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End Project Report | Word Template FREE Download

The End Project Report provides a great opportunity to take stock of what went well on a project and what you would do differently next time. stakeholdermap.com

End Project Report

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  • End Project Report Template
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The contents of the End Project Report Template

Field description and tips to complete, project details, part 1: project closure, purpose of the project, objectives achieved / not achieved, acceptance and sign-offs, changes made, outstanding risks and issues, post project review plan, part 2 review of the effectiveness of project management.

  • How well was the project organised?
  • Were roles and responsibilities clear?
  • Did project team have the right mix of skill sets and authority to meet their project responsibilities?
  • Was the business case used for decision-making throughout the lifecycle of the project?
  • Were the stakeholders engaged and managed effectively?
  • Was the communication plan effective?

Planning and Control

Stakeholder management, supplier management, quality management, risk and issue management, part 3: sharing lessons learned, recommended good practices, lessons learned, notes to help you use the end project report template, end project report template, word download - end project report template (word), pdf download - end project report template (pdf), get a post-project review template for structuring and leading project review meetings, project templates to download.

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How to write a project report (with steps & templates).

March 21, 2024

Juggling all the different components of a project can be quite a challenge. If that weren’t enough, you also have to write a project status report to update key stakeholders on the project’s progress. The struggle is real.

So where do you start? Fortunately, we have the answer. And that’s precisely why we put together this guide—to walk you through the process so you have a clear path from start to finish.

Learn more about creating project reports and different types of project status reports. Plus, you’ll walk away with five free project report templates, carefully crafted to streamline your project management workflow, save you time, and impress your stakeholders. 🤩

What is a Project Report?

How to write a project report, 1. project status report, 2. project progress report, 3. project cost benefit analysis report, 4. project time tracking report, 5. project resource report, 6. project risk report, 7. project variance report, 8. project performance report, 9. project completion report, why is project reporting important, 1. final project report template, 2. project status report template, 3. digital marketing report template, 4. employee daily activity report template, 5. campaign report template, create professional project reports in less time with clickup.

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A project report is a document offering a comprehensive overview of a project’s objectives, progress, team performance, and milestone accomplishments. It also gives an account of the challenges faced during a project’s execution , solutions devised to tackle them, and the lessons learned during the process. 

Project managers create these reports to communicate with other project stakeholders—including team members, sponsors, clients, and other interested parties—to ensure everyone’s on the same page. The document also serves as a foundation for further evaluation and analysis to ensure the project says on track and achieves its goals. 🎯

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Creating a project report doesn’t have to be a daunting task. Follow these three simple steps to create your first project report with ease.

Understand the purpose of the report

Before you create a project report, you need to understand the purpose of the report (the “why”) and know your target audience (the “who”). This will guide the content, structure, and tone of your project report.

Gather and organize the relevant information

At this point, you need to gather project information relevant to your project report. Make sure your data is accurate, reliable, and up-to-date. Organize the gathered information in a logical and structured manner.

  • Executive summary : As its name suggests, this project summary gives readers a quick overview of the whole report. It’s a snapshot that highlights the most important parts of the project. While it’s placed at the start of the report, it’s often written last. It covers the project’s objectives, methodology, major outcomes, and conclusions. 
  • Introduction: This sets the context and expectations of the entire report. It includes the project’s purpose and scope, project schedule, the problems it aims to address, and the methodologies to get there. It also outlines the structure and organization of the rest of the report. 
  • Body: Typically, this is the longest part of project management reports because it dives into in-depth details, including project progress, data collection, analysis reports, constraints, and limitations. Remember that whatever you include here should reflect the purpose of your project report and the preferences of your target audience. 
  • Conclusions & Recommendations: Based on your findings and analysis, identify opportunities for improvement, suggest strategies for addressing them, or propose avenues for future research. 

Format and proofread the report

Ensure that your project report follows a consistent formatting style—headings, subheadings, and bullet points will make it easier to read. In addition, scan your report for spelling or grammar errors and typos.

Types of Project Reports

Project reports come in diverse formats, with each serving different use cases. Here are nine of the most commonly used types of project reports.

A project status report is a document that gives a snapshot of where your project stands at any given moment. It’s like answering the question, “How’s the project doing?”

But instead of just saying “The project is fine,” you actually dive into the project goals, tasks completed, milestones achieved, challenges faced, lessons learned, potential roadblocks, and next steps. 

Define the Statuses depending on your team in ClickUp

Whether it’s a weekly project status report or a monthly status report, this documentation eliminates the need for status meetings while giving stakeholders the most recent status of the project.

A project progress report is slightly similar to a status update report, as they both discuss task progress. However, the progress report is more quantitative and zooms in on individual tasks and project milestones . 

It’s like taking a magnifying glass and examining the progress of each task, one by one. For example, it could include in-depth information on the percentage of completion and current status of each task (completed, on track, delayed, etc.). 

The cost-benefit analysis report is usually prepared before a project is put into motion. Of the various project reports, this one aims to answer a simple question: “Is it worth pursuing this project?”

To answer this question, the report first assesses all project costs like operational expenses, materials, salaries, equipment, and potential risks. 

It then considers the projected benefits, such as increased profit margins, cost savings, improved efficiency, or happier customers. Finally, the report compares the costs to the benefits to determine if it’s time to move forward or explore other options.

A project time-tracking report is a document that records and summarizes time spent on project activities. Each project team member contributes to writing this report—they track and record the amount of time they’ve spent on tasks and submit it to the project manager. ⏰

Thankfully, the rise of project management tools has eliminated the need for paper-based time-tracking submissions. They make it easy for team members to submit accurate and detailed time reports to the project manager—while reducing the administrative burden of manual report compilation. 

Project managers can see how time is spent and the overall productivity of team members. As a result, they’re able to make informed decisions, such as redistributing workload (aka workload management ), reassigning tasks, and providing feedback and support to team members. 

A project resource dashboard offers a bird’s-eye view of how resources (e.g., labor, equipment, materials, budget, etc.) are allocated in a project. Think of it as a comprehensive resource inventory, listing every project task, the responsible party, and the resources being used. 

workload view in clickup

Project reports like this help project managers keep track of resource availability, identify potential resource constraints or shortages, and make informed decisions about resource allocation and optimization.

A project risk report offers a comprehensive analysis of potential risks, their likelihood of occurrence, their potential impact on the project, and recommended mitigation strategies. 

Rather than waiting for future events to derail the project, project reports like this one allow project managers to take a more proactive approach to risk management—thereby boosting the chances of overall project success.

A project variance report reveals the gaps or deviations between project plans and the actual performance or results achieved. It compares various factors—like budget, time, resources, and scope—and their planned values with their actual values, then computes the differences (or variances). 

By analyzing these variances, project managers and stakeholders can discuss the possible reasons behind them, identify areas that need attention, and take corrective actions where necessary.

A project performance report evaluates the overall performance and achievements of a project against predetermined metrics and objectives. It includes information on project deliverables, key performance indicators (KPIs) , and stakeholder satisfaction.

This report helps project managers assess project success, identify areas for improvement, and communicate the project’s performance to stakeholders.

A project completion report marks the end of a project journey. It summarizes the entire project lifecycle, from initiation to closure. This report contains an overview of the project’s objectives, deliverables, milestones, challenges, and recommendations for future projects.

Writing project reports may initially seem redundant and time-consuming. However, it plays a crucial role in achieving project success. While a few benefits were hinted at earlier, let’s get a better picture of why project reports should not be overlooked.

More clarity

Creating a project report allows you to step back and reflect on the project’s progress. As you record the milestones, successes, and challenges, a wealth of insights begin to unfold—strengths, weaknesses, and areas that need attention.

milestones in clickup

This holistic view of the project’s health helps you steer it toward the desired outcomes and ensure it stays on track.

Encourages evaluation and analysis

Project reports allow you to evaluate and analyze the different aspects of a project in a systematic way—gathering relevant data, analyzing them, and evaluating their significance. By giving your project a critical analysis, you can uncover valuable insights, identify patterns, draw meaningful conclusions, and take strategic action. 🛠️

Enhances communication and collaboration

Creating a project report challenges you to present the project’s progress and results to stakeholders in a clear and coherent manner. A well-written report promotes project transparency and ensures everyone is on the same page.

It also facilitates collaboration by providing a common reference point for discussions, feedback, and decision-making.

Boosts professionalism and credibility

When you present a comprehensive and well-structured report, it shows that you have conducted thorough research, followed a methodical approach, and can effectively communicate complex information. This, in turn, boosts your reputation, enhances your credibility, and showcases your expertise among peers, colleagues, and potential employers.

Knowledge preservation

A project report serves as a valuable reference for future research or projects. By documenting your process, methodologies, challenges, lessons, and results, you create a resource that can be consulted and built upon by others.

This contributes to the cumulative knowledge in your field and fosters a culture of collaboration and innovation.

Improves Team Alignment

Project reports are instrumental in enhancing team alignment. They provide a clear, concise snapshot of progress, identifying accomplishments, challenges, and next steps. This enables all team members to understand the project’s current status and their respective roles in achieving the overall objectives.

Check out these project report templates for teams:

  • Nonprofit Organizations Project Report
  • Operations Teams Project Report
  • Finance Teams Project Report
  • DevOps Teams Project Report
  • Agile Teams Project Report
  • Sales Teams Project Report

5 Project Report Examples & Templates

Sure, you could write project reports from scratch and spend countless hours formatting and structuring them. But why would you when you can use free project report templates? They provide a structure and format for your report so you can simply plug in your data and customize the design to fit your needs. Not only do project report templates speed up the report creation process, but they also enhance the overall quality of your reports. 

Let’s jump right in to explore our top five project report templates. 📈

Final Project Report Template

A final project report is the perfect finishing touch to conclude a project and highlight its achievements. ClickUp’s Final Project Report Template provides a solid structure to help you put it together with the following key sections:

  • Planned vs. Actual: A quantitative breakdown of how the project deviated from the original plan with regard to its start date, completion date, duration, and budget
  • Management Effectiveness: A SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis evaluating how the project was managed
  • Project Learnings : Share the important project lessons learned by the team throughout the lifespan of the project
  • Contract Terms Checklist : A simple table listing the various contract terms, whether they were completed, and any remarks you have 
  • Overall Performance rating: A 1 out of 5 rating of the different aspects of the project, from planning and execution to leadership and communication

This template is built in ClickUp Docs , which means you have unlimited flexibility for customization—add extra sections and tweak the appearance to suit your taste. And guess what? The table of content updates in real-time as you add, edit, or delete multiple headers.

If you want to wow your team and clients, this project status report template will help you get the job done. 

Project Status Report Template

Writing a project status report is fairly straightforward. But staring at a blank document and worrying about crafting perfectly manicured sentences can make this process last a lot longer than it should. 

Thankfully, ClickUp’s Project Status Report Template is here to save the day! Built inside ClickUp Whiteboards, this template provides a hassle-free method to quickly capture key project details in a visually engaging way.

  • General information: Cover general project details (e.g., project name, objectives, project timeline , reporting period, etc.) which you’ll need to fill in only once
  • Progress details: Use color-coding to share in-progress, at-risk, delayed, and completed tasks
  • Support and resources: List out assets (e.g., labor, money, etc.) needed for a smooth operation 
  • Highlights and takeaways: Share key lessons learned and other noteworthy highlights
  • What went well/What needs improvement: Use this opportunity to reflect on the project’s progress and share the areas that performed well and what needs attention
  • Next steps: Highlight the key action items that need to get done to keep the project on track

Enter the details under each of these sections onto sticky notes, which’ll help you quickly pour down your thoughts without worrying about writing perfect sentences. It’s also very helpful for stakeholders as the information on sticky notes is short and straight to the point. 

This template removes the pressure of creating a status report and saves valuable time—all while keeping key stakeholders informed and up to date.

Digital Marketing Report Template

After running a digital marketing campaign project, you need to gather key metrics from the campaign and present it to key stakeholders for evaluation, performance analysis, and notes for future improvements. 

Sharing this info across multiple digital channels can get overwhelming but there’s no need to worry. ClickUp’s Digital Marketing Report Template has you covered with everything you need. Plus, it’s neatly broken down into the following sections:

  • Digital Marketing Performance: This section lets you summarize the overall performance of your campaign by capturing key details like project budget allocations, actual expenses, cost per acquisition, total impressions, and total clicks across multiple campaigns
  • Web Analytics Report: This section analyzes website performance during and after the project’s completion. It captures metrics like page views, bounce rate, traffic sources, and overall conversion rate
  • Social Media Campaign Performance: This section analyzes social media performance by measuring metrics like impressions, followers, and engagement rate—all in a simple table for each social media platform 

Use this template to present the performance of your digital marketing project in a simple and visually engaging way. This makes it easy to identify trends, analyze the impact of your campaign, and make informed decisions regarding future marketing initiatives.

Employee Daily Activity Report Template

A key way to stay on track and guarantee overall project success is to engage team members in the process.

The Employee Daily Activity Report Template by ClickUp has a simple tabular layout that makes it easy for team members to record and keep track of: 

  • Completed tasks and the time spent on each
  • Ongoing tasks and their due dates
  • Upcoming tasks and any support they’ll need

This template encourages each team member to get work done and ask for support when needed—while allowing you to keep the project on track by providing support and maximizing team performance.

Campaign Report Template

Remember the Digital Marketing Report Template we looked at earlier? You can choose to further analyze the marketing performance section, with elements from this Campaign Report Template by ClickUp . 

Dive deeper into how each marketing channel contributed to overall ad cost, ad revenue, and ad conversion rate. You can further break down each channel’s performance by analyzing the metrics from each individual campaign on that channel.

There you have it—your secret sauce for creating an effective project report in a fraction of the time. And that’s only scratching the surface … working inside ClickUp unlocks a lot more perks. 

Not only does ClickUp make project reporting easy and quick, but it also gives you access to free project management templates to enhance your workflow. Quickly assign tasks to your team, keep track of progress, discuss updates, and collaborate on documents and whiteboards—all in one place. ✨

Did we mention the integrations? ClickUp plays nicely with other apps, allowing you to seamlessly connect your favorite tools to supercharge your team’s productivity. And let’s not forget about the time you’ll save using ClickUp’s automations—a feature that lets you breeze through repetitive tasks that used to eat up valuable time across project management reports.

Just imagine what you can do with those extra hours—maybe enjoy a cup of coffee or catch up with your team about how best you can support them. Make project reporting a blast with ClickUp and boost your chances of a successful project. 

Get started by signing up for free on ClickUp today … Ready? Set? Report!

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How to write an end of assignment report.

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End of assignment reports are typically used to show your superiors how you carried out the work you were assigned. From this report, your superiors will be able to gauge what process was used to do the assignment. The entire report should be brief. Different companies have different formats, so be sure you ask whether there are any specific formatting issues you should know about.

Open with a Project Overview

The introduction tells your superiors the scope and goals of the project. It's recommended to make the introduction one half to one page long. Include a summary of what the assignment was and how you aimed to complete it. The introduction is also where you define any terms the audience may be unaware of. If there is any background information you feel is pertinent, include it in the introduction.

Explain Duties

If this was a group project, make a note on how responsibilities and duties were divided. You will want to specify who did what and why they were responsible for that portion of the work. This portion should also explain the methods used to complete the assignment, as your supervisor will want to know how you came to your conclusions. (3)

Share Your Results

In detail, describe your findings. If necessary, use table, graphics, and charts to illustrate your findings. This portion of the report is the “meat”, so make sure you are very detailed in explaining what conclusions you reached. You may also discuss any challenges you and your team faced. Discuss how you overcame these challenges to reach your findings. (1)

Give Personal Recommendations

Depending on the project, many companies will want to know what your thoughts on the assignment were. Let them know how things could be done more efficiently, or what you would change about how the process is done. This is your time to give feedback on the situation, and the recommendations you give should be able to be carried out reasonably. The personal recommendation part of the report should be one to two pages in length. (1)

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How to create a project plan timeline →, how to write a practical report →.

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How to Write an Effective Report →

  • Human Rights Voices: End of Assignment Report
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Your papers and reports will look as professional and well put together as they sound when you compose them using customizable Word templates . Whether you're writing a research paper for your university course or putting together a high priority presentation , designer-created templates are here to help you get started. First impressions are important, even for papers, and layout can make or break someone's interest in your content. Don't risk it by freestyling, start with a tried-and-true template. Remember, though: Papers and reports don't have to be boring. Professional can still pop. Tweak your favorite layout template to match your unique aesthetic for a grade A package.

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  • End of Shift Report

End of Shift Report Templates

Document your day-to-day operations and handover tasks from one employee to another seamlessly using an end-of-shift report.

workers going through their end of shift report|Modele de rapport de travail|

Daily End of Shift Report Template

  • Eliminate paperwork with digital checklists
  • Generate reports from completed checklists
  • Free to use for up to 10 users

This end-of-shift report template simplifies one’s daily reporting duties before closing their shift. Frontline staff and managers can use this template to record important details and events during their shift. Standardize shift reports across teams by filling out the following items:

  • Employee name
  • Role and department
  • Date completed
  • Shift schedule
  • Shift location
  • Responsibilities
  • Task description
  • Task status
  • Photo or video attachment(s)
  • Additional notes
  • Digital signature

End of Shift Report

What is an End of Shift Report?

An end-of-shift report is a document outlining vital information about a worker’s shift. Employees and supervisors often use an end-of-shift form to communicate all completed and ongoing tasks and provide a heads-up regarding issues encountered during the shift. Using this document, they can update the next person who will take over about safety, quality, and other things to watch out for during their shift, ensuring a smooth task turnover. An end-of-shift report is ideal for industries required to complete specific tasks on a daily basis, such as frontline workers in retail, healthcare, manufacturing, and hospitality.

An end-of-shift or EOS report plays an important role in ensuring efficient operations and transitions from one employee to the next. It serves two purposes: reporting and problem-solving.

Sometimes called an end-of-day or EOD report, this document primarily functions as a communication tool that informs managers about the day-to-day happenings on their employees’ shifts. This report helps bridge information gaps among teams, especially employees handing things over to the next shift, and ensures everyone is on the same page about their shared goals.

Moreover, an EOS report also helps teams resolve problems in their daily operations. By giving workers a platform to document issues, they feel empowered to raise and address them effectively with the help of the right personnel. This record also provides insights to help management prevent them from recurring over and over.

Before drafting an end-of-shift report, it’s essential to know its key components first. Every EOS report should contain the following elements:

Employee Information

The first section of an end-of-shift report outlines basic details about the employee who filled out the form. This information is vital for tracking individual performance and instilling accountability among team members.

Listed below are essential details to include in your EOS report:

  • Employee name – Who was the person assigned for the shift?
  • Shift schedule – When does the employee’s shift start and end?
  • Date completed – When and what time did they fill out the form?
  • Location – Where did they work during their shift (e.g., on-site, remote)?

Tasks and Responsibilities

After filling out necessary employee information, the next step is to list your assigned jobs for the day. This section summarizes what happened during the day and provides a run-through of tasks and status by the end of the shift. In doing so, managers can monitor the progress of tasks assigned to their employees and stay on track with their business goals.

Task status often varies from one workplace to another. The ones listed below are the basics to help you get started:

  • Not started
  • Ongoing/In progress
  • Pending/On hold
  • For approval/Awaiting approval
  • Completed/Accomplished

Problems and Issues Encountered

Inevitably, employees will face hurdles as they go about their shift, ranging from faulty equipment to violations of safety protocols. But whether small or big, it’s a must to report these incidents in the end-of-shift report. In this section, employees can describe issues they met and attach photos or videos to illustrate their points.

This detailed documentation allows designated personnel to understand the problem and resolve it accordingly. It also serves as a reference in case the issue happens again.

Action Items

Take one step ahead by listing solutions to address the issues raised. In this part, employees and managers can note specific actions to resolve problems in the previous section. They can assign those tasks to the appropriate personnel for a quicker turnaround time.

Handover Notes

Companies handling employees with multiple shifts will benefit from having a handover section in their daily end-of-shift report template. This portion allows workers to add assignments and reminders for the person in the next shift. Creating this document will help teams properly hand over tasks from one employee to the next.

End of Shift Report Example

The example below shows what an end-of-shift report should look like in digital format. It features a snapshot of the tasks assigned to and accomplished by a hotel maintenance staff.

Sample End of Shift Report

FAQs about End of Shift Reports

What is the meaning of a shift report.

As mentioned earlier, a shift report is a document outlining the undertakings of an employee during their shift. It supplements daily attendance sheets by digging deeper into the events that occurred that day. This document gives managers insights into the operations on the ground, enabling them to effectively track employee performance, communicate information across teams, and address issues before they get worse.

How do I write a shift report?

  • Write down all relevant employee information such as their name, role, team or department, shift schedule, and location.
  • List the responsibilities assigned for the day.
  • Describe the assigned tasks and label their status accordingly (not started, in progress, completed, and so forth).
  • Note other important updates outside the task descriptions.
  • Sign off the report with the supervisor.

How do you give a good end-of-shift report?

  • Effectively write your end-of-shift report using the following tips:
  • Write clearly and concisely.
  • Go straight to the facts when recording updates and reporting issues.
  • Document all relevant information about your pending, ongoing, and completed tasks.
  • Add media attachments (photos and videos) to provide more detail on your report.
  • Consider using templates to standardize end-of-shift reporting across the team.

Optimizing End of Shift Reporting Methods with SafetyCulture

Writing end-of-shift reports is important for updating managers about the status of your tasks, but it can also get repetitive and tedious over time, especially when writing them down on a piece of paper. These paper-based documents can also get lost when not handled properly. Fortunately, digital platforms can provide you with the tools to simplify this process.

SafetyCulture is a mobile-first operations platform for streamlining day-to-day operations on the ground, including report generation. Its powerful template builder helps you create and edit shift reports suitable to your company’s processes. With SafetyCulture, you can perform the following actions:

  • Download free end-of-shift report templates from the Public Library.
  • Build your own or customize existing templates using the app’s drag-and-drop functionality.
  • Fill out end-of-shift report forms from any device whenever and wherever you are.
  • Generate and share custom EOS reports in Web, PDF, and Word formats.
  • Store accomplished EOS reports in secure cloud storage for easy access.
  • Report issues encountered during the shift and assign action items for a swift resolution.
  • Analyze recurring issues and growth patterns for long-term success.

Free End of Shift Report Templates

Comprehensive daily end of shift report.

This end-of-shift report template allows employees and supervisors to document their day-to-day activities in detail. List down pending, ongoing, and completed tasks and attach photos as proof of completion. Report existing issues during the shift and assign action items to appropriate personnel. Finish the form by noting changes, observations, and recommendations for continuous process improvement.

Handover Daily End of Shift Report Template

Frontline workers can use this template to communicate important shift information and facilitate a smooth handover of tasks to the person handling the next shift. Start with a short description of duties and responsibilities in the shift and write down the name and role of the assigned person in the team. Then, provide a list of action items and reminders for the next shift. Complete the report by noting suggestions or changes to the process and signing off with the employee’s e-signature.

Daily Log Checklist Template

This daily log checklist template allows employees to record activities occurring in their workplace. Begin by entering general information such as company name, registered address, employee name, department, and role. Next, describe the activity and indicate if the event is new, ongoing, related, or others. Add photos and comments relevant to the log entry and complete the log with a digital signature.

Leizel Estrellas

Leizel Estrellas

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8 Steps to Writing a Project Closure Report [Free Template]

Editorial Team

8 Steps to Writing a Project Closure Report

Every project no matter how complex it may be will eventually come to the end of its lifecycle. One of the most significant documents that have to be submitted once a project reaches its end is the Project Closure Report.

The Project Closure Report is the final document produced upon the completion of a project. The report details everything to do with the project is often used by the various stakeholders involved in the project to assess the success of the project. Besides the assessment of the project’s success, the document is also an invaluable tool to use for identifying the best practices to ensure that all future projects go on smoothly.

Writing a Project Closure Report is not as simple as it seems. There are key steps to be followed. The steps relate to a specific part of the project and must be followed to the dot for effective results. Here are the steps to help you write your Project Closure Report.

1. Give The Project Overview Including A Summary Statement

The first step to writing this project closing document is to give your general overview of the whole project and the summary statement. An overview statement is a brief description of what the project was about. It looks at the ‘what’ side of a project. It looks at what needed to be done during the project and how it was actually done. In addition, an overview looks into and describes things like the Opportunity/Problem, Goal, and Objective, Success Criteria and any risks or assumptions about the project.

On the other hand, the summary statement of the project in a Project Closure report will be looking at the overall summary of what’s in the report. One important thing to note is the key difference between the project overview and the summary statement. The overview is about the project, its scope, and the activities that were done and the summary statement is about the report itself and things contained in the report.

2. Describe The Results And Outcomes Of The Project

Before you set out to do your project, chances are, you first wrote down your key performance and indicators and key targets. In addition to the KPI’s, another thing you probably had was outcome targets. On this section, the goal is to look at the whole project in relation to the Key Performance Indicators that you would have set and see the outcomes achieved from that.

What are the project outcomes? Project outcomes refer to the level of performance or achievement that would have occurred due to the activities of the teams on the project. However, measuring project outcomes correctly is not an easy task. There are three metrics that you can use to determine if your project outcomes were positive or negative. The metrics are stakeholder satisfaction, project cost, and overall quality of the project.

3. Describe The Project Scope, Project Schedule, And Project Cost

This step is closely related to the above but independent in its own way when it comes to your project closure report. Defined, the project scope is the part of a project where you document the specific goals, deliverables, features, deadlines, and the tasks of a project. It looks at everything that’s needed to get a project through from beginning to completion. This part of the Project Closure Report will look at the overall scope of the Project in relation to the actual project schedule and ultimately the cost.

When a Scope analysis is initially done, everything including the project costs is factored into the initial analysis. These figures, however, will vary and shift as the project goes which is why it’s important to do such a comparison of the actual vs the targeted costs to see whether you ended up going over budget or remained under budget.

4. Project Performance Analysis

The project performance analysis can easily qualify as the most important step of the whole project closure report. The performance analysis expands on step 3 and really dives deep into the budget and compare the actual costs and schedule of the project with the set baseline. To be effective, the performance analysis has to be subdivided into three parts namely, the Goals and Objective Performance, the Success Criteria Performance and the Schedule and Budget Performance.

i. Goals and Objectives Performance

Before you began the project, in the project outline, what were the set goals and objectives for the project? What did you hope to have achieved by the end of the project? How many of those goals have actually been achieved? In addition, how many of those have had to be revised as the conditions on the ground changed?

The questions above are some of the key questions that should be asked when looking at the Goals and Objectives Performance Analysis of the project.

ii. Success Criteria Performance

The success Criteria is the one that deals directly with the KPI’s. One thing great project managers do before they embark on a new project is to define success before the project begins. The definition of success for a project can differ from one project to the next. Therefore, you have to look at how you defined the success of your project and check to see whether you got there.

iii. Schedule and Budget Performance

Lastly, under performance analysis, you will have to look at your Schedule and Budget Performance. On your project Scope, what were the set deadlines? Did you meet those deadlines? If not, what were the main reasons for the failure to meet the deadlines? The same questions will apply when you look at your budget. Was it enough or did you have to go to the bank or client for more funding?

In any case, the key thing would be to analyze and compare your actual performance with your set targets.

5. Project Highlights (Important Aspects Of The Project)

The project Highlight Section looks at the highlights of the whole project throughout the whole timeline. It usually includes high-level project information such as the requests and any other issues that arose within the project.

Compiling the highlight report and adding it to the project closure report should not be hard. It is recommended that you should at least make a highlight report at the end of each week throughout the course of a project updating the different stakeholders involved in the project of the project’s current progress.

If you have those reports, then you can just refer to them and pick the key points from each of the weekly reports to combine them into one master report to include in your final Project Closure Report.

6. Write And Outline The Challenges Faced And Risks

Every Project has its challenges and risks. This section will enable you to highlight all the challenges that might have been faced throughout the course of the project. One thing about challenges especially in relation to projects and project management is that they can be difficult to foresee. Apart from that, no matter how carefully you plan at the inception of the project, you can never plan around every potential challenge.

For future reference and presentation to stakeholders, you should use this section to highlight every challenge you faced throughout the course of the project. In addition to listing down the challenges, you should also highlight how the challenge affected other aspects of your project including your budget and schedule.

Besides the challenges, you should also highlight the risks faced. Risks can be anything from the weather, workplace safety, or even money. 

7. Write About The Lessons Learned During Implementation

One source of valuable lessons for any project are the challenges. When you overcome the challenges faced when doing a process, chances are, you will learn one or two things. Use this section of your Project Closure Report to highlight what you learned.

During the course of the project, you will also be working with different stakeholders from different industries. Sometimes these stakeholders can teach you different techniques to help work get done faster which is valuable. If you learned such techniques from the various stakeholders you would have worked with throughout the project implementation, then you should use this section to highlight those lessons.

The reason why it’s important to note down the lessons learned in this project closing document is that later on when doing another project, you can always reference the report of your previous project to look for common pitfalls and how you can avoid those pitfalls.

8. Add Recommendations Based On Lessons Learned

The final part would be writing the recommendations. Recommendations can be anything from the proposed improvements to the maintenance schedule for the final product. In addition when writing the lessons learned , if there are some things on the lessons that affect the project directly, then such lessons should go with their recommendations for easy referencing.

A Project Closure Report is an important document that signifies the formal project closing. One thing to remember when working on the report is to pay attention to detail especially on performance analysis. Paying attention to detail especially when a project goes over budget will help you avoid falling into the same pitfalls in the future.

Click  here  to download Project Closure Report Template.

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Report Examples With Sample Templates [To Edit and Download]

Report Examples With Sample Templates [To Edit and Download]

Written by: Orana Velarde

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Looking for report examples? You’ve probably noticed in your search that there many different kinds.

It can get a little confusing if you don’t know exactly what report example you’re looking for. Don’t worry, we can help.

But first, what is a report anyway?

A report is a document that details a specific set of information about any number of topics. It’s a compilation of data and facts put together to show or explain to someone or a group of people.

This definition of a report applies to both businesses and schools. 

When a teacher or student thinks of the term "report," they think:

  • Book Report
  • Progress Report
  • Report Card
  • Science Experiment Report

Businesspeople, on the other hand, think of:

  • Sales Reports
  • Marketing Reports
  • Progress Reports
  • Social Media Reports
  • Market Research Reports
  • Weekly Reports
  • Monthly Reports
  • Annual Reports
  • And many more...

If you think about it though, all the reports above fit under the same description. It’s just the environment where it’s produced and presented that’s different.

In this post, we’ll take a look at the most common report examples in both education and business.

And to help you out, here’s a short selection of 8 easy-to-edit report templates you can edit, share and download with Visme. View more templates below:

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1 Progress Report Examples

A progress report is a business report shows how a specific project or plan is progressing. It shows and visualizes a variety of the following things:

  • If goals are being met or not
  • When a specific task needs to be either repeated or discarded
  • A timeframe of task completed and results
  • New or adjusted goals created with data from the ongoing process

Good visualization tools for progress reports include comparison widgets showing the goal against what was achieved. 

Another type of progress report is for school-aged children. Teachers put together progress reports and report cards of what they learn in class throughout the year.

Below is a Visme template for a preschool progress report. Teachers can print this out , make copies and send home with the kids. Alternatively, and as a way to save paper, they can fill it in digitally and send the parents a link to the report published online.

Working on multiple progress reports can be nerve-wracking. But with Visme’s Dynamic Fields , you can easily update information throughout your reports from a single source.

report examples - progress report template

Customize this progress report template and make it your own! Edit and Download

2 Sales Report Examples

A sales report showcases the results of a sales campaign. These are presented by the sales team to the stakeholders of a company or the other teams like marketing and content marketing. It’s usually presented at the end of a campaign, otherwise it would be a sales progress report.

Sales reports are improved with data visualizations like line charts, bar charts and histograms. These can be presented as live reports , presentation slides, like an infographic or even a document. 

The sales report sample template below comes with enough slides with charts to get your data organized nicely. Using the Visme editor, add slides in between the sample template slides to add explanatory content if necessary.

Take advantage of Visme analytics to see how your report is performing. You can monitor key metrics like views, unique visits, average time, average completion and more.

report examples - sales report template

Customize this sales report template and make it your own! Edit and Download

3 Market Research Report Examples

A market research report is all about showing the results of a market research audit . The main idea is to describe the competitors, the ideal client, the current atmosphere in the market and ideas on how to implement a successful marketing strategy.

This reporting example uses visualizations like pie charts , maps, percentage widgets and regular visuals like photography or illustration. 

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Customize this market research report template and make it your own! Edit and Download

Learn more about how to visualize statistics in your reports by watching this video.

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4 “The State Of” Report Examples

Similar to market research reports, this type of report can be about any topic whatsoever. The research will go in-depth, with surveys and studies that show trends and statistics that are then visualized and presented. 

The similarity between these reports is their title, it always starts with “The State Of”. For example, SlackHQ released the State of Work Report this year while other companies do the same for other topics.

The Visme sample template below was created as a State of the Ecommerce Fashion Industry but can easily be customized for your needs.

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Customize this report template and make it your own! Edit and Download

5 Weekly / Monthly / Quarterly Report Examples

Similar to daily progress reports , weekly, monthly and quarterly reports are constants in a business setting. They’re usually more generalized than a progress report, which is about a specific project.

Weekly and monthly reports are sometimes condensed sections of different analytics reports put together into one document. Other times it can be a live dashboard that shows each week’s or month’s activity. 

The sample template below is a monthly report for sustainable development. It’s in document format, which you can print or share as a PDF. With a few clicks, you can share your reports with superiors or team members or publish them on the web. 

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Customize this monthly report template and make it your own! Edit and Download

6 Annual Report Examples

An annual report is the cumulative data about a company for an entire year. These reports are much larger than others because they have a lot more information. Many companies create beautifully designed annual reports to show off their data. 

Annual reports come in all shapes and sizes. Like printed books, as slide presentations, as scrollable infographics or even entire websites . With Visme, you can create many different types of annual reports easily.

The sample annual report template below is a slide presentation.

report examples - business annual report template

Customize this annual report template and make it your own! Edit and Download

This sample template is in document format.

report examples - annual report template

7 Forecast Report Examples

Another business-minded report is the forecast report. This type of report is similar to the “state of the” report but instead of being about the present, it’s about the future. 

Many well-established companies create forecast reports because they are trendsetters and want to stay ahead of other companies in the industry.

Such is the case for The Pantone Institute. They publish color trend forecast reports every year, and for seasons and themes as well.

If you publish a forecast report to set yourself up as an influential entity in your niche, it’s best to promote it and share it as much as possible. Also, be sure that what you’re presenting as a forecast has good informational backing it, and you aren’t just making it up.

The sample report below is a document format forecast report for a tech company.

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Customize this forecast report template and make it your own! Edit and Download

8 Book Report Examples

In the educational aspect, reports are a little different. A book report, for example, is meant to show that a student has read a book and can give a summary of it to the class and the teacher. 

There doesn’t tend to be much data visualization involved, but graphic organizers can help add visuals to the written content.

Book reports can be set up as presentations or as printed PDFs . It really depends on the teacher and what they assign to the student.

The Visme template below is a book report slide presentation ready to customize with the information the student gathered from the book. 

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Customize this book report template and make it your own! Edit and Download

9 Scientific Finding Report Examples

Scientific finding reports can be used in the classroom as a way to teach students about the scientific method and how to present the findings. 

In a more professional scenario, scientists and researchers will create these types of reports to show their superiors or the people funding their work.

These reporting examples are generally full of data visualizations, along with photographs of the experiments – if there were any – as they progress. In some cases, there can be illustrations and video embedded into the report to add extra visuals.

The reporting example below is a study about stress in the workplace. It’s not a detailed visualization of microbes in a lab, but the report writing format is the same.

report examples - scientific finding report template

10 Analysis Report Examples

Here’s another standout example of report template. An analysis report in school is mostly used in Literature classes. The main idea is to analyze a book or a group of books and analyze them. This can be done with one analysis term or in a more general sense. 

This type of report works well with graphic organizers instead of data visualizations.

An analysis report can also be considered a visual analytical essay because it follows the same format. There must be a main idea and thesis to begin with. The content must then reinforce or counter the thesis.

The sample report below is about the idea that going to university isn’t for everyone. The slides are in a modern creative style and will look great with any content.

report examples - analysis report template

Customize this analysis report template and make it your own! Edit and Download

Which Report Example is Right for You?

Now that you’ve seen all the different report examples and what each one is used for, it’s time to create your own ! Put together all your content, data and notes, and get ready to make it all look amazing. 

Open up your Visme dashboard or simply click on any of the examples of templates in this post to get started. If you need more images, you can find plenty inside the Visme library. If you want to add data visualizations, just use the graph engine !

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Bookmark this post and you’ll never have to wonder about report examples again, then check out our video below to learn even more about how Visme makes document design easy.

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About the Author

Orana is a multi-faceted creative. She is a content writer, artist, and designer. She travels the world with her family and is currently in Istanbul. Find out more about her work at oranavelarde.com

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The Top 17 Free Project Report Templates For Effective Project Management

By Kate Eby | August 5, 2019 (updated August 7, 2023)

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In this article, you’ll find a comprehensive list of project report templates to support your project management efforts. These pre-built templates are free to download in a variety of formats, including Excel, Word, PowerPoint, PDF, and Google Docs.

Included on this page, you'll find many free, downloadable templates for your next project, including a project status report template , a daily project progress report template , a business project report template , and many more.

Project Status Report Template

Project Status Report Template

Download Project Status Report Template

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Consistent and thorough status reporting is an essential component of effective project management. Ensure you meet project objectives by utilizing this customizable project status report template. This template provides space to summarize the project and track risks, roadblocks, milestones, accomplishments, and key takeaways. It also includes a visual project timeline to give you easy visibility into major project events.

One-Page Project Status Report Template

One Page Project Status Report Template

Download One-Page Project Status Report Template

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This template covers all the primary elements of the project status report in a convenient one-page format. The pre-built status report provides an overview of project status by category (i.e., budget, scope, etc.), project timeline, key risks and issues, as well as issue ownership to ensure that you account for and complete all project action items on schedule. Learn how to create an effective project status report in this article .

Project Report Dashboard Template

Project Report Dashboard Template

Download Project Report Dashboard Template - Excel 

Having a clear visual of a project’s high-level metrics and overall performance enables a project manager to identify and home in on problem areas that need further attention. Download this project report dashboard template to track the status of key components of a project, including tasks, costs, and pending action items. This template also helps you support the decisions you make for future project initiatives. Check out this article to find more free Excel dashboard templates for all of your business needs .

Daily Project Progress Report Template

Daily Project Progress Report Template

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Provide stakeholders with insight into a project’s daily development using this progress report template. This template provides space to outline progression details, work completed, equipment used, workers on site, task locations, delays, incidents, and more. This report allows you to compare activity progress with the project plan to effectively maintain governance.

Performance Project Report Template

Performance Project Report Template

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Communicate the performance of key project elements using this customizable project performance report template. Detail key activities, deadlines, work quality, risks, budgeting performance, and more to ensure you carry out major project deliverables on schedule and according to plan.

Project Summary Report Template

Project Summary Report Template

Download Project Summary Report Template

Effective project management requires that you keep lines of communication open (between the team and client) and ensure that the information you present is accurate and up to date. Provide all stakeholders with the current status of key projects, milestones, steering committee escalations, progress, and upcoming events using this pre-built project summary report template.

Weekly Project Status Report Template

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Download Weekly Project Status Report Template

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This customizable project status report template provides a snapshot of a project’s health on any given week. Track overall project performance and the status of each project component, including budget, resources, scope, milestones, work accomplished, roadblocks, highlights, and more. This template also comes with a pre-built visual timeline to display major project details at a glance.

Monthly Project Status Report Template

Monthly Project Status Report Template

 Download Monthly Project Status Report Template

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This project status report template captures the status of key project elements at a monthly view. Use this downloadable template to track notable project components that are complete, in progress, on hold, or at risk and outline deadlines and details for upcoming work.

Stoplight Project Status Report Template

Stoplight Project Status Report Template

Download Stoplight Project Status Report Template

Stoplight project status reports are an effective way to visualize project items that require immediate attention and additional planning. Use the stoplight key to define the parameters of what constitutes a red, yellow, or green status and ensure that the client and team members are on the same page regarding these conditions. This template will help keep the process streamlined.

Business Project Report Template

Business Project Report Template

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A business project report is a detailed document that serves as a roadmap for a proposed project or business venture. This business project report template provides a solid basis to expand upon according to your needs. It includes space for a table of contents, an executive summary, key project activities, a marketing analysis, a SWOT analysis, recommendations, appendices, and more.

IT Project Status Report Template

IT Project Status Report Template

Download IT Project Status Report Template

Information technology project management and operations can be complex and involve many moving parts. Between balancing the budget, making adjustments mid-project, and meeting the needs of project stakeholders, this pre-built IT project status report template will help ensure that you track and account for all the key components of your project. This template provides room for project milestones, open and closed issues, change requests, resource evaluation, and the current status of all major project categories. Learn the essential tips for successful IT project management by checking out this article .

Construction Project Report Template

Construction Project Report Template

Download Construction Project Report Template

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Effective reporting is a key factor in the overall success of a construction project. This pre-built construction project report template includes all major day-to-day project details, like daily progress, materials and equipment used, number of workers and work hours performed on site, progress obstructions, and official visitors. Additionally, the template includes space for the inspector to sign off on the report in order to ensure overall project compliance. For a wide variety of free construction management templates to download, visit this page .

Executive Project Report Template

Executive Project Report Template

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An executive project report is a high-level view of the project that highlights progress, without getting into the granular details of the project. Use this customizable executive project report template to communicate the essential elements of the project, including key milestones, accomplishments, risks, issues, financial overview, and project requirements.

Final Project Report Template

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Download Final Project Report Template

The purpose of the final project report is to briefly and clearly summarize the outcomes of a completed project. This final project report template contains a table of contents, as well as space for names and roles of team members, project summary, scope, costs, risks, communication strategies, learning outcomes, top-level project performance details, and more.

Project Report Template for Teams or Departments

Project Report for Teams and Departments Template

Download Project Report Template for Teams or Departments

Teams or departments can use this project report to communicate the status of project activities: That is, they can indicate whether they have completed an activity or whether an activity is still in progress. Use this template to track key tasks, team members involved, deadlines, progress scores, issues needing attention, and other project developments to ensure teams or departments account for and complete assignments on schedule.

Project Report for Stakeholders and Partners

Project Report for Stakeholders and Partners Template

Download Project Report for Stakeholders and Partners

Use this project report is to provide key stakeholders and partners with high-level visibility into a project’s overall performance. Briefly summarize progress, project deliverables, start and end dates, outputs, and other major project details to keep stakeholders up to date on current project happenings.

Project Postmortem Report Template

Project Post Mortem Report Template

Download Project Post-Mortem Report Template

This customizable project postmortem report template should be completed as a workshop comprised of key team members within a week of concluding the project work. This report highlights project details, such as accomplishments, problem areas, lessons learned, and more to facilitate the process of analyzing the performance of all the project’s elements. Once you’ve completed this template, the project sponsor should sign off on it to formally close out the project.

Tips on Writing a Project Report

When writing a project report, stick to the facts and back up your claims with data. Consider using a template to give structure to your report, and tailor the report to your audience. We’ve outlined top report-writing tips below:

  • Know Your Audience: The type and depth of information you communicate in a report will depend on the nature of your audience. For instance, managers and clients may have a better understanding of the concepts and terminology involved in a project than do stakeholders and other personnel. Effective project reporting, therefore, requires using the appropriate tone and phraseology and knowing when to share high-level versus granular project details.  Your audience may also care about different details when viewing a year-end report  versus a project status report .
  • Give Structure to Your Report: Once you’ve identified your audience and which components of the project to communicate, organize the segments of the report so the information makes sense and is helpful to the reader. For example, you should place project identification and background details near the beginning of the report; place summarizing details near the end.
  • Only Provide Facts: The report should remain objective and free from personal bias, regardless of whether the project is failing or performing successfully. If an opinion is needed, it should be labeled clearly and placed in a separate segment of the report. Additionally, the charts, metrics, and other performance data you present in the report should be accurate and up to date so that such information is credible and meaningful to the reader. 
  • Use a Template: Save time building out your report by using a customizable template to get you started. Templates are beneficial for standardizing processes, and you can easily adapt them to fit your needs. Use the free templates provided above for your reporting needs, and then check out this article for more project management templates .
  • Use an Online Reporting Tool: Keeping a project’s development aligned with business goals is the basis of project management, and the success or failure of a project can greatly depend on the tools you use. Employ an online tool that displays data in different ways (e.g., Kanban boards, Gantt views, and dashboards), shows the real-time status of multiple projects, provides various permission levels, and allows you to set up recurring reports (such tools can automatically email these recurring reports at a set frequency to designated stakeholders, which allows project managers to shift their focus to other critical project matters). These online tools provide increased visibility into project processes and status.

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How to Write an Executive Summary for a Report: Step By Step Guide with Examples

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To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

So you have finally written a great comprehensive business report that took you weeks to create. You have included all the data from the different departments, compared it, done the analysis, made forecasts, and provided solutions to specific problems.

There is just one problem – the key stakeholders in the company don’t have enough time to go through the whole report.

Since the data and the KPIs that you included in the report are necessary for quality decision-making, you can see why this can become a huge issue.

Luckily, there is a way to present all of your key findings and not take too much of their time. This is done through executive summaries.

An executive summary is exactly what the name suggests – a summary. It is essentially a quick overview of all the most important metrics in the report. The purpose of this summary is to bring the attention of the highest-ranking members in the company to the most important KPIs that they will consider when making decisions.

While an executive summary is a rather short section, it doesn’t mean that it’s easy to write. You will have to pay extra attention to every single sentence in order to avoid unnecessary information.

Do you want to learn how to create an informative executive summary? This guide will show you all you need to know.

What Is an Executive Report?

What is an executive summary in a report, how long should an executive summary be, who is the audience of an executive summary, what should be included in an executive summary report, how to write an executive summary report, common mistakes to avoid when writing executive summaries, executive report examples, executive summary templates, create executive reports in databox.

marketing_overview_hubspot_ga_dashboard_databox

Executive reports are used for keeping senior managers updated on the latest and most significant activities in the company. These reports have to be concise and accurate since they will have a huge impact on the most important business-related decisions.

Working for any sort of company requires writing different types of reports such as financial reports , marketing reports , sales reports , internal reports, and more.

What all of these reports have in common is that they are very comprehensive and typically require a lot of time to go through them –way too much time, if you ask busy managers.

They include a wealthy amount of data and a bunch of different metrics which are more useful for a particular team in the company. However, the highest-ranking members tend to be more focused on only the most essential KPIs that they need for making future decisions and strategies.

This is why executive reports come in handy. They are usually only a few pages long and they include only the most relevant details and data that incurred in a specific period.

An executive summary is the brief overview section included in a long report or document. This part of the report primarily focuses on the key topics and most important data within it. It can include an overall business goal of the company or short-term strategic objectives.

This summary is primarily useful for C-level managers who don’t have time to read the whole report but want to have an insight into the main KPIs and latest business performances.

Bank officials also may use executive summaries since it’s the quickest way for them to estimate whether your company represents a good investment opportunity.

Depending on your company’s practice, executive summaries can either be placed at the beginning of the report or as a formal section in the table of contents. 

The length of the summary depends on the type of report, but it is typically one or two pages long.

To know whether you have written a good executive summary, you can ask yourself, “Are the stakeholders going to have all the information they need to make decisions?”

If the answer is yes, you have done a good job.

There is no strict rule about how long executive summaries should be. Each company is unique which means the length will always vary. In most cases, it will depend on the size of the report/business plan.

However, a universal consensus is that it should be anywhere from one to four pages long or five to ten percent of the length of the report.

This is typically more than enough space to summarize the story behind the data and provide your stakeholders with the most important KPIs for future decision-making.

The people most interested in reading the executive summary are typically the ones who don’t have time to read the whole report and want a quick overview of the most important data and information.

These include:

  • Project stakeholders – The individuals or organizations that are actively involved in a project with your company.
  • Management personnel (decision-makers) – The highest-ranking employees in your company (manager, partner, general partner, etc.)
  • Investors – As we said, this could be bank officials who want a quick recap of your company’s performance so they can make an easier investment decision.
  • Venture capitalists – Investors who provide capital in exchange for equity stakes.
  • C-level executives – The chief executives in your business.

Related : Reporting Strategy for Multiple Audiences: 6 Tips for Getting Started

The components of your executive summary depend on what is included in the overall larger document. Executive summary elements may also vary depending on the type of document (business plan, project, report, etc.), but there are several components that are considered universal.

These are the main elements you should include:

  • Methods of analyzing the problem
  • Solutions to the problem
  • The ‘Why Now’ segment

Well-defined conclusion

The purpose of the summary should typically be included in the introduction as an opening statement. Explain what you aim to achieve with the document and communicate the value of your desired objective.

This part is supposed to grab your reader’s attention, so make sure they pay extra attention when writing it.

Problems are an unavoidable element in modern-day businesses, even in the most successful companies.

The second thing your executive summary needs to outline is what specific problem you are dealing with. It could be anything from product plans and customer feedback to sales revenue and marketing strategies.

Define the problems clearly so all the members know which areas need fixing.

3. Methods of analyzing the problem

Problem analysis methods are key for identifying the causes of the issue.

While figuring out the problems and the methods to solve them is immensely important, you shouldn’t overlook the things that caused them. This will help you from avoiding similar issues in the future.

4. Solutions to the problem

Now that you’ve introduced the stakeholders to the problems, it’s time to move on to your solutions. Think of a few different ways that could solve the issue and include as many details as you can.

5. The ‘Why Now’ segment

This is one of the most important parts of your executive summary.

The ‘Why Now’ segment showcases why the problem needs to be solved in a timely manner. You don’t want the readers to get the impression that there is plenty of time to fix the issue.

By displaying urgency in your summary, your report will have a much bigger impact.

One of the ways to display urgency visually is by adding performance benchmarks to your report. In case your business is not performing well as other companies within your industry, only one image showcasing which metrics are below the median could make a compelling case for the reader.

High churn example

For example, if you have discovered that your churn rate is much higher than for an average SaaS company, this may be a good indication that you have issues with poor customer service, poor marketing, pricing issues, potentially outdated product features, etc.

Benchmark Your Performance Against Hundreds of Companies Just Like Yours

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Browse Databox’s open Benchmark Groups and join ones relevant to your business to get free and instant performance benchmarks. 

Lastly, you should end your executive summary with a well-defined conclusion.

Make sure to include a recap of the problems, solutions, and the overall most important KPIs from the document.

Okay, so you understand the basics of executive summaries and why they are so important. However, you still aren’t sure how to write one.

Don’t worry.

Here are some of the best practices you can use to create amazing executive summaries that will impress your key stakeholders and high-ranking members.

Write it Last

Grab their attention, use appropriate language, talk strategy, include forecasts, highlight funding needs, make it short.

The most natural way to write your executive summary is by writing it at the end of your report/business plan.

This is because you will already have gone through all the most important information and data that should later be included.

A good suggestion is to take notes of all the significant KPIs that you think should be incorporated in the summary, it will make it easier for you to later categorize the data and you will have a clearer overview of the key parts of the report.

You may think that you already know which data you are going to include, but once you wrap up your report, you will probably run into certain things that you forgot to implement. It’s much easier to create an executive summary with all the data segmented in one place, than to rewrite it later.

While your primary goal when creating the executive summary is to make it informative, you also have to grab the attention of your readers so that you can motivate them to read the rest of the document.

Once they finish reading the last few sentences of the summary, the audience should be looking forward to checking out the remanding parts to get the full story.

If you are having trouble with finding ways to capture the reader’s attention, you can ask some of your colleagues from the sales department to lend a hand. After all, that’s their specialty.

One more important element is the type of language you use in the summary. Keep in mind who will be reading the summary, your language should be adjusted to a group of executives.

Make the summary understandable and avoid using complicated terms that may cause confusion, your goal is to feed the stakeholders with important information that will affect their decision-making.

This doesn’t only refer to the words that you use, the way in which you provide explanation should also be taken into consideration. People reading the report should be able to easily and quickly understand the main pain points that you highlighted.

You should have a specific part in your executive summary where you will focus on future strategies. This part should include information regarding your project, target market, program, and the problems that you think should be solved as soon as possible.

Also, you should provide some useful insights into the overall industry or field that your business operates in. Showcase some of the competitive advantages of your company and specific marketing insights that you think the readers would find interesting.

Related : What Is Strategic Reporting? 4 Report Examples to Get Inspiration From

Make one of the sections revolve around financial and sales forecasts for the next 1-3 years. Provide details of your breakeven points, such as where the expenses/revenues are equal and when you expect certain profits from your strategies.

This practice is mainly useful for business plans, but the same principle can be applied to reports. You can include predictions on how your overall objectives and goals will bring profit to the company.

Related : How Lone Fir Creative Uses Databox to Forecast, Set, & Achieve Agency & Client Goals

Don’t forget to talk about the funding needs for your projects since there is a high chance that investors will find their way to the executive summary as well.

You can even use a quotation from an influential figure that supports your upcoming projects. Include the costs that will incur but also provide profitability predictions that will persuade the investors to fund your projects.

While your report should include all of the most important metrics and data, aim for maximum conciseness.

Don’t include any information that may be abundant and try to keep the executive summary as short as possible. Creating a summary that takes up dozens of pages will lose its original purpose.

With a concise summary and clear communication of your messages, your readers will have an easy time understanding your thoughts and then take them into consideration.

Also, one last tip is to use a positive tone throughout the summary. You want your report to exude confidence and reassure the readers.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

  • Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
  • New Contacts from Sessions . How well is your campaign driving new contacts and customers?
  • Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
  • Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
  • Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

marketing_overview_hubspot_ga_dashboard_preview

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

No one expects you to become an expert executive summary writer overnight. Learning how to create great and meaningful summaries will inevitably take some time.

With the above-mentioned best practices in mind, you should also pay attention to avoiding certain mistakes that could reduce the value of your summaries.

Here are some examples.

Don’t use jargon

Avoid going into details, the summary should be able to stand alone, don’t forget to proofread.

From project stakeholders to C-level executives, everyone should be able to easily understand and read the information you gather in your summary.

Keep in mind, you are probably much more familiar with some of the technical terms that your departments use since you are closer to the daily work and individual tasks than your stakeholders.

Read your summary once again after you finish it to make sure there are no jargons you forgot to elaborate on.

Remember, your summary should be as short as possible, but still include all the key metrics and KPIs. There is no reason to go into details of specific projects, due dates, department performances, etc.

When creating the summary, ask yourself twice whether the information you included truly needs to be there.

Of course, there are certain details that bring value to the summary, but learn how to categorize the useful ones from the unnecessary ones.

While you will know your way around the project, that doesn’t apply to the readers.

After wrapping up the summary, go over it once again to see whether it can stand on its own. This means checking out if there is any sort of context that the readers will need in order to understand the summary.

If the answer is yes, you will have to redo the parts that can’t be understood by first-time readers.

Your executive summary is prone to changes, so making a typo isn’t the end of the world, you can always go back and fix it.

However, it’s not a bad idea to ask one of your colleagues to proofread it as well, just so you have an additional set of eyes.

Using reporting tools such as dashboards for executive reports can provide you with a birds-eye view of your company’s most important KPIs and data.

These dashboards work as visualization tools that will make all the important metrics much more understandable to your internal stakeholders.

Since executive reports on their own don’t include any visual elements such as graphs or charts, these dashboards basically grant them superpowers.

Executive reporting dashboards also make the decision-making process easier since there won’t be any misunderstandings regarding the meaning of the data.

Not only will you be able to gather the data in real-time, but you can also connect different sources onto the dashboard can use the visuals for performance comparisons.

Interested in giving executive report dashboards a try? Let’s check out some of the best examples.

Marketing Performance Dashboard

Customer support performance dashboard, financial overview dashboard, saas management dashboard, sales kpi dashboard.

To stay on top of your key user acquisition metrics, such as visit to leads conversion rates, email traffic, blog traffic, and more, you can use this Marketing Performance Dashboard .

You can pull in data from advanced tools such as HubSpot Marketing and Google Analytics to get a full overview of how your website generates leads.

Some of the things you will learn through this dashboard are:

  • Which traffic sources are generating the most amount of leads
  • How to track which number of users are new to your website
  • How to compare the traffic you are getting from your email with blog traffic
  • How to stay on top of lead generation goals each month
  • How to be sure that your marketing activities are paying off

The key metrics included are bounce rate, new users, page/session, pageview, and average session duration.

Marketing Performance Dashboard

You can use the Customer Support Performance Dashboard to track the overall performance of your customer service and check out how efficient individual agents are.

This simple and customizable dashboard will help you stay in touch with new conversation numbers, open/closed conversations by teammates, number of leads, and much more.

Also, you will get the answers to questions such as:

  • How many new conversations did my customer support agents deal with yesterday/last week/last month?
  • How many conversations are currently in progress?
  • In which way are customer conversations tagged on Intercom?
  • How to track the number of leads that the support team is generating?
  • What is the best way to measure the performance of my customer support team?

Some of the key metrics are leads, open conversations, new conversations, tags by tag name, closed conversations, and more.

Customer Support Performance Dashboard

Want to know how much income your business generated last month? How to measure the financial health of your business? How about figuring out the best way to track credit card purchases?

You can track all of these things and more by using the Financial Overview Dashboard .

This free customizable dashboard will help you gain an insight into all of your business’s financial operations, cash flow, bank accounts, sales, expenses, and plenty more.

Understanding your company from a financial standpoint is one of the most important ingredients of good decision-making.

With key metrics such as gross profit, net income, open invoices, total expenses, and dozens more – all gathered in one financial reporting software , you will have no problems staying on top of your financial activities.

Financial Overview Dashboard

Use this SaaS Management Dashboard to have a clear overview of your business’s KPIs in real-time. This customizable dashboard will help you stay competitive in the SaaS industry by providing you with comprehensive data that can you can visualize, making it more understandable.

You will be able to:

  • See how your company is growing on an annual basis
  • Have a detailed outline of your weakest and strongest months
  • Determine which strategies are most efficient in driving revenue

The key metrics included in this dashboard are recurring revenue, churn by type, MRR changes, and customer changes.

SaaS Management Dashboard

Do you want to monitor your sales team’s output and outcomes? Interested in tracking average deal sizes, number of won deals, new deals created, and more?

This Sales KPI Dashboard can help you do just that.

It serves as a perfect tool for sales managers that are looking for the best way to create detailed overviews of their performances. It also helps achieve sales manager goals for the pre-set time periods.

By connecting your HubSpot account to this customizable dashboard, you can learn:

  • What’s the average deal size
  • The number of open, closed, and lost deals each month
  • How much revenue you can expect from the new deals
  • How your business is progressing towards the overall sales goals

Sales KPI Dashboard

Although you probably understand what your executive summary should include by now, you may still need a bit of help with creating a clear outline to follow.

We thought about that too. Here are some template examples that will help you create executive summaries for different kinds of business needs.

Here is an executive summary template for a business plan:

  • [Company profile (with relevant history)]
  • [Company contact details]
  • [Description of products and/or services]
  • [Unique proposition]
  • [Competitive advantage]
  • [Intellectual property]
  • [Development status]
  • [Market opportunity]
  • [Target market]
  • [Competitors]
  • [Funding needs]
  • [Potential price of goods]
  • [Projected profit margins for year one and two]
  • [Summarize main points]

Executive summary template for marketing plan:

  • [Product description]
  • [Unique customer characteristics]
  • [Customer spending habits]
  • [Relationship to product]
  • [Access channels]
  • [Value and credibility of product]
  • [Product competitive advantage]
  • [Creative outlook]
  • [Goal statement]
  • [Forecasted cost]
  • [Next week]
  • [Next month]

Executive summary template for a research report

  • [Project topic]
  • [Name | Date]
  • [Report introduction]
  • [Background]
  • [Research methods]
  • [Conclusions]
  • [Recommendations]

Executive summary template for project executive

  • [Project name]
  • [Program name]
  • [Project lead]
  • [Prepared by]
  • [Project milestones]
  • [Status overviews]
  • [New requests]
  • [Issues summary]
  • [Project notes]

For the longest time, writing executive reports has been seen as a grueling and time-consuming process that will require many sleepless nights to get the job done right.

While there is plenty of truth to this, modern automated reporting software has revolutionized these writing nightmares.

Databox is one of those tools.

With Databox, you will be able to connect data from multiple sources into one comprehensive dashboard. Also, you are going to gain access to different types of charts and graphs that you can use for data visualization and make the report much more understandable to the readers.

Using a modernized tool like Databox will provide you with a faster, more accurate, and more efficient reporting process.

This advanced software allows you easily create your own customizable reports that can be adjusted in real-time as soon as new data emerges.

Who says executive reporting has to be a tedious process? Sign up for our free trial and see how easy creating executive reports can be. 

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7 Best Examples of End of Shift Report Forms (Free)

By Vic on March 14, 2022 — 5 minutes to read

  • What is “End of Shift Report”? Part 1
  • End of Shift Report Template Examples Part 2
  • Production Daily End of Shift Report Examples Part 3
  • Handover End of Shift Report Form Template Example Part 4

End of shift report is a document that has a summary of what happened during the shift. It tells about the tasks that were completed and the ones that weren’t. 

This report summarizes the tasks completed during the shift and it should detail any unfinished tasks and any new tasks which have come up. The report should be handed to the next shift and to the manager so that they are aware of what needs to be done.

The end of shift report includes information about the following:

  • What was done during the shift
  • What wasn’t done
  • What went wrong and why

The end of shift report template is a document that is used to communicate the status of the work and any issues that have arisen during the shift. It is an important document for the next shift, supervisors, managers and other staff members to read. It helps supervisors understand what happened and if there are any changes or updates that need to be made. This report is usually generated by an employee at the end of their shift and it contains information about what was done during the shift.

Part 2 End of Shift Report Examples

The end of shift report template is a form that is used to provide information about the shift’s events and any problems that were encountered. The template usually contains a space for the employee to fill in their name, date, time and location. It might also have a space for them to note any issues they faced during their shift or any other information they feel is necessary.

  • Shift: _____ AM – __ PM
  • Location: ___ 
  • Description of work completed during shift: ______, ______, ______, ______.

This template is a simple way to document the day’s work for a shift worker. It includes fields for the date, start and end times, issues, and any other notes about the day.

This template is not designed for shift workers who are working in an office environment where they are given a list of tasks each day. It is designed for those who work in industries where they must complete certain tasks every day.

To complete the end of shift report, fill out the following sections:

  • Person completing report:
  • Date reported to:
  • Length of shift/Actual hours worked:
  • Person reporting to and their title/division (or job):
  • Problem(s): brief description, severity, and follow-up:

End of Shift Report Form for Tracking Employee Hours:

In certain industries the End of Shift Report is also used to track employee hours. This type of End of Shift Report form is an essential tool for any organization that needs to track employee hours. This form is a requirement for many organizations and it needs to be filled out every time an employee clocks out.

Typically, this form includes the following three sections:

  • The first section is the timekeeper’s signature, which certifies that the timekeeper has completed the form accurately.
  • The second section includes information about when the shift began and ended, along with who was working during that period.
  • The third section includes the total number of hours worked by each employee during that period.

Part 3 Production Daily End of Shift Report Template

Production daily end of shift report is one of the most important documents a production manager will receive. The report should be clear and concise, with a summary of what occurred on the line during the shift. If an incident or accident occurred, this should be noted in detail in the report. If there are any changes to production processes, these should also be noted in detail.

The end of shift report can serve as a reference for future days and as a way to track progress on tasks. It is important that all errors and accidents are documented in order to prevent them from happening again in the future.

This is a daily report that is generated at the end of each shift for production. It contains information about the following:

  • Number of units produced :
  • Number of units delivered:
  • Number of units on order:
  • Estimated number of units to be produced in this shift:
  • Estimated number of units to be delivered in this shift:

This report is a summary of the production process of the day. The report should include the following points:

  • How many hours were spent on production?
  • What is the total number of pieces produced?
  • What is the quality of pieces produced?
  • What are the defects found in production?
  • What are some suggestions for improvement in production?

Part 4 Handover End of Shift Report Template

Handover end of shift report is a daily update of the events that occurred over the day. It is a way for one shift to communicate information to the next shift about what they want them to know before they come in. The report will include any changes to procedures, problems encountered and what needs to be done before the next shift starts.

A handover end of shift report should be an effective tool for communication between shifts, improving efficiency and reducing potential errors.

​​Handover daily end of shift report template is a document that records the handover of daily duties and responsibilities from one shift team to the next. It is an important document for all employees to follow in order to maintain a safe and efficient workplace.

The template should include:

  • Shift beginning time
  • Shift ending time
  • Who the handover was with
  • What was handed over, such as responsibility for equipment, tasks, or projects
  • Any other pertinent information

This handover end of shift report template is a document that is used to summarize the activities that took place during the day. It also contains information about the tasks that are left undone and what will be done in the next shift. This template can be used by any team who has to handover work to another team.

Fill in the following details:

  • The date and time when the handover happened:
  • What was handed over, including any material or equipment:
  • Any outstanding tasks or issues that were encountered during this shift

Masters of Engineering Project Report Template

Masters of Engineering Project Report Template

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end of assignment report template

How to Conclude an Assignment to Make It the Cherry on Top

Table of Contents

What Is a Conclusion?

Why are conclusions written, how to write a conclusion for an assignment, useful strategies for conclusion writing, typical words to start a conclusion, a conclusion example for assignment, now, it’s time for this article’s conclusion….

A conclusion is a summary of the whole assignment. It should restate the thesis, summarize key ideas presented in the assignment, and leave the reader with a final idea about the topic in general to ponder further! It is the most logical way to end an assignment. Conclusion writing is not so difficult!

Words to Start a Conclusion

The purpose of a conclusion is to link the thesis statement (written in the introduction) with main ideas or points (made in the main body) and provide an overall message. A conclusion provides closure and is expected in most academic related writing, including assignments, research papers, and essays.

To write an assignment conclusion, follow the 7 simple steps below!

  • Start a conclusion paragraph by indenting the first line or leaving a blank line in between the last main body paragraph and the conclusion.
  • Use a suitable starting word or phrase to indicate the assignment is drawing to a close, such as, ‘In summary’ or ‘With all this in mind’ (read on for further example starter words and phrases).
  • Revisit your introduction to remind yourself of the thesis e.g., ‘The biggest contributor to global warming is animal agriculture’ . Then, either paraphrase or answer the thesis e.g., ‘In summary, animal agriculture is the main cause of global warming’ .
  • Summarize the main point made by each paragraph in the assignment. So, if you have written 3 main body paragraphs, there should be 3 main points stated in the conclusion e.g., ‘ The animal agricultural sector causes extensive GHG emissions. As the world population grows, increasingly colossal areas of rainforest are being cleared for farmed animals, to keep up the demand for meat. Furthermore, seemingly unmeasurable amounts of animal wastes are polluting vast areas of land and water, thus ruining the biodiversity that helps to keep our planet’s GHG’s balanced’.
  • Ensure you do not give the reader any new information. The conclusion is not the place for this.
  • To end a paragraph, give your readers a closing sentence about the overall topic and try to encourage them to think further e.g., ‘If the world’s population continues to grow at its current rate and we do not make the shift towards a plant-based diet fast enough, we may reach a point whereby the damage to the ozone layer is beyond repair’ .
  • Finally, end a conclusion, proof-read it! Do not skip this part! There is no point writing an amazing conclusion in assignment if readers cannot understand it or spot several spelling, punctuation, or grammatical errors!

How to Write a Conclusion for an Assignment

  • Bear in mind that a conclusion paragraph is written in reverse order to the introduction. The introduction will begin with a general topic, focus on specific aspects of it, and then state a thesis. A conclusion for an assignment will be the other way around (thesis, main points, topic in general).
  • Remember, you are aiming to bring the reader’s mind back to the introduction and the key information given to them.
  • Encourage the reader to consider the future implications of the information you have provided them. This could be a general, wide statement about the topic or a question relating to the general topic to give the reader an alternative perspective or encourage their on-going thinking, after they have finished reading! The final sentence could be a ‘call to action’, a warning, or a future prediction.

Your assignment can be completed in 3 hours!

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It’s important for the reader to sense the assignment is ending. Here are some useful words and phrases that can help you achieve this, and transition well into the concluding paragraph of your assignment:

  • Given the circumstances
  • Now that one knows
  • The logical conclusion appears to be
  • To summarize
  • Upon consideration of the facts discussed
  • After the exploration of multiple professional viewpoints
  • In view of this information
  • Nevertheless
  • When faced with the dilemma of
  • Bearing all this in mind
  • It seems clear that
  • Given the evidence presented
  • With all aspects considered

When writing a conclusion for an assignment, it can be easier to see an example:

Overall, owning a pet is a huge commitment that can span many years of one’s life. A pet will require regular feeding and day-to-day care. Many pets need large amounts of human interaction, attention, and affection which can be time-consuming. Furthermore, a pet may incur great costs by means of food, medical care and pet sitting (whenever the owner wants to go on vacation without the pet). The decision of whether to welcome a pet into your home must be considered in great depth, and at length, to prevent another potentially unwanted animal ending its life in an animal shelter. 

Conclusion Example for an Assignment

Ultimately, writing a concluding paragraph is simple when you refer to the introduction for the assignment , and the key points made in the main body. All the information you need is already there, but it just needs re-working to provide the reader with closure, and perhaps also get them thinking further about the points you have made!

end of assignment report template

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UN Partner Toolkit for hosting UN Volunteers

End of Assignment

Photo :  Maria Miyasiro serves with UNDP in Peru as a UN Volunteer Geographic Information System and Remote Sensing Specialist. Here, at a park close to Lomas de Mangomarca (fog oasis), San Juan de Lurigancho, Lima, Peru, she conducts an environmental awareness session about the importance of the oasis ecosystems to park visitors.

©  adriana kato/undp, 2018, end of assignment.

Expiration or early termination of assignments

There are five circumstances which relate to the end of an assignment:

  • Expiry of Contract
  • Resignation by UN Volunteer
  • Termination by UNV
  • Abandonment of post
  • Death of a UN Volunteer

799

Without an official extension or new assignment, your volunteer’s contract will cease on the original end of contract date.

Recognise the UN Volunteer’s development and turn a sad goodbye into a positive celebration of what you achieved together.

Final day

Keep an eye on your UN Volunteer's contract end date. Your UNV focal person will remind you when it's close.

Let your UNV contact point know that you would like the assignment to end on the expected end date. Else, the volunteer may be taken off the payroll 15 days before the end of contract date to avoid excess payment - it is up to you to act on time.

Give your volunteer advance notice that their contract won’t be extended and start planning their exit strategy.

Encourage them to take accrued annual leave , perhaps in the last days/weeks before the assignment ends. Unused leave will be forfeited.

Ask for handover notes from your volunteer , who can delegate unfinished tasks and information to the right person.

Organize handover

Complete to your UNV focal person that the UN Volunteer has no outstanding debts or administrative actions with your agency, and that all assets loaned have been returned. Payment of final entitlements depends on your host organization and UNDP approving the final checklist online clearing all outstanding obligations (financial or otherwise).

Remind the volunteer to complete our Volunteer Reporting Application (VRA) .

Arrange an exit interview or final performance appraisal to ask about your volunteer’s experience at work. Take ideas from their honest feedback to improve processes and productivity at work.

Recognize and reflect on your volunteer’s contribution and skills developed through the assignment. Take time to answer questions and grievances. Respecting and appreciating your volunteer now, as you always have, could mean they always champion your organization.

Reassure your volunteer that their final entitlements will be paid into their bank account when the final clearance checklist is approved, at the end of the assignment. 

Farewells

Let your team and stakeholders know your volunteer’s leaving.  

Write a reference letter acknowledging your volunteer’s contributions and commitment, including new skills and abilities learned during the assignment.

Organize a farewell event for your volunteer to help them move on successfully, feeling that they’ve made a difference and grown under your supervision. Your team will also appreciate this chance to say their goodbyes.

Also review Standard Operating Procedures on Expiry of Contract / End-of-Assignment .

Download PDF Expiry of Contract checklist

800

If your volunteer resigns during their assignment, there are steps you need to take to formalize the end of their contract. Here’s how to end the assignment early.

UNV will confirm the UN Volunteer's resignation Unified Volunteering Platform (UVP) on your behalf. Let them know that you are happy with the particulars entered by your volunteer in the system.

Your volunteer may leave 30 calendar days after submitting their resignation . It is the minimum notice period. They may however declare their resignation any time before their notice period starts.  

Advise your UN Volunteer that they'll forfeit your exit lump sum allowance in full or parts if they have failed to provide due notice, submit their Final Clearance Checklist and necessary reports, and complete their initial contract.  

Once you approve their resignation online , follow standard procedure for expiry of contract (see tab above).

Also review Standard Operating Procedures on End-of-Assignment (Resignation) .

Download PDF Resignation by UN Volunteer checklist

801

If you need to terminate your volunteer’s assignment early, let us and your organisation assist you.

There are several grounds on which you may terminate the volunteer’s contract early such as:

1. You have found the volunteer to be unsuitable for the UNV assignment in light of new information or undisclosed facts.

2. A disciplinary review has recommended summarily dismissal or early separation for acts of misconduct .

3. The project or operation that your volunteer was assigned to ends early.

4. You have documented evidence that the volunteer’s work is unsatisfactory, or they are underperforming.

5. We need to take action in the interest of the organization due to external circumstances not caused by the volunteer.

6. You have failed to find a suitable new volunteer opportunity up to two months from security evacuation.

7. To relieve long term injured or sick volunteers from working.

8. Other reasons for termination , provided the volunteer agrees to end the contract.

Contact our Regional Office and email ‘ [email protected] ’ to find the right solution.

Download PDF Termination by UNV checklist

802

Being away from work without authorization is considered a breach of contract. It could lead to early separation of the volunteer for abandoning their post. If a UN Volunteer does not turn up for work, contact them repeatedly for 10 working days, until you’re answered, to try to find out where they are and why.

Please document your calls, messages and your volunteer’s responses, if any. The post is considered abandoned and the contract ceased on the 10th workday.

1

• Email and call your volunteer, immediately, on the first day of their unauthorised absence asking for the reason and the date they’ll return to work.

2

• Ask your volunteer to apply for leave with supporting documentation when they reply.

806

• Inform ' [email protected] '  when your volunteer is unresponsive and uncontactable.

• Send the email below to your volunteer. Also, call to check where they are and explain the consequences of being away from work without permission for 10 days

• Tell UN Department of Safety and Security (UNDSS) that your volunteer could be missing. Reassure yourself that it’s not unusual to be unreachable, even when you’re following standard security protocol.

Day 10

• Confirm abandonment of post after no response from your volunteer. Email ' [email protected] ' copies of your follow-up communication and your attempts to reach your volunteer.

• Speak to the national authorities who may need to revoke the volunteer’s visa and work permit.

• We will follow-up with the paperwork to complete the process.

Email template

To:  UN [email protected]

Dear [ UN Volunteer’s name ],

Please contact us urgently. We are concerned about your health and wellbeing.

Being absent for 10 working days without permission or written explanation is a breach of contract.

You could lose:

• Your UN Volunteer assignment

• Your financial entitlements

You may also be required to repay amounts previously paid to you.

Tell us what’s happening, let us help and you can prevent termination of your contract due to abandonment of your post. That would end your assignment with us and your first day absent ( [ dd/mm/yy ] ) from work will be recorded as your contract end date as a UN Volunteer.

You’ve been repeatedly emailed and called, ever since [ dates ].

It concerns us greatly that you have not answered. Please do so now.

[ Your name ]

Supervisor, [ Your organization’s name ]

[ Contact details ]

Download PDF Abandonment of post checklist

803

In the event that your UN Volunteer has passed away, please accept our whole-hearted condolences.

Report and react to this fatality sensitively and get your volunteer home to their family. Given the diverse background of UN Volunteers, extreme cultural sensitivity must be exercised at all times. The impacts of this tragedy (emotional, legal, financial) aren’t yours to bear alone, but for us to help you throughout. Contact our Regional Office immediately and follow the guidance below:

Guide 1

Email ‘ [email protected] ’ immediately with information on the date and cause of death of your UN Volunteer. We must inform CIGNA and UN Joint Medical Services urgently. Continue to keep us, your organization and partners informed.  

We will identify the emergency contact person on the volunteer’s beneficiary form.  

Consult with us on how best to inform the family , with advice from the UNDP country office in the volunteer’s home country. 

Take comfort from knowing that UNV’s condolence letter was delivered to the family by UNDP representatives personally, and members of your organization where possible.  

Clarify facts, discuss feelings and acknowledge grief with your team. Everyone will process loss differently; please be culturally sensitive.

Guide 2

Trust us to get your volunteer home. Where appropriate, the family will be asked to authorize a post-mortem. Storage, embalming and transport costs from the duty station to the home country are covered.  

Contract, insurance and payroll will be terminated in the system. Medical insurance for recognised dependents at the duty station extended for 45 days.  

Know unpaid financial entitlements will go to your volunteer’s chosen beneficiary. This includes their volunteer living and resettlement allowances.

Understand that life insurance is paid by CIGNA when required documents are submitted (full medical or autopsy report, official death certificate, and birth certificate or equivalent). This can be paid only to the volunteer’s documented beneficiaries.

Handle financial settlements in strict confidentiality. This is highly sensitive information and is illegal for us to mention compensation to anyone except your volunteer’s listed beneficiaries.

Guide3

List your volunteer’s personal belongings , at home and at work, with a witness from the UN Department of Safety and Security. The family will be sent all personal effects.  

Help file the cause of death with CIGNA who will pay out life insurance, when given the full medical or autopsy report, official death certificate, and birth certificate or equivalent.  

Collect invoices and certificates for moving non-contagious human remains (from national authorities), coffin conformity, customs clearance and remains transportation.  

Check out your volunteer’s office equipment in absentia on our system.  

Cancel your volunteer’s lease and known personal contracts. Find out who else may have established contact with the volunteer from within and outside your organization and advise them of the volunteer’s passing.

Guide4

Help immediate family, friends and colleagues access counselling for emotional trauma from your organization or the UN Department of Safety and Security’s Critical Incident Stress Management Unit.

Create a condolence book for the family with pictures and memories of your volunteer.  

Organize a memorial event (service, fundraiser, tree planting) in tribute of your UN Volunteer for colleagues and friends. Such thoughtfulness could bring all concerned, including the family of the deceased, comfort in this difficult time.

Also review Standard Operating Procedures on death of a UN Volunteer.

Download PDF Death of a UN Volunteer checklist

This website benefits from the continuous support of UN Online Volunteers. UNV is administered by the United Nations Development Programme (UNDP).

UNDP Information Disclosure Policy.

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  4. Assignment Report Template (3)

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  5. (PDF) End of Assignment Report Cover Page and Specific Questions

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COMMENTS

  1. How to Write an End of Assignment Report

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    In that case use font Times New Roman, font size 12 pt. Set the line spacing to 1.2, left and right margins to 2.5 cm, top and bottom margins to 2.3 cm. A nice result is obtained if in the 'Page setup' a gutter of 1 cm is inserted, where this value is alternating set to the left (odd pages) and right (even pages).

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  11. UNDG Guidance Note: Handover Note and End of Assignment Report for

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  22. End of assignment

    Let your UNV contact point know that you would like the assignment to end on the expected end date. Else, the volunteer may be taken off the payroll 15 days before the end of contract date to avoid excess payment - it is up to you to act on time. Give your volunteer advance notice that their contract won't be extended and start planning their ...