Real status reporting .. that people will read

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Transcript of Real status reporting .. that people will read

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Real Project Status Reporting… That People Will Read

Guy Jelley, CEO of Project Portfolio Office, who have worked

with over 200 project organisations in the last 10 years, provides

real life examples and experiences of the good, the bad and

the ugly of Project Team and SteerCom reporting.

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Real Project Status Reporting… That People Will Read

Project managers spend too much time producing reporting

that is never read and adds little value. This case study

presentation will provide attendees with examples and

templates of status reporting that are generating interest and

engagement from project offices, owners and sponsors.

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Real Project Status Reporting… That People Will Read

We will explore the must have’s and must do’s and discuss why

some of the existing reporting is not getting our project

communities attention. We’ll explore some of the more

innovative and disruptive ways in which project managers are

communicating project status to their stakeholders.

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The story you are about to hear is true, except the names of the people and companies have been changed to protect

them from any further embarrassment

Introduction

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Introduction

No animals or children were harmed during the production of this presentation

(… but a lot of projects and their project managers were!)

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Move From:

• Ticking a governance box?

• Keeping the PMO happy?

• Avoiding an escalation on your PPM tool for not doing the report?

Why are you doing Status Reporting?

To Management of:

• Stakeholders

• Communications

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About their Project Manager:

• Is my project manager in control?

• Does he/she know about the problems that are being experienced or could be experienced or will they be surprised?

Our Stakeholders ONLY Want to Know:

About their Project:

• Does each team member know what’s expected of each of them?

• Will we achieve our project goals and benefits?

• Where are we now and what can I expect in terms of forecasted final costs and completion date?

• How can I help the project?

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Simplify

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Simplify

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Simplify

What’s the speed limit @ 14h00 on a Thursday?

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Simplify

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Apply a Standard

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Apply a Standard

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Apply a Standard

What’s the speed limit in the 1st picture?

…and the second one?

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Apply a Standard

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Apply a Standard

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Apply a Standard

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Apply a Standard

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Apply a Standard

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Be Consistent

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Be Consistent

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Add Context

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Add Context

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Add Context

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Add Context

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Provide Information Not Data

Knowledge

Information

Data

Data are discrete,

objective facts that

have no meaning in

isolation

Knowledge is information placed in

context based on facts and

meaning – it is actionable.

Information is data with

relevance and purpose. It

“informs” and caused the read

to change state

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Provide Information Not Data

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Provide Information Not Data

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Provide Information Not Data

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Provide Information Not Data

Actions Complete

We have evaluated 6 solutions and meet with 4 of the vendors!

Actions Complete

The team has selected product ABC to deliver the workflow component

required.

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Provide Information Not Data

Latest Status

The council rejected our submission and thus we’ve missed the council

submission deadline

Latest Status

We missed the council submission deadline due to the council rejecting

the plan. The required changes were made by the architect, approved

by the client and resubmitted to the council. We’re expecting approval

by the end of the month and should catch up the “lost” 2 weeks during

the summer period.

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Recommended Team Status Report Template

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Recommended Team Status Report Template

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Recommended Team Status Report Template

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Recommended SteerCom Template

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• Simplify

• Apply a Standard

• Be Consistent

• Add Context

• Provide Information not Data

• #MinutesMustFall

• Two Templates

Take Home

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www.go2ppo.com/blog

Guy Jelley

Chief Executive Officer | Project Portfolio Office

[email protected]

Get this Presentation & Templates

@GuyJelley

www.linkedin.com/in/guyjelley