HR - User contributions [en]

Template:PT Meeting minutes Management

2026-11-03T04:58:17Z

Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Date / time:
|mm/dd/yyyy, 0:00 a.m.
|-
!Chair:
|username
|-
!Minute-taker:
|username
|}
</div>
<div class="tbl">
{|
|-
!Meeting:
|e.g. management weekly, calendar week 00
|-
!Location:
|room or video conference link
|-
!Status:
| class="select" |'''draft''' / approved
|}
</div>
</div>
== 👥 Attendees ==

*'''Present:''' username, username
*'''Excused:''' username

== 📣 Announcements and focus points ==
Who is unavailable this week? What are our goals, and what does everyone need to know?
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
| style="width:10%;" |Announcement or focus point for this week
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" class="select" |'''not started''' / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" |
|}

== 📊 Cockpit ==
=== Company situation, KPIs and reports ===
{| class="wikitable" style="width:100%;"
!'''Area'''
!'''What'''
!'''Evaluation / action'''
|-
| style="width:20%;" |Project management
| style="width:60%;" |
*Billable time this week:
*Active customers this week:
| style="width:20%;" |What stands out – and what do we do about it?
|-
| style="width:20%;" |Sales
| style="width:60%;" |
*Orders:
*Offers:
*Leads:
| style="width:20%;" |
|-
| style="width:20%;" |Billing
| style="width:60%;" |
*Planned billing amount (Mon): EUR
*Invoiced billing amount (Fri): EUR
*Invoice amount from new orders: EUR
| style="width:20%;" |
|}

== 🏢 Departments ==
One table per department: who does what by when? Carry unfinished items over to the next meeting.

=== 💰 Finance and billing ===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
| style="width:10%;" |Which figures, invoices or budgets need attention this week?
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" class="select" |'''not started''' / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" |
|}

=== 📣 Marketing and sales ===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
| style="width:10%;" |Which campaigns, offers or leads are we discussing?
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" class="select" |'''not started''' / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" |
|}

=== 🤝 Projects, service and support ===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
| style="width:10%;" |Which projects or escalations need a decision?
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" class="select" |'''not started''' / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" |
|}

=== 🧪 Product development ===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
| style="width:10%;" |Which releases or features are due?
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" class="select" |'''not started''' / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" |
|}

=== 🖥️ Technology and infrastructure ===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
| style="width:10%;" |Which systems, updates or incidents are relevant?
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" class="select" |'''not started''' / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" |
|}

=== 🏢 Internal organization ===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
| style="width:10%;" |Staff, office, processes – what concerns everybody?
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" class="select" |'''not started''' / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;width:20%;" |
|}

== ✅ Decisions ==
{{Decision|decision=Record the decisions of this meeting here – one sentence per decision, including who is responsible and from when it applies.}}

== 📅 Next meeting ==

*'''Date / time:''' mm/dd/yyyy, 0:00 a.m.
*'''Topics carried over:''' topic 1, topic 2

Template:PT Guideline

2026-11-03T04:58:17Z

Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Owner / assigned to:
|role or (user-)name
|-
!Scope:
|business units affected
|-
!Approved by:
|(user-)name
|}
</div>
<div class="tbl">
{|
|-
!Status:
| class="select" |'''in progress''' / active / obsolete
|-
!Valid from - to:
|mm/dd/yyyy - mm/dd/yyyy
|-
!Next review:
|mm/dd/yyyy
|}
</div>
</div>
== 🎯 Purpose ==
Why does this guideline exist, and who benefits from it? Guidelines help employees to make decisions in line with the company values.

''Example: This guideline defines how we handle customer data in everyday work – so that everyone stays on the safe side legally and customers can rely on us.''

== 👥 Scope ==
Make it unmistakable who has to follow this guideline.

*'''Applies to:''' e.g. all employees with customer contact
*'''Does not apply to:''' e.g. external service providers – they are covered by their contract
*'''Applies from:''' mm/dd/yyyy

== 📜 Provisions ==
Describe in the sub-sections which rules this guideline establishes. Keep your statements short and unambiguous and write for the people who have to apply them every day. Rules of conduct only work if everybody knows their rights and obligations.

Support this guideline with procedures that are described in separate documents, such as work instructions or checklists.

=== Rule 1 ===
Explain what the rule requires and how it is applied – with a concrete example from everyday work.

*'''Always:''' what is mandatory?
*'''Never:''' what is prohibited?
*'''In case of doubt:''' who decides?

=== Rule 2 ===
Explain what the rule requires and how it is applied – with a concrete example from everyday work.

*'''Always:''' what is mandatory?
*'''Never:''' what is prohibited?
*'''In case of doubt:''' who decides?

{{Textbox|boxtype=warning|header=If rules are not followed|text=A guideline is only effective if the consequences of non-compliance are clear. Describe here what happens if the rules are breached and whom to inform.|icon=yes}}

== 👤 Roles and responsibilities ==
List all roles related to this guideline and link to the supporting documents, such as procedures, work instructions or checklists.
{| class="wikitable" style="width:100%;"
!'''Role'''
!'''Currently assigned'''
!'''Responsibility'''
!Supporting documents
|-
|Position title
|Person currently responsible
|What does this role decide, check or approve?
|Link to the document
|-
|...
|
|
|
|-
|...
|
|
|
|}

== 📖 Definitions ==
Define terms that are ambiguous, technical or specific to your organization.

*'''Term 1:''' definition
*'''Term 2:''' definition

== 🔗 Related documents ==
Guidelines, work instructions or forms that belong to this document.

*Document 1 – ''how is it related?''
*Document 2 – ''how is it related?''

Template:PT Status report

2026-11-03T04:58:16Z

Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Author:
|responsible for the report content
|-
!Reports to:
|recipient of the report
|-
!Report date:
|mm/dd/yyyy
|}
</div>
<div class="tbl">
{|
|-
!Team / department / project:
|scope of the report
|-
!Reporting period / milestone:
|which time period or milestone is covered?
|-
!Report status:
| class="select" |'''draft''' / finished
|}
</div>
</div>
== 🧭 Executive summary ==
Three to five sentences for readers who only read this section: where do we stand, what changed since the last report, and what do you need from the recipients?

{{Textbox|boxtype=important|header=Needs a decision|text=Name here what the recipients have to decide or approve – including the date by which you need the answer. Delete this box if nothing is open.|icon=yes}}

== 🚦 Status at a glance ==
{| class="wikitable" style="width:100%;"
! style="width:200px;" |Area
! style="vertical-align:middle;text-align:center;width:120px;" |Status
!Comment
|-
|Schedule
| style="vertical-align:middle;text-align:center;" |🟢
|On track – next milestone mm/dd/yyyy
|-
|Budget
| style="vertical-align:middle;text-align:center;" |🟡
|Why is it tight, and what is being done about it?
|-
|Quality / scope
| style="vertical-align:middle;text-align:center;" |🔴
|What is blocked, and who can unblock it?
|}
''🟢 on track · 🟡 needs attention · 🔴 critical''

== 📌 Details ==
List the major tasks that were completed in the reporting period and evaluate their outcome.
{| class="wikitable" style="width:100%;"
!Business area
!Topic
!Highlights
!Major obstacles and unexpected risks
!Lessons learned
|-
|Marketing
|All
|
*Leads
*Campaigns Q1
|
*Unexpected cost
*New competitor
|
*Review of the cost estimation plan is necessary
|-
|..
|
|
|
|
|-
|..
|
|
|
|
|}

== 📊 Business review ==
Evaluate the impact of the key results for the reporting period.
{| class="wikitable" style="width:100%;"
!Metric
!Target
!Previous <br />period
!This <br />period
!Change
!New target
|-
|Number of customers
|700
|631
|655
| +24
|680
|-
|Billable time (hrs)
|650
|620
|550
|<nowiki>-70</nowiki>
|650
|-
|..
|
|
|
|
|
|}

== 🛠️ Measures ==
Based on the results of the reporting period, the following measures are implemented for the metrics above.

=== Metric 1 ===
{| class="wikitable" style="width:100%;"
!'''Responsible'''
!'''Measures'''
|-
|Who makes sure this gets done in time?
|To improve this metric, the following tasks are necessary:

#First measure
#Second measure
|-
|..
|
|-
|..
|
|}

=== Metric 2 ===
{| class="wikitable" style="width:100%;"
!'''Responsible'''
!'''Measures'''
|-
|Who makes sure this gets done in time?
|To improve this metric, the following tasks are necessary:

#First measure
#Second measure
|-
|..
|
|-
|..
|
|}

== 🔗 Supporting documents ==
Pages, files or dashboards that belong to this report.

*Document 1 – ''what does it show?''
*Document 2 – ''what does it show?''

Template:PT Decision matrix

2026-11-03T04:58:16Z

Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Owner:
|username
|-
!Stakeholders:
|who is affected by this decision or influences it?
|-
!Contributors:
|username, username
|}
</div>
<div class="tbl">
{|
|-
!Status:
| class="select" |'''not started''' / in progress / decided
|-
!Due on:
|mm/dd/yyyy
|-
!Decided on:
|mm/dd/yyyy
|}
</div>
</div>
== 📋 Initial situation ==
What has to be decided, and why now? Describe the starting point, the trigger and the deadline in a few sentences.

''Example: The current ticket system reaches its license limit at the end of the quarter. We have to decide by 05/31 whether we extend it or switch.''

== 🎯 Decision criteria ==
Name the criteria against which all options are evaluated – this keeps the comparison below fair and comprehensible.

*'''Criterion 1:''' e.g. one-off and running costs
*'''Criterion 2:''' e.g. effort for implementation and training
*'''Criterion 3:''' e.g. data protection and compliance

== ⚖️ Decision matrix ==
List and evaluate only options that are still realistic. Options you have already ruled out belong under [[#🚫 Excluded options|excluded options]].
{| class="wikitable pagetemplate" style="width:100%;"
!
!<span class="bi bi-plus-circle-dotted"> </span> Benefits
!<span class="bi bi-dash-circle-dotted"> </span> Risks
!<span class="bi bi-chat-right-text"> </span> Comments
|-
!Option 1
|What speaks in favor of this option?
|What could go wrong – and how likely is it?
|Open questions, costs, effort
|-
!Option 2
|
|
|
|-
!Option 3
|
|
|
|}

=== 🚫 Excluded options ===

*Excluded option 1 – ''why was it ruled out?''
*Excluded option 2 – ''why was it ruled out?''

== ✅ Decision ==
{{Decision|decision=State the chosen option here in one sentence – including who decided and from when it applies.}}

{{Textbox|boxtype=note|header=Reasons for the decision|text=Summarize briefly why this option won against the others. Anyone who reads the page later should understand the decision without asking back.|icon=yes}}

== 🚀 Next steps ==
What has to happen now so that the decision takes effect?
{| class="wikitable" style="width:100%;"
!Next step
!Responsible person
! style="vertical-align:middle;text-align:center;width:120px;" |Due on
|-
|What has to be done?
|username
| style="vertical-align:middle;text-align:center;" |mm/dd/yyyy
|-
|..
|
| style="vertical-align:middle;text-align:center;" |
|}

== 🔗 Supporting documents ==
Pages, files or tickets that belong to this decision-making process.

*Document 1 – ''what does it contribute?''
*Document 2 – ''what does it contribute?''

Template:PT Request for Comments

2026-11-03T04:58:16Z

Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Component:
|name of the affected component or structure
|-
!Stakeholders:
|who is affected by the idea or influences its result?
|-
!Created:
|mm/dd/yyyy
|}
</div>
<div class="tbl">
{|
|-
!Initiator / requester:
|username
|-
!Status:
| class="select" |'''in draft''' / in discussion / accepted / declined
|-
!Feedback until:
|mm/dd/yyyy
|}
</div>
</div>
{{Textbox|boxtype=note|header=How a request for comments works|text=A request for comments (RfC) is used to assess internal projects or change proposals. Everyone concerned comments by the given end date – no more than two weeks should pass until the decision. Once accepted, the implementation tickets are created.|icon=yes}}

== 📝 Summary ==
Describe the idea in three to five sentences: what do you propose, and which problem does it solve? Readers should understand the proposal without any prior knowledge.

== 🛠️ Proposed implementation ==
How would the idea be put into practice?
{| class="wikitable" style="width:100%;"
!'''Step'''
!'''Description'''
|-
|What needs to happen?
|Details about this step – who is involved and what is the result?
|-
|..
|
|-
|..
|
|}

== ⚖️ Advantages and disadvantages ==
{{ProConList
|title-advantages=👍 Advantages / opportunities
|title-disadvantages=👎 Disadvantages / risks
|advantages=
*Which problem disappears?
*Who benefits – and how noticeably?
|disadvantages=
*Which costs, risks or dependencies come with it?
*What could go wrong during the implementation?
}}

== 🎯 Affected areas ==
Which teams, processes or systems are affected – and in which way?

*'''Area 1:''' what changes there?
*'''Area 2:''' what changes there?

== ⏱️ Effort and schedule ==
Estimate the effort and name a realistic time frame.

*'''Effort:''' e.g. approx. 10 person-days
*'''Earliest start:''' mm/dd/yyyy
*'''Expected duration:''' e.g. 4 weeks

== 💬 Comments and evaluation ==
What does everyone think about the idea? Add your comment and sign it so that questions can be clarified directly.

*Comment – ''name''
*Comment – ''name''

<bs:signhere />

== ✅ Result ==
{{Decision|decision=Record the result here: accepted, declined or postponed – including reason and decision date.}}

Template:PT Event planning

2026-11-03T04:58:15Z

Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Date / time:
|mm/dd/yyyy, 0:00 p.m.
|-
!Organizer:
|department, organization or company
|-
!Person responsible:
|username
|}
</div>
<div class="tbl">
{|
|-
!Venue:
|location of the event
|-
!Venue contact:
|name and phone number
|-
!Status:
| class="select" |'''open''' / closed
|}
</div>
</div>
== 🎯 Goal and target group ==
Why does this event take place, and who should attend? Name a measurable goal – it makes the review at the end much easier.

*'''Goal:''' e.g. 80 registrations, 50 participants on site
*'''Target group:''' who do we invite?
*'''Format:''' on site / hybrid / online

{{Textbox|boxtype=tip|header=Working with this checklist|text=Tick a task as soon as it is started or finished. Delete rows you do not need and add your own – the tables are sortable by every column.|icon=yes}}

== 💡 Concept phase ==
{| class="wikitable sortable" style="width:100%;"
! style="width:220px;" |Task
!Owner
! style="vertical-align:middle;text-align:center;width:120px;" |Deadline
! style="vertical-align:middle;text-align:center;width:100px;" |Started
! style="vertical-align:middle;text-align:center;width:100px;" |Finished
!Notes
|-
| style="width:220px;" |Set goals, collect ideas
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Approve budget
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Assemble guest list
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Assemble speaker list
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Book venue
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Select menu
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Contract suppliers
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|}

=== Notes ===
Open questions, agreements and decisions of this phase.

== 📣 Before the event ==
{| class="wikitable sortable" style="width:100%;"
! style="width:220px;" |Task
!Owner
! style="vertical-align:middle;text-align:center;width:120px;" |Deadline
! style="vertical-align:middle;text-align:center;width:100px;" |Started
! style="vertical-align:middle;text-align:center;width:100px;" |Finished
!Notes
|-
| style="width:220px;" |Set up registration
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Design and send invitations
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Communicate arrival and accommodation
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Create materials (print / online)
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Prepare social media campaign
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Brief speakers
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Finalize program
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Support participants
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|}

=== Notes ===
Open questions, agreements and decisions of this phase.

== 🎪 During the event ==
{| class="wikitable sortable" style="width:100%;"
! style="width:220px;" |Task
!Owner
! style="vertical-align:middle;text-align:center;width:120px;" |Deadline
! style="vertical-align:middle;text-align:center;width:100px;" |Started
! style="vertical-align:middle;text-align:center;width:100px;" |Finished
!Notes
|-
| style="width:220px;" |Coordinate catering, equipment, etc.
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Manage set-up
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Set up registration desk
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Share wifi and password
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Support participants
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Document the event (photos, recordings)
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|}

=== Notes ===
Who is on site when – and who can be reached in case of problems?

== 🏁 After the event ==
{| class="wikitable sortable" style="width:100%;"
! style="width:220px;" |Task
!Owner
! style="vertical-align:middle;text-align:center;width:120px;" |Deadline
! style="vertical-align:middle;text-align:center;width:100px;" |Started
! style="vertical-align:middle;text-align:center;width:100px;" |Finished
!Notes
|-
| style="width:220px;" |Clean up site
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Wrap up venue tasks
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Check invoices against budget
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Follow up with participants
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Distribute event records (videos, presentations, scripts)
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|-
| style="width:220px;" |Post-mortem analysis
|
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|
|}

=== Notes ===
Open items that still have to be closed after the event.

== 💶 Budget ==
{| class="wikitable" style="width:100%;"
!Item
! style="vertical-align:middle;text-align:center;width:150px;" |Planned
! style="vertical-align:middle;text-align:center;width:150px;" |Actual
!Notes
|-
|Venue, technology, catering ...
| style="vertical-align:middle;text-align:center;" |0.00 EUR
| style="vertical-align:middle;text-align:center;" |0.00 EUR
|
|-
|..
| style="vertical-align:middle;text-align:center;" |
| style="vertical-align:middle;text-align:center;" |
|
|}

== 🔍 Review ==
Fill in this section right after the event, while everything is still fresh.

*'''What worked well:'''
*'''What we do differently next time:'''
*'''Goal reached?''' compare with the goal named at the top

Site:QMDashboard

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Maintenance script: Autogenerated

<div class="ext-galaxy-dashboard">
{| style="width:100%"
|-
| <neowiki_report format="kpitile" format-params='{"max":1,"label":"{{int:bs-qmdashboard-tile-expiring-soon}}","color-thresholds":"0:green|1:yellow|10:red","link":"{{canonicalurl:Special:QMDashboard|view=expiring-soon}}"}'>
{
"hasSubjects": [ "Document control" ],
"conditions": [
{ "property": "Document control>>Valid until", "operator": ">", "value": "{{#time:Y-m-d}}" },
{ "property": "Document control>>Valid until", "operator": "<=", "value": "{{#time:Y-m-d|+14 days}}" }
]
}
</neowiki_report>
| <neowiki_report format="kpitile" format-params='{"max":1,"label":"{{int:bs-qmdashboard-tile-without-owner}}","color-thresholds":"0:green|1:red","link":"{{canonicalurl:Special:QMDashboard|view=without-owner}}"}'>
{
"hasSubjects": [ "Document control" ],
"conditions": [
{ "property": "Document control>>Owner", "operator": "IS NULL", "value": "" }
]
}
</neowiki_report>
| <neowiki_report format="kpitile" format-params='{"max":1,"label":"{{int:bs-qmdashboard-tile-without-validity-date}}","color-thresholds":"0:green|1:red","link":"{{canonicalurl:Special:QMDashboard|view=without-validity-date}}"}'>
{
"hasSubjects": [ "Document control" ],
"conditions": [
{ "property": "Document control>>Valid until", "operator": "IS NULL", "value": "" }
]
}
</neowiki_report>
| <neowiki_report format="kpitile" format-params='{"max":1,"label":"{{int:bs-qmdashboard-tile-without-approval}}","color-thresholds":"0:green|1:red","link":"{{canonicalurl:Special:QMDashboard|view=without-approval}}"}'>
{
"hasSubjects": [ "Document control" ],
"conditions": [
{ "property": "qm_state_raw", "operator": "=", "value": "first-unstable" }
]
}
</neowiki_report>
| <neowiki_report format="kpitile" format-params='{"max":1,"label":"{{int:bs-qmdashboard-tile-expired}}","color-thresholds":"0:green|1:red","link":"{{canonicalurl:Special:QMDashboard|view=expired}}"}'>
{
"hasSubjects": [ "Document control" ],
"conditions": [
{ "property": "Document control>>Valid until", "operator": "<=", "value": "{{#time:Y-m-d}}" }
]
}
</neowiki_report>
|}

<neowiki_report format="grid">
{
"hasSubjects": [ "Document control" ],
"properties": {
"Document control>>Document ID": "Document ID",
"Document control>>Document type": "Document type",
"Document control>>Owner": "Document owner",
"qm_state": "Approval state",
"qm_has_draft": "Has draft",
"read_confirmation/pending_count": "Pending read confirmations",
"workflows/count": "Number of running workflows",
"Document control>>Valid until": "Valid until"
},
"sort": [
{ "property": "Document control>>Valid until", "direction": "ASC" }
],
"mainLabel": "Document name"
}
</neowiki_report>
</div>

Template:PT To-do List

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Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Owner:
|username
|-
!Time period / milestone:
|which time period or project milestone does this list cover?
|}
</div>
<div class="tbl">
{|
|-
!Team / department / project:
|which business unit is covered?
|-
!Status:
| class="select" |'''open''' / closed
|}
</div>
</div>
== ✅ To-do list ==
One row per task: who does what by when? Click a column header to sort the list.
{| class="wikitable sortable" style="width:100%;"
!Area / topic
!Task
!Assigned to
! style="vertical-align:middle;text-align:center;" |Due on
! style="vertical-align:middle;text-align:center;" |Status
! style="vertical-align:middle;text-align:center;width:80px;" |Priority
|-
|(e.g. GUI)
|'''Task name:''' what exactly has to be done, and when is it finished?
|username
| style="vertical-align:middle;text-align:center;" |mm/dd
| style="vertical-align:middle;text-align:center;" class="select" |'''planned''' / in progress / done
| style="vertical-align:middle;text-align:center;" |1
|-
|
|
|
| style="vertical-align:middle;text-align:center;" |
| style="vertical-align:middle;text-align:center;" |
| style="vertical-align:middle;text-align:center;" |2
|-
|
|
|
| style="vertical-align:middle;text-align:center;" |
| style="vertical-align:middle;text-align:center;" |
| style="vertical-align:middle;text-align:center;" |1
|-
|
|
|
| style="vertical-align:middle;text-align:center;" |
| style="vertical-align:middle;text-align:center;" |
| style="vertical-align:middle;text-align:center;" |3
|}

{{Textbox|boxtype=tip|header=Keep the list readable|text=Use priority 1 for tasks that block others, and move everything that is finished or no longer relevant out of the table – to the archive or to the out-of-scope list.|icon=yes}}

== 🗂️ Backlog (not scheduled) ==
Tasks that are worth doing next, but that are not part of the current time period. Tick a task as soon as you move it into the to-do list above.

*<bs:checkbox checked="false" /> '''Task name:''' short description
*<bs:checkbox checked="false" /> '''Task name:''' short description

=== Notes ===
Add details about the backlog if necessary – for example what has to happen before these tasks can be scheduled.

== 🚫 Out of scope ==
Tasks that will deliberately '''not''' be done in this project or time period. Naming them prevents repeated discussions.

*'''Task name:''' short description
*'''Task name:''' short description

=== Notes ===
Explain why these tasks are out of scope and who decided that.
__NOTOC__

Template:PT Meeting minutes Standard

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Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Date / time:
|mm/dd/yyyy, 0:00 – 0:00 p.m.
|-
!Location:
|room, video conference link or both
|-
!Meeting type:
|e.g. kick-off, weekly, project review
|}
</div>
<div class="tbl">
{|
|-
!Chair:
|username
|-
!Minute-taker:
|username
|-
!Status:
| class="select" |'''draft''' / approved
|}
</div>
</div>
== 👥 Participants ==

*'''Present:''' username, username
*'''Excused:''' username
*'''To be informed:''' who receives these minutes without having attended?

== 📋 Agenda ==
{| class="wikitable" style="width:100%;"
! style="width:700px;" |Topic
!Presenter
! style="width:120px;" |Time allotted
|-
| style="width:700px;" |What is discussed – and what decision or result is expected?
| style="width:50%;" |username
| style="width:120px;" |15 min
|-
| style="width:700px;" |..
| style="width:50%;" |
| style="width:120px;" |
|}

== 📝 Minutes and action items ==
{| class="wikitable" style="width:100%;"
! style="width:700px;" |Discussion result and next step
!Responsible person
!Due on
! style="vertical-align:middle;text-align:center;width:80px;" |Done
|-
| style="width:700px;" |Result in one sentence – followed by the agreed action
| style="width:30%;" |username
| style="width:10%;" |mm/dd/yyyy
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|-
| style="width:700px;" |..
| style="width:30%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:center;" |<bs:checkbox checked="false" />
|}

== ✅ Decisions ==
Record only the final wording of each decision – the discussion belongs in the minutes above.

*Decision 1 – ''who decided what, effective when?''
*Decision 2

{{Textbox|boxtype=important|header=Binding decision|text=Highlight a decision here that affects teams outside this meeting. Delete this box if there is nothing to highlight.|icon=yes}}

== 📅 Next meeting ==

*'''Date / time:''' mm/dd/yyyy, 0:00 p.m.
*'''Open topics carried over:''' topic 1, topic 2

== ✍️ Signatures ==
<bs:signhere />

Template:PT How-to article

2026-11-03T04:58:13Z

Maintenance script: Autogenerated

<div class="databox">
<div class="tbl">
{|
|-
!Topic / application:
|Which product, process or system does this article describe?
|-
!Target group:
|Who are these instructions written for?
|}
</div>
<div class="tbl">
{|
|-
!Status:
| class="select" |'''draft''' / in review / approved
|-
!Last reviewed:
|mm/dd/yyyy
|}
</div>
</div>
== 🎯 Goal ==
Describe in one or two sentences what readers are able to do after following this article.

''Example: After completing these steps, you can export a wiki page as a PDF file and share it with your colleagues.''

== 🧰 Prerequisites ==
List everything that is needed before the first step: permissions, tools, access data, materials or previous knowledge.

*Requirement 1 – ''e.g. edit rights in the affected namespace''
*Requirement 2 – ''e.g. software XY as of version 2.0''

{{Textbox|boxtype=note|header=Before you start|text=Note here what has to be checked, backed up or approved before the first step. Delete this box if you do not need it.|icon=yes}}

== 🛠️ Procedure 1 ==
Name the result of this procedure in one sentence. The table gives readers a quick overview, the detailed instructions follow below.
{| class="wikitable" style="width:100%;"
! style="vertical-align:middle;text-align:center;width:80px;" |Step
!What to do
!Notes
|-
| style="vertical-align:middle;text-align:center;width:80px;" |1
|Short summary of the step
|Hint, link or exception
|-
| style="vertical-align:middle;text-align:center;width:80px;" |2
|
|
|-
| style="vertical-align:middle;text-align:center;width:80px;" |3
|
|
|}

=== Step-by-step instructions ===

# '''Open''' the page or dialog where the task starts.
# '''Select''' the required option.
## '''Confirm''' your entry.
# '''Save''' your changes.

{{Textbox|boxtype=tip|header=Working with screenshots|text=To add an image below a step without interrupting the numbering, hold down the Shift key when you insert the line break.|icon=yes}}

== 🛠️ Procedure 2 ==
Name the result of this procedure in one sentence. Copy this section as often as you need it – or delete it if one procedure is enough.
{| class="wikitable" style="width:100%;"
! style="vertical-align:middle;text-align:center;width:80px;" |Step
!What to do
!Notes
|-
| style="vertical-align:middle;text-align:center;width:80px;" |1
|Short summary of the step
|Hint, link or exception
|-
| style="vertical-align:middle;text-align:center;width:80px;" |2
|
|
|-
| style="vertical-align:middle;text-align:center;width:80px;" |3
|
|
|}

=== Step-by-step instructions ===

# '''Open''' the page or dialog where the task starts.
# '''Select''' the required option.
## '''Confirm''' your entry.
# '''Save''' your changes.

== ⚠️ Troubleshooting ==
Describe typical problems and how to solve them. Delete this section if it is not needed.
{| class="wikitable" style="width:100%;"
!Problem
!Possible cause
!Solution
|-
|Error message or unexpected behavior
|Why does this happen?
|What helps?
|-
|..
|
|
|}

== 🔗 Related pages ==

*Page title – ''what will readers find there?''
*Page title – ''what will readers find there?''

MediaWiki:FooterLinks

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Maintenance script: Autogenerated

Template:CreateInput

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Maintenance script: Autogenerated

<div class="bs-create-input"{{#if:{{{alignment|}}}| style="float:{{{alignment}}}"}}>
{{#tag:inputbox |
type=create
useve=true
break=no
buttonlabel={{{buttonlabel|Create}}}
default={{{default|}}}
preload={{{preload|}}}
placeholder={{{placeholder|Enter page name}}}
prefix={{{prefix|}}}
arialabel={{{arialabel|}}}
}}
</div>