I would use the required values from the master report provided both the requirement parameters and the timestamp are same. If the values are in excel sheets, it would be good to use the excel formulas/macros to make the report generation faster.
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1 reply by Vincent Guerard
Sep 03, 2016 4:49 PM
Vincent Guerard
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Yes when you can that is the most practical.
Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
Basic to create a good Project Communication Plan is to perform Project Stakeholder Analysis before to know stakeholders information needs. And here is the key: information. There is a hugh difference between data and information. So, you could face the situation you stated Vincent more often that you think. So, you have to satisfy you stakeholders needs about information.
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1 reply by Vincent Guerard
Sep 03, 2016 4:47 PM
Vincent Guerard
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Your right, when project start you check requirement from stakeholders. Two I consider most important for progress report would be internal(corporate) and external (the client). What I often see is change in requirement from corporate, a few change in the management and the require different set of reports one each.
How do you deal with that?
Saving Changes...
Hau Doan HuuAsst CEO in IT and DX, cum DCIO| Vietnam PostHanoi, Hanoi, Viet Nam
Agree with Sergio, especially about "information". As mentioned by Vincent "in a different format", it means that other information.
I myself have experienced some similar cases in Risk management consulting projects. We had some deliverables related to an original knowledge are methodology, pilot and URD. We had to communicate with key stakeholders to determine what should be in each deliverables. For eg: methodology as its name would cover all original methods, pilot would cover the result of pilot run with sample data, and URD would cover all needed information to implement the methods in an IT application.
Thus, once again, as Sergio mentioned, you have to satisfy your stakeholders needs about information.
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1 reply by Vincent Guerard
Sep 03, 2016 4:53 PM
Vincent Guerard
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Absolutely you need to satisfy stakeholders.
I have been in the corporate side and at the time push for a simplified reporting, where a single report was ask from PM. Avoiding transfers to a different format/placement of information for different managers.
Not easy.
Saving Changes...
Walter PilimonCEO| Web Dev Experts SRLBuenos Aires, Buenos Aires, Argentina
1. Is this report for the same people that received the first report? 2. Have all of them read it? 3. Who is or are the ones requesting the reformatting? 4. Why are they asking for that? What was not clear in the first report? 5. If the people who will be the recipients for the reformatted report are different from the first group, it would be good to ask them what parameters of the project they would like to see reflected in the report, and most important, what decisions are they going to make based on that report.
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1 reply by Vincent Guerard
Sep 03, 2016 4:57 PM
Vincent Guerard
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I have seen request for report in Word, Excel and Powerpoint all from corporate peoples. In some case requesting all Projects to report in format x for the PMO then an other format for some VP, etc.
Creating more work for the project teams. Has I stated a single internal reporting is what project need the template can be develop from Excel with link in different sheet for different presentation but a single entry.
Yes in some case decision are of different nature, key information is the same.
Basic to create a good Project Communication Plan is to perform Project Stakeholder Analysis before to know stakeholders information needs. And here is the key: information. There is a hugh difference between data and information. So, you could face the situation you stated Vincent more often that you think. So, you have to satisfy you stakeholders needs about information.
Your right, when project start you check requirement from stakeholders. Two I consider most important for progress report would be internal(corporate) and external (the client). What I often see is change in requirement from corporate, a few change in the management and the require different set of reports one each.
How do you deal with that?
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1 reply by Sergio Luis Conte
Sep 04, 2016 8:35 AM
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.
I would use the required values from the master report provided both the requirement parameters and the timestamp are same. If the values are in excel sheets, it would be good to use the excel formulas/macros to make the report generation faster.
Yes when you can that is the most practical. Saving Changes...
Agree with Sergio, especially about "information". As mentioned by Vincent "in a different format", it means that other information.
I myself have experienced some similar cases in Risk management consulting projects. We had some deliverables related to an original knowledge are methodology, pilot and URD. We had to communicate with key stakeholders to determine what should be in each deliverables. For eg: methodology as its name would cover all original methods, pilot would cover the result of pilot run with sample data, and URD would cover all needed information to implement the methods in an IT application.
Thus, once again, as Sergio mentioned, you have to satisfy your stakeholders needs about information.
Absolutely you need to satisfy stakeholders.
I have been in the corporate side and at the time push for a simplified reporting, where a single report was ask from PM. Avoiding transfers to a different format/placement of information for different managers.
Not easy. Saving Changes...
1. Is this report for the same people that received the first report? 2. Have all of them read it? 3. Who is or are the ones requesting the reformatting? 4. Why are they asking for that? What was not clear in the first report? 5. If the people who will be the recipients for the reformatted report are different from the first group, it would be good to ask them what parameters of the project they would like to see reflected in the report, and most important, what decisions are they going to make based on that report.
I have seen request for report in Word, Excel and Powerpoint all from corporate peoples. In some case requesting all Projects to report in format x for the PMO then an other format for some VP, etc.
Creating more work for the project teams. Has I stated a single internal reporting is what project need the template can be develop from Excel with link in different sheet for different presentation but a single entry.
Yes in some case decision are of different nature, key information is the same. Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
Sep 03, 2016 4:47 PM
Replying to Vincent Guerard
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Your right, when project start you check requirement from stakeholders. Two I consider most important for progress report would be internal(corporate) and external (the client). What I often see is change in requirement from corporate, a few change in the management and the require different set of reports one each.
How do you deal with that?
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.
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1 reply by Vincent Guerard
Jan 31, 2017 9:55 PM
Vincent Guerard
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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!
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.
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1 reply by Vincent Guerard
Jan 31, 2017 9:59 PM
Vincent Guerard
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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.
