Spreadsheet: 731202d1620227229-need-help-merging-info-from-two-tables-report-template-test3
Sheet: Layout Example

 | PROGRAM Info (changes infrequently) |  |  |  |  |  |  | OVERALL STATUS |  |  |  |  |  |  | MILESTONES |  |  |  |  | RECENT ACCOMPLISHMENTS |  |  | KEY ISSUES / RISKS |  |  |  |  |  | NEXT STEPS
 | Project ID | Project Name | Department | Executive Sponsor | [NAME] | Project Manager | Parent Program | Target Completion Date | Status | Percent Complete | Overall Status | Scope | Schedule | Resources | Weekly Update Section | Name | Due Date | Status | Health | Weekly Update Section | Name | Due Date | Weekly Update Section | Name | Due Date | Priority (Impact & Probability) | Status | Mitigations | Weekly Update Section | Name | Due Date | Status
 | Numeric | Text | Text | Text | Text | Text | Text | Date | Status Dropdown | Numeric - Percentage | Health (current)  [NAME] | Scope RAG Status | Schedule  [NAME] | Resources [NAME] | <Milestones> | Text | Date | Status | [NAME] R- OffTrack A - At Risk G - On Track | <Recent Accomplishments> | Text | Date | <Key Issues / Risks> | Text | Date | Low /  Medium / High | Status Dropdown | Text | <Next Steps> | Text | Date | Status Dropdown
 | 12 |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Finalize project schedule and milestones | 2020-12-04 00:00:00 | Completed | On Track | Recent Accomplishments | Engaged business units to document current state workflows |  | Key Issues / Risks | Alignment of data model requirements with data strategy team |  | (2) Normal | Completed |  | Next Steps | Review project artifacts with all stakeholders and obtain sign off. |  | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Project Artifact sign offs from business sponsor | 2020-07-10 00:00:00 | Completed | At Risk | Recent Accomplishments | Documented project charter covering scope and business value |  | Key Issues / Risks | Availability of Advisor360 resources to support the project. |  | (2) Normal | Completed |  | Next Steps | Engage Data Strategy team and IT to determine solution for initial phase. |  | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | ARB review and approval | 2020-10-22 00:00:00 | Completed |  | Recent Accomplishments | Drafted high-level business requirements pertaining to each business unit. |  | Key Issues / Risks | Ownership of Consulting Agreement data |  | (2) Normal | Completed |  | Next Steps | Prepare architecture diagrams & design data model as part of ARB review |  | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | [NAME] with Stakeholders | 2020-09-29 00:00:00 | Completed |  | Recent Accomplishments | Completed additional analysis around agreement and payment reconciliation |  | Key Issues / Risks | Potential technology resource constraints due to conflicting priorities |  | (2) Normal | Completed |  | Next Steps | Conduct project kick-off meeting to review implementation plan. | 2020-09-29 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Allocation of technology resources | 2020-08-24 00:00:00 | Completed |  | Recent Accomplishments | Reviewed initial set of business requirements with SPOCs and POs |  | Key Issues / Risks | Recommendations from ARB review may impact project timeline. | 2020-10-22 00:00:00 | (2) Normal | Completed |  | Next Steps | Review technology solution with ARB for approval. | 2020-10-07 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Begin IT development | 2020-10-22 00:00:00 | Completed |  | Recent Accomplishments | Reviewed project objectives and scope with Application Solutions Review Board and Data Strategy team |  | Key Issues / Risks | Confirmation required from senior leadership on current project direction and budget. | 2021-02-10 00:00:00 | (2) Normal | Completed |  | Next Steps | Commence sprint 0 planning activities | 2020-10-01 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | MVP Production Deployment - Q2 | 2021-04-22 00:00:00 | Completed |  | Recent Accomplishments | Finalized project charter and requirements including business sign-off. |  | Key Issues / Risks | Potential change in direction around business problem to solve | 2021-02-25 00:00:00 | (2) Normal | Completed |  | Next Steps | Finalize solution proposal with IT and data strategy teams | 2020-09-25 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Agreements for WMC module - Q1 | 2021-03-12 00:00:00 | Completed |  | Recent Accomplishments | Initiated discussions with data strategy and Technology to begin solution design. |  | Key Issues / Risks | Compensation support demands has unpredictable draw on resources; requires project sponsor to set prioritization and expectations. | 2021-06-30 00:00:00 | (3) Low | In Progress |  | Next Steps | Conduct technical project kick off with scrum team | 2020-10-12 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Agreements for RPC & PPC module - Q1 | 2021-03-31 00:00:00 | Completed |  | Recent Accomplishments | Documented use cases and high-level user stories as part of the solution design process. |  | Key Issues / Risks | Original milestones are subject to change based on project risks. | 2021-02-04 00:00:00 | (2) Normal | Completed |  | Next Steps | Begin development of technology solution | 2020-10-14 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Payments for WMC module - Q2 | 2021-04-07 00:00:00 | Completed |  | Recent Accomplishments | Received approval from business sponsor and key stakeholders on business requirements. | 2020-08-07 00:00:00 | Key Issues / Risks | Potential re-vamp of consulting agreements with DO; aligned with project sponsors for RPCA and WMCA | 2021-04-30 00:00:00 | (3) Low | In Progress |  | Next Steps | Solidify project plan and timeline | 2020-10-16 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Payments for RPC & PPC module - Q2 | 2021-04-07 00:00:00 | Completed |  | Recent Accomplishments | Resolved technology constraints around resourcing and priorities. | 2020-08-24 00:00:00 | Key Issues / Risks | Scope creep to include HSA employer solution as part of post MVP; workaround has been established. | 2021-04-23 00:00:00 | (3) Low | In Progress |  | Next Steps | Planning and execution of sprint 2 (build out database) | 2020-11-04 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | [NAME] | 2021-04-19 00:00:00 | Completed |  | Recent Accomplishments | Resolved ownership around payment related agreement data. | 2020-08-21 00:00:00 | Key Issues / Risks | EFT payment feature requires discovery to address the unknowns and upstream business dependencies | 2021-04-26 00:00:00 | (2) Normal | Not Started |  | Next Steps | Finalize IT timeline and milestones | 2020-11-23 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Post MVP hot fixes | 2021-04-30 00:00:00 | Completed |  | Recent Accomplishments | Reviewed use cases and logical views with the technology and data strategy teams. | 2020-08-25 00:00:00 |  |  |  |  |  |  | Next Steps | Planning for Sprint 3 | 2020-11-18 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Milestones | Post MVP Enhancements | 2021-06-30 00:00:00 | In Progress |  | Recent Accomplishments | Conducted initial discussions with technology architects for potential solutions. | 2020-08-26 00:00:00 |  |  |  |  |  |  | Next Steps | Assimilate new development resource | 2021-02-04 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Scheduled Project kick off meeting with relevant stakeholders (09/15/20) | 2020-08-27 00:00:00 |  |  |  |  |  |  | Next Steps | [NAME] roadmap and establish updated milestones with engineering and business input | 2021-02-08 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Finalized discussions on use cases and logical views with technology and data strategy team. | 2020-09-11 00:00:00 |  |  |  |  |  |  | Next Steps | Seek confirmation on current problem defined & solution approach with technology leadership | 2021-02-17 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Finalized technology solution with architects and internal developers. | 2020-09-25 00:00:00 |  |  |  |  |  |  | Next Steps | Set course to deliver first product increment to business | 2021-02-24 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Received high level estimates from architects on the technology solution. | 2020-09-25 00:00:00 |  |  |  |  |  |  | Next Steps | Continue development of agreement feature. | 2021-03-09 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Conducted Project kick off meeting with relevant stakeholders | 2020-09-29 00:00:00 |  |  |  |  |  |  | Next Steps | Define stories for agreement features related to RPC and PPC modules | 2021-03-11 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Conducted multiple technical sessions with scrum team and business to size stories and build backlog as part of sprint 0 | 2020-10-21 00:00:00 |  |  |  |  |  |  | Next Steps | Define stories for the payment features for all three modules (WMC, RPC, & PPC) | 2021-03-15 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Received ARB approval on solution proposal | 2020-10-22 00:00:00 |  |  |  |  |  |  | Next Steps | Define KPIs and success criteria from the business. | 2021-03-22 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | [NAME] with business sponsor | 2020-10-23 00:00:00 |  |  |  |  |  |  | Next Steps | Re-validate MVP and finalize any changes needed to reduce scope with increased value. | 2021-03-24 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Commenced sprint 1 for developing data model. Target date for completion: 11/4 | 2020-10-22 00:00:00 |  |  |  |  |  |  | Next Steps | Transition & adoption plan to move from excel to new system. | 2021-03-26 00:00:00 | Completed
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Planning of Sprint 3 | 2020-08-02 00:00:00 |  |  |  |  |  |  | Next Steps | Finalize KPI’s and success criteria from the business for payment feature. | 2021-04-16 00:00:00 | Not Started
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Completed data base structure for adding new agreements | 2020-11-23 00:00:00 |  |  |  |  |  |  | Next Steps | Complete development of payment feature for all three modules. | 2021-04-16 00:00:00 | In Progress
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Completed prep work and UI design for adding agreements | 2020-11-24 00:00:00 |  |  |  |  |  |  | Next Steps | Define transition & adoption plan to move from excel to new system. | 2021-04-23 00:00:00 | Not Started
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Commenced development work for adding agreements milestone (on target for 12/30/20) | 2020-11-25 00:00:00 |  |  |  |  |  |  | Next Steps | Continue to absorb latest feedback from upcoming sprint reviews | 2021-04-26 00:00:00 | In Progress
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Re-evaluated scope for MVP and adjusted project timeline | 2020-11-26 00:00:00 |  |  |  |  |  |  | Next Steps | Log and review user feedback as part of latest sprint review. | 2021-05-07 00:00:00 | In Progress
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Completed transition of new PO to the project team | 2021-01-11 00:00:00 |  |  |  |  |  |  | Next Steps | Finalize requirements and estimations for post-MVP feature set | 2021-05-07 00:00:00 | In Progress
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Project goals shared with tech and business leadership to facilitate a review of business value and ROI. | 2021-01-13 00:00:00 |  |  |  |  |  |  | Next Steps | Complete development of next sprint as part of post-MVP (target date: 05/05/21) | 2021-05-05 00:00:00 | In Progress
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Learnt adjustments needed to design from development efforts in recently completed sprints | 2021-01-18 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Identified resource to backfill recent departures | 2021-01-21 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Initiated prototyping of alternate technology to potentially complement current solution choices. | 2021-01-26 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Built out revised data model & application foundation. | 2021-02-09 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Solidified framework and BOT process for importing data from spreadsheet to database. | 2021-02-11 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Finalized the technology approach. | 2021-02-15 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Finalized product development approach. | 2021-02-22 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Finalized feature set and product increments for MVP. | 2021-02-23 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Completed sprint review demo - 2/23/21 | 2021-02-24 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Established dev ops processes and resourcing. | 2021-02-26 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Completed development of Agreement feature for all three modules (WMC, RPC, PPC) | 2021-03-05 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Provided application link and user guide to business for validation and feedback | 2021-03-12 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Established bi-weekly cadence for feedback on sprint review demos. | 2021-03-19 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Reviewed feedback from business on this month’s sprint reviews. | 2021-03-26 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Defined KPI’s and success criteria from the business for Agreements. | 2021-03-30 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Finalized setup of QA & Production environments with A360. | 2021-04-12 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Completed development of MVP solution. | 2021-04-09 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Completed UAT phase for MVP solution | 2021-04-19 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Launched MVP solution on 4/21 to production | 2021-04-21 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Prioritized and ranked features for post-MVP; estimations and requirements in process. | 2021-04-13 00:00:00
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Recent Accomplishments | Transitioned business users from excel to new solution. | 2021-04-22 00:00:00