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Project Status Scorecard - Please let me know your view

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Ganesh Srinivasan Ganesh PMO (PMP, PMI-SP, ITIL-F)| MNC Bank Chennai, India
Dear Members,

I'm developing a excel based scorecard, I seek your kind help for the same.

Following measurments have been taken :

Score : 5 highest satififactory , 4, 3, 2 , 1

1. Schedule - (On Track, Behind Schedule, LATE)

2. Milestones - How many crtical milestones met? (All met , More than 80% , More than 60%, Less than 40%)

3. All deliverables as per plan proceeding ( Yes, minor issues, moderate issues, serious issues,

4. Project based performance measurments given by PM's.

5. No - High Risks , High Issues ( score based on that).

Am I missing anything ? If you developed any Project scorecard , could you please help me with sample ?

Request your kind inputs. As I need produce the draft by tmw, your kind help is much appreciated :)
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John Caron, MBA, PMP, CSM VP - Technology Project Solutions Consultant| Bank of America Jacksonville, Fl, United States
Ganesh, while I have always preferred other tools outside of Excel for tracking, I believe you should track CPI and SPI on your Excel.
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2 replies by Suhail Iqbal and Vincent Guerard
Jun 07, 2016 4:27 PM
Suhail Iqbal
...
I strip strongly agree that earned value indicators must be added.
Jun 07, 2016 4:40 PM
Vincent Guerard
...
You can put a visual presentation for a combine CPI SPI in Excel having one on the X value the other on Y showing a few month will give a view on trend.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
And remember: you have to ask your stakeholders what they need as project information. That is the only thing that matters.
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1 reply by Suhail Iqbal
Jun 07, 2016 4:28 PM
Suhail Iqbal
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Stakeholder needs and expectations
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Samuel Vaddi Avon, In, United States
Ganesh, along the lines of John's comments, you should consider adding Budget - (On Track, Under, Over).

I agree with Sergio that at the end of the day, the consumers of this information need to see what they want to see - nothing more, nothing less.

I like the one-page PM template. http://www.mpug.com/articles/the-one-page-project-manager/ You can see if there are elements you want to borrow from there
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Lukasz Poczesny Service Delivery Project Manager| Roche Wroclaw, Poland
I would suggest to add some soft evaluation as CSAT and something in line with: "How do the project deliverable satisfy Your need"

Keep it simple and keep it visual, this helps to communicate.
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John Herman . Us, Aa, United States
Well, I would think you need to report on the 3 or 4 things in the Waterfall Iron Triangle: Budget, Schedule, Scope, Quality. From an Agile Triangle perspective (and this is not as strong as the waterfall triangle): Value, Quality and Constraints. Agile would also report on the Backlog. So, if you want to be hybrid (and I always like hybrid better, just with a lean one way or the other depending on the project), use the 4 from Waterfall and consider Constraints (assumptions, issues, and risks which you have noted), and Value. What is Value? It is requirements that have been met. Most of the time, Value in a waterfall is all at the end, but if there is a phased delivery, then some value could be obtained earlier. And you could also use Earned Value. So there you go, best of both techniques. I'm so hybrid that I don't even think of the two as separate any more. :-)
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Suhail Iqbal Suhail Iqbal PMIATP CIPM FAAPM MPM MQM CLC CPRM SCT AEC SDC SMC SPOC PRINCE2 MCT| PM Training School Rawalpindi, Punjab, Pakistan
Jun 07, 2016 9:04 AM
Replying to John Caron, MBA, PMP, CSM
...
Ganesh, while I have always preferred other tools outside of Excel for tracking, I believe you should track CPI and SPI on your Excel.
I strip strongly agree that earned value indicators must be added.
...
2 replies by John Caron, MBA, PMP, CSM and Suhail Iqbal
Jun 07, 2016 4:37 PM
John Caron, MBA, PMP, CSM
...
Hi Suhail, please explain...strip?
Jun 07, 2016 5:25 PM
Suhail Iqbal
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strip was mistyping, ignore that please.
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Suhail Iqbal Suhail Iqbal PMIATP CIPM FAAPM MPM MQM CLC CPRM SCT AEC SDC SMC SPOC PRINCE2 MCT| PM Training School Rawalpindi, Punjab, Pakistan
Jun 07, 2016 10:06 AM
Replying to Sergio Luis Conte
...
And remember: you have to ask your stakeholders what they need as project information. That is the only thing that matters.
Stakeholder needs and expectations
avatar
John Caron, MBA, PMP, CSM VP - Technology Project Solutions Consultant| Bank of America Jacksonville, Fl, United States
Jun 07, 2016 4:27 PM
Replying to Suhail Iqbal
...
I strip strongly agree that earned value indicators must be added.
Hi Suhail, please explain...strip?
...
1 reply by Suhail Iqbal
Jun 07, 2016 5:25 PM
Suhail Iqbal
...
mistyped
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Jun 07, 2016 9:04 AM
Replying to John Caron, MBA, PMP, CSM
...
Ganesh, while I have always preferred other tools outside of Excel for tracking, I believe you should track CPI and SPI on your Excel.
You can put a visual presentation for a combine CPI SPI in Excel having one on the X value the other on Y showing a few month will give a view on trend.
avatar
Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
I would put last month key activities
and
next month key activities
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