I would like to report on the overall status of the top 10 initiatives on a weekly basis.
I would also like to show the RAG, risks and milestones. Saving Changes...
Sort By:
Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
Hi Claud Burgers,
Great and very practical question — especially relevant for those managing multiple high-impact initiatives simultaneously.
I’d suggest approaching this in three complementary layers:
1. Programme and Portfolio Management Tools (PPM Tools)
Platforms like Planview, Clarity (Broadcom), ServiceNow Strategic Portfolio Management, or Microsoft Project for the Web / Project Online with Power BI offer robust capabilities for integrated programme oversight.
They allow consolidated views across initiatives — including RAG status, risks, milestones, and dependencies — and are well-suited for mature governance environments.
2. Executive Dashboards and Visual Reporting
If your data already lives in Excel, MS Project, JIRA, or similar tools, Power BI or Tableau can turn that information into dynamic, visual dashboards — with filters by initiative, status, owner, and progress. Integration with SharePoint, Planner, or DevOps tools is also common and effective.
3. Structured Reporting Logic
Regardless of the tool, clarity and consistency in your reporting framework are key:
- Define objective criteria for RAG status (not just “gut feel”)
- Include risks ranked by impact/probability, along with mitigation plans
- Show milestones with realistic, committed dates
- Keep narrative comments concise, focused on decision-making and action
Quick practical note:
I’ve seen teams use PowerPoint linked to Excel + Power BI to create weekly “Top 10” initiative reports — balancing automation and storytelling. In agile environments, JIRA + Confluence + custom views can also be very effective.
...
1 reply by Claud Burgers
Jun 25, 2025 1:28 PM
Claud Burgers
...
Hi. I appreciate you taking time for this detailed and insightful response. It will definitely assist with my next steps regarding this subject. Thank you kindly.
Start with the requirements for the content and presentation format - use a mockup-based iterative approach with your key senior stakeholders to come up with these requirements. Then, you can decide whether a canned solution or a custom dashboard made in an appropriate business intelligence tool is suitable.
Hi Claud, you may use the Gen AI to assist you, example using Copilot. In the prompt, enter "As a project manager, I would like to report on the overall status of the top 10 initiatives on a weekly basis, show the RAG, risks and milestones in a table". The Copilot will generate the results with a table including the columns for Initiative 1-10, Owner, RAG Status with different colors/ legend, Key Milestones, Risks & Issues and Comments.
...
1 reply by Claud Burgers
Jun 25, 2025 1:31 PM
Claud Burgers
...
Hi. With Copilot being preferred within our organisation. This prompt will be very useful. Thank you.
Great and very practical question — especially relevant for those managing multiple high-impact initiatives simultaneously.
I’d suggest approaching this in three complementary layers:
1. Programme and Portfolio Management Tools (PPM Tools)
Platforms like Planview, Clarity (Broadcom), ServiceNow Strategic Portfolio Management, or Microsoft Project for the Web / Project Online with Power BI offer robust capabilities for integrated programme oversight.
They allow consolidated views across initiatives — including RAG status, risks, milestones, and dependencies — and are well-suited for mature governance environments.
2. Executive Dashboards and Visual Reporting
If your data already lives in Excel, MS Project, JIRA, or similar tools, Power BI or Tableau can turn that information into dynamic, visual dashboards — with filters by initiative, status, owner, and progress. Integration with SharePoint, Planner, or DevOps tools is also common and effective.
3. Structured Reporting Logic
Regardless of the tool, clarity and consistency in your reporting framework are key:
- Define objective criteria for RAG status (not just “gut feel”)
- Include risks ranked by impact/probability, along with mitigation plans
- Show milestones with realistic, committed dates
- Keep narrative comments concise, focused on decision-making and action
Quick practical note:
I’ve seen teams use PowerPoint linked to Excel + Power BI to create weekly “Top 10” initiative reports — balancing automation and storytelling. In agile environments, JIRA + Confluence + custom views can also be very effective.
Hi. I appreciate you taking time for this detailed and insightful response. It will definitely assist with my next steps regarding this subject. Thank you kindly. Saving Changes...
Start with the requirements for the content and presentation format - use a mockup-based iterative approach with your key senior stakeholders to come up with these requirements. Then, you can decide whether a canned solution or a custom dashboard made in an appropriate business intelligence tool is suitable.
Hi Claud, you may use the Gen AI to assist you, example using Copilot. In the prompt, enter "As a project manager, I would like to report on the overall status of the top 10 initiatives on a weekly basis, show the RAG, risks and milestones in a table". The Copilot will generate the results with a table including the columns for Initiative 1-10, Owner, RAG Status with different colors/ legend, Key Milestones, Risks & Issues and Comments.
Hi. With Copilot being preferred within our organisation. This prompt will be very useful. Thank you. Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
First thing is to understand what your stakeholders needs. It is not a trivial tasks. After that, use generative AI tools creating prompts with your stakeholders needs and profiles and you will get what you need. After that, you need to go to get the data which is other phase in the work. Saving Changes...
