Planning / v1.0 clean-room
Exception Report
Provide a clean, practical structure for exception report work without copying proprietary source templates.
When to use
Use when the project condition calls for this template and the tailoring recommendation says the evidence is useful.
Minimum version
- Purpose
- Owner
- Current status
- Next action
- Decision or approval needed
Fuller version
- Context
- Detailed fields
- Evidence links
- Governance notes
- Review history
Field guide
- ID or reference
- Summary
- Owner
- Due date
- Status
- Decision impact
Tailoring notes
- Start with the minimum fields
- Add evidence and approvals only where risk, scrutiny, or audit needs justify them
Common mistakes
- Creating the template because the method names it, rather than because a decision needs it
- Leaving owners or due dates blank