Project Management

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What to do with reports request that duplicate other reports?

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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Have you been asked to make a report that essentially contains information that is in other reports but in a different format. What have you done?

—recopy information from the other report
—send a copy of the other report
—Or…
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Rodrigo Rodriguez Manager| Deloitte Santiago, Metropolitana, Chile
A well defined Master Plan and Project Communication Plan should sort this out... We as PM should avoid information overload as much as we can
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1 reply by Vincent Guerard
Jan 31, 2017 10:02 PM
Vincent Guerard
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You are so right.

I remember a case where a project had to make the monthly reporting in about ten different formats. One for the client that is unavailable but all the other one for internal corporate units!
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Sep 04, 2016 8:35 AM
Replying to Sergio Luis Conte
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Vincent, we are facing this situation right now because the initiative the organization I am working started time ago and I am leading. And your question helps me in clarifying my previous comment. The key here is value. All our actions are part of a framework intended for constant value delivering. Value, as you know, is a subjective matter that we need to translate into objective ones. And the driver to do that is organizational strategy. All the information we deliver is aligned to strategy. The format of the report has to be changed according to your audience. But the information is always consistent between reports. In fact, inside the whole initiative, we are making a great effort to put all the data in one place, to teach all stakeholders about how to convert the data into information.
It sound like your taking the right direction.
I have too often see reports that for group A request information on slide A and group B request it in an other slide or on an other format!
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Jan 28, 2017 9:34 AM
Replying to Cris Casey
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Different audiences require different communication methods and artifacts. And as you would imagine, the breadth of variation is infinite.

I find it helpful to always ask the customer of the report specifically what action they intend to take when they finally get it. If they can't provide a clear answer, it may be necessary to help them think about what it is they are asking for and why.

Of course if the request is an arbitrary request from a person of organizational authority, generally the only option is to 'trade' the time it takes to do the additional work by eliminating something else.
External report request is difficult to change. But internal reports often are different for a different audience but containt the same informations place differently in a table for one, in a graph for an other.

Organisation that the main business is project, should simplified internal report request not to create extra work for the project team.
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Jan 28, 2017 5:15 PM
Replying to Rodrigo Rodriguez
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A well defined Master Plan and Project Communication Plan should sort this out... We as PM should avoid information overload as much as we can
You are so right.

I remember a case where a project had to make the monthly reporting in about ten different formats. One for the client that is unavailable but all the other one for internal corporate units!
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