Chris van der LeerProject Manager| StantecChristchurch, Canterbury, New Zealand
I provide the following views to PM's in MS Excel to be marked up and returned to me for the schedule to be marked up:
1) A full project view
2) 1 week look ahead
3) 2 week look ahead
4) WBS view
I also include:
5) A full project view with Gantt - in PDF format to be circulated to stakeholders.
What are the most helpful schedule reports for project managers to receive on a weekly basis? What does everyone else do? Saving Changes...
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Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
What you have to do is create the information that is valuable to your stakeholders. For example, if you ask me, I never, never send a Gantt chart to my stakeholders. But it is because my stakeholders needs of information. So, my recommendation, is to decide after you make a Project stakeholder analysis. Value is the key. And to understand that stakeholders needs information instead of data. Saving Changes...
Wow, that is a lot of work that could be done by programs like MS Project (Server or Online version) with a few clicks. You may want to rethink the tool - especially if it's a weekly task that consumes time and money.
What helps me the most is an aggregated overview (Project does it automatically, but it's customizable) to avoid "TLDR" syndrome. If someone wants to dive deeper into the status they will and can do so. Very cool and easy when combined with PowerBI. Saving Changes...
We usually do not share the full Schedule in weekly report. We set the targets for next week and create the report around those. there is a section for comments and concerns, where risks and emergencies can be mentioned. Make sure you give the targets for next week. Saving Changes...
2. Weekly Report - summarizes the entire weeks progress, challenges if any, used in review meetings with stakeholders, includes pending issues from previous weeks (if any)
3. Monthly Report - reviewed with SLT/LOB accompanied with milestone, trend and variance report
4. Dashboards - high level trends, metrics, used mainly for analysis, planning next set of actions, strategic decisions
5. Individual progress are captured at SharePoint daily Saving Changes...
Chris van der LeerProject Manager| StantecChristchurch, Canterbury, New Zealand
Thank-you everyone - its interesting to hear your responses. Its worth clarifying that the views mentioned above are output in those formats from P6 and are designed for PM's to use when working with their teams, stakeholders etc.
The challenge is keeping the weekly reporting suite consistent considering that PMs, stakeholders, the project team, etc. have different requirements when it comes to seeing the schedule and even these tend to vary between projects. Saving Changes...
