List of high-level delivery plan from last month vs done log.
This typically would be described at the EPIC/Workstream level and provide a high-level view of progress vs plan.
Note: Whenever possible link to artifacts from sources such as ADO vs pasting content from other documents
Epic / Workstream
Plan for the month
Status
Comments
Workstream1
Y/N
Y/N
Y/N
Y/N
Workstream2
Y/N
Y/N
Y/N
Y/N
Workstream3
Y/N
Y/N
Y/N
Y/N
Workstream4
Y/N
Y/N
Y/N
Y/N
Question to add into talk track:
What was planned to be done this month?
What was actually done this month?
Changes in plan versus last
Key design decisions and their outcomes
Work-Item Level
This is typically linked directly from the Agile Planning Tool (GITHUB, ADO, Jira).
Note: Whenever possible link to artifacts from sources such as ADO vs pasting content from other documents
ID
Title
Work Item Type
Assigned To
State
Tags
Workitem 1
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Workitem 2
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Workitem 3
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Workitem 4
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
ML/AI Status
Topic
Status
Migration
Responsible AI (RAIL compliance at current project phase)
This is a list of any decisions or architecture changes that have been made since the last checkpoint and the action plan for remediation.
Note: Whenever possible link to artifacts from sources such as ADO vs pasting content. You can keep a decision log in your project repo or wiki to preserve this information for the customer.
Provide details from the retrospectives over the last month
What went well:
What didn't go well:
Action Items:
Risks, Issues, Additional Asks
These items are copied from the initial Gameplan and are updated each month.
NOTE: Whenever possible link to the artifacts from sources such as ADO vs pasting content from other documents, See Risk Tag example below
[Engagement Name] - [Month] Checkpoint Review
Planned vs. Done
Question to add into talk track:
Work-Item Level
This is typically linked directly from the Agile Planning Tool (GITHUB, ADO, Jira). Note: Whenever possible link to artifacts from sources such as ADO vs pasting content from other documents
ML/AI Status
Key Changes / Decisions / Outcomes
This is a list of any decisions or architecture changes that have been made since the last checkpoint and the action plan for remediation. Note: Whenever possible link to artifacts from sources such as ADO vs pasting content. You can keep a decision log in your project repo or wiki to preserve this information for the customer.
Engineering Fundamentals
The latest Engineering Fundamentals Assessment Report for the engagement
Retrospective Summary
Provide details from the retrospectives over the last month
Risks, Issues, Additional Asks
These items are copied from the initial Gameplan and are updated each month. NOTE: Whenever possible link to the artifacts from sources such as ADO vs pasting content from other documents, See Risk Tag example below
_Include links to CSE Feedback and Feedback submitted to product groups as outlined in CSE Engineering Feedback Playbook_
Final Checkpoint
If this is the final checkpoint for an engagement, please also include a link to the engagement wrap-up document