# Plan of Action and Milestones (POA&M) Template

> Source: https://netray.co/tools/plan-of-action-and-milestones-poam-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Fill in a security requirement gap and get a formatted POA&M document with weakness, risk, resources, milestones and sign-off lines.

## Category

compliance-legal

## Industry

Defense

## Region

United States

## Audience

- Compliance officer
- IT manager
- Security engineer

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company name

**Key:** company

**Type:** text

**Default:** Acme Precision Ltd

#### System or enclave name

**Key:** system

**Type:** text

**Default:** CUI Engineering Enclave

#### POA&M item number

**Key:** item_no

**Type:** text

**Default:** POAM-007

#### Security requirement ID

**Key:** req_id

**Type:** text

**Default:** 3.5.3

**Help:** Use the SP 800-171 requirement number.

#### Requirement family

**Key:** family

**Type:** select

**Options:**

- Access Control
- Awareness and Training
- Audit and Accountability
- Configuration Management
- Identification and Authentication
- Incident Response
- Maintenance
- Media Protection
- Personnel Security
- Physical Protection
- Risk Assessment
- Security Assessment
- System and Communications Protection
- System and Information Integrity

**Default:** Identification and Authentication

#### Weakness or gap

**Key:** weakness

**Type:** textarea

**Default:** Multifactor authentication is enforced for remote access but not for local logon to two engineering workstations that process CUI.

#### Risk level

**Key:** risk

**Type:** select

**Options:**

- Low
- Moderate
- High

**Default:** Moderate

#### Responsible owner

**Key:** owner

**Type:** text

**Default:** IT Manager

#### Resources required

**Key:** resources

**Type:** textarea

**Default:** Hardware tokens for 12 users, 40 hours of administrator time, change window approval.

#### Start date

**Key:** start

**Type:** date

**Default:** 2026-11-02

#### Scheduled completion date

**Key:** due

**Type:** date

**Default:** 2027-01-29

#### Milestone 1

**Key:** m1

**Type:** text

**Default:** Select token or authenticator and approve purchase

#### Milestone 2

**Key:** m2

**Type:** text

**Default:** Pilot with five users and update procedures

#### Milestone 3

**Key:** m3

**Type:** text

**Default:** Enforce for all CUI workstations and collect evidence

#### Interim compensating measures

**Key:** interim

**Type:** textarea

**Default:** Physical access restricted to badge holders; workstation logon events forwarded to the log platform and reviewed weekly.

**Blocks:**

#### Plan of Action and Milestones

**Body:** Company: {{company}}
System: {{system}}
Item: {{item_no}}
Prepared for the system security plan of the environment named above.

#### Weakness identification

**Body:** Requirement: {{req_id}} ({{family}})
Risk level: {{risk}}

Weakness: {{weakness}}

#### Ownership and resources

**Body:** Responsible owner: {{owner}}
Resources required: {{resources}}
Start: {{start}}
Scheduled completion: {{due}}

#### Milestones

**Table:**

**Columns:**

- Step
- Milestone
- Target date
- Status

**Rows:**

**0:** 1

**1:** {{m1}}

**3:** Not started

**0:** 2

**1:** {{m2}}

**3:** Not started

**0:** 3

**1:** {{m3}}

**2:** {{due}}

**3:** Not started

#### Interim compensating measures

**Body:** {{interim}}

#### Verification

**Body:** Evidence to be retained: configuration screenshots, change record, updated procedure and test result.

Completion verified by an independent reviewer who did not implement the change.

#### Approvals

**Signatures:**

- Responsible owner
- Compliance officer
- Authorizing manager

**Notes:** A starting point, not legal advice. Whether and how POA&M items are permitted for a given CMMC level or contract is set by the program rules and your contract, so check current requirements. Keep one item per gap and update status regularly.

## Content

**Intro:** A Plan of Action and Milestones records a known security gap, who will fix it, with what and by when. This template produces a clean entry you can add to your system security plan records or hand to an assessor.

**Sections:**

#### How to use it

**Body:** Create one document per gap. Enter the requirement number, the family and a plain description of what is missing. Name a single owner, list the resources, and set a start and completion date. Break the fix into three milestones so progress is visible, and describe any interim measures that reduce risk until the gap closes. Export to PDF or Word, then store it with your other compliance records.

**Bullets:**

- Describe the weakness in observable terms, not opinions.
- Give each milestone a date and an owner.
- Record the evidence you will keep.

#### What a good entry contains

**Body:** Assessors look for a specific weakness, a realistic schedule, assigned responsibility and evidence that the fix works. NIST SP 800-171 expects organizations to develop and implement plans of action to correct deficiencies and reduce or eliminate vulnerabilities. Interim measures show that you manage risk in the meantime, but they do not replace the requirement. Verification by someone other than the implementer strengthens the record.

#### Common mistakes

**Body:** Vague entries such as improve access control give no way to tell when the item is complete. Another mistake is setting a due date years away, which signals a lack of intent. Do not mark an item closed without evidence, and do not rely on POA&M items to cover requirements that the contract or program rules say must be fully met at the time of assessment. Review open items monthly.

**Cta:** If you want ERP-related gaps, such as role design or audit trails, turned into tracked tasks automatically, we can help build that on your own infrastructure.

**Faq:**

#### Is a POA&M the same as a system security plan?

**Answer:** No. The system security plan describes how each requirement is implemented. A POA&M lists the requirements not yet fully met and the plan to fix them. They should stay consistent with each other.

#### How many milestones should an item have?

**Answer:** Three to five is typical. Each should be a visible step with a date, such as purchase, pilot and full rollout, so reviewers can see progress.

#### Can I close an item without evidence?

**Answer:** No. Keep proof such as configuration records, change tickets, test results and updated procedures. Closure without evidence is a common reason for findings.

#### Are POA&M items always allowed at assessment?

**Answer:** Not always. Rules depend on the program level, the requirement and your contract. Check the current official guidance rather than assuming any gap can be deferred.

## Search terms

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