Project Management

Project Management Central

Please login or join to subscribe to this thread

Topics: Agile, Organizational Project Management, PMO
Executive Monthly Status Report or Dashboard
I am a Sr. Program Mgr for 8 different initiatives that cross over 8 different brands. There are some dependencies across the 8 initiatives and across the brands. My role sits inside the business at the Sr. Leadership level where I report out bi-weekly status of the program and Monthly executive status. The work on the initiatives are being done by the Agile Delivery Streams. I work directly with the Agile Teams to gather status and sit in some of the Agile Program Manager meetings. I'm basically looking for suggestions to place in a template for reporting out status. What do others utilize in this community?
Sort By:
In my case, the dashboard is totally independent of the approach/method that is used in the initiatives that componed the program. Adding to that the program is composed by initiatives that are running based on agile approach and non-agile approch simultaneously. The key is what your audience need to know as information, taking into account information is not the same than data. In our case, our dasboard have traffic light indicators for finance, schedule, resource, scope, risk plus an overall indicator that is created from the others.Adding to that we published bright spots and hot spots.
...
1 reply by Karen Price
Apr 14, 2020 6:27 PM
Karen Price
...
Thanks for sharing and good to know.
Karen -

As Sergio has indicated, the information provided to your senior stakeholders should be driven by their needs in terms of specific measures and the format of those.

In general, at this level, I'd expect to see such information as:

- Benefits realized vs. planned
- Earned value metrics - program & project level
- Top issues & risks
- Key "asks" of the senior leadership team
- Key milestones accomplished since last reporting period and key upcoming milestones

Kiron
...
1 reply by Karen Price
Apr 14, 2020 6:26 PM
Karen Price
...
Perfect! Those are the same things I came up with. I really wanted to validate my assumptions. I have a kick-off meeting meeting next week. I have two executive sponsors I will be meeting with them to validate what they want to see. My plan is to have the first slide with 8 boxes framed out and show Green,Yellow, Red and text box in the middle of the box that summarizes in ten words or less a high level status. I want to get their attention to read the additional slides. Gannt Chart slide with Milestones, Slide for cross initiates and dependencies, Risk/Risk Mitigation, Value/Benefit , and Decisions. Thank You!
Apr 14, 2020 3:47 PM
Replying to Kiron Bondale
...
Karen -

As Sergio has indicated, the information provided to your senior stakeholders should be driven by their needs in terms of specific measures and the format of those.

In general, at this level, I'd expect to see such information as:

- Benefits realized vs. planned
- Earned value metrics - program & project level
- Top issues & risks
- Key "asks" of the senior leadership team
- Key milestones accomplished since last reporting period and key upcoming milestones

Kiron
Perfect! Those are the same things I came up with. I really wanted to validate my assumptions. I have a kick-off meeting meeting next week. I have two executive sponsors I will be meeting with them to validate what they want to see. My plan is to have the first slide with 8 boxes framed out and show Green,Yellow, Red and text box in the middle of the box that summarizes in ten words or less a high level status. I want to get their attention to read the additional slides. Gannt Chart slide with Milestones, Slide for cross initiates and dependencies, Risk/Risk Mitigation, Value/Benefit , and Decisions. Thank You!
Apr 14, 2020 3:37 PM
Replying to Sergio Luis Conte
...
In my case, the dashboard is totally independent of the approach/method that is used in the initiatives that componed the program. Adding to that the program is composed by initiatives that are running based on agile approach and non-agile approch simultaneously. The key is what your audience need to know as information, taking into account information is not the same than data. In our case, our dasboard have traffic light indicators for finance, schedule, resource, scope, risk plus an overall indicator that is created from the others.Adding to that we published bright spots and hot spots.
Thanks for sharing and good to know.
...
1 reply by Sergio Luis Conte
Apr 14, 2020 6:43 PM
Sergio Luis Conte
...
You are welcome.
Apr 14, 2020 6:27 PM
Replying to Karen Price
...
Thanks for sharing and good to know.
You are welcome.
Hi Karen,

You can also include among other things listed above by Stalwarts, trends, forecast, revenue leakages (in case you are handling revenues) which could come up as your progress in the project, could be few lines on - what would be doing differently and continue to show few times as a summary through out the project, instead of merely writing BAU.
Dear Karen,
If you want to show EVM metrics, S curves are useful. You can create them using Project Add/in SCurvesPro. Also, you may interpret project data to create Visual Reports in Excel or in a more specialized BI Software like Power BI.
...
1 reply by Karen Price
Apr 16, 2020 12:54 PM
Karen Price
...
Thank You!
The purpose of executive status meetings is twofold:

1. make them trust you about the future
2. ask for support they can give

ad 1 means being open about risks to avoid surprises and telling them how the project will end (if you show EV then focus on EAC)

ad 2 means even if you do not need anything, ask for something that helps and is easy to give - they will feel good about it

Both are intended to create trust, so do not destroy it by bragging about your achievements.

Be aware that culture on this level is probably different (competitive) to your teams cultures (collaborative).
Apr 15, 2020 1:24 AM
Replying to Verónica Elizabeth Pozo Ruiz
...
Dear Karen,
If you want to show EVM metrics, S curves are useful. You can create them using Project Add/in SCurvesPro. Also, you may interpret project data to create Visual Reports in Excel or in a more specialized BI Software like Power BI.
Thank You!
Thank you

Please login or join to reply

Content ID:
ADVERTISEMENTS

"If they have moving sidewalks in the future, when you get on them, I think you should have to assume sort of a walking shape so as not to frighten the dogs."

- Jack Handey

ADVERTISEMENT

Sponsors