Real Project Status Reporting That People Will Read

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2 Real Project Status Reporting That People Will Read We Guy Project will Jelley, explore managers CEO the of must spend Project have s too Portfolio much and Office, must time producing do s who and have discuss reporting worked why with some that over is 200 of never the project existing read organisations and reporting adds little is in not value. the getting last This 10 our case years, project study provides real presentation communities life examples will attention. and provide experiences We ll attendees explore of the with some good, examples of the bad more and and templates innovate the ugly and of status of disruptive Project reporting Team ways that in and which are SteerCom generating project reporting. managers interest and are engagement communicating from project status offices, to owners their stakeholders. and sponsors.

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4 Introduction No The animals story you or children are about were to hear harmed is true, during except the the production names of of the people and companies this presentation have been changed to protect ( but a lot them of projects from any and further their embarrassment project managers were!)

5 Why are you doing Status Reporting? Move From: Ticking a governance box? Keeping the PMO happy? Avoiding an escalation on your PPM tool for not doing the report? To Management of: Stakeholders Communications

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8 Our Stakeholders ONLY Want to Know: 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? 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?

9

10 Simplify

11 Simplify

12 Simplify What s the speed 14h00 on a Thursday?

13 Simplify

14

15 Apply a Standard

16 Apply a Standard

17 Apply a Standard What s the speed limit in the 1 st picture? and the second one?

18 Apply a Standard

19 Apply a Standard

20 Apply a Standard

21 Apply a Standard

22 Apply a Standard

23 Be Consistent

24 Be Consistent

25 Add Context

26 Add Context

27 Add Context

28 Add Context

29 Provide Information Not Data Knowledge Information Data 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 Data are discrete, objective facts that have no meaning in isolation

30 Provide Information Not Data

31 Provide Information Not Data

32 Provide Information Not Data

33 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.

34 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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36 Recommended Team Status Report Template

37 Recommended Team Status Report Template

38 Recommended Team Status Report Template

39 Recommended SteerCom Template

40 Take Home Simplify Apply a Standard Be Consistent Add Context Provide Information not Data #MinutesMustFall Two Templates

41 Get this Presentation & Templates Guy Jelley Chief Executive Officer Project Portfolio Office

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