Governance / v1.0 clean-room
Exception Report
Escalate a forecast breach clearly and ask for a decision on how to proceed.
When to use
Use when agreed tolerance is forecast to be exceeded or confidence has materially changed.
Sample suggested content
Project example: Stage cost pressure
- Exception: Forecast cost exceeds stage tolerance by 12 percent.
- Options: Reduce scope, approve extra funding, or stop supplier work.
- Recommendation: Approve reset plan and revised supplier checkpoint.
Minimum version
- Exception summary
- Tolerance affected
- Options
- Recommendation
- Decision needed
Fuller version
- Root cause
- Reforecast
- Impact on business case
- Recovery options
- Assurance view
Field guide
- Exception
- Tolerance
- Cause
- Options
- Recommendation
- Decision
- Next action
Tailoring notes
- Keep concise but evidence-backed
- Use stronger analysis for public-sector or supplier disputes
Common mistakes
- Waiting until tolerance is already breached
- Escalating without a recommendation