# Steering Committee Report Template

## Overview

An executive reporting package for capital projects that need structured, recurring oversight — project health, RAG status, budget, schedule, risks, decisions, and approval requests in one consistent format the steering committee can review in minutes, not re-derive from scratch each cycle.

## At a Glance

| Field | Summary |
| --- | --- |
| Resource type | Executive/steering committee reporting template |
| Primary use | Recurring project oversight reporting for complex or high-risk capital projects |
| Best fit | Multi-stakeholder capital projects with a standing steering committee or executive sponsor group |
| Not intended for | Day-to-day project team status tracking (use a project controls workbook for that) |
| Recommended cadence | Monthly, or per steering committee meeting cycle |

## Intended Audience

Project managers, construction managers, real estate executives, capital planning and governance leaders, finance partners, procurement partners, project sponsors, and executive steering committee members.

## When to Use This Resource

Use this template for large, complex, business-critical, or high-risk capital projects that require structured executive review, funding decisions, material scope decisions, schedule escalation, contingency approvals, or business-readiness oversight.

## 1. Executive Summary

- Overall project RAG status (Red / Amber / Green) with one-line rationale.
- Top 3 items the committee needs to know this cycle.
- Any decision being requested this cycle (see Section 6).

## 2. Project Health Dashboard

| Dimension | Status | Trend vs. last report | Note |
| --- | --- | --- | --- |
| Budget | | | |
| Schedule | | | |
| Scope | | | |
| Safety | | | |
| Quality | | | |
| Stakeholder/business readiness | | | |

## 3. Budget and Forecast Summary

- Approved budget, committed, spent-to-date, forecast at completion, variance.
- Contingency drawn versus remaining, with basis for any contingency approval requests.
- Change orders pending or approved since the last report.

## 4. Schedule and Milestone Summary

- Current milestone status against baseline.
- Critical path items and any slippage since the last report.
- Recovery plan, if behind schedule.

## 5. Top Risks and Issues

| Risk/Issue | Impact | Owner | Status | Escalation needed? |
| --- | --- | --- | --- | --- |
| | | | | |

Include only items that are new, escalating, or require committee-level awareness — this is not the full project risk register.

## 6. Decisions and Approvals Requested

| Decision | Options | Recommendation | Deadline |
| --- | --- | --- | --- |
| | | | |

State the recommendation explicitly. A steering committee report that only presents options without a recommendation slows the decision down.

## 7. Procurement and Contract Updates

- Status of major procurement packages or contract awards since the last report.
- Any vendor or contract risks needing committee visibility.

## 8. Stakeholder and Business-Readiness Impacts

- Business disruption, occupant impact, or operational readiness items tied to the current schedule.
- Any change to the business readiness date and its cause.

## 9. Actions from Prior Meetings

| Action | Owner | Due | Status |
| --- | --- | --- | --- |
| | | | |

## 10. Upcoming Milestones and Next-Cycle Focus

- Key milestones expected before the next report.
- What the project team needs from the committee before then (approvals, decisions, resources).

## Using This Template

Keep the executive summary to what a committee member could read in 60 seconds. Sections 2-4 and 7-9 are status; sections 5-6 are where committee attention should actually go — don't let dashboard detail crowd out the decisions that need a response.