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...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
I leave that situation. I suppose you can group them or some of them into programs. So, what we do is using the 80-20 rule related to what projects to publish and just in case somebody needs detail we provide it. Taken you case of 50 project we provide information from 20% of them (10 projects). The next question is what project paremeter we take to calculate the percentages. It will depends on our audience. It could be cost, it could be risk, it could be schedule-scope. Obviously the key here is project stakeholder analysis. Saving Changes...
Anish AbrahamPrivacy Program Manager| University of WashingtonAuburn, Wa, United States
May 08, 2018 8:35 AM
Replying to Drake Settsu
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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
Good one, Drake and thanks for sharing. Saving Changes...
Excel is an easy way to do this, but I'd start by finding out from your executive stakeholder exactly what they want to be apprised about. For example, if they just want reporting by exception, they might just want to know which projects are off track and a list of the key issues & risks they need to action...
Kiron Saving Changes...
Dave HohnadelDirector of PM/PMO| Thomas and BettsPeachtree City, Ga, United States
May 08, 2018 10:10 AM
Replying to Lavaughn Selvon
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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.
Lavaughn, I am working on something similar here and was wondering if you had a mock-up version I could see. Thanks!
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1 reply by Lavaughn Selvon
Jun 06, 2018 6:05 PM
Lavaughn Selvon
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Hi Dave. Sure I can send you example. Please advise an email or how I can attach.
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.
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...
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.
Hi there, this sounds like a great template - would you be able to share it please? Saving Changes...
