N $ PP QRSSS$,/  D Project Name: zH/ D  {|@@R %X TT UVWWW%`/  DNational Center: w/ D  xyAAV % TT XVWWW%/  DProject Manager Name: t/ D  uvAAV % PY }~~~%/  DProject Description: / !D  ~~~~ 7  8    G '            '( - =@ [L ZM J mO nM  l ~  M@ f  BU C ]R !( - = [H \F K mT oI  -~  F@ )  DV E ]P !( - = [J \F K mN oK  -~  F@ )  DW E ]Q ! (- = [\FKpq - F)DE]!( (-)^_F-`r-F)DF`!( *-)__F-ar-F)DFa!( *-)__F-ar-F)DFa!( *-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!(*-)__F-ar-F)DFa!D lJX,,,,,,,,,,,,,,,,,,,,, !"#$ ( *-)__F-ar-F)DFa!(!*-)__F-ar-F)DFa!("*-)__F-ar-F)DFa!(#*-)__F-ar-F)DFa!($+.,bbH.cs.H,GHc!@P,,,,* t  (    Bl2  XPP?[d|]4@l2  qH])lO^x O<" ID: A unique ID number used to identify the issue in the issue tracking log.< \ O  B2  XPP? d ]4@2 h m,HF&L <9" Associated Milestone ID(s): This column should contain the project ID of any associated milestones that may be impacted by an issue or that the issue is dependant upon for resolution. Please note, this value may require coordination with other program/project managers or the PMA.<    B42  XPP?Qdi]4@42  l9Dj䀲Q> cX<" Priority: This column should be populated with the priority of the issue. Valid options include the following: High, Medium, Low. These are defined as follows: o Critical: Issue will stop project progress if not resolved. o High: Issue will likely move the project back in terms of budget or timeline, or will materially affect quality or scope. o Medium: Issue will have material effect on project, has potential to be moved to high category and/or requires significant resources to manage. o Low: Issue is expected to have a moderate effect on the project, but will require resources to address. <X4  1  # ( d7 l   cr  B2  XPP?ndsU]4@2  >DNCjM~i V<" Issue Description: This column should be populated with a description of the issue.<l ; Vn ) B2  XPP?  i]4)@2  e[C:yS$ X<" Issue Type: This column should be populated with the issue type. Valid options include the following: FRI, Procedural, System, Other. These are defined as follows: o Informational: The issue was generated and logged in response to a request for information external to the immediate project/project team. o Procedural: The issue impacts process or procedure. o System: The issue impacts systems (hardware or software). o Other: The issue impacts other areas. <XH Xw6GBm5u* * B`2  XPP?r]4*@`2  uWd{G= J<" Current Status: This column should be populated with the issue's current status. o Open: The issue is currently open but has not yet been addressed. o Work In Progress: The issue is being actively worked to develop a resolution. o Closed: The issue is no longer considered an active project threat and can be closed with or without resolution. Some other potential options include: o Late: The issue resolution is not yet resolved and it is past the expected resolution date. o On Hold: The issue has been put on hold. o Combined: Two issues found to be similar have been combined.< ` C U'[( l / ] # 5 B J~~ + <2 XPP? <r f]4+@2 X  h3{F.b< `<" Date Identified: This column should be populated with the date that the issue was identified.< b r ` D B2  XPP? rD]4D@2 " MnMNJ': k<" Entered By: This column should be populated by the name of the individual who first identified the issue.< J  ka E BH2  XPP?r.9]4E@H2 @# "E:[3 <=" Assigned To Owner: This column should be populated by the name of the issues owner. The individual most responsible for working towards resolving the issue.< x  Pro F Bypn N<" Final Resolution & Rationale: This column should be populated with a description of the final resolution & rationale of the issue. The resolution may be expressed in terms of one or more of the following: schedule, scope, resources, and space. The resolution description should also include a reference to the milestones impacted.<  Nn ZR h C ]Fh!0( d WZR i C ]Fi!* d W r B,a XPP?5r: K]4r@,a* t% uCnA $<I" Impact Summary: This column should be populated with a description of the impact of the issue. The impact may be expressed in terms of one or more of the following: schedule, scope, resources, and space. The impact description should also include a reference to any milestones impacted.<m,$ s Ba XPP? r U ]4s@aH+ QVY~^AVx4m <" Action Steps: This column should be populated with the proposed steps to address the issue. Examples include, but are not limited to, developing alternatives analysis or submitting a change request.<Q reze3*eze3eze3eze3Eeze3Geze3Feze3reze3seze3 )eze3 +eze3 eze3 Deze3 Heze3Ieze3>@*    7> % $ $ ; Critical; High ; Medium&$   $; Yes/  sYesNoN$Q +s(Informational Procedural System Otheru$ A sCriticalHighMediumLow$E sOpenWork In ProgressClosedo$ SummaryInformation( DocumentSummaryInformation8 CompObjmdc.gov/cdcup/0Daniel Vitek MBA, PMP - Consultant to CDC NCPHIMicrosoft Excel@[c4@ǂV @Z6՜.+,D՜.+, `h    CDC Unified Process0National Center for Public Health Informatics0The Centers for Disease Control and Prevention'  InstructionsIssues_Tracking_LogIssues_Tracking_Log!OLE_LINK1!Issues_Tracking_Log!Print_Titles  Worksheets Named Ranges0cks CopyrightEmailSource cdcup@cdc.govhttp://www.cdc.gov/cdcup/ F!Microsoft Office Excel WorksheetBiff8Excel.Sheet.89q