I support HR and we have a large number of small (some very small) projects. I need to figure out how to easily provide an executive view of the status of all of these, does anyone have a template or ideas they can share? Saving Changes...
Drake SettsuProject Manager / BloggerHi, United States
That is a lot of small projects so you can keep it simple with a stoplight type of status report. Create a PowerPoint to make it look good.
This is just a quick and dirty sample to give you an idea how to create your status report. I'm unable to format the report in this comment box.
Project Name Status Go-Live Date Comments ------------------ --------- ---------------- -------------------------------------------------- Project-1 Green mm/dd/yy Project is progressing without issues. Project-2 Yellow mm/dd/yy We have team members out sick Project-3 Red mm/dd/yy We are over budget
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4 replies by Anish Abraham, Jean Christenson, Kevin Drake, and Vincent Guerard
May 08, 2018 8:39 AM
Kevin Drake
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simple and effective Drake.
May 08, 2018 9:37 AM
Vincent Guerard
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Like this, simple and clear probably can fit 50 in a page
Many small adjustments could be considered.
- a summary type how many un the next 30 days Red, yellow and green, next three months,.....
- sort to get the red line on top
That is a lot of small projects so you can keep it simple with a stoplight type of status report. Create a PowerPoint to make it look good.
This is just a quick and dirty sample to give you an idea how to create your status report. I'm unable to format the report in this comment box.
Project Name Status Go-Live Date Comments ------------------ --------- ---------------- -------------------------------------------------- Project-1 Green mm/dd/yy Project is progressing without issues. Project-2 Yellow mm/dd/yy We have team members out sick Project-3 Red mm/dd/yy We are over budget
simple and effective Drake. Saving Changes...
Mark HofmannOperational Development Manager - PMP| Jamaica BearingsLong Island, Ny, United States
You might want to take Drake's template and group them by some meaningful criteria, maybe status. Have all the green projects that are in great shape on the same slide and all the red projects together on another slide. If you know what the executives want to focus on you will be able to group them accordingly. Maybe they want them by department responsible or location instead. If you are going to end up with a 5 slide presentation, try to give them the ability to print out one slide to concentrate on. Saving Changes...
Please reach out to development team they can help you to extract reports from multiple projects into a single report with the format you require which would hardly take few hours to develop. You can ask the development team to get it in Drake format. Saving Changes...
Dinah YoungProject Manager / Software Asset Manager| Prince William CountySpringfield, Va, United States
We use an excel spreadsheet to display and group several projects. Like Drake, we have a drop-down to select status (and color) for each project. There is a short details section about the project, who is responsible for the project, expected end date, remarks to state reason for any issues and a next steps column.
I am in the process of submitting this template to this site. If you want me to send it to you, just Inbox me.
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1 reply by Samuel Prince
Sep 11, 2021 11:17 AM
Samuel Prince
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Hello Dinah,
I'll be honored to received a copy of the proposed template that keep track of multiple Projects. This is something I've been working on and looking for a few months. I tried creating a spreadsheet but I did not like the formats I was using.
Your help would help me go a long way. -Samuel
Saving Changes...
Drake SettsuProject Manager / BloggerHi, United States
The great minds here have come up with some excellent suggestions for the status report. Saving Changes...
That is a lot of small projects so you can keep it simple with a stoplight type of status report. Create a PowerPoint to make it look good.
This is just a quick and dirty sample to give you an idea how to create your status report. I'm unable to format the report in this comment box.
Project Name Status Go-Live Date Comments ------------------ --------- ---------------- -------------------------------------------------- Project-1 Green mm/dd/yy Project is progressing without issues. Project-2 Yellow mm/dd/yy We have team members out sick Project-3 Red mm/dd/yy We are over budget
Like this, simple and clear probably can fit 50 in a page
Many small adjustments could be considered.
- a summary type how many un the next 30 days Red, yellow and green, next three months,.....
- sort to get the red line on top Saving Changes...
That is a lot of small projects so you can keep it simple with a stoplight type of status report. Create a PowerPoint to make it look good.
This is just a quick and dirty sample to give you an idea how to create your status report. I'm unable to format the report in this comment box.
Project Name Status Go-Live Date Comments ------------------ --------- ---------------- -------------------------------------------------- Project-1 Green mm/dd/yy Project is progressing without issues. Project-2 Yellow mm/dd/yy We have team members out sick Project-3 Red mm/dd/yy We are over budget
Thank you
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1 reply by Drake Settsu
May 08, 2018 10:01 AM
Drake Settsu
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You're welcome!
Saving Changes...
Drake SettsuProject Manager / BloggerHi, United States
For my portfolio report, I use an excel spreadsheet with conditional formatting. However you will need to identify what they would like reflected. For me, I report on milestones as per decision gate stages. Mind you, the initial report was built into MS Project and I pulled the info into excel, and now use excel for updating a monthly portfolio report. The excel report reflects the following: - Project title - Resource Name - Dept - % complete (this is the overall percent, calculated in MS Project) Then I have each milestone, and each milestones has two columns: - Planned completion (this is planned completion date per milestone) - Actual Status (this is where conditional formatting 'traffic lights' reflects status. I set that as: Beyond due date completion (1) - this will show red 1 wk before due completion (2) - this will show amber 100% complete (3) - this will show green
Just a note that I actually snapshot this report and put it into powerpoint as I also have other reports to compile into the final portfolio report such as budget vs actuals, etc. Like I said, you need to identify what needs to be reflected.
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2 replies by Dave Hohnadel and Ilze Rence
Jun 06, 2018 5:10 PM
Dave Hohnadel
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Lavaughn, I am working on something similar here and was wondering if you had a mock-up version I could see. Thanks!
Jan 17, 2024 11:12 AM
Ilze Rence
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Hi there, this sounds like a great template - would you be able to share it please?
