Project reporting is an essential task for any project and the most
frequent report is project status. The project manager will normally write
the report and deliver it as a written email update or presentation or
perhaps a combination of both. The information will be from the project
team and must be current and accurate. Consequently a project manager must
ensure that they are fully in touch with project status.
The project report format needs to address the key goals for project reporting:
* RAG Status is a simple way to indicate the project status using a traffic light metaphor:
[The actual definitions should be agreed or well-defined beforehand and this RAG status is useful for dashboard style reporting of multiple projects, especially for senior management.]
The project status report should include current project status, key
risks, project metrics and work done, work in progress and work to be
started. It should be targeted at the intended audience and contain the
level of detail appropriate for that audience. The frequency, method of
update [written, verbal or both] and who gives the project report should
be defined beforehand. The following is an example the project report
format being used.
| Project Status |
Project is on track to successfully deliver as planned. Slight delay
to sign-off of test report but this will not impact final delivery. The
project will now move to the deployment phase and the relevant experts
have already started these tasks. Current risks are being managed and no
final risks have emerged to delay the Go Live date. |
| Key Risks |
|
| Project Metrics |
|
| Work Completed |
|
| Work in Progress |
|
| Work to be Started |
|
This audience requires the right level information, which needs to be succinct and focus on the few things that matter rather than everything that can be reported. In particular, the audience will want to know if the project is on track and whether it needs any help with any risks or issues.
In the final analysis the presentation, content and level of detail needs to be determined for the audiences. However, a project will want to "standardise" on a report format to simplify the production and delivery of project information and in particular to not have multiple reports, report formats and potentially giving different or confusing information dependent on which report is read. Following a single report format and adjusting the level of detail for the audience will help to achieve consistency and clarity for all concerned.