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Topics: Construction, Consulting, Scope Management
Reports and Dashboards
Network:28


In terms of construction, what do you all like to share with the client in terms of report and dashboards?

Mine for instance I break down to weekly reports, showing labour, equipment, progress, finances and overall project health, with issue tracking, weekly variations and instructions, and also outstanding issues.

Please give me your ten cents worth as to what you utilize on yours.

Thanks.
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Network:730



Hello Daniel,

I will check the contract and endeavor that the client gets all and not more than the contract calls for. You do not want to give more than required by the contract.
The other thing you can do if the contract isn't explicit enough is to meet with some or all of the project team members from the client side and determine what they actually want to see from the report while at the same time ensuring that they understand the extent of information you are permitted to include on the report by your company. After the meeting, you will develop a project performance report plan which will be part of the project controls plan and ultimately, the project management plan and have it approved by the client. That will be the project performance report framework and trust me, it will save you a lot of headache as the project progresses and will serve as a reference for anyone even when you leave the project.
Network:28


I Agree, my project plan forms an integral part of my project information and foundation, however, there is always nitty gritty items that the client wishes to see.

Why I am asking this question in particular is because we are constantly re-inventing the wheel so to speak, as the clients vary from project to project and they all wish you to conform to their respective standards.

Personal experience found that on the award of the project to our company, I submit my proposed reports and dashboard for the client approval and this actually works as to not re-invent the wheel on each and every project, this is what brought the question on.
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1 reply by Bryce Tyrrell
Jul 25, 2018 12:53 PM
Bryce Tyrrell
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In my organization we do what your talking about in your last paragraph. When we kick off the project with the client we provide the template up front to show them what to expect. Have not experienced much push back from this method.

My sector is software and data so the different nuances of construction might play into this results.
Network:730



Agreed, if your organization has a template, it will be wise to propose that to the client, that is, if the reporting format was not initially defined in the contract. The template can always be adapted to whatever format the client wants but it will serve as the starting point.
Network:343



Jul 25, 2018 9:09 AM
Replying to Daniel Jacobus Vosloo
...
I Agree, my project plan forms an integral part of my project information and foundation, however, there is always nitty gritty items that the client wishes to see.

Why I am asking this question in particular is because we are constantly re-inventing the wheel so to speak, as the clients vary from project to project and they all wish you to conform to their respective standards.

Personal experience found that on the award of the project to our company, I submit my proposed reports and dashboard for the client approval and this actually works as to not re-invent the wheel on each and every project, this is what brought the question on.
In my organization we do what your talking about in your last paragraph. When we kick off the project with the client we provide the template up front to show them what to expect. Have not experienced much push back from this method.

My sector is software and data so the different nuances of construction might play into this results.
Network:80



I agree with Kingsley.
Network:725



Some good points there. I would love to have an agreed content on report performance from the start. We should also consider engaging the client to enhance progressively our report in the first few months or so, in order to have increasingly useful information to the client, until the content is deemed good.
Network:105562



Each client can be different. Propose a format, you standard format, in most case they agree.

We use to include schedule with a three month look ahead and in case the risk register.
Network:514



Daniel,

I like the items you share with your clients. When I put myself into their place that is the information I would most like to see.
I suggest you also discuss with your clients some of the relevant risks currently facing the project, and your response to them. This would increase your clients' confidence that the project is under control by demonstrating that you planned ahead to prevent issues from occurring, instead of merely react to them. This display of preparation will likely increase your clients favorable view of you considerably.
Network:5905



Relevant points are mentioned by everyone regarding standard format of sharing the reports. One pertinent point is how quickly the said report is generated - Automation will definitely build confidence.
Network:238



I have used Power BI for creating dashboards and I prefer to include KPIs. For construction your KPIs (other than what you have mentioned) could be - milestone progress w.r.t time, percentage of issues resolved and number of labor hours spent on resolving these issues. You can also include planned future milestones and some quality related parameters.
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