The budget section follows the same logic as the dates section. Some project sign-off sheets also have sections to write the total project duration and days past the planned completion date so that it's easier to read quickly and understand the rate of progress. Include the project's start date, its planned completion date and the actual completion date, or training start and end date. Make sure your sign-off sheet includes fields for all relevant dates.
CHECK OFF SHEET HOW TO
Related: Time Off Request Forms: What They Are and How To Create One 2. If the sign-off sheet is for training, replace client name with employee name, project name with training type and project sponsor with trainer name. Sometimes the client and project sponsor are the same, but it might benefit you to have space to specify if not. Provide spaces to specify the client, project sponsor and project manager as well. Create a header where you can fill in the project name and type of sign-off sheet. Your company may have several projects to monitor, so it's important you can easily organize your sign-off sheets. Here are the steps to creating a sign-off sheet for your business: 1. Related: What Is a Project Sponsor? How to create a sign-off sheet
You might choose to gather signatures from multiple stakeholders within your company, but consider empowering only a few people with the ability to give final approval. Whoever in your organization has the most direct knowledge of the project's status can help ensure sign-off sheets are accurate. Within your organization, it's equally important that sign-off sheets receive proper review before they're presented to clients. Typically, the primary stakeholder on the client's side is the project's sponsor. There might be several acceptable stakeholders who can approve work, or you might correspond with a single project lead. At the beginning of any project, clarify who has the authority to confirm your company's work. It's important that the correct stakeholder reviews sign-off sheets to avoid any miscommunication between your business and the client. Training sign-off: Training sign-off sheets document when your organization is confident that it has adequately instructed employees how to fulfill their responsibilities. This helps you avoid any major issues toward the end of the project. If the client requires further services, you can renegotiate the terms of service since you confirmed the initial project's completion.ĭeliverable sign-off: If a project has several stages or components, a sign-off sheet can keep clients informed of progress.
Project sign-off: Your business can use sign-off sheets to confirm the client approves a completed project. Here are several instances where sign-off sheets are highly useful: Consider using a sign-off sheet in any situation where signed documentation could settle a future dispute, particularly if the dispute might have unwanted consequences for your organization.
You need a sign-off sheet whenever you reach a milestone in a larger project or complete one in its entirety. Related: Project Plans To Use For Your Next Project (With Examples) When do you need a sign-off sheet? If the consultant therefore couldn't finish parts of the project, they might mention it on the sign-off sheet so there's a record acknowledging the consequences of ending the project early. For instance, a company might wish to end its employment of a consultant early. Organizations save sign-off sheets as proof that they have fulfilled obligations to employees, other businesses and clients.Ī sign-off sheet can also mention any concerns stakeholders can't resolve at present. Sign-off sheets require signatures from the relevant individuals, or stakeholders, to acknowledge they have both reviewed the matter at hand and are satisfied. Related: The 5 Essential Project Management Steps What is a sign-off sheet?Ī sign-off sheet is a business document that confirms two or more parties agree on the status of a project or goal. In this article, we review what a sign-off sheet is, explain who should use them and when and list the steps to creating a sign-off sheet for your business, demonstrated with a template and examples. If you're interested in using better record-keeping practices in your organization, you might benefit from learning about the many uses and benefits of sign-off sheets. Proper use of sign-off sheets and other business documents can help you keep employees accountable, clients satisfied and finances accurate. Maintaining thorough records contributes to the success of any organization.
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